QuickBooks Q&A

set a new user

I have a CIS credit note to fully credit an existing CIS customer invoice but the Receive Payment method of matching them excludes the CIS element so they are not fully matched. What should I do?

These are redundant concepts that have no place in this electronic banking world. They're "garbage'.

my banks are connected

The chat states that they're online until 10.00PM Monday to Saturday, although it only says "M-S" so not sure if it includes Sunday, not too clear. But its 18.00hrs (UK) and no option to chat for some reason. We phone them and they say our "accounts manager" will get in touch and never does. Is anyone else frustrated with their customer service? The only time we get a good service is when they call us to upsell their products. Think we'll stop the direct debit and see if they get in touch then.

In the P&L , QB is showing the currency exchange gain /loss, but this figures is not the same that a revaluation figure. Why do we need to reevaluate at year end when QB translate the euros to sterling conversion on the daily basis ? As it stands, we have just changed accountant who is now telling us that we have a massive discrepancy due to the fact that the previous accountant took the figures showing in QB as supposed to running the revaluation tool at year end . I am at lost here ! Thanks for clarifying. 

need to export 2025 transactions to an excel file but see no icon to let me do that. It's supposed to be by the filters.

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.

i need to upgrade to a payroll subscription

I’m missing about 8 months of imported bank feed. I’ve updated my bank connection. It is current with the last several months available but still has a large gap in banking activity. How do I recover the missing information? Do I risk unlinking then re-establishing the bank connection or would I lose all current data?

When adding a new product, we want to include A Sub product/ service. Our sub product are the main makes of products we sell. eg Stihl, Mountfield, Honda etc. So I probably had a list of 20 I could choose from . Now I enter Stihl for example and it lists hundreds of options that all have the word 'Stihl' included in the description. So I then have to scroll through hundreds to find the 'Sub Product' that just uses the word 'Stihl'. Why has this changed ? Its driving me mad !!

When an invoice is ready to be sent, the 'Note to customer' details are repeated on the PDF. Can this be fixed?

How can I edit the invoice memo/message in QuickBooks Online? There is an error in the message we entered on the invoice, and when we view or print the invoice, the same message appears twice. Could you please guide me on how to correct this?

 Quick answer: Go to Intuit Intelligence > Custom Automations, then either pick a ready-made template (like Invoice reminders or Books cleanup) or start from scratch and describe the task in plain English e.g. "Summarise my sales every Monday." QuickBooks turns that into a scheduled automation you can pause, edit, or delete any time. This feature (AI Skills) is currently in beta, so a few things behave a little differently than you might expect. What can AI Skills actually do for me?Instead of manually repeating the same task every week or month, you describe it once and QuickBooks runs it on a schedule automatically. Ready-made templates include:Invoice reminders Business health check Customer follow-up Books cleanup Revenue-to-cash tracker Profit & loss analysisYou're not limited to templates, you can also build a fully custom skill from scratch by just describing what you want automated. How do I set one up from a template?Go to Intuit Intelligence > Custom Automations Cho

Whilst creating invoices to send out to customers, I always add a note of the Job number in ‘notes’.  As of today, this note is duplicating itself, which just looks wrong.I have logged out and back in again.  I have checked that there is no narrative already in the proforma sales invoices (which there isn’t) (custom styles, invoice and edit).  Does anyone know of a solution for me please?  Thank you.

Since I updated quickbooks I can no longer add customer details from my phone contacts this was one of the features that kept me using about for invoicing

I would like to know what goes into the balance.

Using QB self-employed

QuickBooks online for iOS

Card payment method

It’s also not showing duplicate transactions when searching in ‘posted’ but is showing them in the full ‘posted’ list

I’m having an issue accessing our QuickBooks Online account for our company, RAAD Institute. When I try to sign in to my Intuit account, I immediately receive the message “Access is denied.” This happens even when I try from different devices and browsers. I was previously asked by Intuit to reactivate/verify my account by providing my personal details and scanning my passport. I completed the verification process and received an email confirming that my request was under review. However, a few days later, I received another email saying that my reactivation request was denied, without providing any reason. I have now submitted the reactivation request again, but I would like to understand why the previous request was denied and how I can speak to someone at Intuit about this. This is particularly concerning because the issue is not limited to my account. The Primary Admin of our QuickBooks company account and another authorised Accountant user are also unable to log in and are experie