QuickBooks Q&A

I cant download my transactions from December last year through to April this year

Help! I am trying to pull a report somehow (hopefully!) that shows me the dates and number of hours that an employee used PTO for last year. I am not using Quickbooks Time right now, because Quickbooks Online is a disaster, and I still haven’t figured out how to get it working properly.I enter time for our employees by going to “create” then “weekly timesheet”. The pay type is “paid time off” and the service is “hours”, which we also use for holiday pay, so I can’t just filter a report by service, because it would also include holiday hours.Is there any way to get a report that shows the dates that the employee was off and the number of hours? I’m losing hope. I’ve tried several different reports and even asked AI, which is really something for me. QB community is my last hope! I’m hoping you guys can pull through for me!Thank you!

QBO Payroll / Chart of Accounts

I've never been able to upload CSV files into QBSE Online. I've tried every tip I can find online, but to no avail.

I'm seeing transactions for all of 2025 up until early in 2026, then a gap of ~4months, and then recent transactions appearing again. I would like to import automatically if possible, not manually.

Yesterday when I opened up our QB (Desktop Pro Plus 2024) there was a pop up message stating:“Your Quickbooks subscription has expiredYou will lose access to Quickbooks if you don’t renew within 7 daysAdd your billing information to complete the payment and renew your subscription” I did find the same question being posted last year, and one of the responses from a member of the ‘quickbooks team’ said it was just simply a matter of QB not yet recognizing the renewal and that it would resolve itself and to be sure QB is updated.In our case, we renewed in May 2026; we have the latest updates, and the pop up did not show up until yesterday, a full 2 months after we renewed.Why are we getting this message 2 days in a row and what’s going to happen at the end of this supposed term? We don’t pay the exorbitant renewal fees just to have our service arbitrarily suspended.   

We are general contractors.  In order to invoice a customer for a construction draw, we need to know all the current expenses and income for a specific customer (job).  (We have the “jobs” under customers and subcustomers not projects.)  We have tried the Profit and Loss Detail by Customer report but this takes materials (cost of goods sold) and does all the fancy accounting stuff and applies invoices to them.   We just want a simple report that will show a list of current expenses (materials, subcontractors, etc.) and any payments that the customer has made.  We would not be using it for tax purposes, just simply to see the status of a job at a specific time.  It could be like a check register, listed chronologically, and a running balance on the side.  Or it could be similar to the profit loss statement but without the cost of goods stuff going on.  We have also tried the Troansaction List by Customer but it also splits the cost of goods sold up.  Might be doing something wrong.  Any

All Suppliers show this error, "PLT-8000 Validation error of type FieldUndefined: Field projectId is undefined " cannot show transaction list:

I use QuickBooks Enterprise Desktop - I know QuickBooks created a Qualified OT Payroll Item in Company Contributions which only works with the QuickBooks created Overtime Payroll Item.However, I create my own payroll items as we do prevailing wage work (all different pay amounts), work out of town (different municipalities have different taxes so I need to track that job) and track different labor types for Workman Compensation purposes - I think I can take care of this through the worker comp codes.Is there anyone else out there with this problem?I have a feeling I'll need to create my own payroll item for each of those different circumstances, and manually input the qualified ot amounts and then manually track these to the $12,500 limit.Any suggestions?

The new shipping manager is connected to both UPS and USPS, but compare rates will only show USPS rates. Even if we specifically choose UPS for the package type, and then a service like UPS ground, it won’t come up with a rate. The message we get is:“The Selected shipping service isn't compatible with your package type.”

I purchased a new computer and when I downloaded Quick Books, restored my company file from a backup. Now, when I go to my invoices and click on the attachment that was there, I get a message that says specific file not found. How do I find that file on my old computer and bring it to my new one? I do not have an online account. 

