QuickBooks Q&A

Initially when I used customer balance summary I was able to select a range I wanted the report to cover for instance 01/01/2026 - 17/09/2026. Now when I try to generate a report using the same function I am only able to select an as off date for instance as of 17/09/2026 this generates all open invoices from inception of the customer

integrating etims invoicing in kenya to quickbooks online

I'm reviewing a bill payment and when looking at the audit log, it tells me that there was an "Indirect edit by System" that took two new bills and posted it under the payment so that it would not have a credit. Is there a way to make sure this doesn't happen again?

Can we please bring back auto capitalization to the "Notes to Customer" section. It makes no sense that that was removed. I now have to open another app, write my notes and then copy/paste it into that section to make sure of proper capitalization and punctuation. I know it's something small. But shouldn't things be made simpler after updating, not more complicated? And before someone asks, yes, I have double checked to make sure the Auto capitalization is turned on in my settings and my keyboard settings.

how do you post a refund

I am writing on behalf of a financial advisory firm that manages accounting and financial reporting for multiple clients using QuickBooks Online. We are currently developing an internal financial dashboard to consolidate and analyze our clients’ historical accounting data. The purpose is to provide our finance team with centralized reporting, trend analysis, and management insights based on historical transactions and financial records. As QuickBooks Online does not provide all the required historical data and customized reporting capabilities in the format needed for our internal dashboard, we would like to explore accessing the required information through the QuickBooks Online API. Could you please provide us with information regarding: The process for obtaining QuickBooks Online API access. The available APIs/endpoints for retrieving historical accounting and transaction data. Any data-access limitations or historical data restrictions. API rate limits, request limits, or usage

Can I post screenshots?

Balance reconciled:£5847.00 Beginning Balance -£10653.00 31/5/25 Adjusted entry 5/6/25 £16500. How does an adjustment after the reconciliation Affect the balance c/f?

How can I import Journal Entries for sub-account is Parent account:Subaccount is returning "Line Account invalid" error ?

what do I do if entire months are missing from my reports

99% of my work is 7day payment terms. Whenever I create an invoice, the lowest option I’m given is 14days. So I have to set a custom date every time. This is really time consuming when I’m creating lots of invoices. How do I set 7day terms as my default?

Using i-phone or Samsung galaxy tablet

A customer is ready to put down 50% and would like to pay with his credit card, I don't have a POS so it would have to be manual and entry through the app or through a payment link I can send him

I am experiencing an issue with the Budget Report in QuickBooks OnlineThe Budget Report does not appear at all Whenever I select the Budget Report I only get a blankwhite

Employee hours are not showing up to be exported to Quickbooks Online. I can only see the time for one contractor who does not qualify as an employee. I can't run payroll at all because of this. What is the problem?

How long does it take to get a subscription canceling refund. company account subscription automatically used my account card, and it’s been three weeks now after requested refund, we haven’t used the product over one month.. but nobody is getting back to the request. 

necesito cambiar la suscripcion de anual a mensual?

My subscription got cancelled because I now have a new card but am not able to change the card number to resubscribe

I’ve used different browsers, incognito, different devices and still not reconnecting. QB do not seem interested in resolving the issue which is clearly their end

Matching multiple invoices to a Bank Transactions throws an error everytime when using the QBO Mobile App on Android, have used the same for many years but since QBO introduced AI matching it just throws an error.

I issued an invoice and the customer paid using the credit card link

Live human

 Most QuickBooks Online login problems are caused by outdated browser data, and the fastest fix is to open a private or incognito window and sign in. If the private or incognito window resolves the problem, then clearing your browser’s cache and cookies should get you back up and running in a regular window. When a private window doesn't help, switching browsers, pausing extensions, and checking status.intuit.com resolves the large majority of remaining cases, while adjusting your security settings stops repeat sign-in prompts. Following the one-minute reset below gets most people back into their books in under five minutes, with no need to contact support.This guide covers the most common QuickBooks Online login issues, why each one happens, and how to fix it. The sections follow the order you'll usually run into them: getting in, staying in, and getting back in if you've lost access. How do I fix most QuickBooks Online login issues? (the one-minute reset)Quick answer: Open a private

Cannot add multiple invoices to a bank transaction in the new app

Error message comes up and won't let me match any transactions on the app