QuickBooks Q&A (US)

xxxxxxx@xx.xxxxxxx.xxx.xx  ???  I didn't click on any links.

When I make a copy of an invoice or estimate, it defaults the copy to the date the original was created. It used to default to todays date. It is causing a lot of problems, since we weren’t changing the date to the current because we were used to it doing it on its own. How do I get it back to defaulting to the current days date? 

I am only primary admin of my qboa. While switching to IAS, I get message like I need to login as primary admin or company admin which I am already!  Also there is a loop for updating company information in billing and subscription section. How can I successfully switch and update my company information

I see another thread about this but I’m adding a new one in hopes of escalating this issue!  My customers started receiving emails after they open an invoice reminding them that they did not pay. There is no way to turn these off. It is unprofessional. QBO should not be emailing customers without express permission. 

Two weeks ago, my customers started receiving emails after they open an invoice reminding them that they did not pay.  I contacted Quickbooks, and as usual they were first completely confused by a feature in their own software and took them a week to get back to me.  When they did, they stated this is a new feature and there is no option to turn it on or off.  Does anyone know if there is a way to turn these emails off?  Or is there a way to edit these emails as they are completely unprofessional?This is not a reminder email.  I have those set and have zero issues.  This is appears to be a new feature rolled out with the typical zero thought Quickbooks gives to features.

My customer is using QuickBooks Desktop Pro Plus 2022. After “create new company from existing company file” they are unable to access functions even though they are the only user and the user is the admin.  They have tried fixing QuickBooks, and have tried using instructions from AI:“Step-by-Step FixesRun as Administrator: Close QuickBooks completely. Right-click your QuickBooks Desktop icon and select Run as administrator. This grants full permission to initialize the new database configuration. [1, 2] Verify Data Integrity: Go to File > Utilities > Verify Data. Let QuickBooks scan the newly created file for any structural errors or data corruption transferred during the copy process. [External citation removed — original source was not an Intuit website] Rebuild Data: If Verify finds errors, go to File > Utilities > Rebuild Data. Follow the prompts to back up and repair the file. [External citation removed — original source was not an Intuit website] Use QuickBooks Tool

I got a tax notice from a state asking us to pay interest because a tax payment was made late. We have Assisted Payroll, and Intuit makes tax payments on our behalf. There is no way to pay this on our own, since they have the account. I called assisted payroll, and they explained how to submit the  notice. That was a month ago, and I have followed up multiple times for them to say that they never received the notice. I offered to send it to the person on the phone, but they say they cannot accept it. This is BEYOND frustrating! Has anyone every gotten a tax notice successfully addressed by Assisted Payroll (and found out why they were late making payment to begin with)?  What did you do to get a response from them, and the notice addressed?

I have an older Mac running QuickBooks 2012 for Mac on macOS 10.10.5 (Yosemite) (it’s been very stable). I have a valid license for the software, but I am planning to retire the old Mac and move to a new Mac running the latest version of macOS.I would appreciate guidance on the best way to migrate my existing QuickBooks company file and continue using QuickBooks on the new Mac.A few specific questions: Software compatibility: Can QuickBooks 2012 for Mac be installed or run on a current Mac with the latest macOS, or is an upgrade to a newer version required? Existing license: Can I use my existing QuickBooks 2012 license to install the software on my new Mac, or would I need to purchase a new license or subscription? Desktop versus Online: is there still a downloadable desktop version for Mac or is QB only cloud-based? Company file migration: What is the recommended process for backing up and migrating my existing company file, including any necessary intermediate conversion steps

The new OS is out.  I never upgrade until I am certain (from this community of experts) that I will not break QB.  So much bad information on the inter webs these days.  I just heard from the QB specialist on the phone that QB 2024 for Mac is not sunsetting, but she could not tell me definitively that my version (V23.1.13 R14) will or will not support the new Mac OS.  Anyone here know??thanks in advance for your help…Steve

I find many of the recent UI changes to be unnecessary with zero functional benefit and cause efficiency and usability issues.  Specifically, the new document "pop-out" feature—which appears in the foreground without a border and cannot be moved—offers no functional benefit. It introduces workflow problems without resolving any existing ones.   Can anyone explain what benefit this feature was meant to offer and can it be turned off in settings?

My CSV file looks like exactly like the manual entry created last month.  Account name is required for some of those because some go into AR due from Partnership account and account name is the only thing that distinguishes it.  But for others, account name is empty.  I am not sure what to fill it up.  Thanks

When I try to log into my Quickbooks self employment it says my plan doesn’t support it. Never happened before

Happens over and over and even when I try to reintall it. I can log into website but not into app.

