QuickBooks Q&A

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I have now spent over an hour with QBO on the phone multiple times and each time I show how the reports don't match up and each time they tell me they need to keep me on the phone to figure this out and each time I have to give up because I don't have hours in the day to be on the phone while they try to figure this out. Has anyone else seen that the two style reports don't match up as well?

The modern version no longer has the "transaction report" as a report option. The screen shows a Create option, instead of New. Please let me know how I may stop this involuntary change.

My employer needs us to add our receipts to transactions. I have been doing this at the end of the month with an upload from Drive then I match them to the transactions. I can see the small thumbnail of the receipt on the 'Matched Receipt' page, but I cannot see that there is any receipt attached/matched on the individual transaction ergo my Boss said I wasn't doing my job.

QBO started suggesting accounts that are wrong 99% of the time.  Almost every transaction that is downloaded from ANY of my credit cards is automatically assigned to an "account" that is another credit card.  In the past is did a decent job of automatically categorizing the transaction however  that stopped working several weeks ago.  Less than 1 in 100 transactions are categorized correctly.  I have read about this online and tried everything that was suggested to other customers. I have unchecked Enable Suggested Categorization.When i go back at a later date the box will be checked without my checking the box.Even when this is off i still have the issue.  I have looked at my rules. I have a few rules and they work fine and actually categorize the associated transactions correctly.  I do not have automation turned onI have verified that all settings are turned off on Automation section under advanced Account Settings. 

The iOS receipt scanner regularly detects borders improperly regardless of light conditions and a high contrast background.  Also, unlike some other mobile scan apps, the QB receipt scanner fails to do any kind of image touchup to make receipts cleaner/clearer.

I have a bank account that was reconciled with the wrong opening balance. How can I change the opening balance? I don't see a mechanism for this when editing the account in Chart of Accounts (or anywhere else).

Good morning! I am having an issue with bank transactions not coming through for a handful of accounts. Most work as expected but six (6 of 15) will not update and bring in current transactions. All accounts use the same credentials and are at the same bank. All are checking and were loading up until the 2nd and they all stopped.  I unlinked and relinked but now I am stuck with 6 accounts that will not feed transactions into QBO. Looking for suggestions on a fix... Thanks in advance! 

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As of Sunday I had over 200+ receipts under the "for review" tab. When I went back to begin looking at them again they were gone in addition to the receipts that were under the "reviewed" tab. Has anyone had this glitch before? If so, how do you resolve it?

Suddenly am getting this issue went trying to match App Transactions! help!!!!

Something changed over the weekend because now i get non stop "upgrade your QuickBooks to things you don't need" advertisements constantly this weekend. I've been logged into QuickBooks and have gotten 5 in 5 minutes!I am already a paying customer and the fact the quickbooks doesn't respect that makes me want to use someone else. this is EXTREMELY disrespectful and intrusive. how do i turn this junk off?5 of these in 5 minutes. it's every time i go in or out of an invoice, i get one of these! how annoying! 

On November 3, my QuickBooks online quit connecting and communicating with Commercial US Bank account. Therefore, no longer updating the transactions.This has happened once before and took over two weeks to resolve, and I had to upload the transactions manually. I can still login to my commercial US Bank and my login is still working appropriately.

Hi all, My organization processes ~1,000+ bills per month to vendors and sends out payments via check and ACH. Our bills flow through QuickBooks right now the old fashioned way and we send out checks and ACHs outside of QuickBooks. We are researching QuickBooks Bill Pay to see if this is a viable option to meet our needs. We are current QuickBooks Online users. If we want all of our bills to flow through QuickBooks Bill Pay, for payments sent by check will we be required to use the check printing service from QuickBooks that costs $1.50/check? Or is there an option to pay a bill that flows through Bill Pay by check which we print and cut ourselves? Please let me know if I can clarify. Thanks!Devon

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where is classic view homepage

On the other hand, everything is fine with the Customers, but I can't reach the Vendors.

How do I disable or Turn Off the Intuit Intelligence SideBar? It pops up every time I open an invoice, and in order to do any work at all I have to close it Every. Single. Time. This in neither ideal nor efficient, and frankly, it's wasting my time. If I have to fight through an annoying feature I did not ask for and DO NOT WANT, then there's really no reason to stay with the platform. I need an invoicing and bookkeeping solution that works WITH me, not AGAINST me. My industry offers tons of custom options, and Ya'll have raised the prices to the point that other platforms have started to look appealing. Please tell me how to kill this annoying, unnecessary feature. Or at least assure me (and others like me) that someone is working on a solution. 

Hi all, Our online account was hacked last week, and the hacker added their phone number for 2FA. We urgently need help because we can't change the phone number or do anything since it always sends the code to that number. There's no option to send the code to an email or any other way. We tried filling out the account recovery form, but the request was instantly rejected, even though we provided all the correct information matching our driver's license, etc. There's no phone number to call, only an email to [email address removed]. We received an initial automatic reply but no follow-ups for several days. We have a business to run and can't do anything without bypassing the 2FA requirement. Has Intuit abandoned their customers? What do we need to do to get help?

I'm trying to review the P&L for the year, and it keep switching me to modern view when I look at a detail transaction from the report. Then it changes the date and it's taking 3 times as long to go through the reports for the year. I have to do this with every client. How can I set all reports to classic view? Nothing I googled is working. I wish they'd stop changing the look just for the sake of changing it. 

I have a non-matching beginning balance on my bank reconciliation, I ran the discrepancy report and apparently I deleted a 2 year old check causing the discrepancy.  I recreated the check using the same date that it was, that did not change the beginning balance. Then I proceeded to 'clear' the transaction in the check register and save and that also did not change the beginning balance.  How can I reinstate this once 'deleted' check? Do I have to delete over a years worth of statement reconciliations to get back to that statement and have to reconcile all of them again?  Thanks for your help.

After transactions are updated, all rules should be run automatically on new transactions.  This doesnt work and hasnt worked in years.  Every time, I have to manually go to rules, edit an auto-confirm rule, save it, then ALL of the rules get processed.  It doesnt matter which rule I choose, ie it can be the rule that didnt work or some other random rule created.  I have tried this in incognito mode to avoid any cache issues.  I also tried clearing cache etc.

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

Error 324. Main American Express credit card syncs but additional cards create an error message. All worked /an updated until 6/7/2024.