QuickBooks Q&A (US)

When trying to add a User, when you go to explore file and properties, share and then when you try to add the “people” to share with, I keep getting a message that says Windows was unable to find “so and so” (the computer) that I am looking for.  I have checked the name of the computer and it is correct. Is there a different way to add?  We are using Enterprise 24 Desktop.  Thank you in advance for any help.

I have a bug report to send in, but I can’t find the option to send it through my Quickbooks Desktop on my MacBook. Here’s the details: Product Information:OS Platform: macOS Tahoe 26.5.1 Application: QuickBooks Desktop for Mac (on the most recent update) Email Connection Protocol: Integrated Gmail Account (OAuth / Enhanced Security) Issue Summary:There is a critical user-interface memory-caching bug within the "Email Forms" workspace. When attempting to batch-send multiple invoices simultaneously using the integrated Gmail OAuth connection, QuickBooks Mac fails to parse or pass the Customer Email string variable to the outbound transmission queue. This results in an immediate connection failure ("There were one or more problems sending forms to your email provider") and subsequently strips/wipes the email addresses entirely from the affected transaction lines in the batch list. Steps to Reproduce:Generate multiple customer invoices and flag them all for "Email Later". Ensure every cus

Since the new UI “Recurring transactions - reminders” have been almost removed from the system. You can still create the reminder You can ‘use’ them - but the last used date does not update There is no longer an option to ‘Skip’ There is no list of due reminders I’ve raised several tickets with support - only to be told it’s working (they then show recurring transactions scheduled).  Or they provide directions that are just not correct. Has anyone gotten anywhere with this?  or does the feature work for you?

I am creating a separate thread because this issue continues to be confused with Automatic Invoice Reminders and the “Online automatically follows up” setting.This is NOT the same feature.I do not use Automatic Invoice Reminders. They are disabled on my account. I cannot disable a feature that is already disabled.Despite this, QuickBooks sends my customers a “Finish your payment” email approximately 48 hours after I send their invoice. This happens even though our invoices have Net 30 payment terms.I have contacted QuickBooks Support multiple times and have repeatedly been told to disable Automatic Invoice Reminders. That does not solve the problem because those reminders were never enabled in the first place.Since support has been unable to identify the issue, I created a mock customer profile and have been testing the invoice process myself.What I have confirmed:Automatic Invoice Reminders are OFF. The “Finish your payment” email is still sent. Disabling “Online automatically follows

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. 

QB Pro for Windows PC 2016:  Splits detail window at bottom of every ledger cannot be closed. Any ideas?Johanna

i am working to update our COA with account #s and adding, changing or making account inactive.  It will not allow me to add an account number for anything account that is connected to Payroll.  Is there a workaround for this? 

Several months ago I had a credit card statement of less than $100.  Since I had made some additional purchases since that statement, I wanted to get ahead of the next statement and overpay this current one, which I did, sending in $400.  I logged that payment in QuickBooks by changing the bill amount due to $400, even though the statement was less than $100, since QB wouldn’t allow me to enter an amount greater than the bill, which is spectacularly stupid, if you ask me.Now QB keeps showing me an amount due of over $300 in the Pay Bills window!  Seriously?!?!How do I correct this and get rid of this?

I'm using Enterprise. This month there have been 2 payments (from 2 separate clients) that have been entered twice in my register.  However, only one payment shows up in each client's file.  I can only delete them out of the register (I can't find them anywhere else), and each time I go into Merchant Services, the duplicates get entered into the register again.

I run four companies with QuickBooks Online (QBO), three of which are very active. In Fall 2024, I created a new company, assuming the fees would match my existing accounts under the same QBO service level. Unfortunately, I was wrong. Upon receiving a $200,000 ACH payment via invoice, I discovered that for businesses started after September 2023, QBO charges a 1% processing fee with NO CAP—meaning I paid over $2,000 for a simple ACH transaction my bank would have processed for as little as $1. After escalating my complaint three times, QBO’s response was simply to "read the terms and conditions." I admittedly missed this policy, but I never expected QBO to charge different fees based on a company's start date or demand such an outrageous cut of my transactions. After 2 hours and 45 minutes on the phone, I was told I could get the fees refunded if I issued an eCheck refund and had my customer pay me outside QBO. That seemed like a solution—until I learned that QBO would c

Can I connect muse.ai with my account, in canada. That told me this app is not available in my country(canada), when I try to sign to my account

xxxxxxx@xx.xxxxxxx.xxx.xx  ???  I didn't click on any links.

When I make a copy of an invoice or estimate, it defaults the copy to the date the original was created. It used to default to todays date. It is causing a lot of problems, since we weren’t changing the date to the current because we were used to it doing it on its own. How do I get it back to defaulting to the current days date? 