For years I made a journal entry into a Quickbooks Online Income account “rent received” and an offsetting entry into an Income Subaccount “rent forgiven.” I have literally copied this journal entry each month before running a Profit/Loss report.Went I followed the same steps this month, for the first time ever, the new journal entries no longer appear in the Profit/Loss report or the affected individual Income accounts accessed through Chart of Accounts. To be clear, the same older journal entries still appear. If I change the Profit/Loss report from Cash to Accrual method, the new entries will appear HOWEVER we have always reported using Cash method and NEVER had to use Accrual before to get these entries to show. And there is no Cash vs Accrual option in the individual Income accounts’ report accessed through Chart of Accounts, making it suddenly impossible to find the journal entries this way even though they are entered on those accounts. As with the Profit/Loss report, older jour

I tried searching for info on budgeting by class and all I found were conflicting responses to someone on the ability or inability to report on class actual compared to budget, but nothing on whether or not users could even create a budget by class. If QB thinks the ability to provide data by class is a worthwhile and valued method of showing the composition of expenses by various categories, they might logically think that people who need that level of data would also have a need to budget by those classes and to report actual results compared to those budgets. For the previous inquiry about this, one QB employee said it was possible, and another QB employee twice said that it wasn't possible. How in $&#@  are us poor users supposed to make use of that kind of response? Why don't QB employees who are given the job to answer questions on the forum people who definitely know the answers to the questions OR find someone who does know to answer the question???  SO

QB Pro for Windows PC 2016:  Splits detail window at bottom of every ledger cannot be closed. Any ideas?Johanna

I have a bug report to send in, but I can’t find the option to send it through my Quickbooks Desktop on my MacBook. Here’s the details: Product Information:OS Platform: macOS Tahoe 26.5.1 Application: QuickBooks Desktop for Mac (on the most recent update) Email Connection Protocol: Integrated Gmail Account (OAuth / Enhanced Security) Issue Summary:There is a critical user-interface memory-caching bug within the "Email Forms" workspace. When attempting to batch-send multiple invoices simultaneously using the integrated Gmail OAuth connection, QuickBooks Mac fails to parse or pass the Customer Email string variable to the outbound transmission queue. This results in an immediate connection failure ("There were one or more problems sending forms to your email provider") and subsequently strips/wipes the email addresses entirely from the affected transaction lines in the batch list. Steps to Reproduce:Generate multiple customer invoices and flag them all for "Email Later". Ensure every cus

I want to continue my subscription

Former accountant's mobile is on our Intuit account; QB Desktop sign-in sends code to him. He's left. How do we recover access and change the phone number?

I NEED TO SPEAK TO AN ACTUAL PERSON!!!!!!!

Since the new UI “Recurring transactions - reminders” have been almost removed from the system. You can still create the reminder You can ‘use’ them - but the last used date does not update There is no longer an option to ‘Skip’ There is no list of due reminders I’ve raised several tickets with support - only to be told it’s working (they then show recurring transactions scheduled).  Or they provide directions that are just not correct. Has anyone gotten anywhere with this?  or does the feature work for you?

I have some transactions missing on the transactions page between August and September. I attempted to upload an CSV but it showed all those transactions upload on the CSV as duplicates, but they still do not show on the transactions page.

When uploading a batch of expenses with 20 lines or fewer, the upload fails to save and moves directly to Audit History. I receive the following status message during processing:'Saving to QuickBooks... We're uploading a lot of data, so it'll take longer than usual. Continue working in QuickBooks, or upload more data in a new batch. We'll let you know when the data is saved.'Despite the small batch size, the transaction still fails. Please help investigate why this is happening.

As another user AVIDpgh posted on May 29, 2025, after an update the QB desktop software no longer prints a single check from the envelope feeder even when we select the correct partial page option.I have searched high and low and cannot find a fix to print single checks as we used to do in QB.  Windowa 11 Dell PC with Desktop Pro Plus 2024, with available updates.  Available Intuit Repair tools have not fixed the problem nor have any of the installed updates.Brother MFC-L3780 CDW Printer with current firmware and software.  Thank you in advance for any actual solution offered.  

Nothing more irritating then clicking something you didn't want to because you can't remove or move or hide it.It's in the way of reminders and closing and should be hidden away like the new features was. How do I move  or preferably hide the Discovery Hub.