QuickBooks Q&A

As with others I was forced to move to Online, though I greatly dislike the business model of subscriptions unfortunately there is no option these days.  Long story short the migration was terrible as there were a tremendous number of incorrect transactions, duplicates...... that were brought into the online system. This would not have been so bad if the software was able to move quickly.  We are in our 3rd month and it is getting worse not better as the further we dig into reports the slower it gets.We are REALLY struggling with the following:1. The software, both Online and the Desktop app are INCREDIBLY slow, between clicks is often 5-10 Seconds of watching the green dots spinning on the loading screen.  I have tried Private mode in the browser, cleared cache, service at all our location is full Gigabit speeds nothing that found in the guides offered any help.  I will say the the online browser is better than the Desktop App but the flow of the App is much m

I can't locate instructions regarding how to match QB Payments batches involving multiple payments. I see them in the Pending Transactions matching area in Bank Transactions, but I'm not sure how to manage them. I can match all other types of transactions except these batches. The only way I could find to get them into my bank register was to go to QB Merchant Center, look for the customers that paid in the batches, then go to Bank Deposits and click on the respective receipts. After doing this, I reconciled my bank statements. Even though the transactions landed in the bank register, they also remain in Pending Transactions (options to click are post, split, create rule, exclude). Any thoughts on how to get them out of Pending Transactions? Should I select exclude? Going forward, I'm not sure what the correct step-by-step procedure is for managing QB Payments batches.

Hello new to QBO 2024I just established a sole proprietorship (DBA). I hired someone to help me build my website.She works alone (no employees). Her "company" is just her name.I have no idea if she is a sole proprietorship or s corp or whatever. Found her on Facebook. For all I know, she doesn't even have a company established and she's just someone who is good at websites. She just charged me hourly for the time she tutored me. When I go to pay her and record this, is she a vendor expense or a contractor expense in QBO? I have read all the posts but its still not clear to me what the distinction is. Also, if I understand tax law, I need to provide a 1099 to everyone I pay $600+ total during the course of 2024, correct? Do I just need to check the box for 1099 tracking in her profile if I know I plan to spend more than $600? Also, I imagine I need her ss # or tax ID number to issue a 1099. Is there a way for quickbooks to request documentation from her? Does th

I found numerous errors from my old office manager and want to delete all the bank reconciliations from this year to date (5 of them) - I want to keep the transactions that I have not changed already though.

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I NEED TO REVERSE A DELETION

After 14 years with QuickBooks I tried to log into my account tonight just to find:"We can't find anyone with "____@____.com"and then"We didn't find any companies for this account" QuickBooks just completely deleted my account! It shows that I logged into it 2 weeks ago, and they just billed me March 1, 2024, 2 weeks ago. I am so pissed! I tried to call them but of course they're closed.Has anyone had this happen and did they recover your account after this?? I am so angry!H.R.

Hello all, I'm very new to Quickbooks, and so this may be something simple I'm missing but I can't, for the life of me, figure out what's happening here or why. Little bit of context: we do all of our project mangement (estimates, invoices, POs, COs, etc., etc.) outside of QBO via a software called Houzz which is geared more towards construction/remodel project management and fits our needs better. I do not have Houzz integrated with QBO as Houzz was wanting me to disable several settings in QBO that have been enabled and in use (this is a whole nother topic I don't want to get into). So, our workflow looks like this:Create Invoice in Houzz>Send to client>Client pays via check>Mark as paid in Houzz>Deposit said check into our bank account (which is linked with QBO). I then will go into QBO and got to Bank Transactions>Locate deposit under the "For Review" tab>Add the important details (Invoice #, assign to customer/project, etc.)>Then click "Add". I only

Hi! I am a new user and I am trying to figure out how to fix duplicate bank accounts/transactions. This is a rather lengthy post with the detailed info of how I got here, but if you scroll to the bottom you will see a summary. Thanks!  Here's what happened: I was having issues linking my bank when I first created my account, so instead I downloaded the transactions and manually loaded them. Fast forward a week and I was able to link the account, but I selected the same start date as the file that I loaded, resulting in overlapping transactions for 4 months (I guess I thought it would know it was the same account, or give me that option, but that was my mistake). I was able to speak to QB support person, who told me to unlink the account. When I did that it is no longer showing in the Bank Transactions section, she told me since it hadn't been reconciled it was no longer there. Great! I figured I could just go back and link the account to the existing bank account that wa

our previous accountant incorrectly bulk reconciled over a year of transactions. i need to undo this and start over reconciling from day one.

