QuickBooks Q&A (US)

I am working on a custom design for my credit memos in the layout designer and it has grouped some boxes and I can't ungroup them. I didn't even know grouping was a thing. It wasn't initially like this because one of the boxes was at the bottom of the page and I've moved it to the middle. It wouldn't be a big deal, but one of the grouped boxes is offset and it looks bad. PLEASE DO NOT WASTE MY TIME WITH A GENERIC MESSAGE ABOUT HOW YOU CAN DESIGN YOUR OWN TEMPLATES. I have an actual issue that I need a SOLUTION for. There isn't an option to ungroup or even delete these boxes. All I can do is add. It's very odd. 

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I am trying to apply a tax payment that is more on the bank statement than what is owed.  I would like to reflect the credit in the payroll module and see the message "resolve"  Where do I record that payment so it clears the liability and shows the overage?

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This was in early June. After the incident, our client made a direct transfer to us for the outstanding amount and is waiting for their refund

My old MacBook died. The logic board I can't get the machine to power on to retrieve my QuickBooks files. My backup of the machine doesn't seem to have any of the QuickBooks files.I believe in the past, I have had it uploaded online, but I don't know how to go about locating that.Any assistance would be greatly appreciated A.J. Simpson

Is it possible to allocate inventory items to a particular job for job costing purposes? We do not want those items to appear on a invoice but we want it to reflect our inventory levels.  We invoice based on a quoted price and use materials in inventory to complete the work.  I know this question was asked in 2021, but I wanted to see if QB has made any changes for construction like companies.  Solved: Allocating Inventory to a Job

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I have a QB file that is over a GB.  I only can get it to condense prior to a certain date.  I have tried all the recommended fixes.  I have rebuilt at least 2 dozen times and the condense process fails at step 3 of 4.  Does anyone have any third party companies they would recommend or other suggestions?

I only have 4 invoices issued to 1 client. QB allocated payments from one invoice to another, then put PIF for invoices that were not PIF. It's a mess and now they want me to pay to have one of there people clean up the mess they made. How is this a remotely acceptable business practice? The "help" they provided for the services they provide is now converting to an at will service to provide the support for the very product they are NOT servicing. This is not the first issue I've had, and it's gotten worse including functionality issues where I cannot update an invoice with a new message to a client without going into the Gear Icon and having to go through separate search pages to then update a message for each individual invoice I want to customize a response to...this never happened before! Before y ou could easily write a new message to a client and it populated in the draft version/preview client side. They just took away critical functionality. It's ludicrous and nonsensical. Why

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For QuickBooks Desktop Pro 2024:On a 2025 W-4 if an employee puts down $4,000 on Line 3 does that get entered as 2 or $4,000 on the claim dependents on the federal tab?

All the information I find is for QuickBooks Payroll, which we do not use. I need to determine which accounts to add to our Chart of Accounts so that the benefits we pay on their behalf are properly recorded.

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I also setup Accountant account by mistake, All what I need is account to manage my small business transactions and write some checks ! I don't need accountant profile . What I can do?

I am trying to help my neighbor create a report that looks like what I use for my church, but I can't figure out how it was made. She essentially wants the transaction detail by account report but also wants in addition the beginning balance for each account reported as well.  My church report is a memorized report called transaction by account, showing the beginning balance. But I didn't make the report nor can I figure out how it was made.

Invoice Payment more fast

I used to succeed at this all the time, but now when I try to set-up my account to download transactions it is trying to force me to sign into my account. I don't want to give quickbooks my username & password (thus the desktop version). How do I get around this to import my .qbo file? It's working on the accounts that I had set-up previously, but if the cc# changes then it ruins it and I can't import transactions.  Please help!!! Thanks! 🙂 Kat 

it ask for date formatting and such , but i cannot continue and upload the transactions

I want to stop using QuickBooks for three months and then come back and find all my company information.

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How do I export payroll form ADP to QBO?

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