QuickBooks Q&A

i need to change my banking for direct deposit and i forgot what phone number i used.

I received a notice from the IRS of interest and penalties due in the amount for HUNDREDS of dollars. As a small business owner who has taken the time to set up my account for automatic payment, this is not ok... The letter states that QBO paid my taxes in May and in July LATE and they have accessed interest and penalties on the late filing. My accountant said that he's had other issues with QBO automatic payments and filings through them andtypically do not recommend that process. Has anyone else experienced this?! Why are they holding the funds this late? Will QBO support this and pay the penalty!? HELP!

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I had 6 Quickbooks logins and licenses for the program, but now I have 7 users. As I understood from a few years ago, I purchased the number of people that could simultaneously work in the company file. All 7 users can access the file, but only 6 at one time. I don't ever have 7 logged into QB at one time. I want user 7 to have their own RW account to log into the desktop, so I only want to buy a license to access the RW remote environment. I'm told I have to ALSO buy another user license for that according to Intuit - a license that is just wasted money. Is this a change, or typical Intuit squeezing the customer? I can have user 7 use an existing RW account, but it's not ideal.

Just today, Quickbooks Online started saving credit card information in customer profiles. I do not want to store that information for liability purposes. Also, I have a Cash Customer set up for one-time purchases, etc. I enter those transactions made by many different people under this customer. Therefore, many different credit cards and forms of payment are used to pay for those transactions. Not all of the credit card payments we receive are run through Quickbooks Payments. We use another merchant service that is used for many of those payments. Until today, those payments got entered in Quickbooks without entering any card info; just the card type was entered. Now, however, anytime Visa is selected as the payment method, someone else's credit card information displays. I changed the preferred payment method to Cash in an attempt to fix this, but that didn't work. In addition, when any credit card payment is entered for Cash Customer, it is automatically assumed to be a QB payment w

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external person, BUT we have another external person sucessfully added before. What could be the reason?

Client projects fully complete, paid all draws in full, time is left out in QBO as open. How to close it out?

I have used desktop for many years and just now am taking on a spec home builder who only wants QBO (they are using the Accountant OnLine Version). I have set up each spec home as its own WIP (which is how I have always done it for years on the desktop version) but my question comes in when I get an invoice from a sub/vendor how do I enter this so the expense is going to that specific WIP Spec build? 

Every time I try to turn on the account numbers in chart of accounts it tells me that I was already signed on and changed it first.  I must have a session that is hung up.   SO frustrating that I can't get help in the evening because I am doing this as a volunteer on my own time. I'm ready to cancel and ask for my money back

My accy

After adding my bank account information, I only can see transactions from January to now I need a profit and loss report for two years

the client has requested a charge back but the deposit was returned tot he client

I use QB Self-Employed

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I received the email about the change coming as of Nov 15, 2025 for new QB Online Payroll subscribers. I am a CPA who processes these payments and files the forms for many of my clients. I have a ridiculous number of times where the client using QBO to perform these functions ended up with incorrect payments and forms by QBO and it took us ages of work to get everything corrected with the corresponding government agencies. I completely disagree with this change and will discourage all clients from initiating new QBO payroll subscriptions and instead use Desktop (even if we have to run their payrolls for them). QB should always allow the professionals the option of turning this off.It is also alarming that they will withdraw the funds from the client's bank accounts and "hold" them until time to send to the appropriate government agency. That seems to be a reach for QB to create earnings for themselves from clients' funds for the time periods of "holding".Changes to payroll tax settings

I do not wish to give the agencies a loan. I want to have my taxes withdrawn when they are actully due. This has a negative impact on my cash flow and is not desired at all. This appears to be a forced change with no options. Any work arounds?

I repair equipment for customers, often times we repair this equipment 1-2 times a year as they are high use, wear and tear. Is there a way to track the serial numbers and warranties we give for each repair inside of Quick Books?An exampleI repair Machine "A" Serial Number 12348 months later, I get the a machine from the same client, and want to track the serial number 1234, to determine how often I am repairing, if its covered under my own 3 or 6 month warranty, and which parts are being used.Thanks!Josh

Where do I install the "Intuit QuickBooks Plus Annual " installer file from?

I generate payroll tax returns in QBO, print them, and then file them myself.  I prepared a 940 for 2025 through QBO.  I was asked for a copy and decided to log in and just print one out, but it is missing.  Only W-2's show up and some (but not all) of my quarterly returns.  I have checked everywhere (archived, etc.). What happened to my previously generated 940?  I was planning to set up another company on QBO, but am seriously having doubts now!!

WHY ?  Why change them.  I add products, I have blank lines in between my products to keep them grouped.. click save and TADA it removes every blank line.  Useless. Utterly useless company.    

A customer paid a deposit for 50% of a job and I’m trying to issue them a refund. How do I do so?