QuickBooks Q&A

In QB starter or basic, I’m now seeing “Classes” tags and a “Location” field.  At first I thought I had selected “Bill” instead of “Expense!”   More pointless, annoying “features” to keep the developers busy at Intuit, I see.  We have a very small business using Cash basis accounting.   Remember a couple of years ago when QB pushed TAGS on us?  Then once you started using them, they took the “feature” away and were on to some other new shiny object.  Can’t even run reports based on tags anymore either.  Ridiculous.  I’ve gone to Settings-->Advanced and there is no ability to turn Classes nor Location off in Expenses that I can see.

We build estimates with detailed and long line item descriptions which provides clarity to our customers about what specific work will be done. For example we will add a line on the estimate with a full paragraph describing services, but put the rate as $0.00. When we turn the estimates into invoices and click “print” or e-mail the invoice, all of the descriptions are completely erased. Since this new update, we have had to take extra time adding back these descriptions making it super tedious.Why has this been happening and is there a solution? 

The latest update of the Shopify Connector by Inuit in September of 2026 has replaced the ability of a user to configure if shopify transaction are imported as sales receipts or invoices, with an automatic decision to import B2B transactions as invoices, and B2C transactions as Sales Receipts.   The prior version had a configuration option to allow transactions to be imported as either Invoices or Sales Receipts. The designation of a customer in Shopif as B2B or B2C requires that a customer have a company and fill out a form prior to buying in Shopify.  This is a Shopify requirement so unless a customer fllows the Shopify manual forms process, all new customers end up as B2C in Shopify.  This results in all new customer transactions being imported as sales receipts, and it is currently not possible to configure the connector to import the shopify transaction as an invoice for B2C customers. The impact on our company is huge as we have all of our workflows and processes set to use invoi

For some reason in December 2025 QuickBooks put us on a 5 day payroll processing delay. For the last 9 months I’ve been submitting requests for next day payroll processing, either once or twice a month depending on what the rep tells me to do. I still have 4 open cases but the people employed by QuickBooks to review them aren’t opening/reviewing mine. I’m at my limit of frustration. We are and have always been in complete compliance of every standard needed for next day payroll processing. Every time I call its a 2 hour conversation that ends up with the statement “I’m the highest level of support. There’s no one higher than me. Lets submit another request. This time I’ll escalate the issue and you will be approved”. The last 3 calls have gone like thisI can tell you that the reason your being denied isn’t the reason you’re being told. It’s internal information that I cant release to you. You have processed too many requests for next day funding. You need to wait 60 days before process

i have custom reports I’ve been using for years that compare actuals vs prior year by class for specific classes within our organization. It is now not populating data for all of the classes or populating partial data. I tried running the same report using Standard Reports and it is doing the same thing. I haven’t done anything to change the classes or anything of that nature. HELP

I hope someone can help me here with this absolutely awful situation QB has forced upon me.  I am a small sole business owner.  I’m not an accountant or book keeper.  I’ve been a Desktop Pro Plus user for over 20 years.  In May I was forced to migrate from Desktop Pro Plus 2023 to QBO due to Desktop being withdrawn by QB.  I could not afford to pay for Desktop Enterprise as a small business so I went to QBO.  As part of the migration, I had to first migrate from Desktop Pro 2023 to a trial version of Enterprise as I was told my Desktop 2023 was too old to jump straight to QBO.  From Desktop Enterprise I was then migrated to QBO.  So far so good & the multiple people I dealt with during migration were good & helpful.  However what I didn’t do was create a P&L & balance sheet on the day of migration so to check it was all correct.  I know that was a stupid mistake now but I’m not a professional book keeper & it didn’t even occur to me to check those things straight af

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Helping someone out, She has the following adjustments that are in question. She was going to delate the original entry. I told her it needs a AJE.Can someone please explain -How to properly remove a investment from a few years ago (2022)  from the balance sheet /other assets account. Appreciate it! 

The new update to Reports makes my printed reports illegible in tiny point 7 font, the workarounds I’ve been given either don’t work (wasted days on these) or takes too long (formatting Excel??) Has anyone found a way to print reports in a normal sized font? Scaling and other such nonsense only changes the screen it does not change the printed font size. Note: I cannot give my boss a report on LEGAL or 11x17 sized paper, please be serious Quickbooks. 

Hello, I am looking for a process (probably a third party tool, as it does not appears QBES can do this natively) that can generate and export an inventory report  (quantity on hand) in CSV format, and do this 3 times per day (scheduled) -- saving the report as a CSV file in to a shared folder on our network. [from there, the file will be FTP'd to a customer, but we have that piece figured out...] Our goal is to NOT have to manually run this inventory report. And it needs to be a CSV, as it is then further processed buy our customer (so a PDF output  is a non-starter). We are currently using QB Enterprise 19, with Adv. Inventory  (and we are not interested in moving to QB Online) Any advice the community has would be apprciated. Thank you.

Where do we find monthly reports for accounts receivable?

Is anyone experiencing a lot of lag time in QBO the past couple of days?  I literally type an invoice number and wait several seconds for it to fill in.  I have already cleared my cache and my internet speed is fine.  Thanks!

Estoy intentando cargar mi listado de items desde un archivo excel, lo cargo y me sale los items como artículos que no son parte de inventario, como puedo cargarlos bien

Why am I now limited to paying only 50 bills at a time? I have vendors that are only paid once a month, some I will have more than 50 from a single vendor. And now it only shows 50 bills in the window - if I am printing checks I can only pay vendors that show up within my first 50. Then go back in to pay more. This does not make sense. I should be able to see all of my bills and select as many as I need to be paid - the way is used to be.I don’t understand where the logic in limited me to 50 is.

After doing the update yesterday I keep getting error message. "The procedure entry point_CxxFrameHandler4 could not be located"

On invoices there is a dropdown called Invoice Activity. where does the viewed information come from

Do you know how you can see when a client viewed the invoice?This client looked at it 13 times.I am wondering if when we open the invoice does it also count as a view?Or only when the client is looking?

in my vendor center - the vendor show a zero balance - nothing owing. when i go to pay bills, there is an amount to pay for that same vendor. what happened and how do i fix that 

My son had a company with his grandfather where he was given a 1099-NEC previously. In 2026 he became an owner. How do I make that transition from Vendor to Owner? I am using QB Desktop 2023 Accountant. 

I like the feature showing me when an estimate and invoice has been seen by the customer but it also shows when I have opened it.  How can I get QB to only show when my customer views them?

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The tab that shows that the invoices are viewed/how many times viewed and a time stamp of when viewed... is that showing only when the customer clicks and views the invoice or is it also showing when I have viewed the invoice through quickbooks?

How do I turn off advertisements from quickbooks online.  I am here to work, and I am paying almost $1000 per year US dollars for this online deal.  This is disgusting that Advertisements are taking up valueable screen space and I have to constantly waste my time turning them off.  How can I turn this disgusting and unethical crap off!?  Sorry I am mad.

Hi, I want to schedule daily reports to be exported as an excel .csv file to a specific folder location. Currently I only see options to have the reports emailed from quickbooks, but I dont want to email my data at all. For now, I am running my custom report everyday and saving it as an excel file to my defined folder. Hope to get a more automated solution for this. Thank you!