QuickBooks Q&A (US)

I am trying to import bank transactions from a bank that does not support Web Connect.- My bank only allows downloads for Excel, Comma Separated Values, Micrsoft Money, and Quicken. My quickbooks only allows import for IIF File, Quicken, and Web Connect, none of which I have.I don't not have Quicken or IIF. I only have Excel and Numbers(almost identical program).Is there any way to download or convert the Excel file so I can import in quickbooks.I have been at this for MONTHS!! HELP!!!!!!!!!!!Many thanks,Shelby

I am looking to create a Profit and Loss statement  with the following columns: Current Month     vs     Same Month Prior Year      % Change            Current YTD      vs      Prior YTD        % Change   Sept 2026                         Sept 2025                                              Jan-Sept 2026          Jan-Sept 2025 With % change would be great but not necessary.

My quickbooks 2019 wont open.

He used the Self-Employed program and chenged to Simple Start; but, while I received an invitation to his new program and it started to populate, it eventually disappeared. What's the solution?

Is their a delay?

under the mileage tab I have manually entered 32256 miles but under the tax summary the software is showing 102,583 miles. this doesn't make any fcking sense and its completely screwing up my tax reports. I pay a FUCKING ton of money for this software. why is it glitching?!

Quickbook TIME exported OT hours as regular hours9-30-2026I want to do payroll today and found that overtime hours from the TIME module were transferred to payroll as regular hours. For example, if  TIME  showed a man having 40 regular hours and 3 overtime hours , it was transferred to PAYROLL moduel as 43 regular hours I went and checked the mapping tool and it looked right. Then I went and checked the  Company Settings>payroll and overtime>overtime>manage pay rates   in Time.   I immediately saw that I had several extra weeks and none of them had time members assigned to them.  I knew that this had somehow had been changed and I am the only one that is allowed in QB and I had not done this,. I called QB support and talked with Sincere and she said this has been an ongoing problem due to the recent change over.  I added my all my team members to weekly 40 and all my team members to Holiday week (which is ovetime over 32 hours).  Sincere refreshed it and she thought it was goi

Wanting a report for my business mileage which I track in the app.

I’m using QuickBooks Online Payroll with QuickBooks Time, and I’m trying to find a way to set up a company holiday schedule so paid holiday hours automatically populate on employee timesheets.Holiday Pay is already enabled for our employees, and in the Payroll Item Mapping Tool I can see that Holiday is correctly mapped to Holiday Pay.What I would like to do is set company holidays such as Thanksgiving, Christmas, New Year’s Day, etc. and have 8 hours of Holiday Pay automatically added to all eligible employees’ timesheets for those dates.I have checked the new Time Off area in QBO. When I try to enter time off for multiple employees, the only available time-off type is Vacation. Holiday does not appear as an available policy or time-off type, even though Holiday exists in the payroll mapping.I also checked the Weekly Timesheet, but I do not see a way to select Holiday Pay there for multiple employees.Is there currently a way to:Create a company holiday calendar or holiday schedule in

Internally we are having differing views on how to handle the situation below. I am new to the company  and am battling some of the “that’s the way we have always done it” mentality. Let’s say a bill comes in from our law firm for $500 for services performed. The current procedure is that the bill will be manually forwarded to the approver and once approved it will be entered as an accounts payable in IES. The advantage to this approach is that only approved bills get entered into IES which in turn cuts down the possibility of cutting checks for unapproved bills. The disadvantage is that , at least in my view, accounts payable is understated by the amount of unapproved bills not yet entered and bills can get lost   My preference is to have the bill entered into IES upon receipt then sent to the approver for approval. The advantage to this approach is I have a better feel for what our true accounts payable liability is. The disadvantage is that it’s possible that unapproved bills get ch

when I run a report - Project Cost by Vendor and Project Details - I get a double entry cost by vendor. If the vendor has a PO and and Invoice, both show as expenses. i.e. PO was issued for $2500, Invoice received against that PO of $2500, total expenses for that vendor is $5,000. If i go to customize report, scroll down to more columns then expense area, everything is greyed out and I cannot uncheck Purchase orders. If I run the report as Cash basis the PO’s do not show up but my actual cost get reduced to only vendors already paid. How do i correct this?  

What software would you recommend for labor distribution and indirect cost allocation for a nonprofit with multiple grants? We use QBO but not QBO Payroll.Thank you.

unable to import bank transactions from WF into quickbooks online and the bank won't reconnect.

