QuickBooks Q&A

Sometimes the amounts that should be charged on invoice change in a subsequent month for various reasons.  Is it best to void the original invoice and redo another invoice or is there a way to change a previous month invoice and that change affect the current month.  This is especially a problem at year end.   

Where do you get off hijacking my email format to customers with your branding? This is completely unethical and is ripe for civil legal action against you. You have no right whatsoever to overwrite another company's branding. How do I get this thing reformatted back to my template? We use Enterprise Desktop 2024, and I cannot find how to customize email template anymore as they are not in Template under Lists anymore. Do not give me the stupid Send Forms instructions either as that is only content. I WANT TO REFORMAT THIS ENTIRE EMAIL!

I did not authorize or understand this $439.32QuickBooks fee. Please explain this charge and process a refund as soon as possible.

Thanks for reading this! This community has been so helpful -- thank you! It's obviously focused on QB.  I'm looking for a similiar community to ask accounting questions. Google wasn't helpful, hopeful someone can save me hours of searching. I'm NOT seeking a referal to a QB ProAdvisor. Thank you!

We recently switched to a Christian Health Share plan instead of traditional insurance.  I put the payments under employee insurance just like the past insurance plan.  I just found out that Health Share plans are not to be put on the W-2 since it is technically not insurance.  I am not sure what this expense would not be put under.  Just curious if anyone else has a health share plan and how you categorize it in QuickBooks Desktop.

On the tax payment screen there are these optionsMN Paid Family and Medical LeaveMN Paid Family and Medical Leave Unemployment TaxesMN Unemployment Taxes What is the MN Paid Family and Medical Leave Unemployment Taxes and what is it for?

Thanks for reading this. This a great resource for QB questions.Does anyone have a recommendation for a similiar community when you have more in depth accounting questions? Google felt like a wild goose chase. I'm not look for a referral to QuickBooks ProAdvisor. Thanks!

I am currently dealing with multiple large MBOX files that need to be converted into other formats (like PST, EML, or PDF) for migration and backup purposes. The total data size is quite large, so I am specifically looking for tools that support bulk MBOX file conversion without compromising data integrity, folder structure, or attachments. Can anyone recommend reliable and secure tools for bulk MBOX conversion? It would be helpful if the tool supports batch processing and maintains email metadata (To, From, Subject, Date, etc.).

Nothing says "great accounting workflow" like trying to complete an urgent task and having a giant box jump in front of the screen blocking the exact button you need to click. Even better when the pop-up will not close, the "X" does nothing, and suddenly half the screen is frozen like you are negotiating with a stubborn vending machine.And let us talk about the "turn off pop-ups" setting that apparently exists only as a philosophical concept. You click it. You confirm it. You feel hopeful. And then five minutes later another pop-up appears like it never happened.At this point it feels less like accounting software and more like a carnival game where the objective is to close windows before your patience runs out.If software is supposed to remove friction, maybe start by letting users close the windows that block the software from functioning or better yet GET RID OF IT.

How do I create an expense for one of my employees and mark it as both billable and reimbursable? For example; my employee spent $50 at Home Depot with their own CC for supplies need on a job for a customer.  Typically the employee sends me the receipt and I reimburse them directly in payroll. I then add the expense to the invoice I have created for the customer. This has been confusing and does keep track of everything correctly. I have seen posts that when creating an expense there should be a box to check as 'Reimburse' but I have not seen this option. Also, when creating an expense claim I do not have the option to create one for my employees, only myself. As a note, I do not want my employees creating expense claims themselves so is there another way to track this?

My Company has changed our credit card backer from Visa to Mastercard and now not all of the cards transfer into the bank feeds.  Is there a way to remove the old cards with no balance so that all the new ones can transfer?

Hello all.  I'm looking to see how others handle expenses that were paid for by employees but need to be billed to a customer.  Ie. hotel, per diem, etc.  I have already created a payroll item to reimburse my employee with his direct deposit paycheck.  I need to get the amount billed to the customer.  There is no method for billing payroll adjustments directly to customers.  I could create a liability account to write a check from to get the amount into the expense account but then what do I do with that liability?  Any help would be appreciated.

If the answer to above is yes, can we upload one excel based journal / template for multiple entities?1. Can we upload excel based journals to QB. If yes, what is the process2. If the answer to above is yes, can we upload one excel based journal / template for multiple entities? Thanks in advance.

