QuickBooks Q&A

Management reporting is acting strangely the last 2 days.  SPecifically:  prior to this, I could add a report (standard or custom) to a Mgmt Report, and then NAME the report so that when it showed up in the Mgmt Report, it had a shorter more appropriate name than the underlying report.  Always worked great, now all of a sudden, when you run the Mgmt Report, i’m seeing the long original name of the report.  What is going on?  What changed?  Anyone else having this issue?

I’m entered bank deposits. As I’m typing in the data for Customer, Account, Etc. - Sometimes when I type in the first few letters (enough to match a unique existing Customer/Account/etc) and then hit “tab” it will automatically fill in the existing Customer from the drop down. Sometimes, with the exact same letters typed, into the exact same field, it will prompt to create new Customer (account/etc.). Slowing down ensures that the program picks up the existing Customer; but the necessary speed doesn’t seem to be entirely consistent.  I’m finding that I am having to slow my typing; watch the field for the drop down; and it’s adding time & frustration to my data entry. Does this happen to anyone else? If the customer exists, and my keystrokes are exactly the same, shouldn’t the resulting autofill be exactly the same too?

Desktop 2024 payroll, under pay employees the recent payrolls are missing, I have tried everything to fix this but still missing, renamed the tlg file, redid a paycheck, verified and rebuilt file still nothing WTF

We are configuring the native Lightspeed Restaurant to QuickBooks Online integration and have a question about customer sync behavior. In Lightspeed's Sales Feed, transactions are tied to either: - A generic "Visitor" customer (walk-in/anonymous sales), or - A named, linked guest profile (e.g., room/folio-billed guests) I want "Visitor" type transactions to sync into QuickBooks Online, and to exclude sales tied to named guest profiles from syncing. 1. Does the Lightspeed–QuickBooks Online integration support filtering or excluding customers by type/category during sync, either natively or via sync settings? 2. If not supported natively, is there a recommended workaround (e.g., posting all sales as summarized totals rather than per-customer, which would avoid named guest profiles appearing in QuickBooks at all)? 3. Is this something controlled from the QuickBooks Online side, or is it entirely governed by Lightspeed's sync configuration? Any guidance, documentation, or best-practice

I'm linking to a corporate card account at BofA, and the way they provide transactions to Quickbooks is:1. Master account that contains only interest and payments2. Sub account for each cardholder that contains only purchasesThis is true even if--like me--you only have one cardholder.  How do other people deal with this?  Seemingly impossible to reconcile without creating journal entries that transfer balances between the two accounts.  Not really that difficult for me when moving just one interest and card balance payment per month to the sub account, but if I were to have multiple sub accounts, I'd need to do this in reverse, instead, and that's not scalable.  Other thoughts?

When I select "review", the item level table usually contains a "tax" column, but for transactions that have no tax for any items, this column is disabled. Any way to work around this?

Quickbooks Online changed invoices so that now any invoice created from an estimate no longer has the text from the estimate included. Their little popup notice says, “We made changes to how Invoices look onscreen so you can focus on entering data. There’s no change to your PDF and email. To preview them, select Print or download or Review and send.” But the text still doesn’t show up on either of those options. I am concerned that my invoices are being sent to my customers without the text that they need, and I have an invoice that I need to make changes to, but I worry about doing that when the text is hidden.

Hot do I fix this?

Terrible setup, customer service, resolutions team! I need a MANAGER!!!!!!!

Hi everyone,When you're sending multiple invoices every week, what is your process for creating them quickly?Do you:Create everything manually? Reuse templates? Use an invoice generator? Build invoices directly inside QuickBooks?I'm looking for ideas that save time without making invoices look unprofessional.Would love to learn how everyone handles this.

How to customize a customer statement?

Hi everyone,I'm curious how other small business owners handle their invoicing workflow.Do you create invoices directly inside QuickBooks, or do you use another tool first and then record everything in QuickBooks?For example:Do you use Excel or Word? Do you use a dedicated invoice generator? How do you keep invoice numbers organized? What's the fastest workflow you've found?I'm trying to simplify my invoicing process while keeping everything professional.I'd love to hear what works best for you.Thanks!

