QuickBooks Q&A

How can I set up a split invoice? Showing a deposit paid on a certain date & a balance owing on a future date?

How to prepare annual report for my own company as an accountant to submit to hmrc?

set up account payable account to supplier

Can statements be sent on the mobile app?

Opening the app takes forever. switching sides and doing other task hang up too

How do I make a formal complaint

Reformatted file to .csv in its simplest form, only the three Intuit-required columns: Date, Description, Amount, with no quotes, currency symbols, internal commas, or special characters. Got this error message multiple times over two days. Can anyone help?

We require your assistance to update the Primary Admin access for our QuickBooks account. Currently, we can only access the account as an Accountant user. The existing Primary Admin has resigned from the company and we no longer have access to their email/login credentials. As a result, we are unable to manage users, update account details, or transfer the Primary Admin role. Kindly assist us with changing the Primary Admin to the current authorised user/account administrator.

Just to let you know, if you read the questions it did not help me at all

I can access my Intuit Account successfully using my passkey and email verification. My phone number is verified

como usar la IA

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