QuickBooks Q&A (US)

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I am using Quickbooks online

I was told by Bank of America today that they no longer have direct connect with Quick Books Online. I asked them to send me the article and they told me to google it and I cannot find anything.  Does anybody have anything regarding QBO on direct connect with Bank of America?  I am constantly struggling with my bank feeds not working and this might answer why I am having so much trouble but the groups that I belong to online say that they don't have my problem and if the banks don't help and QBO doesn't help then I have to come here but please, please do not respond with how to download and upload manually, I can recite all of the steps in my sleep.  

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I'm encountering an issue with the QBO-Mailchimp connection. The automatic syncing of customers from QBO to Mailchimp isn't functioning as expected. Despite reaching out to QBO support, I was directed to Mailchimp for assistance. Currently, I'm awaiting assistance from a Mailchimp chat representative who is checking their tools for a solution. Are others facing similar problems with this integration? If there is an internal problem that the engineers are working on. Support doesn't appear to know...

Need some help making a payroll summary report that includes both the total amount each employee was paid as well as their hourly wage. Ideally the report would include the paycheck date, employee name, Job title, hourly, and total paid. It would also have to include all employees paid on that date.

Hi, In 2025 we issued an invoice with item A.Now we realize the item A was no correct and even thow the sent item was the correct one B, both in the invoice and the inventory it reads "A" as sent.The year 2025 was duly close, so I cannot correct the item. If I carry out an inventory quantity adjustment, the invoice will still be wrong. How can I solve it? Thanks in advance! AM

I have had a report:  Transaction list by Customer: Filter = Transaction type does not equal Time Charge : All Dates This report has worked for the past few years, I ran this report today and new unbilled transactions are not showing on the report.  When I open a new invoice for customer X there are 4 new expense billing items pending invoicing but these items are not listed on my unbilled equipment report.

how can I access more than six months worth of paystubs signed in as an employee.  I’m signed in to workforce.  I’ve tried on the computer and on my phone.  

We use inventory, our inventory items have sales tax set. When we receive an inventory item, Enter the item under product/service on the credit card transaction select billable and enter the customers name the sales tax check box is not automatically checking like it was previously. Add the same item to the customer invoice the taxable check box is still not checked.  I now have to manually check Tax and Taxable on all documents this worked correctly previously no settings regarding sales tax have changed

How to set up form 941 for efile

I got an email warning that my subscription payment is coming up, and to make sure I have a current credit card on file for my payment method. So I log into CAMPs to check, and only the 2007 version of QB is shown.Then from the drop down menu under my company name I see there's another company name with slightly different spelling. This one shows versions 2011 and 2015.That's it. No other company names, nor any mention of the 2024 version I'm using now (or the 2021 I used previously)There's a box to search by License Number, but it finds nothing, even though I've triple- and quadruple-checked that I'm entering the correct number.I'm pretty sure my credit card is current, so I'm probably okay for now, but this will soon become a problem if this isn't fixed. For the amount QB costs us, their products should as least work...  I remember when we BOUGHT Quickbooks Pro for around $150, and the payroll updates cost $79/year... (he sighed wistfully)So what do I do now? Is there a phone nu

My example is a six line transactions. 2 DR, 4 CR. Both = $246,436.30, per QBO display. Click "Save and new" and get the error message. Why? How do I fix without redoing entire entry? This is not the first time I've encountered the problem.

Enough is enough, seriously.  How do I DISABLE this new intuit.com login requirement on my admin account?  So you are going to deny access to my data if I don't jump through your hoop?  What about if I choose to only allow my PC on the internet for payroll updates?    REMOVE THIS FEATURE NOW....  I do not want to create a login for EVERY QB file, besides being a breach of confidentiality it is blatant anti-trust violations.  It's not the little office hackers are after anyway, its the gold mine of data in clueless corporate giants such as Intuit that are the target. SO, HOW DO I DISABLE THIS and release my company files held hostage?? 

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I cannot log into Intuit from quickbooks 2020 pro desktop. It just keeps spinning and never gets to the log in panel I cant enter my email and password to log in. I have tried to reinstall and used the repair tools.  Intuit logged me out and won't let me log back in.

With the new forced payroll automated tax filings and payments many have said that they will be leaving QuickBooks because Intuit pulling funds from users bank accounts months before they are due to the tax entity is untenable.  Online payroll fine, but I was and still am a desktop user for mostOn top of that change I have been seeing a frightening number of users talking about months of missing transactions in their QBO files. Intuit is removing our ability to control things within our files but they are making too many mistakes for anyone to be comfortable with that.    There are many accounting software/platforms but which are robust and offer multi state payroll? What accounting software are accountants and bookkeeping services looking to move to?  

I want to update my customers information by Exporting information / making changes / then importing back into QBO.I can find missing information easier in a spreadsheet than having to click through each of my customers.  Especially if I need to make changes to a lot of customers.Is this possible?  How would it effect other information for the customer already in QBO?

Hello - We have 2-3 employees that we are having problems with and wanted to see if anyone else has had these issues and knows how to resolve.  1.  We have two employees who have different deductions/contributions setup in their employee setup file with limits.  Those should pull to the employees payroll when process payroll - but they don't.  They show up on the left hand side of the screen under "other payroll items" but they do not carry the current amount to the right hand side of the screen in the "employee summary" section.  Thus the checks are always wrong unless we remember to manually enter these amounts.  Anyone else have this problem ?  2.  We have an employee who has a 401K loan setup with limits in their employee setup file.  The last time we processed payroll QB gave us an error that said the employee had paid their balance off and only deducted a small amount.  The loan is no where near close to being paid off s

I'm trying to set up a new company in Quickbooks Desktop, I already have 2. The required field for admin email is grayed out and will noy let me enter an email. Any suggestions as to why and can I fix it?

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 HELP I did not renew QB Desktop Enterprise 24 in April 2026 and showed I would have a View Only option for one year after canceling  When I try & log in it states my One Year View only has expired? This is incorrect - I should have access to View Only for 1 year. I called & was told they were "working on this problem & I would be emailed"   Have heard nothing.  Feel like I was given wrong information stating they would email me - anyone experience this or have advice.  I am completely locked out of logging in?????

We use multi-user access from client machines to server. Server also logs in to company in multi-user mode. No client can connect if the server logs into the company first.If a client connects first in multi-user mode, then any other client or the server can open the company in multi-user mode.An error message, attached, is produced on client attempting access. All suggestions from multiple QuickBooks support personnel have been tried including removing and clean installation. This is Enterprise 2024 on a Windows Server 2025 system. These have included Tool Hub options, File Doctor options, and setting windows firewall rules per https://quickbooks.intuit.com/learn-support/en-us/help-article/multi-user-mode/set-firewall-security-settings-quickbooks-desktop/L7mq0coIY_US_en_US?uid=mq1b0mdz 

My understanding is that the Secure 2.0 Act allows ROTH contributions via Simple IRA. But I cannot figure out how to set this up in QB online. There is no way to select after tax contributions. I saw a post from earlier this year (January I think) saying that Simple IRAs don't have a ROTH option, but I don't think this is correct.