QuickBooks Q&A (US)

I was originally signed up for this, QBO was supposed to file the reports and send in the payments. QBO took $5000+ out of my cheking account to pay my NYS-45, quarterly report. It never made it to NYTAX Dept. The report was never filed either. They kept the money for 7 months. They never did admit that they had taken it. I got proof from the bank and sent it to them. Meanwhile, I was penalized for not sending the report and not paying the money due with the report. You know, New York's favorite words: Penalty and Interest. So I paid what was owed and the penalty/interest. So, I went to the New York State Attorney General, my lawyer, and the New York State Consumer Protection Agency. They NEVER admitted that they took out the money, seven months later, it mysteriously showed up in my bank account. No apology, no notification or anything. The money was just transferred to my account. I really don't want to go through that again. That is a pretty bad way to treat their customers. I may s

Hey guys, just an office manager here of a small business that needs all the help I can get! a little backstory, I started with this company Aug 31st and they had just moved to QBO from desktop. As a result of that, someone had set up our account that the owner had hired, and I was tasked with entering all data from 2026- invoices, expense receipts, payments- the entire 2026 backlog up to that point. As you can imagine it took a couple of weeks, and some things are still being found and added. I reconciled each month based on the bank statements, or so I believed they were all reconciled. I have used QBO in other offices previously. I was attempting to reconcile September when I saw that the beg balance was roughly 136k dollars off. It took two days of tracing transactions, but I am glad to say that the bulk of it is handled- that being said, I got down to 715 and some change yesterday being the only amount of difference- most of it coming from matching/attaching I had done incorrectly

Someone else needs to access the phone while I’m gone and I need to add a passcode instead of facial id.

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I have a customer that was put in as a sub customer under a parent company but they should have never been put in as a sub customer. Now I need to merge the sub customer and parent customer accounts together but I keep getting this message when I try to take the sub customer off as a sub customer, “You cannot change who this customer bills with because there are invoices for the parent that include charges for this customer, or there are payments from the parent that pay off invoices for this customer. Delete all payments or invoices to this customer's parent which link to this customer.” How can I merge these accounts? How do I take the sub customer off as a sub customer?Thank you!

Avant nous pouvions créer un utilisateur limité qui était exclusivement pour ce type de transaction.

To complete an order for our business in QBO, we pull up customer, fill in product ordered. But, we need to add shipping charges before it is charged to their Credit Card. During this busy seaon, there is not time for customer to wait on phone while we look up the shipping charge in USPS but we can’t save the Sales Receipt with out it charging the customer. Is there a way to save it? Thank you for your help. 

When creating a new customer invoice there was a side tab to import a pdf copy of an invoice and it would populate into the screen, just like how it does for Vendor Bills.  What happened to this functionality for Customer Invoices?  PLEASE BRING IT BACK!!!! 😭

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running my quarterly reports on QB 2024 pro plus was fine until last week when I no longer could use the ‘summarize payroll data in excel’using the top gray bar drop down menu reports>employee payroll>summarize payroll data in excel was no longer available.Instead I get a screen showing samples of a report and a yellow bar screaming ‘macros are disabled’Please help.  Appreciate it.  I have a surface computer

I use the timesheet option to enter my employees time for payroll.  Quarterly they also get a bonus check.  In order to do two paychecks I have to delete the information entered on the timesheet from the first check that was printed to enter a second.  Is there a way to enter a second paycheck without having to delete the first timesheet or a way to enter a payrollcheck without using a timesheet in desktop Pro Plus?  The quarterly bonus does not have any jobs associated with it but I have to enter the payroll taxes.

My QuickBooks Desktop Pro Plus 2024 subscription is active.  When I log in it tells me my subscription has expired and puts me in view only mode.  What do I do???

Our small organization is going back in time to do some necessary cleanup.  As I am attempting to reconcile our bank checking account, I am finding that some checking account transactions are not present on the reconcile workspace, however those missing transactions are listed in the account register and journal postings.  I assume that the transaction were imported directly from the bank, but I am not the one who entered those transactions.  Per the account register, the transaction missing from the reconcile workspace are categorized as deposit, transfer, expense and journal.  Can anyone provide any insight as to while posted transaction would be missing from the reconcile  workspace and how to fix it?

Very annoying! Every 7 days when I open my company file, QB asks me to log into my Intuit account (so I can use Payments, Payroll and TSheets).  We don't use any of those features.  I shouldn't have to log into an Intuit account!  It's a security issue - I do not wish to open a connection to Intuit wherin it might have access to my organization's financials.  If we don't need Payroll, Payments or TSheets, we should not have to access an Intuit account and with so much hacking in the world today, we should not have to open up a connection to Intuit that could possibly expose our data - it's not secure no matter how much security Intuit tries to bake into it. How do I stop Quickbooks from requesting that I log into my Intuit account?  Is there a way to turn off this nagging request - so far the best I can do is to select the option that says Remind me in 7 days.  Where is the Never remind option or the setting to turn it off or the smarts in the ap

When we were first forced to migrate to QuickBooks Online, we could pay well over 20 invoices at the same time when paying bills by check.One of the latest updates has now limited that to 20 invoices at one time.  This is intensely prohibitive when you have multiple bills per vendor due.How can you remove the 20 bill limit when selecting bills to pay by check in QBO?

