QuickBooks Q&A

No text available

Un des connecteur officiel pour les banques suisses est bLink. Savez-vous quand il sera possible de faire la connexion en sachant que Blink n'a pas de demande de Quickbooks pour le moment.

I changed an amount in quick books but the change is not saved. Instead another amount is saved. This is the 3rd time im experiencing this issue. Is there a problem with qbo

Is there a reason my post of yesterday won’t show for me?

Quickbooks Desktop is downloading the wrong account on the bank feed.  I have used this for years….now it pulls the wrong info!  What gives???How can I fix it?How can I remove Payroll Liability from downloading??

How do we opt out of having payroll taxes automatically deducted and paid for us? 

I have sent a customer an invoice and he has not paid it and is unresponsive (but has viewed it over 20 times) Can I legally charge his card that he saved on a previous invoice? 

Is anyone experience a total loss of QBO? Ours just went down unexpectedly and hasn’t recovered.

Anybody else experiencing issues with QB? I have multiple tabs open and I cannot either login or select options in the tabs that are open/active.

I am so disappointed in the upcoming price increase for Workforce Elite and Workforce Elite Worker Charge. Quickbooks Online has been so terrible to use since we made the switch from desktop, yet you keep increasing prices on us with NO improvement to the product. You keep forcing AI on us, which I don’t want yet have to pay for. In addition the worker charge is increasing by OVER 50% per employee! That is unacceptable for such a terrible product!Will you at least provide us information on how to use the supposed “significant new capabilities” that we get access to? I’m assuming not, because you just constantly change things and expect us to figure it out ourselves.I’m so done with Quickbooks!

I just received a call from someone claiming to be from Quickbooks Support Team.  He gave me phone number [removed] and said his name was Ronald.  He had an Indian accent.  He claimed they were trying to do an automatic security upgrade and for some reason it was not working on our system.  This seems like a scam.  I gave them no information but he did have the first name of the owner.  I told him I'd call back when I have time.  I asked him to clarify that he is with Quickbooks and he confirmed.  I have NEVER received a call from QB.  Is this a scam?

Receiving this error message when trying to log into QBO: This XML file does not appear to have any style information associated with it. The document tree is shown below.

Good morning! I am looking a report that provides the name that is printed on the check. Sometimes the "PRINT NAME ON CHECK AS" is different than the vendor name. I have not been able to locate a report option that provides this. Thank you in advance!

If I wanted someone to check accounts and structure, is it possible to run a detailed P&L with no activity? 

Recently my a/r againg summary is including inactive customers.  according to QB help the only way to only have active customers on this list is to hand pick from names under the customize filters.  Is this correct?  I thought there was a customize option to pick active, inactive or all..

We're trying to determine whether the behavior we're seeing is expected with QuickBooks Online Automatic Sales Tax (AST) or whether something in our integration should be handled differently.Our workflow is:Shopify → Cin7 Core → QuickBooks OnlineHere's what we're seeing:Customer purchases through Shopify. The sale syncs through Cin7 Core into QuickBooks Online. The original Invoice has the expected tax classification. Later, the order is refunded. The refund syncs to QuickBooks Online as a Refund Receipt.The refund amount is correct.The sales tax amount is also correct.The tax percentage matches the original sale.However, the Refund Receipt is assigned "Automated based on location" instead of the original tax rule used on the sale.Because of this, the accounting totals are correct, but the refund is classified under a different tax bucket than the original transaction, which affects our tax reporting and reconciliation.Cin7 has explained that the tax amounts are correct and suggested t

Why is QB charging a per employee fee?  I already buy the tax table.  Then I run payroll, there is no additional cost to QB, so why are they charging me.

I am assisting the accountant reconcile the books starting with January 1, 2026.  The beginning balance for the 1/2026 is off by $549.41.  The books were reconciled correctly thru 12/31/25.  I have unreconciled December, November and October hoping to find the discrepancy to no avail.  Please help me.

 What’s Changing: Starting July 1, 2026, for all customers, QuickBooks Workforce will automatically pay and file all taxes that have been set up. As part of this update, manually submitting tax payments or filings for those taxes in the Workforce Tax Center will no longer be an option, and the ability to turn off Automated Taxes will no longer be available.This change is designed to simplify payroll tax management by allowing QuickBooks to handle payments and filings on your behalf—helping reduce manual effort, support compliance, and provide greater confidence that taxes are handled accurately and on time. Who is affected and When?Customers who have signed up for QuickBooks Workforce l before November 15, 2025 will experience this change from July 1, 2026. These customers received an email in early April 2026 and a notification was posted in QuickBooks Workforce. Watch a short video to learn more. For customers who signed up for QuickBooks Workforce on or after November 15, 2025, this

My nonprofit uses QB online. In the current setup, revenue and expense accounts use sub accounts to identify the program (general admin, high schools, middle schools, college prep, etc). Classes are used to ID the specific school or event, for example, Wisdom High School, youth camping, or Professional Bootcamp.This is very unwieldy because virtually all expense accounts have 5 sub accounts and the list of classes is getting too long to make it easy to report.Thus, I want to convert my chart of accounts (and all the historical data) as follows:I want to use the class in place of the sub accounts to eliminate the subaccounts for each account I want to use projects in place of the classes so that new projects like a fundraising event can be readily added without having to modify QB classes.Is there a way that this can be done programmatically? I’ve written lots of software over the years but I need to know if there is something out there that I could parameterize or code to take my exist

Hi there! We just switched over to QB Online and I am trying to run a report that will show me how much vacation and sick time were both accrued and used by all employees per paycheck. The desktop version had a perfect report and I can’t find anything like that in the Online version. The closest thing I have found is the Payroll detail but I have to scroll through every employee and it would be easy to miss. This also just shows me how much anyone used, not how much they have accrued.

Has anyone figured out a way to keep Quickbooks from taking your unemployment taxes before they are due? I am wondering what would happen if I set the rate to 0% and did the calculations myself? I file and pay these manually and do not need quickbooks taking my money in advance and doing a job I can do myself. Any ideas?

Hello, how do I run payroll after July 1 if cannot set up automatic payments because I am unable to verify the bank account information as the owner doesn’t have SSC number?  

We use third-party service to bill and collect Sales Tax from our customers via the Stripe portal.  We never receive these funds.  I need to post a manual journal entry for the Sales Tax Payable.  If I credit Sales Tax Payable and debit Undeposited Funds to record the liability, the liability will be debited and zeroed out once the payment clears our bank.  However, this will leave a balance in “Undeposited Funds” .  What am I missing? 

On my App the bank transactions are updating but when I click on the bank account it says “having trouble loading transactions. Try again later” and it has been saying this for two weeks now? It will load on my computer but in order to upload receipts it’s easier to use my phone.