Hi there, stanthsyr.   Let's perform some browser troubleshooting steps so you can open your Chart of Accounts and Check Register.     To start, let's log in and access your account in a new incognito or private window of your browser. This is to check if it's not a browser issue or error.   From there, go to your Chart of Accounts or open register. If it was successful, you can clear your browser's cache to optimize it. It'll also improve your browsing experience when working in QuickBooks.   As always, you can visit our Help Articles page for QuickBooks Online if in case you need to learn some "How do I" steps. I've also added some articles below about how to organize accounts and reconciliation:  Manage default and special accounts in your chart of accounts Reconcile an account in QuickBooks Online Drop me a comment below if you need anything else. I'll be happy to help. ... View more

Hi there, @Omichael.   As of the moment, there isn't an option to sort the customer list based on the "before" and "after" date. In the meantime, you can export the customer list (Customer Contact List) report to excel. This way, you can sort the list and customize the customer information the way you want it.    Here's how:  From the left menu, select Reports. Select Customer Contact List. Click the small Gear icon, and mark the Create Date and Last Modified checkboxes.  Select the Export icon next to the Print icon, then choose Export to Excel. Keep an eye out for new product features and updates here at the QuickBooks Blog. Also, from there, you can check the new features and improvements released this month, like sales tax filing, new credit card payments workflow, and create custom roles.     I wish you and your business continued success. Please let me know if you have any other questions. ... View more

Hello there, @Sparkologist.   At this time, the option to add a column for item cost and markup into your client's invoices is not available. This feature is currently available in the estimates.    Having this feature would be beneficial to your business and help save your time. So I'll definitely pass your suggestion along to the right team for review. From there, they may be able to consider this in the future updates.   For now, I encourage you visiting our blogs for any QuickBooks news and announcements. Here's the link for your reference: The QuickBooks Blog.   Know that you can always post here if you have other concerns. Thank you. ... View more

Hi there, @jordanvance.   You don't need to resubscribe if you just recently cancel your QuickBooks Online account. You have read-only access to the data for a year after you cancel the subscription. Thus, you can export then print the tax reports to Excel.   Here's how:  Click the Gear icon located in the upper right-hand corner. Under Tools, click Export Data. Select the option why you are exporting the data, and click Continue. From the Export Data window, you can click the Reports tab and choose the date from the drop-down list. You can also click the Lists tab to export customers, employees, and vendors. Click Export to Excel. I have an article for you that offers additional details about what happens to your QuickBooks Online data after the cancellation: Data availability and export policies.   Please let me know if you have any other questions. I'll be here to help. ... View more

Greetings, cricketmitchell.   Currently, the following retirement plans are supported in QuickBooks Online: SARSEP, 401(k), SIMPLE 401(k), 403(b), SIMPLE IRA, Roth 401(k), Roth 403(b).   One option you have is to speak with your accountant about another possible way of recording SEP. They'll be able to tell you what's the best course of action for this specific type of transaction, where to enter the contributions to get them to report to the correct line, and what amount to report.   If you need additional information about the retirement plan deductions and contributions, as well as how to set them up, assign and remove them: Retirement plan in Online Payroll.   Meanwhile, you can visit our blog site to know the latest update for the month of November. I've also added a second link for  tips and articles of your future payroll tasks:  QuickBooks Blog Employees and payroll taxes I'm just a post away if you should have any questions. Have a great weekend. ... View more

Hi there, @Dave Z.   Yes, your imported payroll transactions need to show up in the Chart of Accounts so that they'll be included in your budget for 2020. To do that, you need to export an updated file of your payroll data. This way, you can use different accounts for each employee.   To avoid duplicates, you can delete the payroll checks in the register. Before doing so, I recommend creating a back up to make sure everything is covered.    The following article provides the detailed steps on how to manually save your company and payroll forms, as well as how to schedule automatic backups: Save a copy.     Then, edit your export preferences. Let me guide you how:  Sign in to your Intuit Online Payroll account.  Select the Setup tab. Under Export, click the Preferences link. In the Wage Expense Accounts field, select the I use different accounts for different groups of employees radio button.  In the Tax Expense Accounts field, select I use different accounts for different groups of employees. Enter the account and make sure to use the same name and number you created in QuickBooks Desktop. Hit OK.  For more details, I've attached an article below to create a budget, forecast, and review the data after saving it: Use your data to create budgets and forecasts.   Let me know if you have any other issues or concerns in the comment section. I'll be here to help. Have a wonderful day! ... View more

Hi there, @guadalupenaranjo.   Thanks for joining the Community. You can share your concern in the Community in Spanish.   We can use tools, like Google Translate, to make sure we are on the same page. The QuickBooks Team and other members of the Community might be able to share steps or articles that can guide you through.   Our Help articles also cover common questions about QuickBooks Desktop. You can find in this link the recommended, most viewed and most recent articles you can use while working with your account.     Don't hesitate to click the Reply button. I'll keep an eye on your response. ... View more

Hi there, @service20.    To make sure I'm on the same page, do you need help in creating a specific report in QuickBooks? If so, would it be possible for you to reply with any additional information to help me determine the right solution?   In the meantime, let me walk you through how to create a report in QuickBooks Desktop. You can use the Report Center to find the report you need.    Here's how:  From the Reports menu, select Report Center. In the Search field, type the words that you expect to find in a report title or description. Use quotes around your search term if you're only looking for exact matches. All reports that contain any of the search words will be found. For an additional resource, you can see in the following article the list of available reports. It also contains other links that cover basic information about this feature, like how to set up preferences, customize, and save reports: QuickBooks Reports.   Feel free to hit that Reply button below if you have any other questions. Have a great one.  ... View more

