QuickBooks Q&A

I am a bookkeeper that has a client that used QB payments back in 2019-2020. Her bank account will reconcile but only if I do not match received payments to deposits because I cannot verify what payments belong to what deposits. QB support said that QB only holds 2 years of statements so there is not a way for me to get those years and the client does not think they saved them. The payment ID shows in the memo for all of the QB payments received but because QB auto recorded the 'receive payment' it appears they are all still sitting in Undeposited Funds with no way to change the account it was deposited to. This has created a massive balance in undeposited funds even though the money was deposited to the bank (I understand this account is a temp hold for transactions until the actual deposit is in the bank). I am concerned since I cannot verify the received payments are accurate and have no way of know which deposit they were apart of that it will create more issues.When I do match rec

I've closed my prior bank accounts and opened new ones in another bank. The old accounts are at the top of my list in Dashboards. I'd like the new ones to be on top.

Help! I just logged in to QB online, and the page it takes me to when I log in has completely changed. All the bookmarks that were on the left side of my screen are completely gone. How can I get it back to the way it was?!?

Everything was working great until an update in either December or January in which the tracker now only tracks sporadically. I changed nothing in my settings (I did turn it off and back on to see if that helped). I’ll go days with having to enter my trips manually then one day it will work then it’s back to not tracking at all.

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I tried to change the password following the step by step sent, but they informed me that they did not find my user. They sent me a link to follow another way, but the link doesn't work, here's the link: https://community.intuit.com/content/p_na_na_gl_cas_na_article:L367nlElJ_US_en_USI need to access my account to get my W-2 form and declare my fees. I was an exchange student in 2022 and worked at the Best Western Ambassador Inn & Suites in Wisconsin Dells, they put my payslips in Quickbooks and all my work documents were available in my account. When I returned to my country, Brazil, I changed my phone number and since then I can't log into my account.I don't remember my login, but my registered email is [email address removed], my full name is Luana Porto Correia, I worked at the Best Western Ambassador Inn in Wisconsin Dells from late January to March 15th.I have a print of an email I received from you when I received my salary, it is attached. Please I need help logging in and

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4 - 5 scenarios of recaptcha and then wait for the code. I log in 4 - 5 times per day and have to go thru this each time? Come on!

stop asking me have a verification code sent to me ANNOYING!

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I ran a transaction report by clicking the total expenses on my P&L. The resulting transaction report (and many other reports) doesn't have the option of switching to modern view. Modern view affects whether I can save a custom report to a group, I learned yesterday. So why is modern view not always available?

In Custom Reports, when I select Create New Report, and then select Expenses, I cannot setup a filter by Class - it's greyed out. I need to be able to filter expenses by class. Is there a workaround or a fix coming?

Maybe I'm missing something, but I don't feel that the new "modern reporting view" is helpful at all.  It seems much harder to drill down to what I'm looking for.  Is there a way to turn that option off so it defaults to the classic view?

Hello.  I have an issue that I've not encountered before involving a Stripe payout.  Typically, when a Stripe deposit occurs (which is almost daily), I simply "Match" it.  A week ago, a Stripe deposit went into the company bank account for which I am unable to use the "match" function in QuickBooks.  Upon researching, I found this deposit consists of 3 payments, however only 2 of those payments are in the "Bank deposit" area of QuickBooks which is where they normally hang out until they are matched.  However, all 3 payments can be identified in the P&L account.  So if I match the 2 available payments and then do a journal entry for the 1 that's not there, it will end up in the P&L twice.  Has anyone experienced this before?  How can I get this deposit categorized correctly?  Thank you for your help!!

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Got the email today that Quickbooks Online is phasing out permanently classic view in favor of the new "pretty" but less functional modern view without the ability to change back. I can't be the only one that finds modern view does not work as well as classic view. For example, viewing large range of dates and modern view finds no results. We are high volume and do have a lot of data. I also find modern view to be substantially slower and less responsive.  Nonetheless, QBO does not listen to customer and pushes "new and improved" that's really a big downgrade. 

Hello,I've been a quickbooks online user for about 5 years. I mostly use the app on my phone which I pay for annually through the apple app store. Most recently I paid $125 in May for a year of service but I am unable to log into the app. When I try to log into the app, I get an error message stating that there is no account associated with my email address. I called Apple to confirm that the payment was received. My email has not changed. I've tried deleting and reinstalling the app but I get the same error message. I was able to log directly into the website two days ago but now I get the same error message stating that there is no account associated with my email. I contacted customer service three times and no one was able to fix this problem. They could see that I had an account but I was told different things like, "sometimes the app acts funny" or "we may be phasing the app out" or "we'll open a case and send you daily updates." I received one update days ago that said they've o

log in credentials work on credit card website but wont log in on qbo

Just converted from Desktop to QBO and downloaded Bank Transactions. Many of them were duplicated when added, so now we have a ton of duplicate transactions. What's the easiest way to rectify this such as deleting them all from the register and re-downloading?

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I have a rule setup to exclude certain transactions from the bank import. They are still showing up under "For Review". When I click on it to review, it says "Rule applied" with the name of the exclude rule. But it doesn't actually exclude them. How do you get the rule to apply automatically?

Good Morning,- -this note is intended for QB Software Engineer Support-- Our company charges a flat monthly fee and many customers have allowed us to set up and ACH autopay. Which means each month our bank automatically withdraws from their bank and deposits into our bank. I have set up Banking Rules for each client intending to match this ACH Collection to their open invoice.  However, none of the rules have worked and QBO only returns a random client name for all of the ACH debits.  Each month (billing cycle) I modify the conditions hoping to find a solution to no avail.  I have called QB support and they have let me know many other people are having the same difficulty.   My Banking Rules for utilities work just fine. Money out vs. Money in? I have opened a case with QB in April 2019 Case # 53xxxx173.  I have had no contact from QB and have tried calling back many times with zero progress.   I very much hope someone can respond

I have 2 separate accounts under my QBO login...one is for business, one is for personal accounts. I have the same bank (TD Bank) with different accounts for each and recently every day I have to reset my bank connection with TD Bank...It had not happened like this for over a year but now it happens all the time....What can be done to prevent this? Would consolidating my 2 accounts (business and personal) into one help?Thanks,Steve