QuickBooks Q&A (US)

Why can't I reply in the community? It keeps saying to sign in to SSO. I am already signed in.

A Pay Invoice button started appearing on our invoice PDFs in QuickBooks Online. We made no changes. How do we stop this from showing up on our invoices? We have not signed up for QB Payments. We have not activated "Accept online payments". If you click this button on the PDF it goes to a page that says "Looking for a way to pay?" etc. I don't want my customers to go to this link and get confused on how they should pay us. I would like this button to go away. Thank you. 

I am able to log my time on tsheets, but my employer cannot pay me because I have not set up my direct deposit yet. It will not allow me to log, and it will not accept my PH phone number for the verification code.

A client received a bundled QB payment on 8/14/26 for $2977 comprised of 3 sales-$270, $440, and $2267.  The sale for $2267 was disputed and declined on 8/14 but was clawed back on 8/18/26.  There are invoices for the $270 and $440 transaction and the owner marked them paid but there was never an invoice for the $2267 transaction.  Is the best way to handle this by creating an invoice for the $2267, matching all three invoices to complete the $2977 transaction and then refund the transaction for $2267?  Thanks!

license number and product number

Can we request a refund for a payment once it has been processed via direct debit?We have processed the superannuation payment for Precision CH via direct debit, and the payment has already been debited from the bank account.(on 15.09.2026) At this stage, would it be possible to request a refund or reverse the payment?

can i change wages expense transaction dates

Let me start by saying we have used Quickbooks for our business for 10 years! with little to no problems, until this spring. We had a client who processed a charge back in the amount of $7,130 for a job they no longer wanted to do but didn't give us an option to set up a payment plan with them (they had accidentally paid the full invoice against our advise). Because we didn't have $7,130 in our bank account our bank rejected this and it bounced back, so they processed it again..and again. Until May 10th when payments from another invoice were put on hold, what we later found out was these funds went to pay the chargeback-that is fine! That money was owed to and needed to be refunded. We thought after a month of no communication with Quickbooks, not understanding of whats going on and daily calling into customer services, without ANYONE having a clue whats going on, we thought it was over with until this last week. We had another batch of invoices get paid by another client and Quickboo

Cancel my subscription

I have called almost everyday now and they can’t seem to figure out how to do their job. Constantly on hold for more than 2 hours and transferred.Does anyone have a number to a person that can help? Or recommend a software that doesn’t give this much trouble?

QBO is attempting to pay our former employee for holiday pay based on my front-loaded entries made at the beginning of the year. How can I remove the remaining holiday hours?

Running Desktop Pro 2016 on Windows 11 on an Acer E15 Laptop.  One day it was working fine the next day it wouldn’t open.  The welcome screen opens and then closes without launching the program.  I’ve re-installed, change compatibility mode, ran QB Tool hub, repaired the program, and contacted QB Tech Support (they would not help me to troubleshoot the problem).  I also uninstalled several windows updates that occurred right around when QB stop working. The company file opens on another computer.  Is there a fix?????

We are using QB desktop 2024.We are emailing invoices w/ PAY button.  Problem is when we issued Finance Charges, there is no link to pay the invoice.  Customer can’t pay for this online. Is there a way to get around this?  So the customer isn’t paying $0.79 for a stamp to issue a check for $0.95. Thank youKristin 

Please give this feedback to the person that made the horrible decision to remove the invoice search bar from QuickBooks Self-Employed desktop. The solution I was given by the QuickBooks team is INEFFICIENT, NOT SIMPLIFIED and DOES NOT WORK. It is common sense in the accounting world to be able to easily search a customer invoice by name. Please put the search bar back.

Where is the invoice search bar in QuickBooks self-employed desktop?

TLDR: Please do not retire Classic View reports Sorry to make a negative post, but:As part of an account restructuring activity, I just changed a bunch of account numbers...and now "Modern View" is generating an irretrievably, shockingly incorrect balance sheet. Idk if this is a server-side cache issue or what, but it's ridiculous. Thankfully, the "Classic View" reports the correct information. After reading YEARS of complaints about the Modern View reports, I'm thinking it is a failed endeavor. Frankly, even with correct data, the reports are clunky to use, frustrating to navigate, and unreliable technically. But now? Piling on the notion of unreliable data reporting? What could be worse?There is almost no support track for buggy software...so I don't expect anyone to respond. Also, fyi QBO help staff: please do not respond with the usual, "send a ticket", "clear your cache", "watch this video", or "backup your books". I already go ANYWHERE BUT HERE to find answers about the

Trying to send a scheduled payroll in and a pop up window is saying I need to register Payroll. When I click ok it says its already registered. Will not let me send payroll in.

i need to resolve this , any idea what is causing this error

Live Chat is crap.  There is no live chat.  It's just an auto program that keeps sending you to worthless information. I've been trying to add a new employee for a week now and still can't get it to work.  I've had nothing but problems since change from TSheets to Time.  I think they changed the name to Time because it's time for me to look else where.  I don't have time to sit here on the phone waiting or typing this message.

I have been keeping books for a company on my computer under my Quickbooks Pro Desktop license.  Someone else is going to take over those duties who is not associated with me.  Do I just give the a backup to load under their license?  Or does the backup have my license information associated with it?

Our team noticed that, recently, customer payments conducted through Quickbooks Payments were no longer automatically matching in our bank feed as they have done previously for years. Instead, they appear as a total batch amount and invoices must be manually matched. The only way we've been able to work around is to get an admin user profile to pull the batch deposit information from our QBO merchant portal. I've checked that automatic matching is enabled in our Bank feature and even gone through a live support call to try and diagnose the issue. The support rep instructed me to try and get payments processed before 3pm PST to ensure matching is done correctly. This seems like incorrect advice since banks process payments at their own discretion, we have no control over that. Is this a structural change to the normal process for automatically matching Quickbooks Payments? If this feature no longer works it would be helpful to know why so that we may reassess our usage of Quickbooks pay

When recording a customer payment for multiple invoices, I have always clicked the invoice header in Record Payments. This has put my invoices in numeric order. Now when I try to organize them that way, clicking the invoice header just changes the direction the invoices are going, it does not put them in numberic order. Our invoices only contain numbers, this has only been a more recent problem, is there a fix to this or a bug that is causing them to not organize by which header I click on?

The Bookmarks in the left-side nav bar is mouseover only. If you mouse off, it goes away. :( This is the ONLY place to access bookmarks, but there are THREE places to access All Apps. It seems like an oversight to put 3 All Apps menus and 1 to the bookmarks. Shouldn't it be the other way around, since bookmarks are the most useful and frequently used parts of All Apps?

I have moved from QuickBooks Self Employed to QuickBooks Online, and successfully connected to MTD, and submitted my Q1 report. But now QuickBooks Online no longer shows any of its own tax calculations.I couldn’t access my 2025/26 self assessment summary, for my tax return, until a very helpful Kurt, from QuickBooks UK support, arranged for temporary access to my old QuickBooks Self Employed. QuickBooks online shows £0 tax due for that tax year even though all my invoices and expenses are there - presumably because it’s not a MTD year.The problem I now have is that QuickBooks Online doesn’t show how much tax I owe so far this tax year! It shows how much from MTD Q1 but that’s only up to 5th July so well out of date. I’m having to use a spreadsheet to work out how much money I need to set aside for my tax bill which is a bit silly!

How do you add a new employee in Payroll