QuickBooks Q&A (US)

Can Quickbooks on line customize a sales report by Sales Rep showing a total sales number year to date?

Hi all,I’m looking for help connecting with a higher-level support team or engineers regarding my certification issue. Not Tier 1, they are mean and not helpfull. I opened a support ticket on 2/26/2026. I was told the issue had been resolved, but my case still shows as being with the engineering team.I completed and passed the Bookkeeping Certification exam, but my certificate and badge were never issued to me. It has now been over 3 months and nothing has been resolved. And next update in the end next month!Current issue:“Certification exam passed but still shows ‘In Progress’ and no badge issued.”Has anyone experienced this before or knows how to escalate the issue directly to engineering or higher-tier support?Thank you.

how to add "void after 90 days" to A/P checks?

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I’ve been having a couple of issues with the Shopify connector and would appreciate if someone can help. I also only have the basic account and not sure if certain features are disabled bec of this. All Shopify sales are mapped out to automatically be classed under Shopify Channel sales. However, when I looked at my P&L report, I just noticed that at some point QBO started classifying these transactions under Wholesale Sales. I’ve no idea how to fix this. The other questions I have is - there seems to be duplicate clearing accounts for Shopify transactions. I push everything into a Shopify clearing account first, then final ACH transfers are received by my bank account. but I just found that QBO has also been pushing transactions into a Payments for Deposit account for undeposited funds. This seems to be a duplicate effort? My clearing account balance is reconciled and correct but the Payments for deposits account has a large balance and every single transaction in there

How do I add a holiday balance?

Which desktop version is available for me to use on a Mac Neo? And where can I get it? Since I subscribed to QB online, I don't have a license and product number. 

**** you for changing **** and not providing documentation. get ****** and stay ******.

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I processed payroll and didn't change the bank account the funds need to come out of. How do I cancel it and process it through the right account?

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After logging into company file, is anyone else getting a pop-up box with "qbmapi64.exe - Entry Point Not Found"? File name "D3DCOMPILER_47.dll" is looking for the code "CxxFrameHandler4". After 2 1/2 hours on the telephone with support, they tell me it is not a Quickbooks issue and can't help me. When my IT teams tells me it is a Quickbooks issue. PLEASE HELP!!! 

This is day 3 and I can't log in to the QBO app on my Samsung S22+ phone, even though I have verified the password and have also tried the "text a code" option. The operating system of the phone is up to date, the last update was in March. I have tried clearing the cache, as well as deleting/adding the app. Just curious if anyone else is facing this problem and if you have found a way to log in that I don't know about. 

Has anyone else received a phone call from "Quickbooks" saying that you need to purchase a separate support package for $600 per year?!?!  I did a search online and this does not seem to be true unless you want some premium package.  

Hi everyone, Just migrated to QB online after over 20 years on Desktop Pro.  Not liking it all!  I am not an accountant or book keeper.  I am a small business owner trying to do my best to keep my books straight in the migration.  Here's what's going on .... If I can explain what I used to do in QB Desktop.  I accept 3 separate credit card payments from 3 clients.  I accept each payment & deposit it to a holding account.  I accept the actual payments via separate credit card processing software.  The following morning I get notice from the credit card processor all cards have been successfully charged & the funds have been deposited in my business account.  So 1 deposit for 3 separate customer payments.  I then enter a transfer entry to clear the holding account & match the deposit to the bank for reconcile.  As an aside; the payments are rental payments & belong to clients of mine.  So they are 'othe

I have payroll items setup to reimburse employees for mileage, per diems and out of pocket expenses which are added to their pay but it does not get added to the project to track the costs.

How to setup Quickbooks to email using thunderbird.

I can not send invoices from QB Desktop Premier.  Message says I'm missing a PDF component. I have downloaded your "tool hub" but it doesn't seem to be working OR I'm doing something wrong.   

Does anyone know how to integrate Text.lk SMS services with QuickBooks Online?I need:SMS sending for invoices and sales receiptsAutomatic customer notifications via Text.lk APISMTP email configuration for sending receipts/invoices using a custom mail serverLooking for:Existing apps or integrationsAPI/webhook methodsAutomation tools like Zapier or MakeAny developers experienced with Sri Lankan SMS gatewaysThanks. 

I recently attempted to close month end but received an error message saying I was not able to close the month due to items in our inventory that had negative on hand values. This was not an issue for us in Desktop but is an issue in IES.   Because of the nature of our business, we do have regular and consistent transactions where the sale is recorded a few days before the item is received into inventory ( we do a good deal of third party drop ships).  appreciate the warning that there are negative hand inventory amounts to but to prevent the month from being closed does not work for us. I could have 10 items that show a negative on hand inventory value of just $.10 and I still could not close the month ( Materiality ???).  The suggestion from the Feedback desk was to do an inventory quantity adjustment at the end of every month and then reverse it the first day of the next month. This is not very efficient. Has anyone else experienced this and does a

Does anyone else have a problem sorting Recurring payments by Customer in QuickBooks Online?The Customer heading has an icon for sorting but it doesn't sort by customer name.  QuickBooks expert said it was a system limitation; but why have the sort icon if it can't sort by Customer

With Quickbooks online now requiring automatic payroll taxes, how will state unemployment permits be supported? Iowa Workforce Development (IA Unemployment) requires wages to be paid prior to a permit being established. If QBO is requiring fully automated payroll taxes to be set up prior to payroll being processed, this creates a major impasse for all new payroll clients. Further, if there is a workaround being established, QBO tends to take an average of 4-6 weeks before accepting the roles assigned from Iowa via the POA, even if the roles are manually updated to QBO and verification is provided from both Iowa and Iowa Workforce Development's website. It is not feasible to notify a client that we can onboard them for payroll services, but will not be able to start services for over a month due to QBO's processing times.

Trying to enter my sales tax in QB.  Clicked Manage Sales Tax, Pay Sales Tax, entered my discount and proper acct for it.  Click the appropriate tax I'm paying, then the line that I will enter the discounted amt.  Then this window pops up but I'm not trying to do a negative amt.  The total will be a positive amt.  I've updated payroll and closed and reopened.  Is there a glitch somewhere?  This is the way I've done it for the last 15 yrs. 

Am I the only person who has an issue with the fact that Quickbooks has removed all of the previous years Payroll Tax Forms?  If you needed to print out an employee's previous year's W-2 or if you needed access to your quarterly 941s, you could find them under Payroll Taxes.  Now if you need any of the above etc,. you have to call Quickbooks and have them contact "The Back Office" to try to figure out how to get these forms to you, because Quickbooks made the changes but did not advise nor did they train their staff on how to retrieve the forms on their end. This is just stupid and a complete waste of my time.