QuickBooks Q&A (US)

canceled my subscription today. Please remove the pending June 11 charge. Thank you

I need a report that will show sales transactions for the previous month, including item, service provided and service date (in addition to the invoice date).   I want to check at months end that invoices were dated correctly (we back date our invoice to match when services occur).  I found a previous post here that said the Sales by Customer Detail report could be customized to show the service date, but it is not an available option.  Only  invoice date, ship date, deliv date and due date show up as items that can be selected.Thanks!

Help please! We were on automatic taxes in QBO and with the new change on Nov1 didn't realize we would get taxes removed for the "next month". Given that, in October we didn't leave enough funds in the account to make the payment on 10/15 (for September payroll). So our automatic tax payment failed. Now QBO properly shows that attempt as Failed, but shows as the only option "Resubmit Payment". However, since we didn't have the funds, we made other arrangements with eftps and paid the 10/15 fed liability manually. Now in QBO, I just need to mark that as paid, but it doesn't seem to offer that option for failed payments. How can I tell QBO that the failed automatic payment was manually paid?Thanks.

I have no such option. I inserted an employee instead of a Contractor by accident. Can you provide steps how to delete the employee, so that I can enter the Contractor instead?

I am looking to be able to create the P&L Budget Performance Report in QBO and it does not exist.  However, it does exist in QB Desktop.  Any ideas as to why it is not an option in Online and how to get Quickbooks to make it available?  Thanks in advance!

We are setting up QuickBooks Online for a yacht charter company incorporated in the British Virgin Islands. When editing the Company Address, BVI is not available as a country option. The only available options are United States and United States Outlying Islands. Since the Company Address appears on customer invoices, we would like to know which option is recommended for a BVI company and whether choosing one over the other has any impact on invoicing, tax settings, reporting, or other QuickBooks features. If anyone has experience with a BVI-based company in QuickBooks Online, your guidance would be greatly appreciated.

I have followed instructions on setting up a customer group and that is set up fine. However, when I go to set up a Role and go to Areas and Activities, then Centers and select Customer Center, there is no option to create a Custom Activity Access Level.  Is this a feature that needs to be activated? Anyone know why it wouldn't be showing up?

MCredit Union account stopped syncing with quickbooks a while ago. I was able to still get the info by updating my login info. Now nothing works. I emptied my cache. I contacted my Bank and there are no issues on their side. What can I do other than constantly export the data myself? 

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Hello - We have about 200 reports in our memorized report list and I believe that we can probably remove at least half of them.  How can I run a report that will show this list and the last time the report was generated?  Thanks.  

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Hi - We use a 3rd party payroll company but have always had the ability to enter an employee's social security number and date of birth in the Employee set up section in Quickbooks Online. We just went to set up some new employees and when we go into the employee setup we no longer have the fields to enter the SS # and DOB. I also noticed that when I click on the ? for help, nothing happens.  Anyone else having this issue?

is there a reason why i can not approve my weekly time on IPAD? but i can approve it on my desktop computer and my Iphone?

Customers, invoices, mileage, etc

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I have made multiple deposits over the Last few weeks but when selecting to record a payment to corresponding invoices, there is no money available to link.

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In the Bank Deposit screen, I am facing multiple issues in Sandbox Company (Sandbox_US_3):Account dropdown — Only shows "+ Add new account". Existing bank accounts from Chart of Accounts are not appearing.Received From field — Dropdown is empty, no customers or vendors are showing.Payment Method field — Dropdown is empty, no payment methods (Cash, Check, Credit Card etc.) are showing.

I pay $35 a month for the Tax Bundle, and I understand that means I should be able to prepare my taxes using Turbotax online with no additional cost. Yet when I start Turbotax using the same login as for my QB S-E Tax Bundle, I'm asked questions about what my situation is and then it tells me that I can only choose between a couple expert-assist options that will cost more money (several hundred dollars). Why?

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I have been sending invoices via email for years.  Last successful invoice sent on 8-15-2024.  Yesterday I started getting a "Webmail Authorization" window.  If I follow the instructions it just takes me in a continuous loop.  I use Windows and my email is through Microsoft Outlook 365.  I chatted with QB support for over an hour with no luck.  Contacted my IT person and again no luck in determining why this is happening all of a sudden.  NOW if I change my preferences to OUTLOOK instead of WEBMAIL the emailing invoice function does work.  However, it was not working in this format last year and QB support had me change it to WEBMAIL.  What a mystery!   If anyone knows what is causing this or has a suggestion to fix I would greatly appreciate it! [Removed screenshot due to PII]   Thank you as always for the support! 

The credit card register only shows the payment credits I've applied since setting up this account a couple months ago. There are no filters applied and it is linked to the account through my bank.

I approved and exported an employee's time but I didn't change the job to the correct one, can I change the job after I've approved and exported her timesheet?

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