QuickBooks Q&A (US)

I have already accessed current SOC reports for QBO, but I need historical reports in connection with a financial statement audit of previous years.

I just recently purchased QB Desktop Premier.  I keep getting messages that I can setup custom price levels for individual customers.  I ask help in QB Desktop for the instructions to do this but I do not see the Price Level Option in Lists.  Do I have this option in this recent version?  If not, how to I stop it from telling me I do? 

QB is not saving my work. It gives me a partial reconcile after Ive already finished and I open it up the next day it shows a partial reconcile. Now it also is not saving invoices or deposits.  It's on a MAC sop I don't know if the update has messed it up or what. Anyone elected have this trouble?

I am using the self-employed version of Quickbooks and such invoices that I have already marked as paid are being counted in Overdue invoices in my dashboard. This is just misleading.

Our fiscal year is from 9/1 to 8/31. Thank you for your help.

Hi,I would like to edit the email template that is used for sending batch invoices. I know how to edit the email template that goes out for single invoices. From the preferences menu, I choose "Send Form" then from there I choose "Invoices". However when one sends batch invoices that uses a different template than the "Invoice" template. The "batch invoice" template does not seem to be in the list. I would like to be able to edit the text, and insert first_name , etc. Even if I edit the email message in the send batch screen it does not use the edited text, rather a batch invoice template from somewhere. Thanks,Henry

The change in Intuit happened yesterday.

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 QuickBooks Checking, marketed as a comprehensive banking solution for small businesses, is essentially a white-labeled service provided by Green Dot Bank. This partnership has raised concerns due to Green Dot's reputation and the nature of its financial products.Green Dot's Financial Model:Green Dot primarily offers prepaid debit cards rather than traditional checking accounts. These prepaid cards function differently from standard checking accounts:Limited Banking Features: Prepaid cards may lack essential banking services such as check writing capabilities and may not support certain types of electronic transactions.Fee Structures: Users often encounter various fees, including charges for card activation, monthly maintenance, ATM usage, and balance inquiries.Absence of Traditional Banking Protections: Prepaid cards might not provide the same level of consumer protections, such as overdraft facilities or fraud dispute mechanisms, that are standard with traditional checking accou

This started about 6 weeks ago.

All day yesterday, 8/11/25, the webpage said "You're next in line" for Live Experts. And it is still that way on 8/12. I don't think it's working at all because I was on a call at 9:45am but the tech's screen share didn't work, then 10 minutes later, the call was dropped and ever since , I don't get the final screen that verifies account name and tel # before it says "you're next in line".

QB changed past reconciliation that had already been completed by adding this amount. All reporting thrown off and all company numbers now incorrect. How can QB even access books without permission?

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On trying to pay withholding tax to Maryland via QB Desktop Payroll (as I've done every pay period for 20 years), my payment was rejected twice this week with the following error: Problem: FEIN and CRN combination does not match an account.Solution: Verify your CRN with the state and update your company information in QuickBooksError Code: 900026 My FEIN and CRN are absolutely correct and have not changed.  I've spoken with both Intuit and the Maryland Comptroller's Office.  My instinct tells me this problem is at the Maryland end as I also had some trouble trying to file and pay manually through MarylandTaxConnect.  The Comptroller's office told me that they've received several other complaints and have referred mine to their IT department. Is anyone else having similar issues? Has anyone found. resolution?   

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In quickbook onlinedoes the accountant have access to my bank account number

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how come I can NOT get an assist from quickbooks?

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Hello everyone, I found this explanation online and want to confirm if it’s correct for QuickBooks Online Payroll: While the expense and liability are both affected, the direct mapping within the payroll item setup often focuses on which account the liability accumulates in. QuickBooks then generates the corresponding expense entry automatically as part of the overall payroll journal entry. So, you might primarily select the liability account in the setup, and the system handles the expense part behind the scenes. If this is correct, does that mean:For a Simple IRA company contribution, I would map it to the Company Match Liability account, and QBO would automatically create the related expense entry in the Company Match Expense account?I want to ensure liabilities zero out after provider payments and that my P&L reflects the company match expense in the same period payroll is run. Thank you, M

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Hello.  I have been using Quickbooks Online for a few years for my self-employed IT business, and I'm fairly comfortable with it. So far, I've managed my schedule with Apple Calendar, and then manually located and transferred time entries to QBO when it's time to invoice. But I wanted to get more disciplined with time entries.  So I set up a subscription to QB Time, since I believed I needed that to create time entries that will sync with my invoices. However, while I can create time enties for a client, I don't see how they get transferred to an invoice. I created the entry, and approved it (even though I'm the only person creating entries), but when I create a new invoice for that same client, nothing shows up as a suggested time entry.  Help!

PayPal configuration. Will not let me connect saying another user set up and contact admin. I am the admin.