QuickBooks Q&A

I had previously posted about my experience using Claude with QB. ...when I tried to post a response to Jocelyn QB employee's response I received an error message. There are videos on YouTube about how to connect Claude to QB. The level of executing a task or answering a question with Claude vs Intuit AI is like night a day. When I asked Claude a question I would get an answer. When I asked Intuit a question instead of answering the question it gave step-by step instructions on how to log on to the plat form and complete the task myself....

The feature worked a few weeks ago but now QB is saying the integration is not available. The Intuit AI doesn't complete the tasks that I ask it to do.

before I post I have to add the tax code. Can I set it up so that when I post to an expense it is already there?

error when integrating bank acct

When searching for estimates it keeps saying no results so I have to go online to search.

Anyone else managed to get their Island Savings CA account re-established with QuickBooks?Island Savings updated their system / login info and can't get QB reconnected.

My bank draft amount is higher than the final invoice amount (due to a shortage of product). Bank draft is for $77,100.61 whereas invoice totals $71,719.87 leaving a difference of $5,380.74. How do I "Pay the Bill" to make sure the payment matches the bank draft and bank statement?

two weeks ago, maybe more i changed my credit card for my monthly payment for quick books pro desktop, for my payroll account etc.This morning I got a notice saying that my payment did not go through, however,  they are trying to use an old card that was on the account.  Which is not even showing on my payments and billing anymore

when doing a back up of quick books pro 2024 desktop, i am getting an error code 303What does this mean?

I just want to change the estimate number

When I push "update" the bank wants a code I don't have

il n'est plus dans la barre à droite.

How do I ask workforce to repeat the invitation?

I issued T4 a week ago via the workforces. Now I would like to cancel the payroll subscription and wonder if it will affect my former employee download T4 from the workforce.

How to change employee pay from paycheque to direct deposit

We use Nektar for our time sheets and I'd like to have them uploaded in my quickbooks payroll. Can quickbooks do this or do I need a third party app?

Hi, I’m having an issue with the QuickBooks app on my iPad. When I open a customer profile and try to review older invoices, I can only scroll back to April 30. I have many older invoices before that date, but the app does not let me go further back. I already checked the customer account and the invoices should still be there. It seems like the iPad app is limiting the invoice history or not loading older invoices properly. Can you please help me fix this issue?

can someone add a subcontractor in the workforce intuit

My QBO shows that the payroll direct deposit has been processed for payment on May 29th, 2026. However, there was a payroll run on May 28th 2026 but the bank account was not properly funded at the time. Now the account is properly funded, when will my employees expect to receive their payment? Would it still be on May 29, 2026 or on a different day.

I'm trying to connect to quickbooks through claude but it looks like it's only available in the US. Do you know when it will be available in Canada?

Is this just me? If so, why might that be? I have many recurring invoices and all have been working well for over a year. Until last week. Since then, every time I open one to edit it, quickbooks freezes and eventually I get a popup telling me the page is unresponsive. I have tried deleting cookies and cache, two different browsers, an incognito window, and two different devices (a laptop, and a tablet).   I've also tried twice to get qbo to resolve this. The first time, I made it to second level support and it actually worked - for about an hour. when I tried to call back, the ticket had been closed and the agent knew none of the details of the first round, so had me go through the entire process again (which still didn't work). Does anyone have insights either into this problem, or into how I can get customer support from qbo without having to go through the same long process a 3rd time? Is there a way to get back to the second level support without havi

I disconnected my bank account recently, and reconnected it. After getting into last month I realized I am definitely adding sales that I have already added. Despite it being a previously connected bank account it didn't realize the payments received for previous months were being accounted for a second time, inflating my actual income numbers. Is there a way to fix this?

We use Bigtime for T&M as well as invoicing. However when we sync to QBO we lose the customer purchase order, on the invoice, as purchase order is a customer field and Bigtime cannot map to it.

Exemple : Vente Total sans taxes 10k + $1497.50 tx Total av. tx $11497.50 mais le rapport indique $220 de plus

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