QuickBooks Q&A

I have been running QB DT 2017 since 2017. This problem has been present since 2017 and earlier. I recently upgraded to QB Premier DT 2020 because I was told the reporting fixed this problem. That is not true. My problem still exists...We use QB for managing our non-profit's finances. We get donations by checks and most of the time, we deposit the checks in batches. Her is a fictitious example. Yesterday (05-18-2020), I deposited three checks totaling $1000: John ($250); Mary ($250); Larry $500. This is reflected as a single transaction SPLIT with three entries.At the end of the month (and at the end of the year) I need to run a report on all donors that contribute to our mission. When I look at the transactions, these three transactions DO NOT APPEAR. When I go to Customer List and specifically look at these three customers, this 5-18 transaction is not on the list.This is a SERIOUS FLAW in the software. It makes it look like we are getting fewer donations than what is actually true.

I'd like to add a logo to the top right of the invoice opposite the company details.

At tsheets.intuit.com, I click on Reports > Schedule Reports > Tardies > Uncheck the box to include absences > Run Report (any pay period or custom time duration). Nothing returns. This used to work for years every week when I ran it, but it hasn't worked for 6-8 weeks or longer. Is anyone else able to run this report successfully, or is it broken globally?

Ok so I keep getting a R03 - unable to locate account when it comes to billing. I’ve had this issue before and was resolved. But it’s coming on again. Now I have 2 additional return fees added to my account because of it. Does anyone know how to fix this? I’ve checked with my Bank (Chase), they said my account is all good. I provided the proof QuickBooks asked as proof for a good standing account.  All my information shows up in my portal- recent transactions from my account, so why does it keep saying my account is not found or unable to locate when they clearly are pulling all the info to show up in my profile/ portal. 

Setting up a new employee, havent had any in a few years, want to pay him every two weeks one week in arrears

Hello, I sent out auto invoices each month, last month my client had setup autopay and i confirmed by seeing that autopay is turned on for the client, My client’s invoice went out this morning 5am on August 30th the invoice is due on September 4th. My question is at what point from the invoice being sent out to the date of the invoice does the autopayment process send the payment? 

I can't access my check stubs

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?

Hello,I’m trying to set up a mortgage account that includes escrow and interest. Could someone tell me if this is correct? I set up the account as a Long-Term Liability with sub accounts as Interest, Escrow and Principle. I use a check for my payment out of my checking account and split the payment for Interest, and Principle. That accounts correctly...but the escrow does not. I need the portion of my payment that is for Escrow to add to its account, and Property Taxes paid to subtract from the Escrow.Could someone explain if this is an incorrect method and suggest how it should be done? Thanks for any assistance…kgenecole

I am syncing Bill.com tp QuickBooks Online Advanced and it is not producing any Matches, causing my client a terrible headache.  They can not close July. Roz

We buy items at auctions and resell them. The things we buy are always different. How can I track sales and expenses by auction? I have heard of tags. Not sure that would work but I can’t find it in my version of QBO. For instance we might go to Phoenix and purchase several pallets of various things. There would be the expense of the purchase, the travel, freight, etc. Then we would track the sales and the expenses that go with the sale such as ebay fees, shipping, etc. Anyone have any ideas? Thanks!

I have multiple bookkeeping clients and I frequently match single bank transactions to multiple QB entries.  I have a new client and we recently migrated their system from QBDT to QBO.  Within Bank Transactions, the system is only finding exact matches, and not showing smaller amounts for a multiple transaction to single bank transaction match.  The transactions were all recorded after the migration.  I have gone through 4 levels of help through QB help line and no one has been able to figure this out.  Has anyone experienced this and is there a solution?  Thank you!

