QuickBooks Q&A (US)

We are trying to reinstall the software in another laptop. we forgot the verification credentials given at the time of first activation can you help me? 

I’ve been trying for a month to find out when QB will be refunding us for 3 weeks worth of taxes they shouldn’t have taken out back in June.I called on June 30 and was told that, yes, it was QBs error, and that the money and all fees incurred would be taken care of by QB. First it was going to happen in 3-5 business days, then 7-10 business days, then it would happen on July 22. A fourth call made and I was told they couldn’t get a hold of me (whatever that means).I NEED someone to contact me and tell me exactly what’s going on and when this will be resolved. This is ridiculous.  

I am getting confused that how can i record expenses for meal and entertainment i want to record expense for meal which is for employes, and the other one for my guestlet say i paid 1$ for coca cola for my guest how can i record this expense in quickbooks Thanks

Because the previous month is reconciled, can you assist me in fixing this error?

So I set a reminder to cancel QB Plus (desktop) with an annual subscription. I might have cut it a little close as I canceled it on 4.9.24 and the next day we were charged over $900.00. I put in a request (somewhere) for a refund request as we are moving to QB Online....but nothing. Nobody got back.  Last time I called a number with Quickbooks is was an hour and half of torture with overseas help that was NOT helpful.  Any chance we are going to get that money back before migrating to QBO or should we consider this lost based on communication and support from Intuit? 

I'm trying to revaluate currency on September 30th, but get an error message

This morning I discovered that I couldn't initiate an instant transfer to a card from my QuickBooks Checking account, even though I've been using it for several months. Some other businesses are also experiencing problems similar to what I encountered this morning.

I need some major help.I exported my products and service data and batch change the Expense Account to a new sub account so I can split and view the cost of sales on two different types of product. I reimported the data file to be presented with a total mess. How can importing the same data file which was exported make such a mess. I only changed one section. I checked the overwrite duplicate names and now I I have normal all my service swapped over the stock items and assets and generally it’s a mess. I’ve tried to import the original export, unedited file back in and it still throws up a load of issues. See the attached screenshot show how the original civ shows Service, but the import is not showing StockPlease advise as my books are now a total mess….!!!!!!

QBO has added a new feature that is automatically turned on for every invoice for customers that have a card saved. The feature attempts to charge the card associated with my customers before I can even send the customers the invoice for review. I do not want to charge their cards before I send them invoices, and I do not have my customers' consent to charge their cards before they have a chance to review their invoices. Thus, I have to turn this feature off EVERY SINGLE TIME that I create a new invoice. Even for customers that I have already invoiced and turned this feature off for. I am very uncomfortable with this feature being enabled by default and without my permission. For now, I will continue turning it off EVERY SINGLE TIME that I create an invoice (i.e. dozens of times each day, hundreds of times per week), but if it turns out that this feature will always be enabled by default and I will never be able to turn it off, I will need to find a new bookkeeping software, as th

I do NOT want to set up payment through QBO. How can I stop this popup.

Namely Bosses Doctor appointments. We want to see that he is away from work and he needs to see where he is going.

I do not want QBs to allow employees to take negative vacation.  I do not want vacation going to a negative balance.But if an employee requested vacation a few months and then got sick and used their vacation for their then when today came the TIME modules allows me to pay them vacation….even if their balance is zero.  How do i stop this.ThanksLDO 

Accidentally deleted mileage. How do I retrieve it

QB Times sorts employees by the first letter of the their fist name.  I do not like this.  How do i make the default for all sorts by alphabetizing the last name?ThanksLDO 

How do you post a single large ACH payment coming out of the bank account that pays multiple vendors? ExampleBank shows a $10,000 withdrawal This single ACH amount from the bank pays Vendor A  1500Vendor B 2500Vendor C  5500Vendor D 500.In the Bank feed it only shows the $10,000 withdrawal.   Prior to the most recent update, you could create a journal entry showing the credit to the bank account and multiple debits to Accounts Payable for each individual vendor.  This no longer works.  

Hello,I would like to update my phone number, as I recently got a new one. However, the portal keeps asking me to verify my information using my old phone number, which I no longer use.Could you please assist me with updating my phone number?Thank you for your help!

Reverse processed manual cheque in payroll

I am taking on a client who only have a "GL" data that was build from the bank statement, I must do their AFS from that.

Is there a way I can email quickbooks support or contact them via email? Please do guide me

My CSV file looks like exactly like the manual entry created last month.  Account name is required for some of those because some go into AR due from Partnership account and account name is the only thing that distinguishes it.  But for others, account name is empty.  I am not sure what to fill it up.  Thanks

I have an issue where I have a large account that uses QuickBooks Merchants and Payroll.  I used to be able to auto add Money in as Income and Noney out as transaction fees.  The client has since added payroll so now my auto add doesn’t work anymore and I have to manually go through hundreds of transactions a month to separate because the auto rule will not pick up on the bank memo because it has a generated random number in between intuit and targeted purpose such as tran fee, tax or payroll.  To explain better, auto rule will not add in a transaction unless information is consecutive.  Any suggestions on how to auto add these from the bank feed if intuit is putting a random number in between?

I had started the return but it wasn't finished . How do I complete it ?

For three months in a row now, started with monthly invoices scheduled to go out 5/1/26, only 7 out of 100+ recurring invoices get sent via email. They are created successfully but not sent.I have spoken with customer service 3 times now and still no resolution. Waiting on a call next month on 8/3/26 because it apparently needs to be video documented via a special department so that QB can open an inquiry into the problem.These recurring invoice templates have been creating and emailing the invoices for years with no issues until May 1st 2026 when the problem started. Something happened between 4/2/26 and 5/1/26 that changed our interaction with QB Online and now when we go to look at ‘Recurring Template Options” on the recurring template for the invoices, the “Automatically Send Emails” slider is unchecked. When we go in to change that and save it, it saves but we go in to look at it and it is NOT saved and has reverted to being unchecked again.We have tried creating new templates and