QuickBooks Q&A (US)

In the old QBO, I was able to add blank lines in between different service items as a way to separate the sections of work we completed.  If I import transactions into the invoice try to rearrange them and add blank lines, it looks fine on the screen but when I print it, the imported transactions always rise to the top of the invoice and they won't show the empty lines.  In addition, I use the top line of the invoice to put a note about the work that was done and dates of service.  That line gets pushed to the bottom of the invoice below imported transactions.  The only fix is to delete the imported transaction and manually add it back in.  Then there isn't an issue.   I have submitted several cases about this and just received a final note that I have to use the modernized invoice template in order to customize my invoice, because if I am using a custom form style it won't work.  So fine, I switch the default to modernized.  But it's a

I'm assisting a client in setting up his checking account to receive payments from his customers. It's been a frustrating process so far. QBO is requesting documentation to prove he owns the business and the checking account Every document we've submitted has been rejected, including some very personal docs such as his driver's license. QBO is now asking for a personal bank statement that shows his home address. This feels unnecessarily invasive of his privacy. Why need his home address for a business account? I want to understand why these documents are required. When we link a checking account to the Bank Transactions, we only have to have the sign-on credentials with the bank. Why does the business owner need to provide personal documents to receive invoice payments? 

How do I reconcile

Every time there is an update to Quickbooks desktop the installer changes program files folder permissions to "Everyone". This is then flagged by the network security monitors as a vulnerability. We could fail our Cyber Essentials audit due to this. The exact prompt from the security monitors is:"Path: c:\progra~1\intuit\quickb~2\qbdbmgrn.exeUsed by services: QuickBooksDB34File write allowed for groups: Everyone (S-1-1-0) Full control of directory allowed for groups: Everyone (S-1-1-0)" We then need to update the folder permissions manually to every time there is an update.Can someone please advise how we can fix this issue permanently? Surely Quickbooks must have policies to keep the software secure. Giving access to Everyone on a server to a folder with an executable that is accessed by a Windows service is a serious vulnerability. A malicious user could replace the executable (since they have access to the folder) and to a lot of damage.

It stated that once I downloaded the app, I could order my free card reader. I can order a card reader, but it’s not free?

How to remove customer refunds due to overpayment on invoices from unbilled expense report in Quickbooks desktop? When someone overpays with a check I have to refund them with a check and it keeps showing in my unbilled expenses report. Here are the solutions I have already tried:1. Removing the customer name will not work because it will unlink the refunded check to the customer from their payment showing I still owe them a refund for overpayment. 2. The billable box is already unchecked.3. Changing the transaction type to credit. This just removes all bills that are a credit including the billable ones for customers. These refunds are checks (transaction type) to the customer so removing transaction type check is not an option.4. I have rebuilt the data multiple times with out correction to this issue.

I need to understand whether the square connector will meet my client's needs. My client does not track inventory, customers, or transactions. All that is needed is the information from the deposit transaction (i.e., Banking -> TransfersHe needs the gross sales from the deposit (transfer), any sales tax, merchant service fees, and any other adjustments to the deposit.  That is all that is required for his business. Will Square Connector do that, or does it strictly work based on transactions, and can you not ignore that piece? ThanksElliot 

I've enabled the Venmo/PayPal option in my invoices, However, my client says she is experiencing issues with making the payment using the Venmo option.  When she tries to input her shipping address she receives an error message stating "something has gone wrong".  The AI Chat Bot stated I do not need a separate Venmo account and offers to help me enable it. Even though I know it has been enabled I opted in.  But then the Bot goes on the state that it cannot be done.  What am I missing here? Thanks

Auto Mile tracker ain’t working

I have set up individual company accounts in quickbooks desktop (it is a very old account). I cannot remember the password for one of the company accounts and my email no longer exists.  How do I recover the password for that one account?

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I took over accounting for a company where the checks had already been ordered. There are a lot of them still, so I want to use them before changing to what I need for my printer.I am going to try to be as clear as possible in explaining my issue. The issue is that the check sheets I have are stacked with the smallest check number on top, and the largest check number on the bottom. So top check is 000 and bottom is 100, facing up. In my printer you place the papers UPSIDE DOWN into the feed slot, and it grabs the top paper but prints on the underside of that sheet.So in my printer my current stack of checks will start at 100 and work its way down to 0. I could have sworn I at some point saw a place where you can change the print order in QBO, but I can't find that as an option now.Does anyone know where I could find this option, or did I imagine it? I have tried searching QB help pages and found nothing.This is NOT a matter of the printer reverse printing. &nbs

Hi, I want to print a report for my In Progress projects, Completed Projects or Cancelled Projects. I know i can filter it and see it in the projects tab, but how can i print the report. so i can followup with all of my In Progress projects. Thank You !

