QuickBooks Q&A (US)

Just switched to QBO and need to apply the 1%Net 10 discount to vendor's payment.

How can I find a customer from 2018

No text available

No text available

sending invite to contractor to track time

No text available

No text available

No text available

As of this morning I was able to click the "request deposit" when creating an estimate and that no longer appears.

No text available

We have a transaction in QB Online that we can not distinguish. It Seems that it was placed by QB themselves and is allocating $13,647.73 in a holding account . The account's name is "Quickbooks Tax Holding Account" . Does anyone have experience with this and how to have it cleared?

Can I change the "Note to Customer" in my invoices?

We just recently set up quickbooks pay. We want to charge the customer 3% only if they pay by credit card through quickbooks. I'm aware that I can create a product/service to tack on a merchant fee but I dont want to do this because we don't know how the customer is going to pay.

I need a preview

No text available

Is anyone else having issues with receiving payroll tax e-payment confirmation?I submitted several payroll tax e-payments yesterday on different companies and normally receive an email confirmation within an hour; however, I have not received anything yet.  I logged onto EFTPS and it shows they have not even been submitted. I logged into Quickbooks to check the status and it just says "Submitted to Intuit."  

I'm signing in from Vietnam through my U.S.-Based QB online via Nord VPN. That could be putting a fly in the ointment. Another thing -- when I log into the Vietnam-based bank directly through their website they require dual authentication via their phone app. That's not even coming up as an option when QB tries to connect.

Does anyone have a recommendation for a sales tax program that integrates with Quickbooks Desktop?  

With the most recent update, Quickbooks Online seems to be auto-saving customer credit cards on Sales Receipts and Payments.  It used to be that we had to check "Save credit card for future use" manually but now it's auto-checked.  Is there a way to disable this?  Most of our customers do not want their card saved on file. 

Customer email addresses disappear when selecting "Combine forms to a recipient in one email" in send forms.  This is the first time this has happened, did something change in the latest update.  The pictures show the Send Forms window before and after selecting "Combine forms to a recipient in one email"  

I am trying to replace a payroll check from 2024.  Quickbooks had me reissue the check with todays date (10-6-25) but its falling under my liability for the month of October.  How do I void out the replacement checks so it does not incur liability payment.  I already paid liability when check was issued in 2024

No text available

Does anyone use a third-party application that functions in the RightWorks Remote Desktop environment to generate Certified Payroll Reports using Quickbooks Enterprise Contractor Edition? Currently, we generate the report in Quickbooks, but the new form requires so many manual selections, that the process now takes hours each week. Thanks!

I am monitoring the progress of QBO for a long time and decided to chat with a sales rep about it. Coming from QBD Prem, and using bulk and assembly items a lot, I had lots of questions how to handle this in QBO. The short answer, QBO does not handle either.I still wanted to check out more of the QBO functionality to get a handle of what it would take to move from QBD to QBO. The person on the chat send me a link to a QBO test "advanced" test company, which supposedly should have inventory control included, but after spending about an hour going through various functions I could not find any option to look and/or adjust inventory. I also did not find an option where I could make inventory adjustments to use this function to convert bulk inventory in lbs or kilo to our sales inventory based on ounces.I also saw lots of "bloat" and wasted space on the screen and lots of comments if I want to try KI functionality. Is there an option to switch most/all the bloat off to get more real functi

I entered a deposit and it shows on the bank side, but I am unable to find the match.