QuickBooks Q&A (US)

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

Posting here because QuickBooks chat support declined to log this today and only pointed me to the Intuit Developer portal (which is for third-party app developers, not for Intuit's own Claude connector), then closed the chat without checking whether that answered my question. I'm an Australian QuickBooks Online subscriber (Solvent Green IT Solutions Pty Ltd). When I authorise the Claude connector, the Intuit sign-in page shows "Uh oh, there's a connection problem... Sorry, but Claude didn't connect." The developer details say: "Unfortunately, the app you've selected isn't available for use in your country." This connector is Intuit's own app, and it's promoted in the QuickBooks help article "Use Claude to enter transactions and get insights in QuickBooks", which mentions no country restriction. The only statement I can find is a QuickBooks Team reply in this Community on 30 May 2026 saying it is US-only, with no date for other regions. Please:1. Confirm when the Claude connector will

My Q3 California DE9 form shows $0.01 due.  The rounding on line F3 (SDI employee contributions withheld) shows $216.52 and it should be $216.51 to balance.  This carries down to line H subtotal which shows $753.10 which should be $753.09 to balance.  All my payroll liability balance reports for the quarter show $0.00 amount due, my payroll item detail report also shows $0.00 due.  I’ve tried adjusting the liabilities manually, but this does not change my DE9 report; however, it does change my payroll liability balances which I do not want to do since I owe nothing.  I was on the phone with QB payroll helpdesk for over an hour today and they tried the same procedures - after nothing worked, their advice was to file “as-is” and California will just ignore the $0.01 owed.  This just does not sound right to me, any help is appreciated.  Thank you!  

The QB is for three computers but only the host is working. No connection on the other two and cannot open the QB on them.Also the username and password I enter doesn’t work, however, I haven’t changed them.

Is there any keyboard shortcut key to make customers inactive for Desktop Enterprise?  A keyboard shortcut key list?  There's an option to edit multiple customers but the option to make inactive doesn't appear to be one.  Thanks in advance.

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I am trying to paste credit card transactions from a spreadsheet to batch enter. I'm on a different server but I tested copying from a file on that save server.When I paste all information is put into one cell. Please assist.

I see another thread about this but I’m adding a new one in hopes of escalating this issue!  My customers started receiving emails after they open an invoice reminding them that they did not pay. There is no way to turn these off. It is unprofessional. QBO should not be emailing customers without express permission. 

As another user AVIDpgh posted on May 29, 2025, after an update the QB desktop software no longer prints a single check from the envelope feeder even when we select the correct partial page option.I have searched high and low and cannot find a fix to print single checks as we used to do in QB.  Windowa 11 Dell PC with Desktop Pro Plus 2024, with available updates.  Available Intuit Repair tools have not fixed the problem nor have any of the installed updates.Brother MFC-L3780 CDW Printer with current firmware and software.  Thank you in advance for any actual solution offered.  

I tried to delete the incorrect payment but it would not allow me to save it. QB said I must delete it from the deposit. How do I do that?

I am considering moving to Quickbooks online payments.  I would need to process a couple hundred invoices at the 1st of each month.  They are all the same amount for each customer.  So when doing the reconciliation at the end of the month, how would I know which deposits to my bank account tie to the auto generated deposits in quicbooks?  I can’t envision how this would work.  There is typically a delay between the time the customer processes an ACH and the time it hits the bank account and multiple ACH payments on the same day don’t always hit the bank at the same time.  It just seems like it could be very difficult to reconcile.  I am a one man show so I need to not make this a bigger problem and more work for myself.

I had QB desktop for years then converted to online for years now am retired and want to move back to desktop just so I have my accounts secure for the next 4 years.   Help!

I recently signed up for QuickBooks Online for my small business and have been trying to connect my Dover Federal Credit Union checking account.The connection appears successful. QuickBooks accepts my banking credentials, recognizes all my accounts, and initially displays the correct checking account balance during setup.However, after connecting, I'm experiencing several problems: No transactions download. I've selected January 1, 2026, as the import start date, but QuickBooks shows zero transactions under both Pending and Posted. Incorrect bank balance. My actual checking account balance is $908.05, but QuickBooks reports −$267.81. Earlier, it showed $0.00. Strange account identifiers. During setup, QuickBooks displays accounts with identifiers like *KING, *ARES, and *GACY, which appear to be the last four letters of the account names rather than the last four digits of their account numbers. Reconnecting doesn't help. I've disconnected and reconnected the bank multiple times,

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how to be a quickbooks online proadvisor and  how much does it cost

What is the best option between QBO and Self-employed?

I cancelled my subscription some months ago, but every month after, I have been billed for it. And when I try to log in using the ID that the billed-you email is being sent to, I’m told there’s no company it can find to log me into. Wonderful - months of billing, no access to QBO. And there’s no response at support@intuit.com. And since I can’t get to a company, I can’t submit a ticket. So what am I supposed to do? This is going from tech-error to something much, much worse.

We are looking to see about the possibility to connect QuickBooks time to ChatGPT so managers can query the platform, look for patterns, etc. but all from the ChatGPT workspace interface.

I’ve recently reinstalled quickbooks pro 2009 because of some file system errors. After installation the permanent validation code no longer works.