QuickBooks Q&A

What software would you recommend for labor distribution and indirect cost allocation for a nonprofit with multiple grants? We use QBO but not QBO Payroll.Thank you.

unable to import bank transactions from WF into quickbooks online and the bank won't reconnect.

I had 3 open bills on account payable belong to 2021. on June 2023 my boss asks me to make credit for these bills and I did but now I have negative balance for these vendors and negative balance on balance sheet.How can I fix this? 

I see another thread about this but I’m adding a new one in hopes of escalating this issue!  My customers started receiving emails after they open an invoice reminding them that they did not pay. There is no way to turn these off. It is unprofessional. QBO should not be emailing customers without express permission. 

I find many of the recent UI changes to be unnecessary with zero functional benefit and cause efficiency and usability issues.  Specifically, the new document "pop-out" feature—which appears in the foreground without a border and cannot be moved—offers no functional benefit. It introduces workflow problems without resolving any existing ones.   Can anyone explain what benefit this feature was meant to offer and can it be turned off in settings?

Tennis Club?

I have set up a monthly bookkeeping client in Books Close, completed it using August 2026. I am wondering if I need to set it up each month or if it being a recurring item for that client.

At the top of the taxes page, where it says tax year, some years aren't shown on the list and it's not possible to scroll up.

No text available

I never signed up to take payments through QB. I invoiced a new customer and unbeknownst to me payment links appeared on rhe version of the invoice they received. Without proceeding down to my personal payment instructions my customers accountant clicked the link and paid Quickbooks my money. I have no bank accounts linked to my account because the fees for that service are astronomical. They want $898.71 as payment for a service I never signed up for, never inquired about, and never gave them permission to implement on my behalf. They say they are unable to send the payment back because I NEVER SIGNED UP FOR THE SERVICE. But if I link a bank account and give them the $898.71 that they are in no way entitled to they will give me the difference. They took more than 10% of my money from my customer. They say they added the service as a convenience to me!!! As a one time courtesy they will request that I be refunded the larger of the 2 fees as my customer paid both invoices at once but th

I use QuickBooks Online with QuickBooks Payments and I'm trying to clarify the PCI compliance requirements for my specific payment workflow.I only send customers invoices/payment links through QuickBooks. Customers enter their own card information on Intuit's hosted payment page, including customers who choose AutoPay.I do not:manually enter customer card numbers take card numbers by phone, email, chat, or message use a card reader or POS terminal collect card information through my website store cardholder information on my computer or other systemsBased on Intuit's PCI guidance, this appears to be an SAQ A payment environment.I currently pay SecurityMetrics for PCI compliance, and I'm trying to determine whether the paid SecurityMetrics service itself is required by QuickBooks Payments, rather than whether PCI compliance is required.Specifically:Does QuickBooks Payments require a merchant with this setup to maintain a paid SecurityMetrics subscription? Can I complete the official SAQ

Our bank isn't syncing with quickbooks

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

In IAS, why doesn't my "all tasks" page show for which client each task is for?

I have QB Desktop 2024 Premier Plus Edition Subscription. My subscription renews February 2027. I have run the QuickBooks Tool Hub - Company File Issues, Network Issues, and Program Problems. I can print reports, Invoices, Estimates, etc, but I cannot print a check. When I click on File, scroll to Printer Setup, and click on Check/PayCheck form name - I either get the “Waiting for Printer Connection text box, or I get the QuickBooks - Unrecoverable Error Dialog box. This is annoying as I have a few checks to print. I have uninstalled and reinstalled my printer. I have checked for updates, etc. I have seen that this is an issue, and although I have seen this before a few weeks ago, after a day it was resolved. Can someone please advise as to what is going on? I can see that I am not the only one this has happened to; so, if someone can help, I would appreciate it. Thank you.

I’m using QuickBooks Desktop Accountant 2024 (subscription), Release R21P.I have multiple company files that use Bank Feeds with Bank of America. QB has prompted me to change my OLB connection from Bank of America - New to Bank of America QBDT. Here is what I’m seeing:1. In one company file (the one I attempted to migrate):After disconnecting all accounts from Bank of America - New, I choose Bank of America QBDT as the connection methodOAuth login at Bank of America succeedsI select the accounts to connectQuickBooks crashes immediately after the account‑selection stepWhen I reopen QuickBooks, I try again, and get error 88888:“All accounts associated with this customer ID have been synced…”I cannot connect Bank of America QBDTI also cannot reconnect Bank of America – NewThis file is now completely locked out of Bank Feeds2. In another company file (one I have NOT attempted to migrate):Bank of America – New still connects normallyIt downloads recent transactions without errorsNo 88888 me

I'm trying to pay a vendor, they sent me a link to the online invoice so I could pay them.  I filled out the details (business checking, rtg number, acc number) and it threw the errorPayment declined.  Your payment method was declined. Please use another method or try again.I checked with my bank (Bank Of America) and they say there are no restrictions on the account that would cause this.  I then tried to pay with an old PNC bank account and the payment went through fine.  How can I get more details on the error?  The error shown on the website is less than helpful and I need to resolve this before I can close the old account.  Any ideas greatly appreciated.

I tried searching for info on budgeting by class and all I found were conflicting responses to someone on the ability or inability to report on class actual compared to budget, but nothing on whether or not users could even create a budget by class. If QB thinks the ability to provide data by class is a worthwhile and valued method of showing the composition of expenses by various categories, they might logically think that people who need that level of data would also have a need to budget by those classes and to report actual results compared to those budgets. For the previous inquiry about this, one QB employee said it was possible, and another QB employee twice said that it wasn't possible. How in $&#@  are us poor users supposed to make use of that kind of response? Why don't QB employees who are given the job to answer questions on the forum people who definitely know the answers to the questions OR find someone who does know to answer the question???  SO

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!

No text available

Every time I attempt to transfer money I get a message to try later.   I spoke with QB and they say they are working on it.  Its been a month already but I'm still having the same issue.

When creating a new customer invoice there was a side tab to import a pdf copy of an invoice and it would populate into the screen, just like how it does for Vendor Bills.  What happened to this functionality for Customer Invoices?  PLEASE BRING IT BACK!!!! 😭

Can I change my quickbooks account to a personal account? I no longer need a self employed business account but I want to keep using quickbooks if possible.

what a hell is going on with receipts/expenses for review its acting weird some are showing as old layout some not and c option for match its not working

HELP and please don't just send a bot answer!!! SEE ATTACHED PDF OF EMAIL FROM QUICKBOOKS EMAIL WITH ATTACHED INVOICE...Recently my web mail stopped working, couldn't figure that out, so switched to "quickbooks email" through my microsoft outlook.  Well emails are going out again BUT, now you all are showing my computer file name within the email you generate when I send a invoice. QB had to fix it once and now my file name is "fixed_my company LLC" now that looks real intelligent. Is there a way to fix this when using quickbooks email or should i go back to trying to figure out why my web mail just stopping working.  Pray I get a real answer.  There are many "unsolved" questions on this matter.