QuickBooks Q&A (US)

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. 

So about 3 weeks, my online store got hit by someone trying fraudulent credit cards. Around 250 cards were tried in over 10 minutes and 4 were successful.  I got an email that Quickbooks was closing my Payments account. Which makes sense and I don’t blame them for it. I called the next day and they said I had to reapply for a new account and told me to use a different email address.  The application was filled out on 8/20 and I got my new Merchant ID number and said it will take 1-2 business days. That was 19 days ago. Numerous calls, HOURS on hold, Transferred to about 20 different departments in the last 2 weeks and nobody can get anything done.  I got told 8 days ago, the risk department has it pending and they will call me that day. No call. Back on the phone and another hour on the phone and they’re telling me the same thing again today.  This is absolutely absurd. 

Using landscape or portrait, all of my reports cut off the right side of the page

Hi! Is there any way that we can get these many columns fields in the same report to view and reconcile the Accounts payables of any company? It would be really very helpful to see all required information at the same place in a single report.. Vendors name/BN Purc Inv date Purc Inv ref # Memo/Note/Descriptions/Remarks/ Allocations/Splits/Period/Comments Items sold* (If only single item or split reqd) Rate* (If only single item or split reqd) SubTotal GST/HST/Sales Tax TOTAL Due Date QB Account# Approved By? Pmt Method Pmt Date Pmt/Chq Ref # Inv#s Covered in that pmt Total Amt paid Discounts availed past Credits used Late pmt interest/Fees/Charges Open Balance as on today

Child support was recently terminated but I made a mistake and withheld it on accident.  Now to correct my mistake.  Should I make a Liability Adjustment?  I also need to cut a check for the amount and give to the employee.  

I’ve just started working for a company that is bringing their accounting in-house after using a bookkeeping firm for several years. The qbw file is still with the bookkeeping firm, but I need to enter current year transactions. I know it’s a heavy lift, but can I create a new qbw file with current year data and then upload prior period information once the files are returned to us?

I have a bug report to send in, but I can’t find the option to send it through my Quickbooks Desktop on my MacBook. Here’s the details: Product Information:OS Platform: macOS Tahoe 26.5.1 Application: QuickBooks Desktop for Mac (on the most recent update) Email Connection Protocol: Integrated Gmail Account (OAuth / Enhanced Security) Issue Summary:There is a critical user-interface memory-caching bug within the "Email Forms" workspace. When attempting to batch-send multiple invoices simultaneously using the integrated Gmail OAuth connection, QuickBooks Mac fails to parse or pass the Customer Email string variable to the outbound transmission queue. This results in an immediate connection failure ("There were one or more problems sending forms to your email provider") and subsequently strips/wipes the email addresses entirely from the affected transaction lines in the batch list. Steps to Reproduce:Generate multiple customer invoices and flag them all for "Email Later". Ensure every cus

I am creating a separate thread because this issue continues to be confused with Automatic Invoice Reminders and the “Online automatically follows up” setting.This is NOT the same feature.I do not use Automatic Invoice Reminders. They are disabled on my account. I cannot disable a feature that is already disabled.Despite this, QuickBooks sends my customers a “Finish your payment” email approximately 48 hours after I send their invoice. This happens even though our invoices have Net 30 payment terms.I have contacted QuickBooks Support multiple times and have repeatedly been told to disable Automatic Invoice Reminders. That does not solve the problem because those reminders were never enabled in the first place.Since support has been unable to identify the issue, I created a mock customer profile and have been testing the invoice process myself.What I have confirmed:Automatic Invoice Reminders are OFF. The “Finish your payment” email is still sent. Disabling “Online automatically follows

When recording a customer payment for multiple invoices, I have always clicked the invoice header in Record Payments. This has put my invoices in numeric order. Now when I try to organize them that way, clicking the invoice header just changes the direction the invoices are going, it does not put them in numberic order. Our invoices only contain numbers, this has only been a more recent problem, is there a fix to this or a bug that is causing them to not organize by which header I click on?

I am looking for a report that will show the invoice # and the dates this invoice was emailed as an invoice or reminder.

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I am looking for duplicate transactions in a check register. I enter the amount into the Search bar and get a "no item match" results even though I can see a transaction with the exact amount, as entered, ($174.40) on my screen. Any suggestions or is this simply another basic failure of this software?

Somehow my QBD got connected to my clients tsheets and I'm trying to rectify it but can't

takes four tries to get sing in text code

Cannot get class reporting in Enterprise

Have not found solution to permanent appearance of Splits pane at bottom of register:https://quickbooks.intuit.com/community/other-questions-9/splits-window-at-bottom-of-register-can-t-be-closed-376454Would reinstalling QB20016 fix the issue and do I have to uninstall QB2016 first?  Thanks, Johanna

My “expense claims” input started locking up last week. I go in, edit an expense and hit save/close and it locks up qbo every time…..1-2 minutes later I get a “Page Unresponsive…..You can wait for it to become responsive or exit the page” popup. I’ve tried clearded cache, restarted computer, tried on incognito, tried in multiple browsers (chrome and edge), used the app, and tried on multiple office computers. I get the same results every time.  I need a fix, as my expense claims are stacking up and I’d rather stay on top of them…..but this isn’t practical to input one transaction every 10 minutes. 

Failed Message “You have exceeded your backup size limit. No files were backed up for the set “Quickbooks Desktop Data:, and no additional files can be backed up until older files have been purged.”How and where do you go to purge older files? 

Will data be lost? Has anyone tried this?

I’m a QuickBooks Certified ProAdvisor working with a client whose QuickBooks Payments and Bill Pay were closed on 2026.09.21. I, as their accountant, and the board Treasurer, the company admin on QBO, began trying to resolve the issue shortly thereafter. Normal support channels directed us to fraud risk and payments support, with no resolution thus far. On 2026.10.07, Intuit support emailed that the decision is final and the client can’t reapply or reopen. The email cited three mismatches: phone number vs. account owner name, address vs. account owner name, and unverifiable email/domain.Then on a phone call with Intuit support 2026.10.08, a rep said the only way to reapply was to open a new QBO account, with a $300 data migration fee. When we asked about keeping the ProAdvisor discount they currently have through my console, he said yes. At the end of the call, he read terms that put the new account at list price after three months, at which point I stopped him  and said he was NOT aut

Our company started doing a nightly bank sweep into a money market account. A portion of the bank balance is swept out after hours and returned in the morning. I received our first statement and I'm having trouble with how I should record this in Quickbooks. Specifically, in September, the statement ends with 3 of the withdrawals being swept out but they were not returned until October. What is the most accurate way for me to set this up and record in Quickbooks? 

It would be SUPER Useful if you allow Is there a way to reorder the Accounts in my Chart of Accounts in Quickbooks Online? (i.e., so that I can group my bank and credit card accounts together at the top) Digging for them alphabetically seems really Elementary school. I want my active Accounts at the top. Thank you