Dear Community, In 2025, a check was linked to a customer X'  invoice. At that time, the bank account was reconciled.In 2026, we confirmed that the check never reached its destination. We issued a new check in 2026. However, the original invoice is still linked to the lost check. How can I resolve this issue and link the new check to the original invoice so that it once again appears as paid with the new check? Thanks in advance for your help!AM

When adding expenses today i noticed a new field just above the tags field called “K1 Reference Number.” I have tried for hours to remove it using QBO’s new AI helper. It seems that this is the only help available now. When I tried to reach a human being I received a message that said this feature is not available for my plan, QB Plus. Is there anyone who knows how I can either:Remove the field, or  Find a way to talk to someone at Intuit?Thank you![REMOVED PII]ps I am a sole proprietor and do not need this field. 

We seem to have a new box which we’ve not noticed before until today. What is this ‘K1 Reference Number’ field on the bill form? And how do we turn it off as it’s unnecessary clutter.  

To the QuickBooks Executive Team and Payroll Operations, I am writing this letter to express my absolute condemnation of your recent policy change regarding the mandatory drafting of payroll taxes on the same day as payroll processing. This move is a gross overstep of your role as a service provider and represents an unacceptable interference in the financial management of my business. As a business owner, I am responsible for managing my own cash flow and ensuring that my obligations—both to my employees and the government—are met within the legal timeframes established by the IRS and state agencies. By forcing an immediate withdrawal of tax funds, you are effectively seizing capital from my operating account before it is legally due to the authorities. This policy demonstrates a complete lack of understanding of the realities of small business operations: Financial Autonomy: It is the prerogative of the business, not the software provider, to decide when funds are moved, provided w

I’m using QuickBooks Desktop Accountant 2024 (subscription), Release R21P.I have multiple company files that use Bank Feeds with Bank of America. QB has prompted me to change my OLB connection from Bank of America - New to Bank of America QBDT. Here is what I’m seeing:1. In one company file (the one I attempted to migrate):After disconnecting all accounts from Bank of America - New, I choose Bank of America QBDT as the connection methodOAuth login at Bank of America succeedsI select the accounts to connectQuickBooks crashes immediately after the account‑selection stepWhen I reopen QuickBooks, I try again, and get error 88888:“All accounts associated with this customer ID have been synced…”I cannot connect Bank of America QBDTI also cannot reconnect Bank of America – NewThis file is now completely locked out of Bank Feeds2. In another company file (one I have NOT attempted to migrate):Bank of America – New still connects normallyIt downloads recent transactions without errorsNo 88888 me

The Vender Transaction List tab is showing the following error: PLT-8000 Validation error of type FieldUndefined: Field projectId is undefined.This is happening in QBO via web and desktop app. Is this is a universal Intuit issue?  Is there a known resolution or ETA for a fix/patch?

I got a tax notice from a state asking us to pay interest because a tax payment was made late. We have Assisted Payroll, and Intuit makes tax payments on our behalf. There is no way to pay this on our own, since they have the account. I called assisted payroll, and they explained how to submit the  notice. That was a month ago, and I have followed up multiple times for them to say that they never received the notice. I offered to send it to the person on the phone, but they say they cannot accept it. This is BEYOND frustrating! Has anyone every gotten a tax notice successfully addressed by Assisted Payroll (and found out why they were late making payment to begin with)?  What did you do to get a response from them, and the notice addressed?

When I go to track it as Medical, I don't see premiums as an option, only under Business type.

My business is closing and I need to download my data to personal computer. How can I do that?

I just received the email stating the price increase effective October 2026.I would like for someone to justify to me these ridiculous increase amounts.  With these continued increases year over year, it makes it hard for small accounting business like mine to continue, not to mention the increased cost my clients will incur for their software.  

license number and product number

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Sometimes, invoices are printed and marked printed but will show up again in print later.  This does not happen all the time, but it is annoying when it does because then I have doubt whether they printed and mail them out again.  Postage is expensive.  I am using Microsoft Edge browser but for the most part I use the QBO app. Does this happen to anyone else? Even when I go to the audit history, it shows to be printed, when I know they have been printed.