Hi everyone,I'm curious how other small business owners handle invoicing before recording everything in QuickBooks.For example:Do you create invoices directly inside QuickBooks? Do you use Word, Excel, Google Docs, or a separate invoice generator first? If you send only a few invoices each month, what workflow has been the easiest for you?I'm looking for a simple process that keeps invoices professional without spending too much time on formatting.I'd love to hear what works best for you and why.Thanks!

Active payroll items that I have used for 15 years have disappeared from the Enter Payroll screen in QB Desktop.  They are not showing as items I can add in Available Columns.  New active payroll items are unavailable to add as well.  There are inactive payroll items now showing up.  QB Support has been unable to help or fix.  Any suggestions. 

I want to know how to contact the head of this company or the board.  I am so mad because of the stupid subscription which I never use until I have trouble with logging into my Quickbooks because of your system not recognizing my 2 credit cards that is on file with you.  I HATE the subscription and if I ever get a chance, I will be either switching to a new program or just entering my ending balances into an earlier version of Quickbooks and using that version!!  I can understand larger companies might need your services but the small companies - like ours and another one in which I take care of their books, don't need it or at least I don't.  In addition to the subscription, we also pay for the payroll subscription which then adds even more to our expenses. I will be so glad when we retire from this business and I can cancel everything.  So ANYONE who is reading this, get your hands on an earlier subscription like 2020 or earlier, do that.  They are selli

I manually created a bank account because my bank account would not properly connect to QuickBooks. Eventually, my bank account did connect properly so I tried moving QuickBooks Payment deposits and paycheck withdrawals that were recorded to the manual account to the newly connected bank account. I tried doing a “Transfer” from the manual account to the connected account for the paycheck withdrawals. When that didn’t work I tried a “journal entry” to reduce the manual account and increase the connected account, but still no luck. Both methods doubled the amount that is in the manual account where the paycheck payments were erroneously recorded instead of reducing the balance.  Also, the QuickBooks bank balance for the newly connected account appeared to double when I tried to change the QuickBooks Payment deposits from the manual account to the newly connected account. If you got this far, thanks for reading and TIA for any help you may be able to provide!    

I’ve been using QuickBooks since 2019. Switching to online was the biggest mistake I’ve ever made. None of the features work 100%, I’ve tried to add my cc card today and every time I get to the page where it asks how far back would I like to add the transactions, the screen freezes. I tried on my iPhone 14 pro max, iPad (safari and Firefox). Then when I managed to add the acct on the mobile app. It only imported 2024 and I’m unable to import 2023. I work in the tech sector in development and it’s unreal what a dumpster fire this is. For as much money intuit charges for this, it should be fluid. I’m extremely motivated to do away with this software this year and will be sure to advise as many of my business owner friends to steer clear.

QB is forcing people online. I manage four small business through my QB desktop and I can't afford to pay for four online subscriptions. Any advice is appreciated. Thanks

We are a small not-for profit library.  I need to add a revenue account for property taxes received.  Help?

The non-profits for which I serve as an unpaid accountant/bookkeeper can no longer afford their pro-rata shares of the QB Plus renewal fee. Nor can they afford to use QBO.  That is not an Intuit problem.My concern is that I continue to be able to use my QB Plus as I have. Of course, I expect no updates. I do expect assistance fixing of existing bugs and glitches. After the many years I have been a QB subscriber it would be more than unseemly to loose the functionality I have paid for.

What are the total charges to me using credit card payment by a customer

HiI’m struggling to work out how to code payments I’ve taken from my business account.  I think it needs to go under an Equity heading - is that right?i’ve selected Equity in the account type to create a new catagory.  But then it asks for ‘Detail type’ .  I’m not sure which one it’s supposed to be. Any advice welcome - it doesn’t feel straightfoward

I've been dealing with the same limitation in QuickBooks Desktop and Enterprise for years: there's no simple way to print item images on invoices, estimates, sales orders, purchase orders, or sales receipts.After getting frustrated with it for so long, I finally built my own solution.Here's how it works:You save your QuickBooks document as a PDF, exactly the way you already do. Then you drop that PDF into my tool. It reads the line items, matches each item code with your existing product photos, and creates a new version of the document with the correct image beside each item.In about 30 seconds, you get: A print-ready PDF with product images. An Excel file containing the extracted data. The tool only reads the PDF. It doesn't connect to QuickBooks, doesn't use the QuickBooks API, and never touches your company file. It also compares the calculated line totals with the document total, so if something doesn't add up, you'll know before sending it to a customer.The reason I built this