QuickBooks Q&A (US)

 

My customers get a monthly invoice some of them want to add thier credit card and be charged automatically each month. How can they set up thier account to do this? Thank you

Hello, I installed an update. Rebooted my computer, Now my QB 2024 desktop file will not open. It keeps telling me to reboot which i did multiple times. Jackie Larsen[email address removed]

When I switched from the free trial to the paid subscription these options just disappeared

When I try to sing in into my data on my account shew mw We're fetching your data, what is that and keeping frozen

Hello, I need help in figuring out how to fix my bank balance in quickbooks desktop. Amex bill was overpaid in March, in order to do my bank I posted  the overpayment as Amex overpayment temporary asset. I did Match bank rec, April Amex bill came in and I posted  a vendor credit and paid the bill. Now April bank balance is overstated by the overpayment of five thousand dollars. ‘I undid March bank rec which is now overstated  by five thousand dollars in  the bank. The balance sheet shows five thousand dollars is still recorded s a temporary current asset.

My deposit?

I have started using recurring payments under "sales and get paid".  When i had only one recurring payment coming in on a given day it would automatically match the amount to my recurring payment.  I added a second recurring payment that hits my account by ACH on the same day.  When the deposit hit my bank it combined both payments into one deposit.  When I try to match to invoices it does not show my recurring payments in the invoice list, just "normal" outstanding invoices for my customers.   Any thoughts on how do I reconcile this single deposit to multiple recurring payments?

    

When invoices are created from Jotform submissions, I want to automatically email the customer so they can pay right away.  Possible?  How?Not using online premium, just QBO.  Thanks again.

When I run the 940 report, I have a minor difference in the wages subject to tax and the wages actually taxed. I have tried to determine the difference but without luck so far. So now that I am getting ready for a new year, I would like some help in identifying the Payroll Item List entries correctly. How do I define an income account as to whether or not the Federal Unemployment Tax will apply ... whether or not this income account is subject to the FUTA tax calculation? Thanks in advance. I will appreciate any responses at your earliest convenience. 

Hi, I was charged $37.50 through auto renewal, but I no longer use QuickBooks and already canceled my subscription. May I please request a refund?

Will Desktop for Mac 2019 work with latest version of Tahoe 26.1? 

I recently got a new computer that runs Windows 11. My old computer ran Windows 10. We have QB Desktop Pro Plus 2024.Today when trying to email invoices like we normally do, I get an error message stating: Quickbooks can't complete the current action due to a missing componentYou can try again by exiting and restarting Quickbooks. If you're still having problems, download and run the Print and PDF repair tool... I have followed all the suggestions, run the QB Repair tool, downloaded Adobe Reader as well as Microsoft XPS writer, restarted, and I still get the same error message.  Any suggestions?

I have been searching for QuickBooks documentation / help documents on some fields in the Employee Profile .... example: in the Employment Info screen, I was looking at how QB treats the fields for Hire Date, Original Hire Date, and Adjusted Service Date. We have rehired someone who last worked in 2021, and the original hire date in 2019 is listed in the Original Hire Date. The field Hire Date is greyed out and I am unable to make an entry in that field. Not sure why it is greyed out. I also don't know what QB is assuming will go into Adjusted Service Date. Something that happens repeatedly and is frustrating for me is when I try to search for something: invariably, the terms I use to search must be wrong, because I rarely find an article on what I am looking for. Sometimes, the result is so far removed from what I was looking for, I have no idea how that even would appear! Is there some special secret to finding articles on specific topics in QuickBooks? Meantime, if someone

Hello QuickBooks Disputes Team, I am writing to formally request a review of the dispute handling process for my merchant account. Over time, I have noticed a concerning pattern in which chargeback disputes submitted on behalf of my business, The Real Maids, consistently result in losses despite substantial supporting documentation being provided. Most recently, the following cases were decided in favor of the cardholders: • Case #15157312215• Case #15158835498 In these disputes, we submitted extensive evidence, including: • Signed service agreements• Customer authorizations• Invoices and payment records• Check-in and check-out records• Service documentation• Customer communications• Before and after photographs• Re-clean and remediation efforts when applicable Given the amount of supporting evidence provided, I am struggling to understand why these disputes continue to be decided against the merchant. I respectfully request the following: A detailed explanation of why each dispute w

To reconcile my business bank accounts, QuickBooks is having me retrieve the statements manually even after signing out and back in for PNC.

In the old QBO, I was able to add blank lines in between different service items as a way to separate the sections of work we completed.  If I import transactions into the invoice try to rearrange them and add blank lines, it looks fine on the screen but when I print it, the imported transactions always rise to the top of the invoice and they won't show the empty lines.  In addition, I use the top line of the invoice to put a note about the work that was done and dates of service.  That line gets pushed to the bottom of the invoice below imported transactions.  The only fix is to delete the imported transaction and manually add it back in.  Then there isn't an issue.   I have submitted several cases about this and just received a final note that I have to use the modernized invoice template in order to customize my invoice, because if I am using a custom form style it won't work.  So fine, I switch the default to modernized.  But it's a

I'm assisting a client in setting up his checking account to receive payments from his customers. It's been a frustrating process so far. QBO is requesting documentation to prove he owns the business and the checking account Every document we've submitted has been rejected, including some very personal docs such as his driver's license. QBO is now asking for a personal bank statement that shows his home address. This feels unnecessarily invasive of his privacy. Why need his home address for a business account? I want to understand why these documents are required. When we link a checking account to the Bank Transactions, we only have to have the sign-on credentials with the bank. Why does the business owner need to provide personal documents to receive invoice payments? 

How do I reconcile

Every time there is an update to Quickbooks desktop the installer changes program files folder permissions to "Everyone". This is then flagged by the network security monitors as a vulnerability. We could fail our Cyber Essentials audit due to this. The exact prompt from the security monitors is:"Path: c:\progra~1\intuit\quickb~2\qbdbmgrn.exeUsed by services: QuickBooksDB34File write allowed for groups: Everyone (S-1-1-0) Full control of directory allowed for groups: Everyone (S-1-1-0)" We then need to update the folder permissions manually to every time there is an update.Can someone please advise how we can fix this issue permanently? Surely Quickbooks must have policies to keep the software secure. Giving access to Everyone on a server to a folder with an executable that is accessed by a Windows service is a serious vulnerability. A malicious user could replace the executable (since they have access to the folder) and to a lot of damage.

It stated that once I downloaded the app, I could order my free card reader. I can order a card reader, but it’s not free?

How to remove customer refunds due to overpayment on invoices from unbilled expense report in Quickbooks desktop? When someone overpays with a check I have to refund them with a check and it keeps showing in my unbilled expenses report. Here are the solutions I have already tried:1. Removing the customer name will not work because it will unlink the refunded check to the customer from their payment showing I still owe them a refund for overpayment. 2. The billable box is already unchecked.3. Changing the transaction type to credit. This just removes all bills that are a credit including the billable ones for customers. These refunds are checks (transaction type) to the customer so removing transaction type check is not an option.4. I have rebuilt the data multiple times with out correction to this issue.

I need to understand whether the square connector will meet my client's needs. My client does not track inventory, customers, or transactions. All that is needed is the information from the deposit transaction (i.e., Banking -> TransfersHe needs the gross sales from the deposit (transfer), any sales tax, merchant service fees, and any other adjustments to the deposit.  That is all that is required for his business. Will Square Connector do that, or does it strictly work based on transactions, and can you not ignore that piece? ThanksElliot