QuickBooks Q&A

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When choosing vendor credits to apply in a bill payment, QBO is splitting the credits up and only using a portion of them in the bill payments, leaving the balances available to use in a future bill payment.  We have Automatically apply credits turned OFF and are choosing the bills to be paid and the credits to use in the Expense drop-down menu, but QBO is still using only a portion of the credits.  Today we chose TWO credits to be applied in a bill payment, and QBO instead used a portion of FOUR available credits, the portions of all four credits adding up to the total of the two credits selected.  Why can’t this work the way it did in the desktop version?

Actual Budget Class 1 20 0 Class 2 10 0 and yet: Class 1 Class 2 Actual Bud Actual Bud Travel 920 3500 50 200 Food 10 700 40 100

Hi! I resorted the chart of accounts so that expenses on the profit and loss report would show up in alphabetical order in QB Desktop 2020. But, now the income section is also in alphabetical order which I do not want. For example, I want Services to be first, not Rental Income. How can I rearrange the order for just the income section? Thanks in advance.

DAY 41 OF THIS ONGOING NIGHTMARE USING QUICKBOOKSI've been a QuickBooks customer for over 15 years and have trusted the platform with thousands of pages of financial records. Unfortunately, my recent experience has been nothing short of a NIGHTMARE.We were forced to migrate from QuickBooks Desktop 2023 after being told it was no longer supported and purchased QuickBooks Enterprise. Since then, it has been one problem after another.Our payroll still doesn't work. Payroll taxes are not being withheld from employee paychecks. We cannot file our quarterly payroll tax returns (NOW BEING PENALIZED.). We've been told the cause is a security hold on our account due to a system "glitch."The solution is supposedly simple: the Security Department needs to verify our business. Yet after now 12 separate support calls, each lasting 1–2 hours, we've made absolutely no progress.Every representative has been courteous and has genuinely tried to help, but the outcome is always the same:"The Security tea

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Hello, I am trying to find a way to convert company file from 2006 to 2021.  After dealing with Intuit’s less-than-helpful chat, they said they could not do it. Does anyone know if it can be done and the cost of it? Please advise. Thank you, Fabio

I don't want anyone to accept online. I want them to contact me directly. I don't want pretty much ANY part of the automated stuff that keeps happening here. It's driving me crazy (I've already had trouble with the stupid system reverting back to offering credit card payments that I don't accept). How can I remove that accept button so no one thinks they have accepted a bid, but I never hear about it? Thank you

Every time I open the Chart of Accounts I have to resize the column widths in order to see details. How do I lock in the column widths I want?

My new accountant has said I need to do this but when I click on the cog in the top right corner, the 'manage users' menu isn't there

My QB sales tax is not turned on because my business was only doing wholesale. Recently I started selling retail as well and use square. I used the square integration app on QB and it integrated the transactions, however the detailed part of a transaction does not show the sales tax amount nor the square transaction fee. How do I fix ? Is it because my sales tax is turned off ? 

I need to know where to put job materials. under the expenses (job materials category) or Cost of Goods sold (Supplies and Materials)

I've asked to prove I'm a human every time I log in now. Today it was 4 different CAPTCHAs to get through.I'm also asked to prove I'm me every time I log in now, so also a text.Capturing Mileage no longer works on my Android; It has all green checkmarks, it says it's running, but - no miles.  I've uninstalled and reinstalled (finding QBSE again was a challenge!) - I keep seeing Solopreneur, but that's not my account.  What's happening with QBSE?  I've depended on it for 6 years and now it's not doing what I need most (mileage) and it's making other tracking (Expenses) challenging and frustrating.

Hi, I am trying to do our bank reconciliation.  my last one that i had done reconciled properly.  when i go to do this recon, my opening balance does not match my bank statement.  i can see that there was something done since our last reconciliation and know where the problem is but  i am unsure as to how to fix this.  Can you help me please Thank you

So, this is not isolated to one computer. I have used Quickbooks for many years like 20 PLUS or when it first came out. I use the stand alone desktop program as I need it wherever I go on a laptop or a desktop and I am one user. I do not need all the fancy stuff or payroll etc and run a million dollar company by myself and now all of a sudden the "LOGIN TO INTUIT ACCOUNT" POP UP COMES and I click continue and it just spins its wheels and now on a timer when I will be LOCKED OUT OF MY BUSINESS SOFTWARE I LEGALLY PURCHASED AND IS LICENSED which will prevent me from making money and then I will have to take legal action if this happens unless this matter is fixed. I do not want to hear well you are out of support as this is NOT A TECHNICAL ISSUE ON MY END BUT THAT OF THE INTUIT SIDE AND NOT ABLE TO LOGIN WITHIN SOFTWARE and again this is on not just one computer further showing its a program Intuit issue!. Please assist, I have emailed the CEO directly but just want to be able to use my p

