QuickBooks Q&A

Hello,Since I am unable to verify the banking information and link the bank account to QuickBooks because the owner does not have an SSN, how should I proceed in this situation?I am concerned about potentially losing access to QuickBooks Payroll after September 13th if the bank account cannot be verified and linked. Could you please advise on the best course of action?Thank you.

What is the best structure for a Charity in QB?

I activated a new QuickBooks Checking debit card through my QBO account. Within a couple of hours, I got a call from someone claiming to be a Green Dot Bank rep, thanking me for activating the card and saying my funds were on hold. Because the timing matched up so precisely, I didn't question it.He asked verification questions in the same order/format a real bank would use, and sent a code to my email — he already had my email address. After I "confirmed" my identity, he said the hold was lifted.The next morning I found a $5,000 withdrawal plus a $75 transfer fee. The $5,000 wasn't itself alarming (I'd transferred that same amount to my personal account the week before), but the $75 fee was the tell.QuickBooks Support looped in Green Dot, who confirmed it was fraud and had me close the account. Investigation is open now, 10-day wait to see if funds are recovered. I checked my QBO login history — no unfamiliar logins, all from my own device/location.Two things stand out:How did the call

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I'm trying to work in a particular client's account, but every time I make a change, instead of taking me back to that same client's account overview...it takes me to another client's account (for whom I processed a payment, earlier).

Hi:For several months now I have not been able to download Amex transactions into QB Desktop 2024.  I have disabled and re enabled online services several times (as recently as today), updated QB etc.  When I hit download transactions a new screen pops open, spins, says “Connection Complete”--then I hit “OK”, and return to bank feeds but there are no new transactions for AMEX QBDT.  I’ve managed manually for while now, but this is getting old and must be a known, easy problem.  I need help!Thanks!

I’m trying to approve time logged for a single employee and when I click the approve button I get a lot of spinning, then “We weren't able to approve time for [ln], [fn]. Please try again later.” I’ve cleared my browser cache and deleted all QBO/Intuit cookies. I can’t find anything about the system being down, but it appears to be for me.

Hello I have cleared my cookies and cache but when i go to payments and select the invoice I cant record the payments, as the button record and new is greyed out. I dont know if quickbooks online is just down in some areas or what 

Uh oh, there’s a connection problem. Sorry, but undefined didn’t connect. Please try again later, or contact customer support for help.

What the hell is going on with QB Online today? I worked for nearly an hour to get an invoice entered and printed this afternoon without success. Tonight I was able to get it entered and printed at last, but the delay between saving and printing the invoice was several minutes. I don’t have this time to waste. Why am I paying thousands of dollars for a program that glitches like this? ? ? ? ?

I am using the same file I have used for years.

Is anyone else having a problem on iPhone app where you can’t click on any accounts in Transactions to begin matching transactions, that are displaying as having transactions needing matched?  It’s happening regardless of device (all updated) or bandwidth.

I'm hoping someone can provide guidance before I make things worse.A CPA firm reconciled my FHB Checking account through December 31, 2024, and the December reconciliation showed a $0 difference. After year-end, I had to make corrections involving a previously closed/reconciled period and now I'm attempting to reconcile January and February 2025.In the January 2025 reconciliation, I'm seeing transactions from October and November 2024 appearing in the reconciliation window that should not be there. Specifically, I have transactions totaling $18,000 ($5,000, $10,000, and $3,000) that appear to be related to another bank account (BOA), yet they are showing in the FHB Checking reconciliation screen. [8.31.26 1 | PDF]I also know that some historical deposits were deleted while correcting prior-year issues. These changes occurred after the CPA completed the 2024 reconciliations.Current symptoms:December 2024 reconciliation completed successfully by CPA with no discrepancy. January 2025 reco

After clicking "resume reconciling" the next window does not show the transactions in the account for the month I am reconciling. I went manually to Accounting/Chart of Accounts, and removed the reconcile status - which was C and now is blank. Retried reconcile - same result. It will not let me reconcile the account. I have reconciled other accounts, but this one will not reconcile.

Do any of the older versions of Quickbooks desktop work with Windows 11?

I need to have my invoice print in the order which I add the lines but the print preview puts the invoice in date order - help!

Our Employees direct deposit in QB was hacked/changed and QB funded the deposits to errored/fraud banks. All deposits for different people went to the same bank (obvious fraud). We found out about it on payday. I spent hours on the phone with QB trying to get them to stop or reverse direct deposit. They could see the banks and routing had been changed.  Then we got our bank to stop pay to QB payroll so we could pay our employees. Then this week QB has us locked out of payroll and we have sent everything to the Fraud email and even though it says a reply will be provided in 48 hours it wasn't. We got an email from QB demanded the money they funded to the fraud accounts.  So we are using a system that offers no security to businesses or employees for their payroll. QB should definitely be able to reverse a charge or not chargeback a business who was a victim of fraud. We have all the police reports, cyber crimes info etc and can't a hold of a human at QB who can get t

Hello! We use the expenses email address to forward contractor invoices and reimbursement request forms. It works well with contractor invoices but not with the reimbursement forms (both contain the same info). We keep getting this error (see attached), any ideas how to solve this? Forwarding to the expense email address works very well for our workflows. As far as I can see we follow all requirements for QB to process the file.  Thanks in advance!

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

How to backup company file from the online version

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.  

Migration was a disaster -   over 793 errors -  no one has been able to help me -  seems like historical data from 1999 -  especially the General Journal transactions that closed out the year -  were not moved over -  now I am being told that it can’t be that all my data will come with me.   I was sent articles that did not address the specifics -  the solution -  loose my history -  and have a hard start/stop date …..    The only benefit for the online - is the AI help….. which I have never needed with Enterprise Diamond -    The price for the online is so cheap -  I should have known -  you really do get what you pay for. 

i want to delete entries jv from vat suspense account head