Your case number is xxxxxxxxx. Can you please begin a chat session so we can complete this effort?

I need help completing my PPP loan application. I received a phone call asking for additional information.

Hi dpdblue.The SBA updated the PPP requirements, and we need more info to process and submit your app. We’re adding these requirements to the app process and will email you as soon as it’s available. You can also check your account for updates. Let me know if you need anything else. 

just installed QB 2020 but it will not except my product numbers

Thanks for joining us here, @njbervid.

I'm here to help locate the correct product number for your QuickBooks 2020 version.

• If you purchased QuickBooks Desktop from our website, you'd received an email with the license and product numbers. If you're unable to find it, check on the Junk or Spam folders. 
• If you purchased QuickBooks from a retail store, the license and product numbers are provided by them. You can check the CD envelope to find it.

On the other hand, you can also visit the Customer Account Management Portal Site (CAMPS)  to view your license and product information. Here's how:

1. Go to camps.intuit.com.
2. Log in using your Intuit account information.
3. Select the tile for QuickBooks Desktop.

Note: If you can’t find QuickBooks Desktop, select Find by email. Your Desktop app or service may be registered with a different email address.

Once logged in, locate your app or subscription in the Products & Services list, then select Details. You can browse this article for more information: Manage your QuickBooks Desktop products and subscriptions in CAMPS.

Also, feel free to contact our Customer Care Team if you need additional help. I'll guide you how.

1. Go to the Help menu and select QuickBooks Desktop Help.
2. Click Contact Us.
3. Give a brief description of your concern and click Search.
4. Select Start a message.
5. Enter the needed information, then click Submit to begin a conversation with our representative.

 To ensure that they'll assist you on time, check out our support hours.

QuickBooks 2020 version has new features that can benefit your business, refer to this article to learn more: What’s new in QuickBooks Desktop 2020.

 I'll be here always if you need further assistance. Don't hesitate to comment again on this thread.

case # [removed] has anything been resolved?

Hey there, @Expressjkr. 

Thanks for reaching out to the Community.

To know if more information about a case, you'll need to contact support as they have the tools to pull your account and check more into the activity of it. I've included the steps below to contact our support team. 

1. Open QuickBooks.
2. Click the Help menu at the top, and choose QuickBooks Desktop Help. 
3. Select Contact Us. 

Please let me know if you have further questions or concerns. You can always reach out to us here in the Community anytime you need a helping hand. Take care and have a great weekend!

**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Accept as solution"

there is no help icon in the top right.  What to do?

Thank you for joining this thread @Tommmy.

If you are encountering software issues, there are a few basic troubleshooting steps you can perform. I'd be glad to help get this sorted out. At the moment, you can press F1 to get to the QuickBooks Desktop Help.

First, you'll need to ensure that your QuickBooks is updated. I'd recommend doing the manual updates. 

Here's how:

1. Go to the Downloads & Updates page.
2. Select your country, product, and year version.
3. Click Search.
   
4. Click on the Get the latest updates link.
   
5. When the download finishes, open the file to install the update. After the install, restart your computer.
   
   

Then if you can't see the Help menu, you'll need to run the Repair tool. Please refer to this article for more details: Repair your QuickBooks Desktop.

 If you need some references in the future, you can also check out our site: Help articles for QuickBooks Desktop.

Please let me know if you need further assistance. I'm always around to help. Have a great day.

i exported twice.  how to delete?

Welcome to the QuickBooks Community, @deb52.

I'm glad to share with you the steps to delete the exported file. Here's how:

1. Locate the file or folder by using Windows Explorer.
2. Then browse to locate the file you want to delete.
3. Right-click the file or folder that you want to remove and then choose Delete.
4. Click Yes to delete the file.

Also, if in case you want to import kit, sample files, and headers in QuickBooks Desktop, you can refer to this link: IIF Overview. This article will provide you step by step process to transfer data to and from different platforms by using IIF files.

Keep in touch with me if you have additional concern. I'll appreciate the opportunity to help. Stay safe and take care always. 

i do not have internet explorer.  i have a mac and use firefox as a browser.  please advise.

Hello there, deb52, 

If you've exported your QuickBooks data twice to QuickBooks Online twice, the new export will overwrite the previous one.

If you've saved the the file on your desktop, you can search on your download folders to delete the duplicate. Here's how:

1. Go to Finder.
2. Select Preferences, and turn it on in the Sidebar tab.
3. Click on Downloads.

Let me know if there's anything else I can be of help.

I have been charged $20 per month by intuit for the past 3 months. I have not used intuit for at least three years. I've placed a stop order with my bank. 

Please respond.   Case #[removed]

Roger Williams Nature Photography

I don't see a help icon

I'm being charged $20 for the past three months and I have no idea why. I haven't used intuit for at least three years. I've placed a stop order on your debit.

We're unable to check the charges on your account, 4306.

I recommend contacting our support. They'll be able to check your account and help you with turning off the auto-renewal.

You can reach us here, https://help.quickbooks.intuit.com/en_US/contact. 

I'll be right here if you need further assistance.

