QuickBooks Q&A

In what way is it possible to link the bill with the Invoice? I dont seem to be able to grasp the connection between the two through the api to make them relate in my Power BI dashboard.Do i need to do something extra in quickbooks to make it happen?

What is the per transaction processing fee to me as the business if my customer pays via Affirm?

I have been trying to look at a AP ageing Summary, and the trail balance and the aging summary total seem to be not matchnig, so i have a doubt that there might be some AP transaction may not be associated with any vendors, i have seen some post asking related question,so exactly from which date , linking a vendor for a Accounts payable transaction became mandatory in Quick books online and Desktop?

How to not display all unpaid invoices showing in payment page. My customers will send different invoice to certain customer, they don't want to their customers see unpaid invoice not related.

Hi all, When a customer opens an invoice via the payment link, they are shown all unpaid invoices for their account. Rather than just the invoice associated with that link. This is causing confusion. We only want the specific invoice being paid to appear, not the full list of outstanding invoices. Is there a way to limit the payment screen to just the selected invoice? This is how it was originally for us until it was updated to show all invoices. Below is an example. Thank you. 

I have had 4 online support meetings with QB and nothing is fixed.  While in bank feed advanced mode trying to use the add button for action/rules link it crashes to my desktop.  Nothing suggested has fixed the issue.  I have tried the random Webview fixes, Registry edits etc.and nothing has solved the ussue.  Used the QB tool hub still nothing fixed.  Unsure who to contact to fix it at this point.

QuickBooks can automate a lot, but there’s always that one thing you still end up doing manually. What’s one bookkeeping or AR task you keep having to check or follow up on over and over?

I have consistent transactions that show up every month, but do not appear in the recurring transactions list. I know this because I have made some recurring ones and they don’t appear. There is one causing me issue that I would like to get rid of, but I cannot find them to delete them. Where are these? 

My new QBO install isn't loading any results when typing in a new vendor.  The only setting I can find is under account, advanced, business network - which is on, but that's more about my information for others.  When I go to expenses, vendors, new vendor and start typing in the company name field nothing comes up. I called tech support the screen shared, saw the behavior, had no idea and after about 20 minutes said there was an outage and it was affecting multiple people.  I haven't seen any posts about that and it's been like this for 24 hours.  Figure something else must be up.  Anyone else encounter this issue and find a way to get it to start showing results? I really don't want to have to manually enter each vendors information if I can help it.

We have a brokerage account, including a money market account, I want to record as a deposit the dividends received, the QB account is set up as "other current asset" since that seems more appropriate.  But I can't figure out how to record a deposit

If anyone would like to file a complaint with the Better Business Bureau about the new Quickbooks Online payroll tax policy, please do it here:  https://www.bbb.org/file-a-complaintThis new policy means that Intuit will REQUIRE all QBO users to authorize Intuit to withdraw, manage, and pay payroll taxes on behalf of your small business.  This also means that Intuit will take our money the day we process payroll and hold it (in my case, for up to six weeks!) until our payroll taxes are due.  This is a terrible thing for a small business's cash flow, not to mention Intuit will be earning interest on OUR money for weeks before they turn those funds over to the tax agencies.  If anyone at Intuit cares about their small business customers, this policy should immediately be reversed.  Let ME decide how/when to pay my own payroll taxes, please.  

Quickbooks is absolutely the worst! I have spent almost a whole year trying to resolve this issue with NO HELP and paying premium payroll costs which are now probably over $1000!!!QBO automatically took out Illinois taxes because of employee’s home address, but the employee was living with relatives in Wisconsin while working a summer job for us. First case was filed wrong and sat in limbo for months. Then multiple calls to overseas call centers and really no help. Finally got some reimbursement and some help from someone stateside but that resulted in them changing the paystubs to not have any taxes taken out. I have called months and months now and keep getting new case numbers and then an email within a day cancelling the case. I just want my money back and will have my accountant manually fix this issue.Quickbooks support is a joke and you keep getting passed around and around with nothing resolved.The poor employee hasn’t been able to file their taxes for 2025 still!!!!!

it's intrusive and I don't use it.

please help

Hi, Is there a way to export the schedules showing customer and team member in one excel file report? Whatever I have entered in schedule I need to be exported into an excel file, including the notes. Thank you.

We entered a new PO today for two items.  This is the only open PO for both of these items.  One item accurately reflects "Qty on Purchase Order" when you hover over the qty within the PO, the other line shows "0."  We see the same issue when viewing these two items in the Products and Services menu, the "Qty on PO" column is inaccurately showing "0" for the same issue item in the PO.We have tried deleting and re-entering the PO and the issue remains with the same item.  We are using QBO and I don't see the utilies>rebuild data/verify data menu option that I've seen suggested in other inquiries to ensure there is not any damaged data.  Help please!

Tous mes clients Desjardins avec carte VISA sont erreur 324

Using Quickbooks Merchant Center, we were receiving emails about payments being received when a customer payed an invoice. For about 1 week we have not received those notifications at all either our clients after the pay the invoice online. I've searched the community database and I can't find a valid answer on how to fix this issue.It states that you need to:Choose Account from the Online Service Center page.Select Settings & Alerts.In the Email Alerts section, choose Yes for each notification you've like to receive.Enter the email address where you'd like to receive this notifications. Click on Save Changes"Except that those options have been removed and the information isn't able to be used, you can only choose a landing page and that is it.. Can someone please help me figure out how to get emails for payments to invoices (Note. They are NOT recurring payments, just normal payments from invoices. Here is a screen picture. There should be t

I am wanting to print off my tax information for 2025 to provide to my accountant.  Where do I go to do that?  

Adding Payroll Ultimate

Multicurrency has already been enabled, so the home currency is now locked. We are still in the initial setup/cleanup stage. Can you help us reset the company or transfer the existing subscription to a new company file with BSD as the home currency, so the client does not have to pay for two subscriptions?”

I received a payment from a client, but it didn’t go thru. How do I resolve this? 

We have QuickBooks Desktop Premier Contractors Edition 2018. I’ve just recently taken over the accounting for my company and I believe the previous office manager was not correctly recording the employee advances and employee reimbursements so I need clarification on the correct way to record everything. Additionally since we are a contractor we need to allocate the expenses to the job. This is not a part of our payroll.  So, we gave John Smith $300 cash on 7/1/26.He brought back 4 receipts. 3 for $80 each for C&B Crushing for Job A and 1 for $106.37 for Waste Management for job B. That leaves a difference of an additional $46.37 he paid personally. We wrote a check (#123) for this difference.  Originally the previous office manager would just record the receipts given from the employee under the employee center as the expenses they were such as hauling away but would not allocate anything to a job or to the vendor the receipts were from. Can someone help with the proper steps and