I am only primary admin of my qboa. While switching to IAS, I get message like I need to login as primary admin or company admin which I am already!  Also there is a loop for updating company information in billing and subscription section. How can I successfully switch and update my company information

My customer is using QuickBooks Desktop Pro Plus 2022. After “create new company from existing company file” they are unable to access functions even though they are the only user and the user is the admin.  They have tried fixing QuickBooks, and have tried using instructions from AI:“Step-by-Step FixesRun as Administrator: Close QuickBooks completely. Right-click your QuickBooks Desktop icon and select Run as administrator. This grants full permission to initialize the new database configuration. [1, 2] Verify Data Integrity: Go to File > Utilities > Verify Data. Let QuickBooks scan the newly created file for any structural errors or data corruption transferred during the copy process. [External citation removed — original source was not an Intuit website] Rebuild Data: If Verify finds errors, go to File > Utilities > Rebuild Data. Follow the prompts to back up and repair the file. [External citation removed — original source was not an Intuit website] Use QuickBooks Tool

I got a tax notice from a state asking us to pay interest because a tax payment was made late. We have Assisted Payroll, and Intuit makes tax payments on our behalf. There is no way to pay this on our own, since they have the account. I called assisted payroll, and they explained how to submit the  notice. That was a month ago, and I have followed up multiple times for them to say that they never received the notice. I offered to send it to the person on the phone, but they say they cannot accept it. This is BEYOND frustrating! Has anyone every gotten a tax notice successfully addressed by Assisted Payroll (and found out why they were late making payment to begin with)?  What did you do to get a response from them, and the notice addressed?

I have an older Mac running QuickBooks 2012 for Mac on macOS 10.10.5 (Yosemite) (it’s been very stable). I have a valid license for the software, but I am planning to retire the old Mac and move to a new Mac running the latest version of macOS.I would appreciate guidance on the best way to migrate my existing QuickBooks company file and continue using QuickBooks on the new Mac.A few specific questions: Software compatibility: Can QuickBooks 2012 for Mac be installed or run on a current Mac with the latest macOS, or is an upgrade to a newer version required? Existing license: Can I use my existing QuickBooks 2012 license to install the software on my new Mac, or would I need to purchase a new license or subscription? Desktop versus Online: is there still a downloadable desktop version for Mac or is QB only cloud-based? Company file migration: What is the recommended process for backing up and migrating my existing company file, including any necessary intermediate conversion steps

The new OS is out.  I never upgrade until I am certain (from this community of experts) that I will not break QB.  So much bad information on the inter webs these days.  I just heard from the QB specialist on the phone that QB 2024 for Mac is not sunsetting, but she could not tell me definitively that my version (V23.1.13 R14) will or will not support the new Mac OS.  Anyone here know??thanks in advance for your help…Steve

I find many of the recent UI changes to be unnecessary with zero functional benefit and cause efficiency and usability issues.  Specifically, the new document "pop-out" feature—which appears in the foreground without a border and cannot be moved—offers no functional benefit. It introduces workflow problems without resolving any existing ones.   Can anyone explain what benefit this feature was meant to offer and can it be turned off in settings?

When I try to log into my Quickbooks self employment it says my plan doesn’t support it. Never happened before

Happens over and over and even when I try to reintall it. I can log into website but not into app.

For years I made a journal entry into a Quickbooks Online Income account “rent received” and an offsetting entry into an Income Subaccount “rent forgiven.” I have literally copied this journal entry each month before running a Profit/Loss report.Went I followed the same steps this month, for the first time ever, the new journal entries no longer appear in the Profit/Loss report or the affected individual Income accounts accessed through Chart of Accounts. To be clear, the same older journal entries still appear. If I change the Profit/Loss report from Cash to Accrual method, the new entries will appear HOWEVER we have always reported using Cash method and NEVER had to use Accrual before to get these entries to show. And there is no Cash vs Accrual option in the individual Income accounts’ report accessed through Chart of Accounts, making it suddenly impossible to find the journal entries this way even though they are entered on those accounts. As with the Profit/Loss report, older jour

I tried searching for info on budgeting by class and all I found were conflicting responses to someone on the ability or inability to report on class actual compared to budget, but nothing on whether or not users could even create a budget by class. If QB thinks the ability to provide data by class is a worthwhile and valued method of showing the composition of expenses by various categories, they might logically think that people who need that level of data would also have a need to budget by those classes and to report actual results compared to those budgets. For the previous inquiry about this, one QB employee said it was possible, and another QB employee twice said that it wasn't possible. How in $&#@  are us poor users supposed to make use of that kind of response? Why don't QB employees who are given the job to answer questions on the forum people who definitely know the answers to the questions OR find someone who does know to answer the question???  SO

I want to continue my subscription

Former accountant's mobile is on our Intuit account; QB Desktop sign-in sends code to him. He's left. How do we recover access and change the phone number?