My home currency is in JPY but I billed and created bill in SGD, but the balance use JPY1=SGD1. Abnormal revaluation in profit and loss accounts

I'm using QuickBooks Online Plus.Until recently, I could click the reconciliation-status column in my checking register and have ALL uncleared transactions grouped together at the top, regardless of transaction date.That functionality appears to have disappeared.I have approximately 26 uncleared transactions among 954 register entries. Clicking the checkmark column no longer groups all 26 together. Filtering by "No Status" hasn't resolved the display issue either.I've spent several hours with five QuickBooks support representatives, including higher-level support. They suspect the newer register interface may have changed this functionality, but nobody has been able to confirm whether it's intentional or a software defect.Interestingly, Intuit's own documentation still says the register can be sorted by reconciliation status.My questions: Has anyone else experienced this recently? Can you still sort ALL uncleared transactions to the top of your actual checking register? Has anyone

I keep getting the error in my QuickBooks Desktop (NOT QB ONLINE) bank feed "You are no longer connected to Bank of America web connect, Set up a new connection with Bank of America - New again to start using the new and improved bank feeds."When I attempt this, it goes all the way through the process then at the very end when is says connected I get another air message, "Sorry, we've run into a problem. QuickBooks is having trouble connecting to Bank of America - New. Options; Try again later, this is a temporary issue and will be resolved in a day or two.Try to set up your Bank of America - new again then. Below this message it says; 88888 All accounts associated with this customer ID have been synced with QuickBooks bank feeds. If other wise contact your financial institution. No connection has been made and nothing has Syced. This has been going on for over a week now. I have contacted BoA and they state that QB has ended their relationship with them and I have conta

Reports sorted by customer seem to not be working.  For instance:If I zoom in on income for a P&L it goes to a transaction detail by account report with all transations for the period.  If I change it to total by customer, the values for the whole report disappear and the total is 0.00. If I create an A/R Aging Detail report, all open invoices report for all customers.  If I do an A/R Aging Summary it shows nothing and Total 0.00. If I do a sales by item detail report it populates all sales.  If I do a Sales by Cutomer Summary or Sales by customer Detail I get total 0.00. Any ideas how to get back these reports or how the data disappears? 

Seeing as how there are a litany of topics/issues in regards to Chase credit card downloads, I'd like to know how others have structured their cards in their Chart of Accounts and if the banking feed is downloading their transactions properly. Is the master card for your chase account structured as the parent account in QBO? And would that mean that all of your other employee cards are structured as sub-accounts to that parent card? Or are you setting up a parent account for all cards (including master) that is not actually connected to Chase Online? Meaning that only the sub-accounts are connected to a bank feed.  Any feedback on the correct way to do this is greatly appreciated.  

With the latest update ran just days ago to both my Mac OS  to latest vs. of Golden Gate 27.0.1 and the latest vs. update V23.1.13 R14 Build 962 to Quickbooks Desktop 2024 for Mac there is a glitch in trying to create an invoice for any Customer that has sub menu “Project” or Group type in use. When you select in the drop down menu it works for standard customer but not for any that seems to have a “sub” level to it. When attempting to select the one from the menu upon tab or clicking out of that menu to start building the invoice it “jumps” to assigning the invoice to a completely different customer. If I do it again two to three times attempting to select the one I want it does finally add and hold the right customer and project but it used to just do it correctly standard basic procedure from first initial choice like it should. Something changed or broke in the latest updates. Is there going to be a fix? Also note I have run the tools and the “Verify” and “fix-rebuild” data has bee

I tried taking the banking and accounting exam for Level 1 certification today but it keeps freezing on question 9. I’ve tried switching browsers, logging out and back in, and deleting my browser history/cache. None of these “solutions” resolve the issue. I’ve extremely frustrated by this since I am unable to move forward with other certifications until I pass this exam. Please help!

Hi all. I am currently cleaning a client’s books and reconciling their sales versus COGS in the PnL report. We order our items from several suppliers. Now, here’s the interesting part: Client creates a bill for the items order, then set the billable option on the Bill to their customer for dropshipping/order. Client invoices the customer for the same item. The billable item from the bill isn’t ported over to the invoice. The invoice is created manually based on the bill/PO document. Now on the PnL By Job report, I can see both the bill AND the invoice for the drilled down total for COGS. By experience, only the invoice should appear as COGs, correct? I am seeing lower than reported income % on the report per job/customer. I wanted to confirm this before I submit my proposal cleanup. I want to provide as much detail as I can since they handle a large amount of orders spanning years and I don’t want to leave out the details on what exactly is going on on the report.