QuickBooks Q&A (US)

I used to be able to change the size of invoice fields on the invoicing form so that I didn't have a huge chunk of space in the middle I'm not really using in the product description and could expand the product field to be able to read what was there.  About a month ago something changed on quickbooks online and once I pick an item in the product field there's not enough space to read what I picked unless I click to expand the field as if I wanted to pick something different.  This new "updated" version of the application is SOOO broken it's taking me more than 4 times longer to make each invoice.  I don't understand why they changed it and removed functionality it can't be good for anyone.  This is just one of multiple issues I now have that's driving me crazy, it's almost unusable!  There has got to be a way to fix this I'm hoping but I can't see it...Someone please tell me they can help me? 

Hi,I’m running into an issue when trying to pull up my reports by tags in QuickBooks Online. The Problem: When I search for and select the Profit and Loss by Tag Group report, it redirects or opens as the Statement of Activity By Tag Group, and I am no longer able to choose or filter by individual tags under the customization options. What I used to do: Previously, I could easily run the Profit and Loss by Tag Group report and customize it by selecting specific tags. Now, the tag options seem to have disappeared from the customization menu. Has something changed with how this report handles tags, or is there a specific workaround to filter by tags in this view again? Any help would be greatly appreciated! 

I have a detailed transaction report I use all the time in QB Desktop. Up until last week it had a FIND field where I could search by adding an account number or client name (or anything else) into the field. It has disappeared and I’m not seeing a way to get it back. It’s basically a ‘find on page’ type of thing. Can anyone help? Otherwise I will spend a lot of my time scrolling and searching row by row.

In the old Accountant product, the client list helpfully showed whether any clients had outstanding bank transactions that needed to be reviewed and posted. This has disappeared from the client view in the new IAS. How can I now see this information, without going into each client's individual QB?

Expected Behavior: Monthly Summary CSV export should include 15 future months to match the full 15 months of data available in Future Events and Transactions. Actual Behavior: Since the June 8, 2026 update, Monthly Summary CSV export only includes 11 future months (and 12 past months).

I got a call a while ago from 'Jennifer', who claimed to be calling from Quickbooks and saying that they had a problem with the payment for the renewal of our subscription.Because I had renewed our subscription last month and received confirmation, I was suspicious. I asked her how they had attempted to run the payment. When she said with a bank card, I asked for the last 4 digits of the card. Because that didn't match any of the cards we have or have recently had with our bank, I was even more suspicious. She then proceeded to ask me for a different card that they could use to pay the bill of $500 to renew for 2 years of 'technical support and bookkeeping,' I stopped her and pointed out that this was way more than what we currently pay for services, and I would need to verify the information that she was providing. She had a distinct Indian or South Asian accent. At my request, she stated that she was calling from California and gave me the number 888-279-2801 to call back to take car

I want to add a bill to a project I just created but don't know how.

Hi everyone! I'm relatively new here, but I think that you can help me. I am looking for a company, which can help me build a mobile app. I've found a platform called clutch, which includes a lot of development teams. What is the best way to choose a company?

I have other Quickbooks accounts and need to delete this account and any clients associated with it.

I need to speak with a human

To change contact number in QBO, it send code to previous contact which is deactivated. but I can login through code from authenticator. I want to update my number from Canadian to Indian as I have moved to India and deactivated my Canadian number.

I am disappointed to learn that QBO will start withdrawing funds several days or weeks earlier than they have in the past.  Instead of waiting until the taxes are due, they will withdraw the funds as soon as the payroll is processed. Because of the way we do our payroll, that could be a week earlier for federal taxes and several weeks earlier for state taxes.  QBO is not providing any compensation for getting and holding our funds for weeks.  This change does not provide any new functionality nor resolve any problems in payroll.  This is a hidden increase in subscription fees with no additional benefit to their customers.  Again, I am disappointed.

I have an employee that was laid off in July 2025.  I just noticed that he has an outstanding balance of $540.00 on his employee loan.  Apparently QB desktop payroll lost the memorized transaction at some point so the weekly funds were not coming out.  My question is “How do I write this unpaid balance off in QB Desktop?”

So I can identify each bill

I've converted both my own Accounting QBO and a client's simple start QBO from tags to custom fields.1. The custom fields should be available in deposits.2. I can't pull a PL report filtered by custom fields. Not in the accounting QBO and not in a client's simple start QBO. How do I do this? The filter doesn't show the new tag custom filed I created. and I need the PL report, since I have both income and expenses associated with this tag custom field.

I tried to to do this like I do expenses and I am striking out.Can I run a report that shows all line items for bills and then I can sort by vendor?

My account should be a current asset, as it is an investment account, but is entered as a bank checking account. QB online will not let me change it because it says I have cash or undeposited funds, and to go to the register.  I have looked through the register and all is cleared and reconciled, and there were never any cash or undeposited funds in this account.  How do I change this? 

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I am posting this warning to help protect other QuickBooks users from what I experienced with Cosmic Solutions and the individuals who identified themselves as PII Removed.I have retained emails, invoices, payment records, screenshots, and other documentation supporting the events described below.I was contacted through emails claiming to be from QuickBooks or Intuit stating that QuickBooks Desktop was being discontinued and that I needed to migrate my company file to the cloud. The emails appeared to be from QuickBooks support and included phone numbers that I later discovered were not official Intuit support numbers.After speaking with the individuals, I was persuaded to move my QuickBooks company file to a cloud-hosted environment that they controlled. I was assured that the cloud solution would be more secure and that this was the recommended path because QuickBooks Desktop was supposedly being discontinued.Once my data was hosted in their environment, I repeatedly lost access to m

QBO has removed the ability to track returns by donor/project in a Bank Deposit transaction. When the "Track returns for donors" check box is selected, the Donor/Project field is no longer editable, and only auto-populates w/ who the return was received from. This is a huge loss in functionality because we need to be able to track that we received a refund from a vendor, for an expense that was originally charged to a grant (Project), and we need the refund to show up in the project while showing the original vendor the refund came from. To provide a concrete example: my client paid for event insurance for an event they received a grant for. In the original expense transaction, I selected the grant (Project) in the Donor/Project field so the cost of the event insurance came out of the total grant (project) amount. The event insurance was cancelled and refunded, and typically I would create a Bank Deposit transaction, put the event insurance vendor in the “Received from” field and the g

My quarterly tax bill ha suddenly increased drasticaly