QuickBooks Q&A

I have a random charge for $140 from quickbooks. I need it refunded right away, I have no idea what it is from! Jen

the customer account is showing fully paid but still owes some money

For a LONG time now QuickBooks constantly aborts on me. We have 3 users working from a “server” (not a real server but a separate dedicated computer, so the host is on that machine), but I’m the only one this is happening to. It’s literally constant, some days once, other days ukp to 5 or 6 times and constantly interrupting my work flow. Sometimes all I have to do is switch windows. Sometimes I go outside of QB (to the web or a document on my computer) and when I switch back it aborts. It’s happening in every aspect of QB - entering vendor bills, payroll transactions and running reports, It happens when looking at customers or vendors, or lists of all kinds -- right in front of me it aborts and I’m not even touching the keyboard, just looking at the screen.I’m hearing rumors that QB is making this happen intentionally. We all know Intuit is doing everything it can to force users to go online. I do not want to go online and I’ve had to fight every year to get my desktop version renewed.

For QuickBooks Desktop Enterprise specifically, what option(s) currently exist for paying vendors through ACH?We’re looking for options ideally native to QBE, but that at least sync to QBE. I’m finding that many answers in support and community are either out of date or not relevant to this product (Desktop Enterprise).As far as we can tell, the following options may be available but hoping to get confirmation and information on setup and specifics of how they work, which is scarce.Desktop Enterprise connect directly to a major bank in a way that triggers an ACH payment to be made automatically once processed in QBDE. Does this currently exist? If so, any information would be greatly appreciated. Bill Pay through Melio: I understand this was replaced by an intuit-native solution for other products, but still is relevant to QB Desktop Online. Is this correct? If there a resource that describes how they interact (workflows, permissions, etc) and/or how to set this up that would be great.

I’m running into a recurring problem with the QuickBooks Community that is preventing me from participating in discussions.I can log in, open a post, click Reply, type my response, and submit it. Instead of posting, I receive the error message:“Something’s gone wrong”I have already tried refreshing the page, using an Incognito browser window, logging back in, and submitting the reply as plain text with no formatting. The same error continues.This is especially frustrating because I am trying to respond directly to a Community Manager on a product feedback discussion, but the platform itself will not allow me to post the reply.Has anyone else experienced this? If so, was there a specific fix that worked?At this point, the Community is allowing me to read posts and create discussions, but not reliably reply to them. That makes it very difficult to participate in conversations or respond when someone answers one of my posts.

I use 2023 QB Accountant desktop as my time a billing program, nothing else.  It worked to email my invoices until today.  Now I am getting a screen that says to email invoices, etc. I need to set up the type of email account I have.  QB supports Outlook, etc.Outlook appears as an option to send email in every other QB version, just not in the 2023 version.I went through all of the support suggestions.  I repaired Outlook, I clean installed QB 2023.  I ran the rest of the supposed fixes.  No joy.I use Outlook 365, 32 bit.  I have used this Outlook for several years and it worked.  Now Outlook has been ghosted by QB 2023.Any solutions that will allow QB 2023 desktop to use Outlook as its email client?  Please don’t tell me to use Outlook 365 64 bit.  My DMS requires the 32 bit version.  And the 32 bit version worked until today.Did Intuit screw something up again?  Or is it me or my set up?Thank you.  

I am an accountant that has access to my client's QBO.  While reconciling their credit card report, I noticed that one of their Vendors is set up as a Customer. I know that you cant edit a customer to a vendor, but how do I transfer all the expenses posted to this "Customer" to the Vendor I am creating. This person should have never been a customer in the first place. There are 121 expenses to transfer over, I do not want to open them 1 by 1 and change the payee. I also want to add this goes back to at least 2019 if not before. Thank you,

With the switch from integrated Bill.com bill payments to QB's own payment system, the processing time when paying bills has gotten much longer. What use to take a day or so is taking quite literally a week now.  Why?

strongly dislike the new format, it's too big how do you get back to the classic view?  they should of offered a choice

Hi there, My coworkers are trying to sign into QuickBooks Online, but when they enter their usual login, i.e. password and 2FA, they are looped back to the original sign-in prompt as if they never even logged into QBO in the first place, and asks them again for their credentials. This has happened twice thus far and has impacted all users of the account at once, including my administrative account. It resolved itself after a few hours on the first instance, but has happened again recently. I have guided them through the following steps (which I have also tried for myself, to no avail) 1. Clearing history, cache, and cookies2. Using Incognito/Private Mode3. Using a different browser4. Restarting the computer5. Using the QBO Desktop client6. Using different computers Any help is appreciated.

I click the button for "we can help you fix it". But nothing comes up.

This banner keeps popping up over and over on my home screen and I already have popups disabled in preferences.  I have to stop my work to X out of it or keep looking at it taking up my screen space, especially on a small laptop. How can I stop this from being there?     QB Enterprise 2021. Thank you.   

