QuickBooks Q&A (US)

I tried searching for info on budgeting by class and all I found were conflicting responses to someone on the ability or inability to report on class actual compared to budget, but nothing on whether or not users could even create a budget by class. If QB thinks the ability to provide data by class is a worthwhile and valued method of showing the composition of expenses by various categories, they might logically think that people who need that level of data would also have a need to budget by those classes and to report actual results compared to those budgets. For the previous inquiry about this, one QB employee said it was possible, and another QB employee twice said that it wasn't possible. How in $&#@  are us poor users supposed to make use of that kind of response? Why don't QB employees who are given the job to answer questions on the forum people who definitely know the answers to the questions OR find someone who does know to answer the question???  SO

QB Pro for Windows PC 2016:  Splits detail window at bottom of every ledger cannot be closed. Any ideas?Johanna

I have a bug report to send in, but I can’t find the option to send it through my Quickbooks Desktop on my MacBook. Here’s the details: Product Information:OS Platform: macOS Tahoe 26.5.1 Application: QuickBooks Desktop for Mac (on the most recent update) Email Connection Protocol: Integrated Gmail Account (OAuth / Enhanced Security) Issue Summary:There is a critical user-interface memory-caching bug within the "Email Forms" workspace. When attempting to batch-send multiple invoices simultaneously using the integrated Gmail OAuth connection, QuickBooks Mac fails to parse or pass the Customer Email string variable to the outbound transmission queue. This results in an immediate connection failure ("There were one or more problems sending forms to your email provider") and subsequently strips/wipes the email addresses entirely from the affected transaction lines in the batch list. Steps to Reproduce:Generate multiple customer invoices and flag them all for "Email Later". Ensure every cus

I want to continue my subscription

Former accountant's mobile is on our Intuit account; QB Desktop sign-in sends code to him. He's left. How do we recover access and change the phone number?

I NEED TO SPEAK TO AN ACTUAL PERSON!!!!!!!

Since the new UI “Recurring transactions - reminders” have been almost removed from the system. You can still create the reminder You can ‘use’ them - but the last used date does not update There is no longer an option to ‘Skip’ There is no list of due reminders I’ve raised several tickets with support - only to be told it’s working (they then show recurring transactions scheduled).  Or they provide directions that are just not correct. Has anyone gotten anywhere with this?  or does the feature work for you?

I have some transactions missing on the transactions page between August and September. I attempted to upload an CSV but it showed all those transactions upload on the CSV as duplicates, but they still do not show on the transactions page.

For years I made a journal entry into a Quickbooks Online Income account “rent received” and an offsetting entry into an Income Subaccount “rent forgiven.” I have literally copied this journal entry each month before running a Profit/Loss report.Went I followed the same steps this month, for the first time ever, the new journal entries no longer appear in the Profit/Loss report or the affected individual Income accounts accessed through Chart of Accounts. To be clear, the same older journal entries still appear. If I change the Profit/Loss report from Cash to Accrual method, the new entries will appear HOWEVER we have always reported using Cash method and NEVER had to use Accrual before to get these entries to show. And there is no Cash vs Accrual option in the individual Income accounts’ report accessed through Chart of Accounts, making it suddenly impossible to find the journal entries this way even though they are entered on those accounts. As with the Profit/Loss report, older jour

When uploading a batch of expenses with 20 lines or fewer, the upload fails to save and moves directly to Audit History. I receive the following status message during processing:'Saving to QuickBooks... We're uploading a lot of data, so it'll take longer than usual. Continue working in QuickBooks, or upload more data in a new batch. We'll let you know when the data is saved.'Despite the small batch size, the transaction still fails. Please help investigate why this is happening.

As another user AVIDpgh posted on May 29, 2025, after an update the QB desktop software no longer prints a single check from the envelope feeder even when we select the correct partial page option.I have searched high and low and cannot find a fix to print single checks as we used to do in QB.  Windowa 11 Dell PC with Desktop Pro Plus 2024, with available updates.  Available Intuit Repair tools have not fixed the problem nor have any of the installed updates.Brother MFC-L3780 CDW Printer with current firmware and software.  Thank you in advance for any actual solution offered.  

