Transactions

Hi, is anyone else who uses the GoCardless integration finding that the deposits aren't being created since the 24th March? I contacted support on Monday and went through it in detail yesterday but they told me there hadn't been other reports of this issue. Thanks, Stewart

Bonjour, un client a payé sa facture le 2 juillet via QuickBooks et j’ai reçu les fonds 3 juillet de la part de QuickBooks directement sur mon compte bancaire. Le client a ensuite annulé son paiement le 7 juillet et je viens d’être débité le 8 juillet de la somme. J’ai suivi la vidéo, les démarches et tout ce que j’ai pu trouver mais je ne peux ni annuler ni supprimer le paiement.Voici le message d’erreur : “la suppression de l’opération a échoué car cette opération a été déposée. Si vous voulez la modifier ou la supprimer, vous devez d’abord modifier ou supprimer le dépôt sur lequel l’opération apparaît.”L’opération n’est pas rapprochée et apparaît dans mes opérations bancaires à catégoriser, même Intuit Intelligence n’y arrive pas, il m’indique juste : “Marquez le paiement comme non payé ou créer une opération pour le paiement retourné/NSF” mais ça ne fonctionne toujours pas.Quelqu’un peut-il m’aider, s’il vous plaît ?

I already saved the product'services that I am going to use in my invoices prior ... and when i am creating invoices currently, the product/services that I had already saved are not autopopulating so that I can select and unable to do manually also

Can anyone assist? My bank is Chase.

A few months ago I was having problems with quick books desktop 2024   I could not save a back up copy, it shut me down and all my payroll remittances came oiut to zero, among other problems.   It was suggested here that I download the enterprise trial version, which I did.   After 30 days it expired and i was able to download for another 30 days which has now expired.  Now I am locked out and can not get into my company file.   I still use quick books pro 2024 desktop for another company, but how do i get my quickbooks that is in enterprise and downlaod it to my desktop 2024.  Hoping this is possible

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Hi, I have what I’m sure is a silly question. Whenever I pay bills with my Current account, transactions are coming up as Bill Payment (Cheque) although I have never chosen Cheque because we don’t use them. When I open the relevant transactions, I can’t see any way to change it so I’m not sure what I’m doing wrong. I also had one of the bank charges coming through as a cheque for some reason, unfortunately I didn’t notice it until later: can I change this, and if so can I change it without messing up my reconciliation? Thanks in advanceEvander

I’m not understanding why, but I’m not able to turn off QBO ML categorization feature despite having tried everything including disabling Suggested Categorization in the banking’s transaction section.  I need them to stay uncategorized until matched with receipts coming from Dext which already have them categorized so they can automatically be match with transaction in QBO instead of having to do it manually if just scanned into QBO from the start, but if the transaction are in any other state other than uncategorized while also not being in the For Review stage, they won’t match.  

I am working in Intuit QuickBooks Enterprise Solutions: Nonprofit.  On 10/2/25 I went in to update my bankfeeds and allocate charges. When I went to click on an account from Bank of America a pop-up appeared that said I needed to update my bankfeeds. To do this I needed to disable bankfeeds for those accounts and reestablish them. When I went to reestablish them only 1 of 7 accounts appears and it's not one that I need.  Has anyone else experienced this issue?! Bank of America says they are aware and working on it. QuickBooks says the same... I really don't want to have to manually enter these! UGH!

QBO app on iphone is not working to upload receipts

Internet is working I changed it from WiFi to cell but last two days issue same.

I want to add Lot number, expiry date and discount column against each product row in an invoice, estimate, SALES order and sales recipt. To separately show every products lol no, Expiry date, Discount on each product, just like the rate and amount column.

Hi. I’m struggling with how to do something and wondered if anyone could offer some advice please. I’m using QB to set up invoices for a grassroots football club to record registration fees and subscriptions. When it comes to subscriptions, players can pay in full for the year or pay in instalments. so for payments in full I’m creating a current dated invoice when I see a full payment come in to the bank account, then match it on the bank transactions screen. The problem I’m having is how to approach instalment payments. I have started by adding a recurring invoice for £20.00 for 8 months, so £160 due for the season. This looks like it will work well when people pay the amount they should, and allows me to see where people are with their payments using aged debt reports. The problem I’m having is working out what to do when someone pays for example £50 when they have 2 x £20 invoices not paid, so paying the £40 they owe and paying £10 towards the next invoice which hasn’t been generate

Why Partial payment?

This problem started this week as far as I know.  I have researched this board and found a couple of answers but they DID NOT work. I do bookkeeping for a general contractor, and some of the time I will remote in using Logmein.  That is working fine and is not the issue. My client called me today and he was unable to print invoices.  In fact, when he tried to print an invoice it locked up QBDT (Pro 2019).  Again, was working last week. I connected to his computer and check it out and it does lock up QBDT when trying to print invoices.  I can print reports from QBDT and the printer works without any issues outside of QBDT.  I am also unable to print to the XPS Writer and to the PDF Driver (from Acrobat).  BUT I am able to print invoices to my remote printer, the one in my office.  Also, windows is not affected, this is a QBDT problem, and when the print invoice locks up, it is only locking up QBDT. In researching this problem,

I cant make invoice

Customer made payment through QuickBooks Payments.How do I handle chargebacks where two payments are made (same customer for the same service). Both payments go through and are deposited into the clients bank. One of those payments has a chargeback resolved in customer favor. The amount comes out of the clients bank. How do I process this?

Not sure what else I can add here?

I have a client, who has started using Locations this year.  I have reclassified all the transactions for last year to reflect the correct location.  All the invoices are showing the correct location; however, the payments associated with each of those invoices is not updated to reflect the correct location.  This totally messes up the balance sheet.  How do I fix the payments so that they reflect the same location as the invoice they are associated with??????

I had posted this before last month but it wasn't resolved and now looks like it's been removed. App isn't letting me upload pic of invoices to categorised transactions, the paperclip icon appears but doesn't work. I have followed the previous instructions given, spoken with staff via the phone and ultimately was told to wait for an app update to happen. The app has been updated twice now and the problem still hasn't been resolved. On my previous post, other people had commented saying they were having the same problem so it is definitely an issue. Previous advice was basically remove the app and turn off my phone, then reinstall which didn't work. Temporary solution was to use a web browser but this isn't sustainable long term. If we could get a proper solution that would be big help. 

Since February 2026, no intuit income transactions have shown up and customers have confirmation they have paid.

When I’m in the Layout Designer and set all the columns, I choose the widths of each column I’ve selected for the template. When I click on OK the Preview shows it correctly, BUT when I click Print Preview it defaults back to the default size, same if I actually print a hardcopy. The Preview shows correctly and if I go back into Layout Designer it is also still showing the changes correctly.What am I doing wrong or missing that the Print Preview or a printed hardcopy doesn’t reflect my changes.We’re using QuickBooks Accountant Desktop 2021

I used to be able to but since a few weeks ago I can no longer upload files to each transaction. The option doesn’t allow me to click on it.

Went in to bill my customer before delivering and I get a message that validation is no good.  QB Online will not let me access any estimates at all.This is unbelievable!

Dear colleagues, In 2025 we issued an invoice with an item A.Now I've realized the correct item was B (we actually sent item B to the customer), but as the year 2025 is closed, I cannot correct the invoice and our inventory is also wrong. How can I solve it? Thanks in advance!