QuickBooks Q&A

I have never seen the inbox before and there’s no explanation of where the messages are from

We are using QuickBooks Desktop Assisted Payroll, and I need to report an issue with Washington PFML calculations for 2026.The state rate is clearly published:Total PFML rate: 1.13%Employee portion: 71.43% (≈0.807% of wages)However, QuickBooks is calculating incorrect employee deductions.Important context:Because we are on Assisted Payroll, the PFML payroll item is locked and cannot be editedWe cannot manually adjust the rate or calculationThe system does not appear to properly account for employers under 50 employees (no employer portion required)I have:Spent hours with supportProvided screenshots showing incorrect calculationsBeen told to obtain a “formal notice” from WA State, which is confusing since the rates are publicly publishedImpact:Incorrect employee deductionsIncorrect quarterly filingsCompliance riskAs Assisted Payroll users, we rely on Intuit to maintain correct tax calculations, but currently we have no ability to fix this ourselves.Has anyone else in Washington using As

I recently closed my QuickBooks Checking Account and disconnected it from my Bank Transactions sync. However, when I go to finally make the account Inactive, I get the following errors:QuickBooks Checking: You can't delete this account as it is used as default for one of the sales lines.It also pops a window up that says:1 account wasn’t deactivatedHere are some reasons this might be the case:They have a non-zero balance. They’re one of the default accounts used by your chart of accounts. They’re being used in an automated workflow. I’ve verified the balance is 0, It is not used as a account for any products or services, and there are no rules or workflows. What else should I check?Thanks!

I'm a subscriber to QB on line payroll  which   understand includes  paying and filing necessary payroll tax returns.   I got a payroll notice from Oregon dated March 10 2025, complaining that\ a number of required  Oregon payroll reports had not been filed for 3 different quarters.   I uploaded it promptly and received the automatic acknowledgement   with a promise that a human\ would review things and report back.   it's now been 4 weeks and I've heard nothing.   In the past I've at least gotten a human acknowledgement that someone was looking at the issue.   To date I've been unable to determine if anyone looks at these things.   What's wrong.? [PII Removed]  

Until about a month ago I was able to automatically download transactions from Axos bank. Now I can no longer connect to it. I get a 103 error.

I used to be able to change the size of invoice fields on the invoicing form so that I didn't have a huge chunk of space in the middle I'm not really using in the product description and could expand the product field to be able to read what was there.  About a month ago something changed on quickbooks online and once I pick an item in the product field there's not enough space to read what I picked unless I click to expand the field as if I wanted to pick something different.  This new "updated" version of the application is SOOO broken it's taking me more than 4 times longer to make each invoice.  I don't understand why they changed it and removed functionality it can't be good for anyone.  This is just one of multiple issues I now have that's driving me crazy, it's almost unusable!  There has got to be a way to fix this I'm hoping but I can't see it...Someone please tell me they can help me? 

Hi,I’m running into an issue when trying to pull up my reports by tags in QuickBooks Online. The Problem: When I search for and select the Profit and Loss by Tag Group report, it redirects or opens as the Statement of Activity By Tag Group, and I am no longer able to choose or filter by individual tags under the customization options. What I used to do: Previously, I could easily run the Profit and Loss by Tag Group report and customize it by selecting specific tags. Now, the tag options seem to have disappeared from the customization menu. Has something changed with how this report handles tags, or is there a specific workaround to filter by tags in this view again? Any help would be greatly appreciated! 

I have a detailed transaction report I use all the time in QB Desktop. Up until last week it had a FIND field where I could search by adding an account number or client name (or anything else) into the field. It has disappeared and I’m not seeing a way to get it back. It’s basically a ‘find on page’ type of thing. Can anyone help? Otherwise I will spend a lot of my time scrolling and searching row by row.

In the old Accountant product, the client list helpfully showed whether any clients had outstanding bank transactions that needed to be reviewed and posted. This has disappeared from the client view in the new IAS. How can I now see this information, without going into each client's individual QB?

Expected Behavior: Monthly Summary CSV export should include 15 future months to match the full 15 months of data available in Future Events and Transactions. Actual Behavior: Since the June 8, 2026 update, Monthly Summary CSV export only includes 11 future months (and 12 past months).

I got a call a while ago from 'Jennifer', who claimed to be calling from Quickbooks and saying that they had a problem with the payment for the renewal of our subscription.Because I had renewed our subscription last month and received confirmation, I was suspicious. I asked her how they had attempted to run the payment. When she said with a bank card, I asked for the last 4 digits of the card. Because that didn't match any of the cards we have or have recently had with our bank, I was even more suspicious. She then proceeded to ask me for a different card that they could use to pay the bill of $500 to renew for 2 years of 'technical support and bookkeeping,' I stopped her and pointed out that this was way more than what we currently pay for services, and I would need to verify the information that she was providing. She had a distinct Indian or South Asian accent. At my request, she stated that she was calling from California and gave me the number 888-279-2801 to call back to take car

I want to add a bill to a project I just created but don't know how.

I have other Quickbooks accounts and need to delete this account and any clients associated with it.

I need to speak with a human

Quickbooks Online changed invoices so that now any invoice created from an estimate no longer has the text from the estimate included. Their little popup notice says, “We made changes to how Invoices look onscreen so you can focus on entering data. There’s no change to your PDF and email. To preview them, select Print or download or Review and send.” But the text still doesn’t show up on either of those options. I am concerned that my invoices are being sent to my customers without the text that they need, and I have an invoice that I need to make changes to, but I worry about doing that when the text is hidden.

To change contact number in QBO, it send code to previous contact which is deactivated. but I can login through code from authenticator. I want to update my number from Canadian to Indian as I have moved to India and deactivated my Canadian number.

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?

Active payroll items that I have used for 15 years have disappeared from the Enter Payroll screen in QB Desktop.  They are not showing as items I can add in Available Columns.  New active payroll items are unavailable to add as well.  There are inactive payroll items now showing up.  QB Support has been unable to help or fix.  Any suggestions. 

I am disappointed to learn that QBO will start withdrawing funds several days or weeks earlier than they have in the past.  Instead of waiting until the taxes are due, they will withdraw the funds as soon as the payroll is processed. Because of the way we do our payroll, that could be a week earlier for federal taxes and several weeks earlier for state taxes.  QBO is not providing any compensation for getting and holding our funds for weeks.  This change does not provide any new functionality nor resolve any problems in payroll.  This is a hidden increase in subscription fees with no additional benefit to their customers.  Again, I am disappointed.

I have an employee that was laid off in July 2025.  I just noticed that he has an outstanding balance of $540.00 on his employee loan.  Apparently QB desktop payroll lost the memorized transaction at some point so the weekly funds were not coming out.  My question is “How do I write this unpaid balance off in QB Desktop?”

So I can identify each bill

I've converted both my own Accounting QBO and a client's simple start QBO from tags to custom fields.1. The custom fields should be available in deposits.2. I can't pull a PL report filtered by custom fields. Not in the accounting QBO and not in a client's simple start QBO. How do I do this? The filter doesn't show the new tag custom filed I created. and I need the PL report, since I have both income and expenses associated with this tag custom field.

I tried to to do this like I do expenses and I am striking out.Can I run a report that shows all line items for bills and then I can sort by vendor?

My account should be a current asset, as it is an investment account, but is entered as a bank checking account. QB online will not let me change it because it says I have cash or undeposited funds, and to go to the register.  I have looked through the register and all is cleared and reconciled, and there were never any cash or undeposited funds in this account.  How do I change this?