Quickbooks Pro 2024 Desktop crashes for one Windows Domain User whichever computer he uses. Deleting the QBWUSER.INI file lets him run Quickbooks successfully ONE TIME! If he quits Quickbooks and starts it again, it crashes. When he deletes the QBWUSER.INI file again, he can run it successfully until the next time.This doesn't happen to anyone else. Anyone else can use any computer, even his, and Quickbooks works perfectly.I even created a new Domain User, but it happens with the new user as well.I followed all the diagnostics for Quickbooks, and even spent 2 hours on the phone with Quickbooks Support, and was told that it's a Windows problem, not a Quickbooks problem, so she couldn't help me.So far, it works if the user keeps deleting the QBWUSER.INI file, but this is absurd. Can someone PLEASE tell me what the problem is, so I can fix it.

I use QuickBooks Desktop. For MN Paid Leave Employer Pickup, I thought this should be taxable for State. It is not being included in my State Wage Base.

I got a notice from the Colorado Dept of Labor and Employment a while back that the Colorado Paid Family and Medical Leave Tax (PFML) was changing to 0.88%, but I can't figure out how to update it in Quickbooks. I need to submit my first payroll of 2026 by Wednesday, so I need to get this updated ASAP. Thanks!

HiLast week, we tried installing QuickBooks Premier 2024 but got alerts from our Antivirus (Deep Instinct) that some of the DLL files were malicious.  We download the installer directly from Intuit's website like we did before.I just wanted to know if anyone has experienced this behavior lately or if there is another source from which I can get the downloads.Examples of the directors that get blocked are:C:\Windows\SysWOW64\tx12_css.dllC:\Windows\SysWOW64\Gsprop32.dllC:\Windows\SysWOW64\SmartTabs28.ocxC:\Windows\SysWOW64\tx12_ic.dllC:\Windows\SysWOW64\tx4ole12.ocxC:\Windows\SysWOW64\spr32d30.dll  

I recently moved from QB Desktop to QB Online. I am the owner of the business and the only employee. I have the Simple Start Plan, and I can not find where to record my time in order to prepare an invoice and bill a customer. As I dig into QB support, it appears I am not able to do this with the Simple Start Plan, and will have to upgrade to the Essentials plan. Is this correct?If this is true, I am pretty upset. I will be dissolving my business in 4 months, and moved to QB online because it was significantly cheaper. I made it clear to the sales person I spoke to that I would still need to do everything i was able to do in Desktop, and was assured that would be possible. If I need to upgrade to Essentials, I will be looking at the same price as what I had for Desktop!If I am missing something, please let me know. Thank you.

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Hello, everyoneplease how do i do  adjusting journal entries on quickbooks premier 2020 desktop version.thanks

I am new to QB, and newish to accounts receivable and payable at my new job. Before my supervisor went on vacation, she gave me several Journal Entries to enter into QB that were for ACH payments from several customers during our acquisition. I entered the JE with the first line being the A/R account with a credit and the second line our bank account with a debit. When I tried to save and close, QB told me had to select a name to move forward, so I selected the customer's name who paid the ACH payment and saved and closed. My supervisor was wrapping up reporting last night and left me a note that said "When you did the JE you entered "name" and you should not do this for JE's. These entries should just be on the Balance Sheet Acct A/R and checking account. You will need to edit and remove names from entries." Obviously, when I go in and try to remove the customer name, I receive the error message again. What am I doing wrong?  I also have a similar problem with an accounts pa

Please DO NOT send me instruction on how to exit an attended session of Quickbooks.  This is all unattended. A customer of mine is having trouble remembering to exit Quickbooks Desktop at the end of the day so that his backup programs will back it up.  (QB does not support VSS.). He asked me if I could implement some "soft exit" to his backup program to soft exit Quickbooks if it is still running.  How do I do such.   I know how to hard exit it, but I am concerned about corruptions and data loss.  

We are running QB Enterprise Suite with two entities. I created and uploaded a budget to each entity. I can run many of the generic consolidated reports, but consolidated budget is not one of them. This also means I can't run budget vs actuals. Am I missing something? Or is the report not listed with the other reports? Thanks,AW

Created a non-qualified tips payroll item to separate gratuity from qualified tips to more easily assist client employees for the No Tax On Tips deduction for my restaurant clients. When preparing the 1st quarter 941 report I noticed that the non-qualified tips payroll item was not included on Line 2 wages, tips, and other compensation on the 941. It is included on Line 5b (SS tips) and 5c (medicare wages & tips).  Reviewing the payroll item via Edit Payroll Item I can confirm that the non-qualified tips tax tracking type was selected (which mentions will increase line 2 on the 941) and that all payroll tax items are selected. On the payroll summary I double selected the federal withholding item and confirmed the non-qualified tips is included in the subject to income tax.  I understand that override exists, however I don't want to run into this issue when completing the W-2. It will be a nightmare to correct with how many employees there are. Unsure why the non

Merchant Services is showing 3 deposits by ACH to my account, however only 1 is valid and has hit the bank.How do I remove the other two from the "yet to be deposited" on the program??