I had 3 open bills on account payable belong to 2021. on June 2023 my boss asks me to make credit for these bills and I did but now I have negative balance for these vendors and negative balance on balance sheet.How can I fix this? 

Tennis Club?

I have set up a monthly bookkeeping client in Books Close, completed it using August 2026. I am wondering if I need to set it up each month or if it being a recurring item for that client.

At the top of the taxes page, where it says tax year, some years aren't shown on the list and it's not possible to scroll up.

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I never signed up to take payments through QB. I invoiced a new customer and unbeknownst to me payment links appeared on rhe version of the invoice they received. Without proceeding down to my personal payment instructions my customers accountant clicked the link and paid Quickbooks my money. I have no bank accounts linked to my account because the fees for that service are astronomical. They want $898.71 as payment for a service I never signed up for, never inquired about, and never gave them permission to implement on my behalf. They say they are unable to send the payment back because I NEVER SIGNED UP FOR THE SERVICE. But if I link a bank account and give them the $898.71 that they are in no way entitled to they will give me the difference. They took more than 10% of my money from my customer. They say they added the service as a convenience to me!!! As a one time courtesy they will request that I be refunded the larger of the 2 fees as my customer paid both invoices at once but th

I use QuickBooks Online with QuickBooks Payments and I'm trying to clarify the PCI compliance requirements for my specific payment workflow.I only send customers invoices/payment links through QuickBooks. Customers enter their own card information on Intuit's hosted payment page, including customers who choose AutoPay.I do not:manually enter customer card numbers take card numbers by phone, email, chat, or message use a card reader or POS terminal collect card information through my website store cardholder information on my computer or other systemsBased on Intuit's PCI guidance, this appears to be an SAQ A payment environment.I currently pay SecurityMetrics for PCI compliance, and I'm trying to determine whether the paid SecurityMetrics service itself is required by QuickBooks Payments, rather than whether PCI compliance is required.Specifically:Does QuickBooks Payments require a merchant with this setup to maintain a paid SecurityMetrics subscription? Can I complete the official SAQ

Our bank isn't syncing with quickbooks

To the QuickBooks Executive Team and Payroll Operations, I am writing this letter to express my absolute condemnation of your recent policy change regarding the mandatory drafting of payroll taxes on the same day as payroll processing. This move is a gross overstep of your role as a service provider and represents an unacceptable interference in the financial management of my business. As a business owner, I am responsible for managing my own cash flow and ensuring that my obligations—both to my employees and the government—are met within the legal timeframes established by the IRS and state agencies. By forcing an immediate withdrawal of tax funds, you are effectively seizing capital from my operating account before it is legally due to the authorities. This policy demonstrates a complete lack of understanding of the realities of small business operations: Financial Autonomy: It is the prerogative of the business, not the software provider, to decide when funds are moved, provided w

In IAS, why doesn't my "all tasks" page show for which client each task is for?

I have QB Desktop 2024 Premier Plus Edition Subscription. My subscription renews February 2027. I have run the QuickBooks Tool Hub - Company File Issues, Network Issues, and Program Problems. I can print reports, Invoices, Estimates, etc, but I cannot print a check. When I click on File, scroll to Printer Setup, and click on Check/PayCheck form name - I either get the “Waiting for Printer Connection text box, or I get the QuickBooks - Unrecoverable Error Dialog box. This is annoying as I have a few checks to print. I have uninstalled and reinstalled my printer. I have checked for updates, etc. I have seen that this is an issue, and although I have seen this before a few weeks ago, after a day it was resolved. Can someone please advise as to what is going on? I can see that I am not the only one this has happened to; so, if someone can help, I would appreciate it. Thank you.

I’m using QuickBooks Desktop Accountant 2024 (subscription), Release R21P.I have multiple company files that use Bank Feeds with Bank of America. QB has prompted me to change my OLB connection from Bank of America - New to Bank of America QBDT. Here is what I’m seeing:1. In one company file (the one I attempted to migrate):After disconnecting all accounts from Bank of America - New, I choose Bank of America QBDT as the connection methodOAuth login at Bank of America succeedsI select the accounts to connectQuickBooks crashes immediately after the account‑selection stepWhen I reopen QuickBooks, I try again, and get error 88888:“All accounts associated with this customer ID have been synced…”I cannot connect Bank of America QBDTI also cannot reconnect Bank of America – NewThis file is now completely locked out of Bank Feeds2. In another company file (one I have NOT attempted to migrate):Bank of America – New still connects normallyIt downloads recent transactions without errorsNo 88888 me