I have a case number but no way to track the original charge

Welcome to Community @Sue Vicory,

Let me help you with your charges in your account. If the description of the charge is coming from Intuit, I recommend our QuickBooks Support to assist you as the public forum. We cannot verify your charges or post here in the Community since it consists of the personal details about your account. You can follow these steps on how to contact our QuickBooks Support in QuickBooks Online. Here's how:

Note: Due to COVID-19, we have limited staffing and have reduced our support hours to 6 AM-6 PM PT Monday-Friday.

1. Sign in to your QuickBooks Online company.
2. Go to the Help icon.
3. Select the Contact Us button.
4. Enter your concern, then select Let's talk.
5. Choose a way to connect with us:

• Start a chat with a support expert.
• Get a callback from the next available expert.
• Ask the community to get help from businesses like yours.

In case you'll need help with managing your subscription, you can refer to this link for more detailed information: QuickBooks Online Help Article.

If you have additional questions about QuickBooks Online, feel free to leave a message in the comment section. I'll be happier to help. Take care and have a wonderful day!

Daphne Kate 

I'm still working on trying to set up direct deposit for employees.  We solved the first issue.  Once I entered info, the next screen tells me that "Error 30200 - we're having a problem verifying your account status"

And I am so frustrated that there is no way to get to the chat option on your web page.  

Daphne Kate

There is no help button on top right of this message page.

Hi there, @Thissucks2345.

Unexpected issues in QuickBooks Online (QBO) are sometimes affected by the large data in the cache. Browser troubleshooting often fixes it. Please follow the steps below.

1. Sign in to your QBO account using a private browser. Then locate the (?) Help icon on top right of the page. Please refer to the screenshot to get in touch with a live agent: 
2. If you don't encounter the same thing, go back to your regular browser and clear the cache. This will help to remove outdated files that may cause the issue.
3. However if you still experience the same problem, try to use a different browser to identify if the issue is browser-specific.

Also, to keep you updated about the latest features and enhancements of the software, you can visit our QuickBooks Blog. From here you can also read through articles under Accountant advice, QuickBooks Resource Center, etc. 

Please keep me posted on your results with this here, the Community has you covered. Thanks again, I'll be standing by for your response.

Since purchasing our new version of QB, we're having issues reconciling accounts.  Is anyone available to assist us with this?  Thank you.

Hey there, stephenrobbins1. 

I'm happy to provide the steps below on how to reconcile an account. If you need more individualized assistance and want more of a step-by-step guide on the process I would recommend reaching out to our support team, otherwise, here are the steps.

Note: If you have QuickBooks Online follow these steps for reconciling your account, If you have QuickBooks Desktop follow along below.  

Learn how to reconcile your accounts so they match your bank and credit card statements.

Just like balancing your checkbook, you need to review your accounts in QuickBooks to make sure they match your real-life bank and credit card statements. This process is called reconciling.

We recommend you reconciling your checking, savings, and credit card accounts every month. Once you get your bank statements, compare the list of transactions with what you entered into QuickBooks. If everything matches, you know your accounts are balanced and accurate.

Step 1: Review your opening balance:

If you haven't already, back up your company file.

If you’re reconciling an account for the first time, review the opening balance. The opening balance needs to match the balance of your real-life bank account for whatever day you choose to start tracking the account in QuickBooks.

Opening Balances:

When you create a new account in QuickBooks, you pick a day to start tracking transactions. You enter the balance of your real-life bank account for whatever day you choose. This starting point is the opening balance. We recommend setting the opening balance at the beginning of a bank statement. This makes your first reconciliation much easier.

Step 2: Prepare for the reconciliation:

Make sure you enter all transactions for the bank statement period you plan to reconcile. If there are transactions that haven't cleared your bank yet and aren't on your statement, wait to enter them.

Step 3: Start your reconciliation:

Once you get your bank statement, you can start reconciling.

If you're reconciling multiple months, start with your oldest bank statement. Reconcile each month separately, one statement at a time.

1. Go to the Banking menu and select Reconcile.

   Important: If you're reconciling a Merchant or Payments account and QuickBooks Desktop sees that you aren't signed in, you'll see a sign-in window. This ensures your account is successfully linked to a valid company ID.

2. In the Account field, select the bank or credit card account you want to reconcile.
3. The Statement Date is automatically filled in. Usually, it's 30 or 31 days after the statement date of the previous reconciliation. Change it as needed to match your bank statement.
4. QuickBooks also automatically enters the Beginning Balance. It uses the ending balance from your last reconciliation to get this number. Make sure it matches the beginning balance on your bank statement. If it doesn't, here's how to fix your beginning balance.
5. In the Ending Balance field, enter the ending balance as it appears on your bank statement.
6. If your bank statement shows a service charge or interest that you didn't enter into QuickBooks, don't worry. Enter the amounts in the Service Charge and Interest Earned section. Don't enter charges you've already entered in QuickBooks.
7. Review the fields. If the info is correct, select Continue to start reconciling.
   
   

If your beginning balance doesn't match your statement, don't worry. You have a few tools that can help you.

