QuickBooks Q&A (US)

I have been using Recurring Transactions for many years. After I entered a transaction, I could create a recurring transaction from it. I save an enormous amount of valuable time with recurring transactions. And every time I created, edited and saved a new transaction from the recurring transaction template, QuickBooks Online (QBO) asked me if I want to update the template to reflect my changes. It was tedious to be asked constantly, but now that I can’t use it, boy, do I miss it. I recently migrated a new bookkeeping client from QuickBooks Desktop to QBO. Without being asked, I was forced to be in “the new experience” for customer invoicing. I could go on for hours with how bad this experience is, but the grievous sin is that I can no longer create recurring transactions or update recurring transactions. These Support pages say I can create a recurring invoice from an existing invoice by opening the existing invoice, clicking on Automation on the right, and clicking on

Hi- I'd like to run a report that shows all expenses from May 2023 to July 2023. I need it to include a Tags column (whether a tag was used or not) so I can make sure all expenses were properly tagged and that I did not miss any. Which report can show that information?

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Hello, I have no intuit account and have never contracted any intuit product but I have been charged of 60$ on my bank account. It's concerning because somehow they have access to my bank account and in have no idea how come.I want to contact support but don't know how because I need help on this one. Thank you for your help.

I was using QuickBooks 2020. I have a current backup of the file (.qbb) on a thumbdrive. How do I use that file to import my company to the online version?

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For the last week I can't do direct deposit or electronic tax payments after years of using it. The payroll system is basically not working in QB online. I have a current subscription. Called support and they don't really know how to solve it. They said they would escalate, to basically get me off the phone. Anybody have any ideas?

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I’ve been in countless support agents that have been telling me  that the situation has been escalated I gave all documentation and it was completed my payroll has had a hold on it for awhile and needs to be removed immediately! I’ve been talking to countless agents to fix this issue remove the hold already. 

I want to resume when the new interface will be fully rolled out. One of QBO's team member had answered in the community that the rollout will complete by end of September. I would like to pause my subscription until then.

Please help !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Hi all Thought I’d share something I’ve put together as it’s been a pain point for us and decided to make it available for others. It’s free to try btw and appreciate any feedback.  We do a lot of bookeeping work, including chasing aged debtors/unpaid invoices but the clients for the most part, being small businesses relied on WhatsApp & Text messages to communicate with customers, but didn’t have any way to send these out automatically. Which was making this a bit of a chore, we’d be phoning, typing out reminders messages etc and it was taking lots of time just to compose each message.I’ve put a tool on Apify, where you can import up to 2 csv/spreadheets into it. One will be a customer list, which needs to include the phone/whatsapp number(your customer list basically) and optionally a second spreadsheet/csv which for example could be your unpaid/overdue invoices, statement balances - it’s completely flexible what you upload. The tool will match the 2 spreadshe

How do I connect my Apple Card to QB

Has anyone who is running Desktop for Mac 2021 upgraded to Tahoe 26? If you have, is it running correctly? 

Two weeks ago, we started experiencing "Access Denied" errors when trying to log into our Timesheet application. Initially, we suspected the issue was related to our firewall, as we had recently made changes. We added exception rules in our FortiGate firewall, but the issue soon affected remote users as well—users who do not go through our office firewall. We've also tested access using different browsers (Chrome, Edge, and Firefox) to rule out browser-specific issues, but the results have been inconsistent. Occasionally, the problem resolves itself temporarily without any changes on our end. We are heavily dependent on this application both internally and for our clients, as it is essential for reporting work hours. Any guidance or suggestions would be greatly appreciated.

QB Support says this is a global problem - I find that hard to believe that no one is able to use QB mobile apps if using a QB Online account. I have tried multiple devices, multiple iOS versions, multiple versions of QB on my devices and the result is the exact same. When I open the app - I am prompted for my login details, select my company and the app hard crashes back to the iOS home screen. It happens when using username/password or FaceID to authenticate. Been using QB for 7+ years and I have not been able to use the mobile apps for months.

Hi RoseJillB Thank you for the excellent response. I have a much better understanding of Start and End dates now even if they don't necessarily serve the greatest of purposes for me at this time. As I continue to learn about bookkeeping principles in general and QuickBooks especially, I may indeed find that I need to have those dates undeletable! For now, I am going to keep plugging away at. And try not to let the little things like these and more bother me. For example, Why does the formatting keep changing on its own in this text box, or Why can't I sign in to the QuickBooks Community after 100s of attempts and trying everything possible short of actually calling Support. It is the most maddening of experiences and confirms my belief that while QBO may be a very "robust" accounting program, it clearly lacks the finesse it needs to "engage" the user. A closing example illustrates this perfectly--- Why must I keep refreshing the Projects page every second or third time I try to vi

Payments reminders have been working until just recently.  Now it isn't showing customer email address in the reminders screen.  There are email addresses on the customer master record as well as preferred method set to email.  I was sent information from a customer support representative.  This information did not solve the issue. Please provide more information.

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I’m almost 60K on hold and I’ve reached out about a dozen times! I’ve followed all the steps and I still can’t get it resolved. Each time it’s a new rep and creating multiple case numbers. Its ridiculous 

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