QuickBooks Q&A (US)

We have been running full backups of our data. How do we text the restore process to make sure the backups are working?

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How long does an invoice payment take to review?

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While creating a new invoice, in the product/services drop down, I start to type in Labor and its not popping up So I go to add new and type it in and when tapping submit, it says it already exists But again, it wont show up in the add product/service field So I cannot use Labor I had to create a new one "Labor." and that worked but then the next time I logged in I had the same exact problem, "Labor." doesn't show up and when adding new, it says it already exists. So I then created "Labor-" and that worked that day But then same problem repeats. The Boss says I cant use different variations of the word Labor and I need to figure out how to fix it. It's not just labor causing a problem, a few other like "Time Travel" is doing the same thing. But most of my products and services are popping up and working

We keep having issues with the new layout. Some of the issues:- the feature to copy estimate to PO is MISSING (who removes a feature with an upgrade?)- Now we see the "display name" of a company being treated as a first and last name, which we did not input. When we create invoices, the company name now simply shows twice, is there any way to fix this? we cannot manually edit hundreds of customers- the invoices page is not showing, if I click on 'overdue invoices'  from the overview it redirects me to 'https://app.qbo.intuit.com/app/invoices', and there I get the message that "the page is missing", to check invoices I have to go straight to the invoice through the customer's page. Needless to say, we need to revert ot the old one, but given the instability of the whole thing I'm really worried to do so and break something else. could you kindly provide us with a detailed list of everything that will be affected by a revert to the old layout so we can make sure

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How do you go about depositing a check on the mobile app?

How do I fix a Payroll transaction could not be completed?

i now have wv income tax but i do not work in wv

The expense appears under monthly Profit Loss reports but not under Expenses. I have it categorized as Accounting.

QB has a very good feature of automatic sales tax envelope. It has one major flaw, which is it is accrual based. I sometimes create invoices for weeks or months in advance for my customers, but since they have not paid me yet, I do not want to put away the sales tax yet. it needs to be on cash basis so when the customer pays, the sales tax goes in

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Desktop Version: Suddenly, Save as pdf or print to pdf ( reconciliation report ) won't work.It tells me it needs a *.pdf file name. It has one. I ran the hub tool for repairing printing etc.This worked fine earlier today, and forever.I restarted and updated.help.Z

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Since mid/late June I have not been able to get into the QuickBooks Online Desktop App.  I believe there was an update that rolled out around that time and haven't been able to get in since then.  When I open the app on my desktop (PC, version 3.6.2) I get a screen that looks like it's loading.  A green bar loads, then nothing happens.  No additional boxes open, I'm never prompted to login, nothing.   I've read through multiple forums for trouble shooting tips, uninstalled and reinstalled multiple times, my IT person and tried every trouble shooting idea he can find online and today I reached out to Intuit via a Chat through my QB online in the browser and was told too bad, we don't support the app, we have no advice for you.  

change withholding tax information

I changed the percentage for different sales so the dollar amount always changes. I did not see where I can minus money on my invoice for the discount

We started a new business and immediately began using Quickbooks to process our customers' payments. Over $20,000 was processed, and no payment has been deposited into my linked Wells Fargo bank account. I received emails from the Resolution Center saying they needed me to provide more documentation, which I did. I have provided Articles of Formation, Utility Bills, Banks Statements, customers' personal information, and more!  I received green "check marks" in the Resolution center verifying that my information had been received and that I would hear back within two business days. It has been almost TWO WEEKS since this began.I have received NO information WHATSOEVER regarding the money that was taken from my customers and not given to me. I have followed up with my customers who say that the money has cleared and left their accounts. I have spent HOURS on the phone with the payments department, once I was even told that my documents had been approved and that my funds would

Already successfully refunded the customer using QB Payment Accounts. Trying to create a refund receipt. Have everything completed, except I select "credit card" under Payment Method, then I have to choose "refund from" and the registered credit card is not on the list. If I return to Payment Method and attempt to switch to the actual Card used, that's not found there either. It's in my Bank accounts. It's registered as a chart of accounts. Why it's not appearing I have no idea. Please advise. I attempted to add in under Refund from and it tells me an account is already using it. No kidding, where the heck is it? Why isn't it appearing.

Hello Forum, I am trying to get a program that sync's Square with QB and I have to have Administrator privileges in QuickBooks 2024 Desktop Pro Plus in order for the App to download. When I go to File...App Management...Manage Web Apps, it tells me I do not have permission to access and I need to request access from the primary admin. Also when I go to Company...Set Up Users and Passwords...Manage Login Settings, I get the same message.  I have attached a picture for you. I can't sign into Intuit under my account...it has the previous accountant's email as the username and I do not know the password.  I have contacted her but she seems confused as to how to go about cancelling her Admin privileges of this QB file and transferring to me.  Can anyone help me get around this or give her instructions as to how to do this?  Thanks!  PattiB

I need to contact Quicken/Quickbooks and have them change the US Bank account they are charging for downloading bank transactions to MoneyDance. I have spend a couple hours on the phone and have been unable to find the right person to talk to about this. The charges are still going to a closed account. 

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