QuickBooks Q&A (US)

What are the steps to download Accounts Changes to Desktop Version (not internet)FileSend Company FileAccountants CopySave File ? 

On the Android app if I send an invoice it doesn't include the credit card/bank payment options. In the app it says "Payment Methods" "Setup Now" "You're already signed up. We don't need any other info from you right now"

I would like to see a list of currently overdue invoices so I can monitor them by client in a more concise way.

While learning about tip changes with the BBB 2026, I updated a payroll item I should not have and my tips figure was left off the social security and medicare tax calculations.  The tips are in the employees gross wages, but the correct taxes were not taken out. Any ideas on a fix for increasing my ss & mc wages and taxes?

Using QB desktop, current version and updates...monthly:a copy is sent to the accountant…a few days later,, the file with changes is available  from webI click to import… The changes are shown.. I reviewI then print the changes,,, I do not attempt to save to PDF :: QB always crashesi import the changes.. and then...QB automatically attempts to create PDF  and crashes. I open the task manager  and end the QB task.I open QB and check that the changes have been entered.Been doing that for years.==========Last weekQB crashed as usual.   but the changes had not been imported.Tried to import again…. the web informs me that there is no file available.The account sends the file again.Import indicates the file is not correct for this period.I export a file with last month’s closing date, and try to import.  No joy.I create an accountant’s copy, and try the import again…..Nope… not correct file.It appears the crash flagged the import as successful….The accountant is currently adding the changes

Our business, like so many others I’m sure, has changed treasurers.  That means that we need to change the name that correspondence from Intuit is addressed to.  Nothing else changes.  Just the name, yet you have seen fit to make it impossible to do this (at least I cannot find the way.)I need to change the name of the primary user and get all email sent to me, instead of our old treasurer.  We are registered under the corporate email address, so that doesn’t change...just the name of the addressee.Can you make this easier, please?Justin [Removed]Secretary/TreasurerPound Ridge Fire District

Is there any type of guide or recommended way of setting up folder sharing in Windows 10 so that multiple users can connect to the company file? I have a very powerful windows 10 Pro Machine that I would like to host the company file (we use enterprise) and make that available on the network to the other six employees in the office.  I need to know step by step the best way to setup windows 10 to share the folder on the network with the company files so that our other six computers in the office (also running win 10) can see the folder and access it. I found a couple QB guides online but none of the explain the directions on properly sharing a folder across the network.  Thanks,

Q:  Quickbooks Mac Plus 2024 V23.1.9 R10.1 Compatible with Mac Tahoe 26 ?

We recently switched how we were doing our tax rates to Automatic calculation instead of manually setting it, but sometimes we copy an invoice that has the old tax rate set which messes things up. The Sale Tax Lia Report gives us everything and when we click to see the details we get all the invoices (some taxable, some not) I only need taxable amounts AND I only need invoices that aren’t set to Automatic Calculation

I recreated the customized report and it is still now working.

Using QB Desktop Pro Plus 2024, I mistakenly downloaded a bank feeds transfer into a checking account from the wrong savings account. How do I correct this transaction.

My total payroll last month came to $12,736.76.  However, my bank statement cleared $12,736.75.  It’s off by one penny.  How can I get this to clear in QB Desktop so that I can reconcile for the month?

Our bank isn't syncing with quickbooks

I just received the email stating the price increase effective October 2026.I would like for someone to justify to me these ridiculous increase amounts.  With these continued increases year over year, it makes it hard for small accounting business like mine to continue, not to mention the increased cost my clients will incur for their software.  

I have some transactions missing on the transactions page between August and September. I attempted to upload an CSV but it showed all those transactions upload on the CSV as duplicates, but they still do not show on the transactions page.

Something changed over the weekend because now i get non stop "upgrade your QuickBooks to things you don't need" advertisements constantly this weekend. I've been logged into QuickBooks and have gotten 5 in 5 minutes!I am already a paying customer and the fact the quickbooks doesn't respect that makes me want to use someone else. this is EXTREMELY disrespectful and intrusive. how do i turn this junk off?5 of these in 5 minutes. it's every time i go in or out of an invoice, i get one of these! how annoying! 

Today I opened Quickbooks and I got a pop-up message saying "Quickbooks subscription has expired. You will lose access to Quickbooks within 7 days. Add billing information to complete the payment and renew your subscription".  This is an error because last month I renewed my subscription. I currently have Quickbooks 2024 Desktop Pro Plus "annual subscription". After getting this pop-up I logged into CAMPs and verified my subscription and payment. My subscription is good until February 2026. After verifying that information I hit the cancel button on the pop-up which then let me log into Quickbooks. I then proceed to the Company Tab and selected My Company to verify the license #, product #, and active status which were all correct. I then manually updated Quickbooks and then also did a reset update.  After reviewing other support forums other people were having the same issue with no help or solutions. I then called customer support which they did validate

I'm trying to pay a vendor, they sent me a link to the online invoice so I could pay them.  I filled out the details (business checking, rtg number, acc number) and it threw the errorPayment declined.  Your payment method was declined. Please use another method or try again.I checked with my bank (Bank Of America) and they say there are no restrictions on the account that would cause this.  I then tried to pay with an old PNC bank account and the payment went through fine.  How can I get more details on the error?  The error shown on the website is less than helpful and I need to resolve this before I can close the old account.  Any ideas greatly appreciated.

When viewing a customer account in QBO, and on the Transaction List tab, you can filter the type of transactions you see. There are several options like All transactions, Invoices, Credit Memos, Money Received, etc. When you are on All transactions, it also includes Billable Expense Charges (BEC’s) in the transaction list. I have customers with volumes of BEC’s, so it’s hard to view only sales-related transactions in the Transaction List view because it’s flooded with the BEC’s. Is there way for QBO to implement a sales-related transaction view only in the dropdown? This would include only invoices, credit memos, and received payments. 

We are trying to reinstall the software in another laptop. we forgot the verification credentials given at the time of first activation can you help me? 

I’ve been trying for a month to find out when QB will be refunding us for 3 weeks worth of taxes they shouldn’t have taken out back in June.I called on June 30 and was told that, yes, it was QBs error, and that the money and all fees incurred would be taken care of by QB. First it was going to happen in 3-5 business days, then 7-10 business days, then it would happen on July 22. A fourth call made and I was told they couldn’t get a hold of me (whatever that means).I NEED someone to contact me and tell me exactly what’s going on and when this will be resolved. This is ridiculous.  

I am getting confused that how can i record expenses for meal and entertainment i want to record expense for meal which is for employes, and the other one for my guestlet say i paid 1$ for coca cola for my guest how can i record this expense in quickbooks Thanks

Because the previous month is reconciled, can you assist me in fixing this error?

So I set a reminder to cancel QB Plus (desktop) with an annual subscription. I might have cut it a little close as I canceled it on 4.9.24 and the next day we were charged over $900.00. I put in a request (somewhere) for a refund request as we are moving to QB Online....but nothing. Nobody got back.  Last time I called a number with Quickbooks is was an hour and half of torture with overseas help that was NOT helpful.  Any chance we are going to get that money back before migrating to QBO or should we consider this lost based on communication and support from Intuit?