QuickBooks Q&A (US)

QuickBooks Online changed the payment terms on an invoice without my authorization.I initially selected Due on receipt, but QuickBooks changed the terms to Net 30. I then changed the invoice to be due in seven days and confirmed the correct due date before sending it. Nevertheless, the invoice generated and emailed by QuickBooks still prominently states TERMS: Net 30.The automatically generated invoice that QuickBooks sent to the customer contradicts itself. The invoice has printed on it: Invoice date: November 4, 2026 Due date: November 11, 2026 Terms: Net 30 November 11 is seven days after November 4—not 30 days. The QuickBooks screen also showed that payment was due in six days when I reviewed the transaction the following day.This is not merely a cosmetic problem. QuickBooks sent my customer an invoice containing payment terms that I did not select, potentially overriding the terms I intended to establish with that customer.I prepared and uploaded my own PDF invoice, which clea

I saw several others have had this same issue, how did others resolve this?

self employed app hasn't bene tracking the last 4 months of my mileage. all settings are correct. help me fix this please

It used to be incredibly easy it was just on the side you’d click on it. first they updated it where you have to search apps. NOW they changed the name to apps where you can’t find them they are called integrations so if you type in apps nothing will coming up. Make it say Apps again this is impossible.

Hi.,Recently I have passed my Intuit Bookkeeping Certificate exams and I want the certificate in hard copy…what to do?

When entering a payroll invoice, I copy the previous week then make updates and save.The invoice is is entered such that we can see the amount per employee and whatnot.I used to be able to enter one number in the amount column then use my down arrow key to move to the next line in the same column.  This would highlight the amount so all I had to do was type the updated amount and move on.Today, it is not highlighting the amount when I press the down arrow key.  I have to manually remove the amount that is there and enter the new one.How can I get the program to revert back to how it was last week?The “new” way is more time consuming. Thanks!

I recently found in one of my business accounts and automatic bant to bank transfer was setup .It was from a personal savings account to this business.I noticed it when I was rectifying the business account.How do i set up where the account it was coming from so I can reverse the mistake?

I have created a chart of accounts linked to my bank's cheque account and have added sub accounts but the cheque account and subaccounts do not show in my budget. I created the budget after creating the chart of accounts. The budget date range is for the past year even though data only shows from October when I connected my account.

When I click on the “Item” tab to make changes to inventory items, the “All Apps” tool bar opens, as well as “Some items need your attention” notifications.I already have the “SHORTCUTS” bar open down the left side of the screen.I have several questions: How do I stop the “All Apps” toolbar from opening unless I click on it? How do I stop the “Some items . . . “ notifications from opening? Item 1 states “1 item doesn't have an initial cost. Add now” -- this takes me to a page that says “We’re sorry, we can’t find the page you requested.”  How do I fix this?Thanks for any help provided.

This is only happening with one account, for the specific date range mentioned above. I've tried refreshing the account many times, on different days, and so far transactions from the missing date range are not appearing. At this point it's been almost a month. Thanks for any feedback you can provide!

I reconciled the bank of May 2025, when I went to do June there were no transactions.

Hi Folks- I need some help with the new PayPal Connector app. I had been using PayPal sync for many years with no problems. The PayPal Connector is importing all of my transactions. PayPal transaction fees are accounted for properly. No problems there. The problem is that I can only categorize transactions as "payments" and "expenses". There is no option for a PayPal transaction to be categorized as a "transfer" like there was prior to moving to the PayPal Connector. Use case: I have a PayPal Working Capital loan. Every time I receive a PayPal payment, a separate transaction is created to transfer a certain percent of the payment to my loan.  Those transactions show up in the PayPal Connector as expenses. I don't have a way to record these transactions as transfers to the PayPal Loan account in QBO.   Any help would be appreciated.  

I subscribe to a program through my bank called Positive Pay (PP). They want to me change all my vendors that I write checks to ALL CAPS in the VENDOR NAME, COMPANY NAME, BILLED FROM ADDRESS, & under Payment Settings, “Print Name on Check as”.  Is there a way to export a vendor list to Excel that has all of the above and convert them to ALL CAPS and then import that list back into QB.  I am using the Desktop Enterprise Solutions 24.0 version.  

it's intrusive and I don't use it.

i need to get paid bit im still waiting for my SSB i applied for so i cant log in cause its asking for my SSN what do i do 

[PII name removed]Mid Market Account Executive[PII email removed]Book a Meeting with Me [External citation link removed] I keep getting calls and emails from this person stating they are from Quickbooks and our new account executive. 

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Dropdown list shows in the order of 1,3,2,5,4 I want 1,2,3,4,5

Hello,Our QuickBooks Online Payroll account shows "Your account is on hold," and automated taxes are on hold as well. Direct deposit is also suspended.In the Resolution Center:Money tab: Case 15167454328 (Verify account) was opened and closed on October 16, 2026. Case 15167595103 was opened on October 20 and closed on October 22, 2026. No documents were uploaded by us before that case was closed.Payroll tab: it says "Everything looks good. You've no open cases."However, the hold is still in place:The Payroll Tax Center shows both federal (IRS) and California (CA EDD) taxes on hold, with the reason: "QuickBooks can't pay and file taxes until bank is verified and active."Clicking "Finish bank setup" only takes us to a "Resume direct deposit" page, which refers us to the email about the case that is already closed. This is a loop with no next step.In Payroll settings, the Direct deposit section shows no Verify option for our bank account (ending in 9437) — only an edit pencil. We have not

HiI do not do our payroll so I may be missing some things here but, am working on developing some systems. We have to keep track of the same employee using multiple workman's comp classes. We now have a system to keep track of this ,but can we enter it to keep track of it in payroll or would there be a good work around? In the end we only need to make payment and keep record for our workman's comp insurance but, it would be nice to know where what our liabilities and cost are in QBO. What is the best way to approach this. Everyone I talk to in our industry uses desktop and it sounds like you can enter multiple WC cost codes in desktopthank you!!

In PDF view, the partial payment invoice will show all the estimated totals, invoiced amounts, and remaining on each line item. Though when downloaded or print to pdf these values go to $0.00. I have tried updating browser, using incognito tabs, clearing cache, and none have changed the outcome. I have run the QuickBooks Toolkit patch and am using Chrome browser. Haaaalp. 

Why are most of my Oct 26 transactions not loading onto QB Self Employed?

I wish to add the built in location on the purchase order and the bill. According to the help AI there is no option to do this. How do I submit a request to add such a feature to QuickBooks Online? I appreciate your help with this.  Kind regards,Paul

Our bank was recently taken over by another bank.  The old bank provided OFX data files for import into QB.  The new bank provides QFX and QIF files for import.  Which of the new format will import properly into QB?