QuickBooks Q&A

Iphone QB app which is updated to the latest version on an iPhone with the latest version keeps crashing.Phone support couldn't figure it out so they gave me two phone numbers to call that are no longer in service..In a quest to figure this out on my own l have spent many hours.. and I did the tollowing;Offload App to clear the app's cache and data without deleting the app itself Reinstall the app from the App Store. Soft reset iPhone  Reboot iPhone.  Still doesn’t work.  Total Quickbooks nightmare.  Why do you continue updating when you don’t even fix the broken code that you currently run? Any suggestions? Btw this forum barely works too.. please intuit, get your act together. 

When I receive bank/credit card transactions, and proceed to categorize them, my vendors etc are no longer there. I would need to add them all over again. My vendors are visible when I log into QB from my laptop. I have changed nothing.

Is there any way to alter the dashboard views? It's very uncomfortable to log in and find the layout I have gotten used to has changed and often in a way that is not helpful to me. Surely I am not the only user that feels this way. I have seen the option for custom dashboard discussed, but I have not seen any evidence of that being implemented. Rolling out changes just to show 'improvements' is disruptive. For the first time since 2013, I am feeling like I need to explore other options, online apps that don't mess with a customer's routine by rolling out unnecessary 'improvements.' 

My QuickBooks and bank account connection keeps disconnecting throughout the year, and I’m missing transactions as a result. I need help retrieving all transactions from 9/10/2025 through 12/31/2025. What do you recommend?

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When in the banking screen QBO used to identify matched transactions, and ask for a confirmation, but it has stopped doing that. If I manually search it finds the transaction to match but I have many to match and the auto feature was very useful. Any help or guidance to re-enable this feature would be appreciated. Thank you.  ps I am not looking to have the transactions added automatically without a confirmation from me, just the auto match.

I use the email for receipts to qbo.  Some are not uploading.  The memo from email is there but not the receipt.

Says email I'm using is incorrect but it matches the verified email address in my account

We've never been able to connect our US Bank business account to QBO. I was on the phone with QBO help for hours a few different times as well as US Bank to no resolve. US Bank does not support QBO so anything that needs to happen must happen on QBO side. But the QBO help team said the issue is on US Bank's side, so we're stuck. Has anyone else come across this? I see older threads discussing US Bank not syncing but not that it won't work at all.We'll need to move back to QB Desktop if this cannot be fixed.Thank you in advance!Karen from Accounting :)

So in the PayPal tab theres a bunch of sales receipts which is when the customer uses PayPal to buy a product on my shopify site.When I select all of those which are ‘received’ it totals $XXHowever when I go to the chase bank tab and select all the money received (which should be bundled payments) from PayPal it’s only $ZZ. The money regularly gets transferred to the bank account (bundled not individually) so I’m not sure how this doesn’t match. My initial thought was to exclude all the PayPal tab money received sales receipt and only record it in coming in the chase bank tab but its not matching up.

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I have been searching high and low for an answer to this but have come up empty handed. When writing a new check the "Print Later" button is automatically checked, and when unchecking this, it brings up a check number that I has already been written. (Example: currently I'm on check number 1800, it brings up 1795). Even after manually typing in the correct number, the next check still reverts back to a previous check number (although it does go up a number, yet still not the correct one). I am in fact printing each check after it has been written and have been fixing the check number in the print dialog screen.  Any insight would be greatly appreciated. 

Home Depot transactions not uploading

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Hangs on the INTUIT (Turbotx, Credit Karma QUickbooks Mailchimp) screen and not loading. This started happening 3 days ago... I've deleted app and done fresh install and the problem still remains. I can sign in the Computer but the IOS version hangs etc... This is ridiculous that I spend close to $1000 a year and this is happening etc...

I incorrectly added Vendor as Customer. How do I correct?

Went into QB online to reconcile my business checking account and was presented with a message saying that an error occurred with my linked Citizens Bank connection - made sense since I saw no new transaction appearing in my Review list after several attempts to force updates.  I went into the Linked Account / Manage Account facility, selected the bank/connection in error, selected the "Fix It" option that was presented and after reestablishing the connection with my bank, QB created a new/duplicate bank account with a slightly different name than my original. Wondering how to best handle this situation...  Do I someone disconnect and remove the new bank account (and they try to fix the connection with my original account that has decades of transaction history I need to retain) or is there a way to merge the two and move forward with creating further issues. No enough about QB to make myself dangerous, but don't consider myself an expert by any stretch.  Would

I have all of my credit cards set up as "credit card" accounts in QB. Whenever I make a payment to the credit card accounts, it reduces the liability in the COA, but it does not reflect on the P&L sheet. Therefore, my net income is over- stated. I am using the "pay down credit card" feature.  For example, If my profit was $10,000 and I paid $4000 on my credit card, the $4000 payment should reflect as an expense and be posted with the $6000 net income to the P&L, right? If not, how do you keep track of your ACTUAL expenses?Everything else posts to the profit and loss expect the credit card payments. Is this how QB does their record keeping or am I missing something?

Hi - I was instructed by our accountant to force rec on unreconciled statements back from 2020 so I could go back in on 2021 and reconcile those months properly. I did that, however, the beginning balance of 1/31/2021 is now the negative "cleared balance" amount from that forced rec. I made the 'ending balance' the same ending balance as the December 2020 statement. How can I move forward and start 2021 clean?

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What happened to the automatic match selecting for sales receipts in my bank deposits? I used to be able to select a date range for my sales receipts that haven't been matched and it would automatically find them. Rarely I would have to manually match them.  This is very cumbersome now that it's missing. It's gone away after recent updates to the match selection screen.  Am I missing something?

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I had everything reconciled to date and old items keep showing up when I try to reconcile the new month. If I remove the item, I get an error that an old reconciliation is now out of balance, so I have to put it back and mark it clear in the register, so it won't have a prior month out of balance, but the transaction is still showing up when I try to reconcile the current month. Where can I find what is going wrong within the system? Everything looks correctly deposited and applied from my end.

Complex Verification Issue: Seeking Assistance from the QuickBooks CommunityHello QuickBooks Community,I’m reaching out after encountering a challenging situation with my account verification process, which, despite my best efforts and extensive communication with support (over 5 hours on the phone), remains unresolved. I'm hoping someone here may have encountered a similar situation or can offer guidance.The Core of the IssueAdmin Upgrade Request: The company owner sent me an upgrade link for admin permissions on QuickBooks Desktop which required me to log into my Intuit QuickBooks Online account.Password Recovery Attempt: Having forgotten my password, I initiated the recovery process. This required verification through my phone or email.Overseas Phone Complication: Currently residing overseas permanently, my US-based phone is inaccessible for text verification, leading me to opt for email verification.Verification Loop: After receiving and using the verification c