We have been dealing with a QuickBooks Payments issue since July 8, 2026, about 2 months.On July 8, 4 unauthorized contractor payments totaling $238k were sent through QuickBooks during the system issue that morning. We immediately reported them, and our bank successfully recovered the funds. We then closed the old bank account and opened a new one.Since then, we have been unable to link the new bank account to QuickBooks Payments through “account-payment-add bank” or “Merchant center” due to repeated error messages. We have contacted QB approximately 8 times and spent 30+ hours with Support, Transaction, Risk, and IT, including screen-sharing sessions, but the issue remains unresolved.Approximately $166,000 is currently being withheld by QuickBooks, and this has caused a serious cash-flow problem for our business.IT told us that many other companies are experiencing the same issue. How can we get the fund released? Has anyone experienced this issue and found a successful solution or e

Although our company never signed up for the new pay feature, QBO has allowed one of our customers to use it anyway. The customer made a payment in the amount of $10,500 eleven (11) days ago and QB is STILL HOLDING THIS MONEY!I have spoken to three different people with QB and am being told that the only way to get this money released to us is if we sign up for the new “Pay Feature”. We DO NOT WANT TO DO THIS. I have spent hours on hold with QB trying to resolve this, and I can’t understand for the life of me how this could possibly be legal. I have asked to have the money returned to our customer, but am told that they will hold the money for 30 days before returning it to the customer.I do understand that this is a payment that our customer willing made to/through QB, but I feel that QB is playing pretty dirty here. They are giving our customers those “PAY NOW” buttons that make the customer believe that we have signed up for this payment service and they are making money by holding

I know there is a feature to send reminders to customers to pay their bill but I don't want to do that for everybody because that would be embarrassing to send someone reminder to everyone when some jobs hasn't even been completed. I only want to send reminders to specific customer that doesn't want to pay their bill, nobody else. Is there a way to do that?

Is it possible to run an A/R Aging report or an Open Invoice report based on a certain type of customer?  We have a custom report that we filter by customer, but it is a pain to go through all of our customers and select just the ones we need for the report.  And then we have to remember to update that filter if we add any new customers.  Any suggestions?

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My computer was running SLOOOOW this morning.  So I “cleaned it up a bit.”  Now my Quickbooks Desktop Pro2018 doesn’t work.  To make matters worse I didn’t ”Repair” the program the way you are supposed to.  I got so far down the rabbit hole I deleted files instead of uninstalling.  YUP.  I did that.  I have my original disk to install the program.  But it is telling me I have a version already installed on my computer - probably because I did NOTHING correctly so far.  And I don’t know what to do to get out of this mess.  I sure hope there is a lifeline out there to help me!Thanks you. 

What in the world just happened with the "Square Connector" update?  When I go to Create > Bank Deposits there are now FIFTY SEVEN PAGES (57 pages!!!) of transactions that just magically appeared the other day when I had it previously cleared out because we keep our books up to date (photo attached).  These transactions total over $150,000 and go back 2 years!  This will completely destroy my bookkeeping, what is happening?  How do I fix this?  I'm completely frazzled by this disaster.  I'm also shocked I haven't found anyone else asking about this, am I the only one?  Please help!

Hello,I’m using QuickBooks Desktop Accountant – Canada and prepare monthly payroll for multiple clients.Each month, I generate the PD7A Summary and email the report to the client so they can see the payroll remittance amount they need to pay to CRA.I would like the CRA remittance due date to appear directly on the PD7A Summary report, so when I email the PDF to the client, they can clearly see both:Remittance for period: $871.12Payment due date: September 15, 2026Is there a way to customize the PD7A Summary so QuickBooks automatically displays the applicable remittance due date each month?Ideally, QuickBooks would calculate the due date based on the payroll period/remitter frequency, rather than requiring me to manually add the date every month.If this is not currently possible, is there another QuickBooks Desktop report or built-in method that can show both the PD7A remittance amount and its due date on the PDF sent to the client?Thank you.

I need to add VAT on sales and invoice

I signed up yesterday and since registering my E Mail, if someone sends an e mail or I send an e mail it changes my E Mail from [removed PII] to Quick Books no authorization was given to QuickBooks to hijack and change it please help me rectify this hostile takeover 

The Association - dues for 2026 billed in 2025 paid in 2025. locators avail discount. for record in intuit it should be unearned in 2025 but to realize in 2026

Is there a way to print out or export paystubs of all selected employees to separated .pdf files in QuickBook?Currently I only know how to print out one by one.