I am on QuickBooks Desktop Premier 2020, and I am attempting to download transactions through bank feeds. My Capital One - Credit Cards account has been working for months, and now I several issues out of nowhere. Error One: I attempt normal download and I get a popup service notice "You're no longer connected to Capital One - Credit Cards. Setup your connection again to continue using bank feeds." Error Two: I attempt to disable the bank feed for this account to reconnect it. I then get a popup error "Your attempt to de-activate account failed. Try again after some time. If this error persist, contact your administrator."Error Three: I attempt to create a new connection to Capital One. I get all of the way through setting up a new bank feed and I popup error "Sorry, we've run into a problem. QuickBooks is having trouble connecting to Capital One-Credit Cards.Your Options:-Try again later: This is a temporary issue and will be resolved in a day or two. Try to setup your Capit

I invoiced a customer and they paid via QB CC payments. The payment just posted to my bank minus the transaction fees. The customer invoice still show's as paid but not deposited. The deposit transaction shows up in For Review. When I click on the deposit to select find match it doesn't find the invoice...  How do I match the deposit to the invoice when the transaction fee has changed the amount received? Can this be done automatically since it was all done via QB Payments?   (Title has been edited by moderator for clarity)

I am going through Banking, and there are a number of Mobile Deposits that are not matching automatically to invoices. The amounts are the same, and I have manually changed the mobile deposit info to reflect the same info as on the invoice, but for some reason they arent matching automatically. When I try the manual "find match," it says "we could not find matching QBO transactions for the date and search criteria above." I've double and triple cheked the deposit dates, and the serach criteria dates, and they all are correct and matching. Yet, it wont match my mobile deposit to the invoice.  Should I just exclude this deposit, or is there a way to match it from my Banking to my Invoice?

In the attached image, I have taken screen shots of a few accounts where the problem is occurring. The accounts in the top half are from Modern View of a Balance Sheet, the bottom half is the same accounts from Classic View. In Modern View, if the account balance is zero, I cannot click on anything to get the history and transactions of the account. In Classic View, I can click on the 0.00 and see the history and transactions of the account. Why was this functionality taken away in the Modern View? I want to be able to see account history while I am using the Balance Sheet, and not have to exit out to the Chart of Accounts and then re-run the report. This is a very frustrating change that seems to have no purpose outside of the "sleek new modern view" that has been trickle rolling out for over a year!

I had them in the order I preferred but then one day I opened QuickBooks and they were different and I cant find how to list them in the order that they were in previously.

This began only after I just had to "re-connect" Bank of America maybe 3 weeks ago to the "new" way they (or intuit) required me to.   For instance:  I enter a payment from a customer: 5.81 from Joe into Received payments.  Into my correct bank account.2 days later Bank of America downloads the same Transaction for $5.81, but does not match the two, as AUTO matched (BLUE TAB) as it had in the past.   Same goes for my imported payroll files from QB.  I have the imported transaction in my QB, and B of A downloads the same transaction, but fails to match them.   Same goes for Payments. I paid $121.96 to home depot and entered the "check": Allocated it to a customer, and job. 2 days later i download transactions through B of A express connect.  It sees a 121.96 from b of a, but fails to auto match the 2. In my register, it shows a lightning bolt next to the transactioon.  If i DELETE the lighning bolt, and save it, then go back into my downloaded tra

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Currently have no employees listed, either active or inactive, so unclear why getting this message

Hi, I have created a set of management reports for our EOY accounts. I've included the Balance Sheet Comparison report and the P&L Comparison Report however when I do the reports it doesn't include the comparisons. I know they did last year but I can't get it to happen this year. Any help greatly appreciated. Cheers

 Quickbooks wants me to verify my info with my bank to reconnect to it for downloading data.  The phone number that it wants to send the verification code to is not my number.  Bank says it is not them generating the contact info and all my contact info with Quickbooks and the bank is correct.

Hi there, hoping someone can help me with this.  Cannot figure it out. Previously my bank was connected and discovered duplicate transactions. I am now manually doing all transactions which is working out much better. However, I have reconciled each month to a 0.00 balance and no transactions left when I am finished. Now I go in to reconcile the current month and there are several transactions back from previous months ( july aug sept ) which had been cleared. Why is this happening and mostly, how do I go about fixing this and being sure it doesn't keep happening.  Also, I am new to the online and wasn't quite grasping the " green box " and matching. Thank you for any help. Im hoping I am not the only one who is coming across this issue. Thanks!

Since the latest update (which was supposed to FIX online banking issues), I seem to be caught in a never-ending doom loop with some of my company files. I get the message "there were problems with the account at your financial institution" after all of my connections had been working pretty flawlessly for a long time. So I go through this really fun process of disconnecting the accounts from online banking. Closing my company file, deleting my PLIST files, opening the company again, going through online banking setup, and have to do this whole process for each bank. It then works for a period of time, and then stops again. This is happening for Chase and American Express. It's only happening for some of my company files, and it's extremely annoying. I checked the file integrity of the company files that are problematic and they have no errors.  Anyone have any ideas on why this is happening? It's really made me consider switching to QBO.