QuickBooks Q&A (US)

Most of my clients have 2-3 1099s to file. I have one client who has (30) 1099 Misc forms that need to be filed.  In the past, I've just run them through desktop and mailed them.  This year I see that if a business has 20 or more forms to be filed it MUST be done through their portal.  I'm in the middle of getting the first step which, I think, is a TCC code. I just read that it takes 45 days to get one.  I'm not sure what I do as it is now 12Jan24.  Any thoughts on this?

Has anyone else experienced this?Today, September 21, I tried to downgrade my QuickBooks plan from $275/month to the $85/month plan before my next billing date on September 24.The system will not allow me to complete the downgrade because of what QuickBooks support told me is a known technical bug. I spent approximately 60 minutes on hold today trying to get help, and the only resolution I was given was to be placed in an email update queue and wait for notification when the issue is fixed.That does not solve the immediate problem. My account is still scheduled to be charged $275 on September 24, even though I am actively trying to downgrade before the renewal date.I am asking QuickBooks to honor my downgrade request effective today and ensure I am not charged the higher plan amount because of a technical issue on their end.Has anyone found a way to get this escalated or resolved before the next billing date?

Windows 11 and QuickBooks Desktop Pro 2017 have worked together without a problem for several months until the other day.  Now I am regularly receiving a Script error as my backup is ending:.  An error has occurred in the script on this page:Line: 7 Char: 444Error: Expected identifierCode:0URL: https://a166211981.cdn.optimizely.com/client_storage/a166211981.htmlDo you want to continue running scripts on this page?I have answered Yes and No but doesn't seem to make a difference as it happens every time I make a (local) backup.  any help would be appreciated. Barry

Does anyone know where the Hourly Rate Calculator went in the projects tab? Here are links to show videos and blogs, from QB, of the calculator in action. If you fast forward the video to minute 1:00 you will see this feature being used. It pulls the employee hourly rate + insurance + workmen's comp, etc. for the true cost per hour. No one from QB customer service seems to know what I am talking about. It isn't in their test account. Again, I have several videos and intuit blogs that show and tell how to use this feature. Please see below.  How to add labor costs to a project in QuickBooks Online - YouTube Solved: Tracking labor costs (intuit.com) I have employee cost rates listed, but one of my employee's cost rate is not appearing on all of her time entries on the project report. How can this be fixed? (intuit.com)  

When entering a bill, is there a way for me to enter a series of numbers that will be automatically added together in the "amount" field? This will save me the trouble of using a handheld calculator each time. Thank you!

 We just installed the 2023 QB update and now we cannot view our checking account balances that used to show up. Have tried several different options but still cannot see them quickly like I used to.  Any suggestions? I have attached a screen shot showing where the information was always seen. 

Moving payroll and bookkeeping to a new Accountant. Both use QB desktop version. New Accountant needs to run payroll for employees this week. How to reassign payroll service to new accountant?

Here is our use case: Accounting gets lots of requests from other departments checking on the status of payments to vendors. This wastes time for the accountant doing the research, and the other department waiting for an answer. I would like to automate the export of selected data to a spreadsheet (or similar) so my department heads can check the payment status for their vendors without bothering accounting.  We use the connector Zapier to do this with other applications, but QB Desktop is not compatible with it. We use the Premier Nonprofit edition -- is there a tool that can offer a solution?

Hoping the community has ideas. If not, one thing that would help: If QBSE can restore from backup, will it erase all data from that date forward, or can they restore just income transactions, for example? Thanks, all!

Quickbooks is forcing the users to allow them to file and pay your payroll taxes and it sounds like it's mandatory.  I want to continue to file mine manually.  Is this a possibility? I keep close controls on our payments and like to pay them earlier then due dates, etc.  They mention that payroll will be cut off if you don't set it up?  Does anyone know if the ability to do things manually will be removed for sure?

Just paid one of our vendors a large check for about 150 invoices.  Of course he wants a print out showing the bills paid and amounts.  However in QB Online I cannot figure out how to print the check detail showing each bill paid and how much was paid.  This was super simple in Desktop!  TIA!  Beverly

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I've created a supplier custom field called "Live Properties" to mark each supplier as Active or Lost. However, the A/P Ageing Summary report only lets me filter by Supplier name and Location. The custom field doesn't show

We use the Workforce App. We use QBO Advanced. The Payroll item is NOT assigned to all the Timesheet entries when exporting.

My account is continuously UPDATING and won’t stop. I’ve logged in and out. I’ve used different browsers. I’ve did incognito on the browsers. But my bank accounts are still updating non-stop. I can’t disconnect the bank account while it’s updating as you can see from the attached photo. I’m using an iPhone 10 with Chrome and Safari browsers. 

I already take the section 4, six times!!!!!!

Title: Custom report shows "You do not have permission to view this report" for sole Company AdminDate: September 19, 2026Plan: [Simple Start]Browser: [Brave 1.92.144 and Chrome 153.0.8010.36 macOS 13.4.1]Account type: Single-userDescription:I am the sole user and primary Company Admin on my QuickBooks Online account. I created a custom report today. The report is saved with Share: All. When I attempt to open, run, or edit the report, I receive the error:"You do not have permission to view this report."Steps to reproduce: Go to Reports → Standard reports Open a base report and apply customizations Click Save customization Set Share with → All Click Save Navigate to Reports → Custom reports Click the saved custom report Result: "You do not have permission to view this report"Expected result: The report opens and runs normally.What I've already tried: Confirmed I'm logged in as the correct (and only) user Confirmed my role is Company Admin with full report access Tried in

Hello Everyone, As of September4, 2026 Quickbooks is forcing everyone to allow them to make and file your payroll tax payments for you. If you do not comply you cannot use payroll services. This is BS

Is there any way to opt out of the automatic paying and filing of taxes by Quickbooks. They say they're going to cut off my payroll by Sunday if I don't opt in, and i'm not interested.

I do not want my payroll to be locked y

I want to be nice, but whoever thought that is a good idea is not very smart. So now not only do I have to include directions to find the nondescript link to the printable invoice when I send notice via e-mail, I have to include a note on invoices I print and mail explaining that I know you can’t click a “link” on a piece of paper and QuickBooks doesn’t let me remove it.This used to be possible, but now looks like it cannot be. Is it just me?

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I am working on a 2025 cleanup and I have 3 unapplied cash payment income transactions from the same month showing Capital One Online Payment.  I verified these transactions in the business checking and the credit card statements.  They are categorized as unapplied cash payment income transactions.  What is the best way to fix these?Thanks!

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I am trying to access my existing QuickBooks Desktop for Mac 2020 company file on a new Mac.QuickBooks Mac 2020 is installed and working. I successfully registered the software using my original License Number, Product Number, and Validation Code. QuickBooks confirmed: “Thank you for registering QuickBooks!”My company file/backup is also recognized and restores successfully. However, I do not know the Administrator password because on my previous Mac the company file opened automatically.When I click the lock icon on the Administrator login screen to reset the password, a window briefly appears saying “Verifying your information…” and then I immediately receive:“QuickBooks could not verify your information. Make sure QuickBooks is registered with a valid license number and email address and that your computer is currently online.”The Mac is online, and QuickBooks 2020 has just successfully completed registration.How can I get past the “Verifying your information” failure so I can reset