QuickBooks Q&A (US)

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Hello,I am having difficulty with matching some payments. These payments were deposited into the correct invoices and were credit card payments. However, I noticed they automatically went into the quickbooks checking register, which should’ve gone to the business checking. How can I fix this so I can match the intuit deposit payments into the correct account? Thank you for your help! 

I am trying to find out how to or if I need to delete files in the pending payroll section. I want to reload payroll for last week.

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A fringe benefit refunded by the vendor was entered as a component of gross pay. The W-2 will be incorrect by the refunded amount.

Currently have to do line item and customize each time. Would like the tip to be able to be added when entering full amount paid.

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Hello,im working on cleaning a quickbooks file and noticed some invoices from 2024 have Receive Payment in 2025. Is going into the invoices and changing the payment dates to match the payment date in the bank the best approach to fixing it? 

To all users reading this, please submit Feedback, asking Intuit to include a feature in QB Online that allows us to delete customers bank or credit card information on file.  Currently there is no way to do this, which is absurd!   To provide Feedback, login to QB, click the gear icon in the upper right corner, and under PROFILE, click Feedback.

first checking account is on quickbooks. second (transferred to) is not on quickbooks.

Why is there a check mark by my customer's name, and how do I change it to another?

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I want to share my experience with QuickBooks Checking, which is powered by Green Dot Bank. I’m frustrated and disappointed that QuickBooks would partner with such a poor-quality bank to back their checking functions. The customer support is completely unacceptable for a financial institution.When I had an urgent issue, I found there is no direct way to reach QuickBooks Checking. You’re forced to call Green Dot, and their automated system will not allow you to speak with a representative unless you provide your debit card number. The system doesn’t recognize your Social Security number when prompted, and without the card number, you are completely locked out. QuickBooks staff cannot help either—they simply refer you back to Green Dot.For anyone running a business, this is a nightmare scenario. If all your funds are in this account and you don’t have your debit card with you in an emergency, you cannot access support. You can’t reach anyone by phone, you can’t use the chat function with

I'm looking to find any transactions that were NOT assigned to a project. Orphan transactions. You can run a general ledger report which has a column for "project/Customer" but even if a transaction is logged to a project, it won't show in that column. There doesn't seem to be any report that will allow you to show all transactions with the projects they are assigned to. Only reports on a single project which won't allow you to see any transactions with no project assigned.

we have two owners that have report access, but right now do not want any more access BUT need to have access to the audit log, how can i do this with a custom role?

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Hi, I keep getting a "somethings not working" warning when I add a price to an invoice and try to save it

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I have four separate credit cards issued by the same bank.  I want to link all four credit cards into one GL account within the QBO file, as the bank issues one statement for all four cards (and applies all payments to the one master account, rather than to the four individual accounts).  How do we do that? We do not want subaccounts.   

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anyone have a problem with 'loading Office assets' using spreadsheet sync with Excel?

 is this filled out right? The employees lives in Sidney but works in Anna 

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I just learned that I can not configure my PO format to include my company logo on the QuickBooks Plus subscription level. Before upgrading, it would be great to know that this feature is available if I upgrade. Thanks!