In my Customer Information account the customer's open balance shows up with 294.49. However, I cannot find the open Balance in the customer Information Transactions. Don't know there the open balance is coming from. See attached Screenshot. Thanks in advance for your help. [removed attachment]

I have a $49k deposit on hold for 10 days now. 6 calls to resolution center. I was “assured” by them on the phone deposit was going to clear twice. On the days they specified in that assurance I received another email. With more questions. Every time i call the person assured me everything was set,but i had to wait 2 more days. My business and my life are in the balance and i am told that no one who can help me has a phone at intuit. There is something called the operations center that reviews and asks the questions but we can’t talk to them. My new business and my reputation  is about to be destroyed because the client wants to know where their money is, and when i will have access to it. I’ve given them answers based on what the resolution center “assured” me multiple times, and still have nothing to show for it. I can’t even give them a receipt for the $49k because I don’t have it. And im not sure im going to get it. I’m devastated right now and fear i am going to have a lawsui

I have asked this question before but keep getting answers on how to set up vacation and sick time in QB.  That is not the issue.  Each employee is accruing vacation and sick time hours at the same hours per payroll but the accrual keeps accruing differently for each employee.  Some are accruing more vacation and sick time and some are accruing less even though they are all set up the same way.  Please don't send instructions on how to set up vacation and sick pay.  I have that already.  I'm trying to figure out why it is varying differently for every employee when they are set up the same exact way. 

How to change phone number?

For example: All invoices created in January should show a due date of February 15th, regardless of what day in January they were created. Is there a way to set up terms for the due date to set to the 15th of the following month? This vendor will also give a 1% Discount if payed before the 10th of the following month. Thanks!

I have double checked at the banks login page to be sure my Ussn and Password are good and working.

QuickBooks Online does not currently support a true end-to-end service workflow.For service-based businesses — microscope technicians, HVAC, medical equipment, field service, and countless others — the current Estimate → Invoice path skips a critical operational step: the Work Order.Without a native Work Order, service businesses are forced to manage their operational documents OUTSIDE of QBO (paper, spreadsheets, third-party apps), then manually re-enter data into QBO for invoicing. This creates errors, duplicate work, inefficiency, and frustration — and it's the #1 reason service companies look at platforms like ServiceTitan, Jobber, and Housecall Pro instead of staying within the QBO ecosystem. The Solution: Please add a non-posting Work Order document type that bridges the gap between Estimates and Invoices, with field-level data capture, one-click invoice conversion, and integration with QuickBooks Payments for card-on-file billing. Pair it with AI automation to trigger

Hello all, well I am new at this and trying to train myself on how to use Quick books. Sorry if these questions may sound dumb.I use this for my Ice vending machine business, I own several machines and I also stock and sell many parts for these machines to other vending machine owners. Which Quick books works great for keeping an inventory log. However I occasionally need to use the inventory I Sell on my own company equipment, I need help figuring out the best way to track when I do this to keep my inventory correct. Example, I have a part break on my company vending machine and I already have the part showing in stock in quick books and I pull the part from my shelf to use on my machine what is the best way to track that part pulled from inventory? I also stock and sell boxes of Ice bags these machines use. My machine constantly uses them as well. What would be the best way to track that? Just need help on figuring out the best way to track these changes in my inventory. Thank you in

Our account was hacked mid Dec 2025 & we found it on 12/29/25. The same pending charges have been there since September. It’s odd since April & May the pending charges were zero but now they’re back

I am having to make a decision.  I either have to stay with desktop and now go to the annual fee plus per monthly employee fee and then the enhanced payroll fee. or change to enterprise which would come out to about the same per year but includes payroll with it.  I need to know how similar they are because I like, more importantly my book keeper likes, the setup of desktopAny help with comparison and if anyone has made the change and can tell me their experience would be greatSteve

qbmapi64 out of memory Quickbooks Keep Crashing.,Support Provided INV#45546 and Case#[removed] Never Heard BackPlease Advise Best Sam 

I am a FieldEdge customer.  I have spoken with FE and QB both on the same phone line at same time.  They are both saying "it's their fault" with no help.Suddenly I have customer accounts that were already set up as a service address with a parent customer to bill.  Suddenly, I have several of these accounts that removed from the actual parent customer to some random other customers within my books.  All of this shows fine in my last backup but then there was an update in QB and either right before or after that, I am not positive this all happened.  I cannot just change them because QB gives me an error that it is not possible for me to do.Anyone else have this issue????