The business I work for has two QB Online accounts. The first one has not been used in a couple years, but we continue to pay the monthly minimum QB subscription fee to access the data. The second account is the only one we are using now. We do not need to merge the first account with the second one. We only need to download and save all the data from the first account to archive it. On rare occasions we need to pull some data from the first account. How can we download the data from the first account in a way that we can archive it (and access it if needed), and finally cancel the monthly QB online subscription?

Example - big job (better word) with 3 grants to complete. Each grant has its own class, would it be better to create the job as the class and then have a project for each grantor that points to the class? I want to use time tracking for jobs also.

I would like to know how to best set up Quickbooks to track & manage 8 grants and 11 programs. My plan is to input each program (gardening, outreach, etc) as a Class, and input the grants as specific Customers so I can use the Projects feature. However, how I do I track how much I have in restricted and unrestricted funds? If donors donate to a specific program, that donation would be restricted. Most of our grants are restricted but can be used across multiple programs. Is there a way that I can also properly categorize restricted funds so I know how much is left for each grant, and how much people have donated to each specific program?

I recently created my first non-profit.  I watched a lot of videos at the before setting it up and decided to use classes for my three main reporting buckets for the 990: Fundraising, Programs, and Administration.  This is working fine; however, I'm not using them for my deposits because those categories only make sense for expenses, but now I'm not sure that is correct. The other issue is restricted funds, which I only have one of them so far.  After my research I planned to use Projects in QB Online to track restricted funds, but am now second guessing that because I read it's best to use classes.  The other option for restricted funds (to track both income and expenses) is to create subaccounts to the bank account for each one.  Which of these options would be the easiest/cleanest for someone just starting out to use going forward?  I don't expect to have too many restricted funds, but of course you never know.   Also, if you believe

We have some schools that like to use a credit card or ACH payment. Our problem is that we added a fee for payment by electronic to our invoices. But we have schools that pay the total including the fee when they pay by check. Therefore, we have to reimburse them the fee. 

QuickBooks has recently began duplicating transactions, seemingly related to receipts. First, I noticed a receipt was duplicated (resulting in the PO quantity showing more was received against it than the PO total quantity allowed). This morning, I found an invoice that was duplicated (resulting in the total received on the invoice per QB being doubled. The duplication is only shown in Reports --> Transaction History (i.e. the duplicate receipt doesn't appear in the report for the inventory offset account and the duplicate invoice doesn't appear in the Vendor Transactions listing) so this seems to be something going on in the backend of QuickBooks. Also, these were two different customers, different POs, etc. so doesn't seem to be isolated. I'm looking for some support on this issue. Any feedback is appreciated.

CPA Firm doing payroll for a multitude of customers.  Several customers have DD ..  no problems at all. Trying to sign a client up for DD and all of a sudden major issues!  Spent 3.5 hours on the phone with support yesterday and my issues are still not solved! Requirements of submitting all business contact info, the principal officer info and the bank account...which had to be done manually, because as an agent, we don't want online access to a clients bank account; however, in this circumstance our client does NOT use online banking.  Therefore the banking information can not be done 'live'  The manual entry of the bank account, routing number, etc., has been filled out, and the system says it will take about 5 minutes.  My system has been spinning around and around and around for 35 minutes so far, and nothing is being done.  If I X out the screen, it won't save the info (as I found out yesterday).So here I sit, investing time I don't have to

Quickbooks is duplicating item receipts

Using QuickBooks Accountant Desktop Plus 2024.Trying to setup a client to use Direct Deposit to pay employees.I type in all the information asked for from the Activate Direct Deposit (Employees>My Payroll Service>Activate Direct Deposit) screen.When I click on Accept and Submit get a screen saying "something's not quite right". I have tried resetting updates, accessing the QBW.ini File and manipulating "PAYROLL_BUNDLE_STATE=Y" to no avail, tried running QB as an Admin, and used Verify Data (no issues). Need to have this setup by end of day. Thanks in advance.