QuickBooks Q&A

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Is there a limit to how much data that is uploaded onto the cloud for my business when using Quickbook Online?  I use the monthly payment?  If there is and I get close to it what happens then?

Does anyone use Emburse for credit card and reimbursement transactions with QBO?  If so, how do you like it?  Would you recommend? 

Hi, i would like to ask about the sales recorded in QBO, in other reports i can see the sales completed but in P&L report i can only see til august 7 only, why is that?

I want to change the business address on my invoices and cannot remember how to. I am running qb 6.0 desktop. 

We run two Shopify stores, both now on the QB-Shopify connector. The previous connector matched identical SKUs across both platforms automatically, so invoices came through fully linked. Since the switch, every synced invoice arrives with the line items unlinked to our QB products, and the tax code blank. We're manually matching each product and setting the tax code on every single invoice, which isn't sustainable at our order volume. Is there a mapping setting we've missed, or a way to get the connector to match on SKU and apply a default tax code? Happy to hear workarounds too.

Hello.  I use a program called Design Files for my interior design business and have it connected to QBO.  I send invoices directly from Design Files for a portion of the total amount, then request the balance at a later date, and the client pays from the link it provides.  Suddenly, Quickbooks has also started sending an invoice for the full amount.  This has become painfully confusing for us and the client as we may send out numerous invoices in a day or week.  I went into settings and unchecked:Automatically send imported invoicesInvoices will be sent only to customers with a saved email address.That did not work and it is still sending invoices.  How do I turn this off?  This is a horrible feature and causes too much confusion and chaos for us and our clients.  Thank you. 

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Most of my clients have 2-3 1099s to file. I have one client who has (30) 1099 Misc forms that need to be filed.  In the past, I've just run them through desktop and mailed them.  This year I see that if a business has 20 or more forms to be filed it MUST be done through their portal.  I'm in the middle of getting the first step which, I think, is a TCC code. I just read that it takes 45 days to get one.  I'm not sure what I do as it is now 12Jan24.  Any thoughts on this?

Has anyone else experienced this?Today, September 21, I tried to downgrade my QuickBooks plan from $275/month to the $85/month plan before my next billing date on September 24.The system will not allow me to complete the downgrade because of what QuickBooks support told me is a known technical bug. I spent approximately 60 minutes on hold today trying to get help, and the only resolution I was given was to be placed in an email update queue and wait for notification when the issue is fixed.That does not solve the immediate problem. My account is still scheduled to be charged $275 on September 24, even though I am actively trying to downgrade before the renewal date.I am asking QuickBooks to honor my downgrade request effective today and ensure I am not charged the higher plan amount because of a technical issue on their end.Has anyone found a way to get this escalated or resolved before the next billing date?

Windows 11 and QuickBooks Desktop Pro 2017 have worked together without a problem for several months until the other day.  Now I am regularly receiving a Script error as my backup is ending:.  An error has occurred in the script on this page:Line: 7 Char: 444Error: Expected identifierCode:0URL: https://a166211981.cdn.optimizely.com/client_storage/a166211981.htmlDo you want to continue running scripts on this page?I have answered Yes and No but doesn't seem to make a difference as it happens every time I make a (local) backup.  any help would be appreciated. Barry

Does anyone know where the Hourly Rate Calculator went in the projects tab? Here are links to show videos and blogs, from QB, of the calculator in action. If you fast forward the video to minute 1:00 you will see this feature being used. It pulls the employee hourly rate + insurance + workmen's comp, etc. for the true cost per hour. No one from QB customer service seems to know what I am talking about. It isn't in their test account. Again, I have several videos and intuit blogs that show and tell how to use this feature. Please see below.  How to add labor costs to a project in QuickBooks Online - YouTube Solved: Tracking labor costs (intuit.com) I have employee cost rates listed, but one of my employee's cost rate is not appearing on all of her time entries on the project report. How can this be fixed? (intuit.com)  

When entering a bill, is there a way for me to enter a series of numbers that will be automatically added together in the "amount" field? This will save me the trouble of using a handheld calculator each time. Thank you!

 We just installed the 2023 QB update and now we cannot view our checking account balances that used to show up. Have tried several different options but still cannot see them quickly like I used to.  Any suggestions? I have attached a screen shot showing where the information was always seen. 

Moving payroll and bookkeeping to a new Accountant. Both use QB desktop version. New Accountant needs to run payroll for employees this week. How to reassign payroll service to new accountant?

Here is our use case: Accounting gets lots of requests from other departments checking on the status of payments to vendors. This wastes time for the accountant doing the research, and the other department waiting for an answer. I would like to automate the export of selected data to a spreadsheet (or similar) so my department heads can check the payment status for their vendors without bothering accounting.  We use the connector Zapier to do this with other applications, but QB Desktop is not compatible with it. We use the Premier Nonprofit edition -- is there a tool that can offer a solution?

Hoping the community has ideas. If not, one thing that would help: If QBSE can restore from backup, will it erase all data from that date forward, or can they restore just income transactions, for example? Thanks, all!

Quickbooks is forcing the users to allow them to file and pay your payroll taxes and it sounds like it's mandatory.  I want to continue to file mine manually.  Is this a possibility? I keep close controls on our payments and like to pay them earlier then due dates, etc.  They mention that payroll will be cut off if you don't set it up?  Does anyone know if the ability to do things manually will be removed for sure?

Just paid one of our vendors a large check for about 150 invoices.  Of course he wants a print out showing the bills paid and amounts.  However in QB Online I cannot figure out how to print the check detail showing each bill paid and how much was paid.  This was super simple in Desktop!  TIA!  Beverly

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I've created a supplier custom field called "Live Properties" to mark each supplier as Active or Lost. However, the A/P Ageing Summary report only lets me filter by Supplier name and Location. The custom field doesn't show