• If numbers don't match, select Locate Discrepancies. This gives you reports you can use to find discrepancies and other reconciliation issues.
• If you still have issues, here's how to fix your opening balance and beginning balance.
• If you need to start over from scratch, you can select Undo Last Reconciliation.

Note: When you undo a previous reconciliation, your beginning balance reverts back to the beginning balance of the reconciliation before it. All cleared transactions on the reconciliation become uncleared.

Step 4: Compare your bank statement and QuickBooks:

To reconcile, simply compare the list of transactions on your bank statement with what's in QuickBooks.

The tricky part is making sure you have the right dates and transactions. When you're done reviewing your statement, you'll know everything made it into QuickBooks.

Here are a few things to make reconciling easier.

• If you only want to see transactions for the statement period you're working on, select Hide transactions after the statement’s end date.
• There are two sections for bank account transactions in QuickBooks: Checks and Payments (money out) and Deposits and other Credits (money in). If you're reconciling a credit card account, the sections are Charges and Cash Advances (purchases) and Payments and Credits (payments to the credit card company). Focus on one section at a time.
• If you’re reconciling an account set up for online banking, select Matched. Then, enter your bank statement’s ending date in the Statement Ending Date window. This automatically selects transactions QuickBooks downloaded and matched. Note: A matched transaction in the register has a lightning bolt next to it. A checkmark replaces the lightning bolt after you reconcile it.
• If you want to sort the list, select the header/title of a column.

Tip: By default, the transactions are listed by to date. If there are more transactions in QuickBooks than there are on your bank statement, resort the list. This makes it easier to find transactions with a specific amount, reference #, etc.

1. When you're ready, start with the first transaction on your bank statement.
2. Find the same one in the Reconciliation window in QuickBooks.
3. Compare the two transactions. If the transactions match, select and put a checkmark in the checkmark column. This reconciles the transaction.
4. Compare each transaction on your statement with what's in QuickBooks. As you clear or add transactions to the reconciliation, the Cleared Balance amount decreases. The amount increases if you clear or add deposits and other credit amounts.
   Tip: If a transaction doesn't appear on your statement, don't mark it as reconciled. Here are some quick ways to check if things are matching:
   • The Items you've marked cleared section shows the total number and total amount of transactions you've added to the reconciliation. Many banks provide the same summary of transactions on bank statements. Compare the total number of transactions to see if anything is missing.
   • Need to edit or get more info about a specific transaction? Select the transaction and then Go To.
   • If you need to take a step back and make a change to the info you entered in "Step 3: Start your Reconciliation," select Modify. The service charges, interest, and ending balance info are shown in the section next to it.
5. When you reach the end, the difference between your bank statement and QuickBooks should be $0.00. If it is, select Reconcile now to complete the reconciliation.

If balances don't match at the end

If the difference isn't $0.00, don't worry. QuickBooks gives you several ways to fix any issues.

For bank accounts, QuickBooks opens the Reconcile Adjustment window. You have a few options:

• Return to Reconcile: Go back to the reconciliation so you can review everything again.
• Leave Reconcile: Save the reconciliation so you can review or edit any existing transactions causing issues. You can come back and finish the reconciliation later.
• Enter Adjustment: If you want to complete the reconciliation, you can force QuickBooks to create an adjustment to balance everything. You should only do this if you know all of the correct transactions are in QuickBooks and what you entered is accurate. QuickBooks automatically enters the adjustment as journal entry.

The journal entry goes into a special expense account called Reconciliation Discrepancies. If you need to review the adjustment later on:

1. Go to the Edit menu and select Find.
2. In the Find window, go to the Advanced tab and select the Memo filter.
3. In the Memo field, type Balance Adjustment and select Find.

You'll see all of your adjustments on the list. Then review a Previous Reconciliation report for the reconciliation you adjusted. This will show you cleared transactions and any changes made after the transaction that may not show in your discrepancies.

1. Go to the Reports menu and select Reports Center.
2. Search for and open a Previous Reconciliation report.
3. Select the account you reconciled and then either Detail, Summary, or Both.
4. Select Transactions cleared plus any changes made to those transactions since the reconciliation.
5. Select Display.

If you made an adjustment, you'll see a General Journal Entry at the top of the report in the Cleared Transactions section.

For other types of accounts, QuickBooks opens the Make Payment window. This lets you write a check or enter a bill to pay to cover the outstanding balance. If you don't want to record payment, select Cancel.

If you run into issues or discrepancies, meaning transactions in QuickBooks don't match your bank statement, don't worry. Here's how to fix mismatches and other reconciliation issues:

• Fix Beginning Balance issues in QuickBooks Desktop
• Fix issues while reconciling accounts in QuickBooks Desktop

Next Steps: Review the reconciliation

After you reconcile, you can select Display to view the Reconciliation report or Print to print it. Your work is done.

If you need to review a reconciliation report later on:

1. Go to the Reports menu and select Reports Center.
2. Search for and open a Previous Reconciliation report.
3. Select the account you reconciled and then either Detail, Summary, or Both.

If you have any other questions, feel free to post down below. Thank you for your time and have a nice afternoon.