Business Discussions

I have used QB desktop for 20 plus years.  Because of technology changes and our data needs we were forced into QBO about 2 years ago.  I Hate It! At first I thought is was just a learning curve.  Now I know for sure that the program just plain sucks.It is not intuitive at all.  Supposed "updates" often remove functionality and make the product slower to work with.  It is clear that there are mid-level managers trying to justify their jobs by making changes... Yesterday the final straw...  I was reconciling checking for the business.  I spent a little over two hours making entries and correcting details.  The program appeared to be working normally.  When I went back to the reconcile window after the final correction, I found that only three (3) of about 100 entries were recorded.  I have no idea what caused the error, however if the program worked locally and just synced to the cloud I would not have lost my work. 

Hello . My company ID No is (company ID removed)we have problem. we don’t have option to make payment link for our customers we call support team they not succeeded to solve

Is there any way to change the invoice date?  I need to create an invoice with an current date but the service date is back dated for example the invoice date is April 4 and the service date is March 31. This transaction also need to be included in the March reports. Or will there be other way to do it? the goal is to make an invoice with am invoice date ( the date needs to be on the day I created the invoice) and the due date needs also to appear and the transaction needs to be included/reported in the previous month.

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i am in mexicoI uploaded my bank statement manuallythe bank statement has date written with words...ie. 17 ENE 2025Therefore the program cannot recognize the dates therefore i cannot import the bank transactions I want.. How do I get around that 

What's up with this?  I'd think Intuit would have their act together a bit better on support and forum activity...

Hello everyone,I’m writing to share my absolutely terrible experience with QuickBooks. If you’re considering their services or are currently using them, you need to read this. My experience has been a nightmare, and I want to warn others before they find themselves in a similar situation.How It All StartedThe whole issue began when I tried to log into my QuickBooks account from my laptop. For some reason, this triggered what they claimed was a “huge red flag” for security, and I was immediately locked out of my account. Since then, I’ve been unable to regain access despite following their recovery procedures countless times.Here’s the kicker: my ex-accountants, who haven’t worked for me in months, still have full access to my account! These are people I no longer trust and ended my business relationship with on bad terms. They’re the ones who originally set up my QuickBooks account, and now I can’t revoke their access because I’m locked out. How is this even remotely acceptable for a c

Hello. Everytime i have problems with QB, i always go to this community. I just want to know how do you look for any inaccurate transaction in your general ledger. I will send a general ledger and i want it to show the accurate data. What recommendation can you give? And if ever we don't match the transaction to it's pair will it create a duplicate? Please help. Thank youu

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Can we use the QuickBooks Sandbox for testing the migration from QuickBooks Desktop? If yes, how? If no, why?

It makes a lot of sense to give the auditors full read-only access to the company records so that they can do substantive testing easily However it makes NO sense to grant posting access to auditors - it's not their job to make changes to the accounts. In fact that is the OPPOSITE of their job, and is dangerous in case a junior auditor changes something in the books by mistake. Surely QB could offer an Auditor user type that could be granted temporary read-only access to the books

Good day,I have a problem with our account on Egypt. We cannot log in our account on Egypt but we can log in here in Dubai. May I know what is the faster way to solve this. Thank you in advance.

Hi, Is there a way for me generate Balance Sheet, Profit & Loss Statement in foreign currency as well? So far, I can only see foreign currency in detail reports. 

From 1. July 2024 we are in Denmark only allow to use approved bookkeeping-system. QuickBooks are not on the approved list.   Is this something you are planning to be - or do we need to find another bookkeeping-system   links to more information Digital bogføring: Tidsplan for virksomheder og systemudbydere | erhvervsstyrelsen.dk Fortegnelse over registrerede bogføringssystemer | erhvervsstyrelsen.dk   BR [Removed]

My business bills based in employees time. We have set up automated billing for time activity and a template for each customer.  The invoice that are generated shows daily time for each employee on the job at our clients but does not consolidate the hours for each employee (service item).  Manual bills allow you to consolidate the hours.  Can this be set up automatically?

Hi, I'm working on a file with an out-of-balance trial balance. After checking the transactions per year, month, week, and days, I finally found the account causing the misbalance. I checked the account balance per transaction report (see first photo) and it doesn't match the amount per trial balance (see last photo). How do I fix this?

How can i try to customise my delivery note with an additional remark column at the bottom area of the delivery note? I'm sure this is one of the most common feature of the delivery note. Even if i were to import my own invoice template, the delivery note still follows the standard template and not my imported template. Please help.

We are a UK open banking payment processor, which means we let small business owners accept bank-to-bank transfers without any per-transaction charges, unlike Stripe.We only charge (0.6%) by the end of the month for all the payments they have accepted using our payment gateway and charge them using their direct debit setup.So do we have to build an official integration with Xero for our product or should we just ask the merchant to create a bank rule and map the referenceid with "Atoa Online Sales" so that it can reconcile automatically?

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I'm using QBO USA version for years.  but currently they are adding a new feature to add the correct Sales Tax based on the address of the company.This is an issue since my company is located in the caribbean which is not in the US. Am I forced to move to a Global version? If so how can i do that without losing my historical data?Can i turn of the address check in the QBO US version?  

Dear, I have created GST/VAT and a group tax, After experimenting, I have decided to inactive all. All other taxes can be inactive. but group tax doesn't have the option to be inactive. Please help me to remove it from the database. Please see the attachment. 

I've been using QuickBooks Online for 6 years. Last week, I couldn't log into my company account. I chatted with support, who told me that my account had been flagged and locked for "security reasons." They transferred me to the verification team, who asked me to send a government ID via an unsecured Google Form. I asked for the specific reason for the lock, but they refused to provide an answer. This's nonsense. I am using QuickBooks Online for accounting purposes, not financial transactions or payment gateway. It's unreasonable and unnecessary for you to ask for sensitive government documents!  

Has anyone seen this “edit your sales receipt or invoice style to impress your clients” and then you did edit it but it keeps coming back to something really basic with not even a company name or sales/invoice number in it. ofcourse I am now sounding like a disgruntled customer on a community forum, where else can I get help, I tried the chat - nothing, no email, no hotlines to call. I’m really dissatisfied. Also, does anyone notice that quickbooks suddenly changes mobile interface like the latest one in issuing invoices?  I don’t understand why change something that works. 

I'd like to hear from others that don't want to ever switch to the online version of Quickbooks.   Given the huge increases in pricing that will be coming in 2024 it appears that Intuit is trying to financially motivate users to go to the online version.   I, like many other Quickbooks users, DO NOT WANT THE DESKTOP VERSION OF QUICKBOOKS TO BE DISCONTINUED. There are many reasons why Desktop users do not want to use an online version.   1) In bush Alaska and rural America internet is still spotty and unreliable. NONE OF MY ALASKA ACCOUNTING CLIENTS CAN SAFELY USE THE ONLINE VERSION as they are all in the bush. Bush Alaska can only be reached by small airplane, boat, snow machine (snowmobile for you lower 48er's) and ATV.   2) Many users just don't want all of their financial data online since it can never be guaranteed to be safe from hacking.   Some of these users will only connect to online to verify their subscriptions and then disconnect from the int