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Hello, my transactions were uploading fine from my bank to QB until March 1st.  Even after manually hitting the update button they are not displaying.  There is no error code so am not sure what is happening.  I followed instructions to reconnect with my bank and now have duplicate accounts ( I believe my bank changed names but still the same institution.)  The new account shows the transactions from March 1. Not sure what to do!

QB won't let me enter the correct beginning balance.  The "wrong" beginning balance minus the reconcile difference off, is $720.29 which is the CORRECT BEGINNING BALANCE IT WON'T LET ME CHANGE TO.  Ugh.

Good evening, I currently use QBO.  I use Shopify POS as my point of sale system, within Shopify, I have an app called A2X that I push my payouts into QuickBooks Online in the form of a Journal Entry. When the credit card transactions get sent over, they auto match together without a problem.  However, when I do my cash & check payouts, the journal entry is created but it is not matching up with the bank deposit.  I see the Deposit on the banking screen, click on "find match" choose "journal entries" but nothing is found.  I can also find the individual journal entry that matches the amount of the deposit but I cannot find a way to link them together.  Anyone know how I can get them to match and/or get the journal entries to pull up when I try to find the match since it isn't finding them on its own to suggest it? Thank you!Jessica

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The QuickBooks engineers have changed the dashboard again - and only made things worse as far as I can tell. Just when I got the widgets and bookmarks organized from the last overhaul, and working the way that matches our business, QB changed it up again. Now the most frequently used options are buried three layers deep - when a single click was enough to pull up invoices, customers, products, etc. Also, the graphs showing our daily, weekly, monthly, annual sales are broken. The widget used to be a nice chart showing trends. Now there is just a single point on the graph (the total sales for the period selected) rather than a useful graph. It has been rendered worthless. AND QuickBooks keeps raising the monthly cost - despite deteriorating quality. Please fire your software developers and lower our prices!!

The info that QuickBooks provides in response to this question isn't helpful unless you can find the accounting menu, which I can't

I need to unreconcile an entire month. Is there a reason I cannot do this myself? I feel it unnecessary to contact and pay my accountant to do this for me when I own the company. Please advise. Thanks!

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I recently took over management of our QBO account and there were a handful of things from 2024 needing fixing. I believe 11 bank transactions were confirmed instead of matched to the corresponding entry. It looks like maybe this created a fake QB entry to match the bank transaction to, which left the actual QB entry used to print the check in limbo. So I had to unmatch the fake QB entries, then unreconcile them (change R to blank in the Bank Register) so I could find the actual QB entry in the "Find other matches" list. Now these 11 fake entries show up in the Reconciliation Discrepancy Report. I tried to just delete a fake entry and now that one shows up in the Reconciliation Discrepancy Report, getting me nowhere. There are also instances where I voided checks that were reconciled because they were printed in error and were not deposited. Then one other instance where the last person voided a reconciled check that did end up getting deposited later on and is matched. For this can I

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I recently closed my QuickBooks Checking Account and disconnected it from my Bank Transactions sync. However, when I go to finally make the account Inactive, I get the following errors:QuickBooks Checking: You can't delete this account as it is used as default for one of the sales lines.It also pops a window up that says:1 account wasn’t deactivatedHere are some reasons this might be the case:They have a non-zero balance. They’re one of the default accounts used by your chart of accounts. They’re being used in an automated workflow. I’ve verified the balance is 0, It is not used as a account for any products or services, and there are no rules or workflows. What else should I check?Thanks!

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!

I have had several instances when I go to create a new invoice QBO is creating the invoice using an invoice number that has already been used. I just tried to create an invoice, just like I do every month, I completed the invoice and went to Save and CLose and I got an error message that this invoice number is already being used. QBO is generating the invoice numbers so how in the world is this happening?I have tried copying a prior invoice - which I do all of the time for my other clients - and I have started with +New and it generates the same invoice number. How can I get around this when it happens but more importantly how can i prevent it from continuing to happen?