QuickBooks Q&A

I'm using the QuickBooks Payroll Standalone version alongside QuickBooks Online. Until now, payroll journal entries were exporting automatically to my QuickBooks Online books without any issues. However, after running a recent payroll, I noticed that the export functionality has unexpectedly stopped working. Has this feature been changed or discontinued? If so, can you explain why this change would occur mid-year without any notice? I’d appreciate clarification on what’s happening and how to restore the export capability.

Has anyone had issues with Quick Books Online Cash Flow Trend Widget not working/syncing? It provides a graph or bar chart and normally a balance of daily cash flow in the upper left. But it now only gives me the graphs and no balance. I've tried clearing cache and using different browsers. Nothing works. Anyone have any solutions?

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Does anyone have any experience with union deductions? My company hires all union employees (besides office staff) and they have a yearly set pay amount with a set list of certain deductions and contributions from the paycheck. Usually we change the rates and deductions yearly, but this year we have some projects from last year that are getting wrapped up. Per union guidelines, you can leave 2022 rates/deductions/contributions for those projects for up to 24 months. At the same time you will have newer projects acquired in 2023 that will need to have the 2023 rates/deductions/contributions taken out.  I am newer to the company and new to union rules. Looking at how the 2022 deductions are setup it seems like it goes by gross pay and hours. Is there a limit to how many deductions you can enter? How do you keep the hours for the older projects separate from the newer projects and also, how will the deductions come from those hours? I am worried the total hours for everythi

I am trying to change the bank account we use for direct deposit. I have received the micro deposits and have tried to verify the account twice. Each time I get an error message stating that the amounts are incorrect. The system then locks me out of the verification process. I am now without direct deposit capabilities. How do I fix this?

Hello,I received a survey from QB Online. When I completed the survey, it said I will receive a Tango gift card for $30. I have been watching my spam folder for it and have yet to receive it. Who can I contact about this?

Update sign in info is CORRECT. Keep getting message that says user id and/or password is not working. I can log on bank outside of quickbooks so I know my info is correct.

Is there a way to make a report of specific items from my item list. I have a very large item list and I want to only print certain things from it to transfer to an excel spreadsheet. 

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I'm not sure why I can't find a "report bug" option anywhere, but if someone knows how to do this, please let me know. Anyways, this is more a bug issue. I have many recurring invoices set up in my account to be created and emailed out automatically on the first of each month. I work for a software company, so we do not charge tax on many customers that would otherwise be billed tax for other items, but not on the software. We also sell retail items, and these items do get taxed. An example would be, California - No tax on software, yes tax on retail items (ie signs, stickers) I have this set up in their recurring template for their software service as no tax. The line item in the invoice does not have the tax box selected. The recurring template is then saved. All of a sudden on some random month, tax will be added to the recurring invoices. Out of no where. I am unable to have eyes on the thousands of invoices that go out each month, so most of the time the custom

I am using QB Self-Employed. When I try to choose mark paid again I get a small error box with a transaction number.

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Waited extremely long time for my bank transfer from an invoice and I see a fee on there

I authorized the payment on 6/6/25. I printed the receipt to acknowledge the transaction. But it still has not debited my checking account as of this morning. In the past, it has debited the checking account immediately.

I have an investment account in QuickBooks, and I normally only enter investment income. However, last fiscal year I deposited cash into this account. How do I record that transaction?

Desktop QB had this report and online does not appear to.

Is live expert advise a once monthly charge or are you charged each time you use the service?

Say hello to your new Payments Agent in QuickBooks Online—your behind-the-scenes superhero for getting paid faster and smoother! Think of it as your business's sidekick that works tirelessly to make sure you never awkwardly chase down payments again. Is there a better way to ensure all your invoices are paid in full and in a timely manner by your customers? That’s where your Payments Agent comes in and does the job for you. Lets dive in and learn more about this exciting new agent. So what exactly is the Payments agent? Your Payments Agent focuses specifically on payment-related tasks, like matching customer payments to invoices, keeping transactions organized, and giving you peace of mind that your cash flow stays on track. And to use it, just create a new invoice or open an existing one to view the agent panel. Some suggestions even appear on blank invoices. You can also manually open it by selecting the Intuit Assist. What can the agent do for me? It streamlines and simplifies

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When will the 2024 SOC2 report be available from Quickbooks Online and will I be able to access it myself? It's October and the primary admin has only been able to find the report ending 4/30/2023. Our auditors are asking for the report because the audit started this week. Could you at least provide an update to users so that we don't have to waste time calling the help desk? I've made two calls this week and neither support person could find anything at all regarding when the report could be available.

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I only enter Expenses, no Bills to be paid. Did QB change?

USed to be able to upload a csv file for multiple invoices. Now when you go to do it, the system just opens a single new invoice. Was working about 6-7 days ago. Used to be able to select it in the Invoices tab, but that disappeared about 3-4 weeks ago. Now I cant invoice my customers easily SMH

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can I pay some employees occasionally not weekly or bi-weekly?