QuickBooks Q&A

How should I record an entry in QuickBooks Online for an investment withdrawal to pay for a budgeted expense?  I have money coming in through direct deposit into our banking account from an investment withdrawal.  This money is to pay for a specific bill that I expensed to a budgeted line item.  I need help recording this.  Should I create new accounts for all this?

For two months, I have been trying to get Intuit to let me change the direct deposit checking account.  I have filled out forms, uploaded, called MANY times, talked to John, Elaine, Josh, and Sam, and still they won't let me update the account.  I have to change the owner e-mail and telephone number, and they keep sending me down the rabbits hole.  I have come up against a brick wall and am being forced into another situation.  They won't help me, there is NO customer service, and anyone you speak to is RUDE!  We pay tons of money to these people and they don't have the courtesy to help.  Any ideas????????????

When I do direct deposit, it bills the proper bank and account, but puts it in QuickBooks Desktop Pro as my old bank, the one before I changed banks.

Good morning, I have QB for Mac Plus 2024 V23.1.11 R12 on my iMac (Sequoia 15.7.4).  I found where I can fix the check alignment, but for some reason the alignment grid is printing on my checks on top of the date and amount.  I'm not sure how to get rid of it.  Can someone assist, please.Thank you,Barbara

I am assuming Intuit have done the usual thing of ignoring what customers want and forcing this invasive Intuit Intelligence AI rubbish on us, with no way to remove it from my interface in Quickbooks online? My own suggestion to the AI to **** off was not welcomed by the bot it seems.  

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How can i import an excel file of checks and import the detail including the account customer description

Is it possible to create a report of customers (and their contact info) and limit it to customers that were created after a specific date, or between a specific date range?

I received an email from Quickbooks about how they are now directly paying and file payroll taxes. It tells me I must acknowledge the change in Quickbooks, but gives me no clue where to do this. I have already wasted an hour going around and around in circles while their Artifical Stupidity agent gives me wrong or useless answers. Can anyone help? I've attached a screenshot of the message, but there is no option for "Acknowledge change" when I go to Payroll Overview

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I want to continue to pay bi-weekly payroll taxes manually through QBO rather than having QBO automatically pay them. Is this possible?

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I have had nothing but problems since I had quickbooks and I can't do this every year. This has costed me money, time, and my sanity. There's tons of transactions that are completely missing and it is almost worthless. I need to know how to get my data off of this database so I can close my account. Worst service ever.

so i cant find a customer with a charge i only have the last 4 digits of the credit card and the date

I am reviewing the bank feeds, and I have checks that auto default to the payee and account.  So I need to change the check payee and account.  Once I put the correct payee and account, QBO changes it for all checks, even those I have updated.  There has to be a way to turn this off or to stop this as I am doing a lot of rework and it is SO frustrating.

Dunkin

When viewing time sheets through tsheets.intuit.com, it shows that there are photos attached. I can click the link to open them as a slideshow and browse through them, but it does not show the captions. In the second that it takes to load a new picture, there is text with the file name and the caption, but once the picture loads, it's gone and does not come back. I hover the cursor over the picture and no tooltip or anything pops up, the file name after I download it does not contain anything, and right clicking just brings up the standard context menu. The information is definitely there, it just seems like the page is not set up to show it.

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I'm working for a company where 2 people are working on billing customers, but only I have access to the Quickbooks company file. I'm looking for a way to differentiate invoices that I enter from ones that I enter for the other employee. This way I can go back and search where a bill/invoice came from rather than having to dig through data to figure it out.I'd like to have this marker work with report production, i.e. being able to run reports for one source of bills or the other.What tools do I have at my disposal to make this happen, and which ones are most likely to be a beneficial way of going about this?Thanks!

I need to record charges to my business credit card. How do I do that?

I currently use a QuickBooks Online Accountant subscription for all of my clients except one, who is still on QuickBooks Desktop.I tried exporting the Accountant’s Copy from Desktop, but I’m running into issues importing/accessing it remotely through my current setup.For those of you who work with both QBO and Desktop clients, what has been the best workaround for remote access and support? I’m debating whether I should just purchase a Desktop license myself, but I’d rather avoid the extra cost for only one client if there’s a better solution out there.Any advice, recommendations, or lessons learned would be greatly appreciated!

Since this recent update, I have had multiple times where my QB just stops working. I have to shut down then start all over. Anyone else having this issue?

Earlier this month, we hosted a live, step-by-step walkthrough of migrating your company file from QuickBooks Desktop to QuickBooks Online. Whether you missed the live session entirely, or you were there and want to revisit a specific segment, we've got you covered. The full product segment replay is split into two parts below, so you can watch at your own pace.   Getting Your Books Ready for the MoveThe first half of the webinar focuses on everything you need to do before you move to QuickBooks Online. Leanna covers the critical checklist items that, if skipped, can cause headaches down the line, including condensing data, verifying lists, and understanding exactly what does and doesn't transfer.   Completing the Migration & Validating Your Data Part 2 picks up the moment the migration wizard is launched. Follow along with Samyuktha as she walks through the multiple migration process options and what to do once your data has migrated.     If you want

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