QuickBooks Q&A (US)

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When I go to a proAdvisors page? I dont see a way to contact a proadvisor, I thought there was an email box before?Example: https://proadvisor.intuit.com/app/accountant/search?searchId=jacqueline-edwards

New design

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Is there a way to create a partial invoice based on product quantity and then have the $ amount calculated?

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The accountant still gets cc'd on emails but I cannot find where to remove it on Quickbooks. I can't find the name of the accountant anywhere which would suggest they are not linked to my business anymore, so why are they still a part of the emails quickbooks send?

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At least 2 - 3 times a week, I am either unable to get onto QBO or, when signed on, am not able to get to all functions.  Why do these slow downs / outages happen so frequently?  We pay for this service and I am often unable to work because I can't get into my books.  This is extremely frustrating.  What can be done to improve the reliability of this program. 

Where do you find reports on app

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How to print CC and BCC fields in a Customer Contact list or export this information? CC, BCC and other customer data fields are not available to choose in report customization.

I am currently using QB Desktop 2020 -- I do not see a way to use a "Location" field -- we use "Class" field for divisions, but want to track one of the divisions by Location (looking to add a location) -- is this possible in QB Desktop?  Maybe a newer version?  Does anyone track Income Statement AND Balance Sheet by Location in QB/is it possible?  Thank you.

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spell check not working

One is a closed cd with $0 balance, which is at least correct. Another closed cd shows $25K+ bal, which is incorrect.

Can i set up a main service on estimate with sub services? I want the customer to see main service on invoice and I can see job cost for the service

Keep getting this error when trying to review uploaded receipts in QBO

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Has QBO implemented the ability to associate multiple transactions by customer with a single project? I'm using projects and occasionally need to issue an invoice to a customer within the project (a project sponsor, for example). Since I have to select the Project as the Customer, I've been putting the actual customer name in the Bill To field. This works for tracking within the project but I won't see the transaction under the Customer activity.  Is there any way to have Project-related transactions appear in a Customer's activity? I don't want to make the customer a sub-customer for project purposes, because the same customer might very well decide to sponsor other Projects in future. 

With the latest QBO update, the Transaction Type dropdown in the Customers Tab of the Customer Hub is displaying "All plus deposits".  How can I change the default to "All Transactions" like it was before this update? I have to change this on a daily basis.  Once I change it for one customer, it maintains my preference for that session.  I would like to default to "All transactions" every time I log in.

I keep receiving a phone call claiming that my QB is not receiving the latest security patch update. I know this is a scam because I use QBO. They are calling from a Delaware number [removed]. They want me to call back at [removed] and use a case ID they provide.

Since switching to QBO, I've been receiving two pop up windows that I can't get to stop no matter what I do (deny, allow, cancel....) they keep coming back. No one I've talked to @qb78_2 can help. I only have a screen shot of one (below). This one keeps coming back if I click cancel and it won't accept my password. The other pop up asks to share confidential information from my "keychain".   Error encountered: "An update is ready to install. QuickBooks Online is trying to add a new helper tool. (Enter your password to allow this.)" [Screenshot removed by a moderator contains PII]  

Dear Intuit QuickBooks Team, I am writing to express my concerns regarding the five-day hold that QuickBooks places on client ACH payments. While the stated intention behind this policy is to protect clients, the current process—whereby funds are debited directly from the client's account—does not align with optimal consumer protection practices. A more appropriate procedure would involve notifying the client’s bank directly and allowing the banking institution to contact the client to verify the transaction.This approach would be more consistent with federal regulatory guidelines that advocate for clear, transparent, and client-centered financial processes. As it stands, the claim of protecting clients by holding funds does not seem to adhere to these standards.Moreover, this hold significantly impacts the cash flow of small businesses that use QuickBooks, hindering their ability to deliver products and services for which they have already received payment. The delay in releasing