Nothing more irritating then clicking something you didn't want to because you can't remove or move or hide it.It's in the way of reminders and closing and should be hidden away like the new features was. How do I move  or preferably hide the Discovery Hub.

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all settings are set to location required, even the individual employee's settings. When employee clocks in, shows up as "smart phone" and no location.

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I opened a business checking account with QuickBooks about 3 years ago. Everything went smooth all along without issue. Two weeks ago, I was looking to download my 1099-INT but I wouldn't find it. Their chatbot told me to call their support and gave me a phone number. After on the call for an hour, bounced 5 different times to several support reps from offshore, they offered to escalate the ticket for me.   The rep spotted I had a different phone number on file and asked if he could call my number on file to verify I was the account owner. I never mentioned my company phone number to anyone that day, so he must had been looking at my account in their system. 10 seconds later I received the call on the other line from the same rep with the same matching incoming caller ID. He said he will send me a code to authorize viewing my account and attached the escalation.   I hesitated but ended up gave him to code. While he said he was typing the ticket details, I managed to find the

Two weeks ago, my customers started receiving emails after they open an invoice reminding them that they did not pay.  I contacted Quickbooks, and as usual they were first completely confused by a feature in their own software and took them a week to get back to me.  When they did, they stated this is a new feature and there is no option to turn it on or off.  Does anyone know if there is a way to turn these emails off?  Or is there a way to edit these emails as they are completely unprofessional?This is not a reminder email.  I have those set and have zero issues.  This is appears to be a new feature rolled out with the typical zero thought Quickbooks gives to features.

it's intrusive and I don't use it.

My payroll subscription is showing as inactive in my QB desktop. I’ve logged into QB and confirmed that everything is in fact active. I’ve downloaded payroll updates so everything should be up to date. QB chat has been no help. I can’t seem to connect with anyone.

I am creating a separate thread because this issue continues to be confused with Automatic Invoice Reminders and the “Online automatically follows up” setting.This is NOT the same feature.I do not use Automatic Invoice Reminders. They are disabled on my account. I cannot disable a feature that is already disabled.Despite this, QuickBooks sends my customers a “Finish your payment” email approximately 48 hours after I send their invoice. This happens even though our invoices have Net 30 payment terms.I have contacted QuickBooks Support multiple times and have repeatedly been told to disable Automatic Invoice Reminders. That does not solve the problem because those reminders were never enabled in the first place.Since support has been unable to identify the issue, I created a mock customer profile and have been testing the invoice process myself.What I have confirmed:Automatic Invoice Reminders are OFF. The “Finish your payment” email is still sent. Disabling “Online automatically follows

journal report

I’m trying to clean up how we record inventory purchases in QuickBooks Online and would appreciate some advice on the correct workflow.We purchase products from different suppliers, and the supplier invoice does not always include the full cost of getting the inventory to us. Sometimes we also pay separate shipping, freight, or import-related charges.At the moment, we’re recording the supplier invoice and the additional shipping charges separately, but I’m not sure whether this is the best way to handle it from an accounting and inventory-cost perspective.Should these additional costs be recorded as regular expenses, or is there a better way to make sure the total cost of the inventory is reflected accurately?I’d also like to make sure this doesn’t create problems with the Profit and Loss or inventory valuation reports later.What workflow do other QuickBooks Online users or accountants recommend for handling these types of inventory-related costs?Best Regard: ELYRSOFFICIAL| Bamboo Medi

I entered YTD payroll wrong from other payroll system before using Quickbooks online.  How can I correct the history?

I want to ask QB Online PO amount is $7537.55. I have two invoices of same PO. How do I create two invoices with the same invoice amount of $4351.37 2. Invoice amount is $3893.20