Hi there, iwarner33133.   You can delete the transactions in your QuickBooks company file. You'll need to open each transaction and delete them.   It's also recommended to create a backup copy before deleting multiple transactions just to make sure everything is covered. If you ever run into problems, you can use your backup to restore your data.    Here's how:  From the File menu, select Switch to Single-user Mode. Go to the File menu again and hover over Back up Company. Then select Create Local Backup. Click Local Backup and then Next. In the Local Backup Only section, click Browse and choose where you want to save your backup company file. This runs a test to make sure your backup file is in good shape before you save. When you're ready, select OK. Hit Save it now and Next. Also, you can refer to the following link for additional details about creating a backup, as well as how to schedule automatic backups, save payroll forms, and adjust settings: Back up your QuickBooks Desktop company file.   Once done, you can go to the Bill Tracker page to delete the transactions.   Here's how:  At the top menu, choose the Vendors menu, then select Bill Tracker.  Click the transaction. From the Manage Transactions drop-down arrow, select Edit Highlighted Row. Click the arrow under the Delete and select Delete.  You might also find this article helpful in the future: Accounts Payable workflows in QuickBooks Desktop. This article contains two options to record your A/P transactions that suit your business needs.    Drop me a comment below if you have any other concerns, I'm more than happy to help. Have a great day.  ... View more

Hi there, @jim52.   Currently, the option to add the Terms field in the estimate is unavailable. This field is only available on your invoice.    I invite you to keep an eye on the QuickBooks Blog in the meantime. The Blog is a great resource offered to you, where you can view product updates and feature releases. I've also got an article you can use to change the design, layout, and information to your sales forms templates and  use them any time: Customizing estimates and other forms.    Let me know if you have any questions. I’ll be here to keep helping. Have a great weekend.  ... View more

Hello there, @blindsco1.   Correct .IIF format must be followed exactly to ensure your transactions import successfully. If not, it may lead to an error like the Error Message: 10116 you're getting. When you encounter an error, you have an option to select Review now. If you see this error from there, you need to correct it in that format as suggested (Name: EntityType:Initials).   After correcting the error, select Save.Important. If asked if you want to keep the file type, select Yes.   Then, close the File not imported window, and import the new, corrected .IIF file. Once done, check your data after importing it to ensure it is complete and accurate.   For additional reference, I've attached an article about how to import and export IIF files to and from QuickBooks Desktop: Export, import, and edit IIF files.   Drop me a comment below if you have any other questions. I'll be happy to help you out.  ... View more

Hello there, @jackjackson1977.    To ensure that I'm on the same page, are you using QuickBooks Online (QBO) App? If so, this has been reported as an ongoing issue, and our Product Engineers are now working to fix this as soon as possible.   As a workaround, multiple users have been able to get past this error message by clearing their browser's cache and log into your QBO using one of our supported browsers.    Here's how:  Select Help. Choose Reset App Data.    Also, I'd suggest contacting our Support Team. This way, they'll add you to the lists of affected users, and you'll be notified via email once any updates are available.    Here's how you can reach them:  In your QBO, click the Help (question mark) icon at the top right. Select Contact Us at the bottom to connect with our live support. But if you're not using the app, it is recommended to use a private browser to fix unexpected behavior in QBO. The cache can get jammed up with older data from time-to-time, potentially causing errors.   Here's how: Google Chrome: press Ctrl + Shift + N   Mozilla Firefox: press Ctrl + Shift + P Safari: press Command + Shift + N If the Unexpected token error is no longer showing, you can go back to regular browsing and clear the browser's cache.  Just select the link of the browser you're using for the steps. The article also contains how to use a supported, up-to-date browser.   Please let me know in the comment section below if you encounter any other issues. I'll be here to assist. ... View more

Hi there, @cth.   Yes, there is. QuickBooks Online currently uses a callback system for contacting our customer support. I can show you how to get in contact with them: Click the Help icon in the upper right of the screen. Select Contact US on the pop-up.  Enter your question in the How can we help? field and choose Continue.  Click Get a callback or Start messaging. Enter your contact information. Select Call me or Send message. Should you not see the option for Get a callback, you can toggle it by entering Support in How can we help?.   Additionally, I also have all of the resources necessary to handle QuickBooks issues, and you're always welcome to post those questions in this space as well. I'll be here more than happy to lend a hand.  ... View more

Hello there, @cindyvos.   Let's run some troubleshooting steps to ensure that your bank transactions are updating in QuickBooks Online (QBO).   To start, log in to your bank's website, then check for any notifications that you need to address. They can block the transactions to download.   Once done, run the manual update to bring in the transactions to QBO.   Here's how:  On the left navigation bar, click Banking. Go to the Banking tab. Choose the blue tile at the top of the page for the bank account that you need to update. Click Update. If you've encountered a specific error message, please check the following article and go directly to Step 3: Fix specific banking errors. After that, click the link to get the steps on how to fix it: What to do if bank transactions won’t download.   Once your bank feeds are updated, you can use the link below to review, match, or add them, as well as how to make some changes before your monthly reconciliations: Manage downloaded bank transactions.   I'm just a post away if you have any other questions about updating bank transactions in QBO. Have a good one. ... View more

Hi there, @MPmarseille4137_.   Let me guide you on how to delete an account in the Chart of Accounts with just a few easy steps.   Here's how:  On the left pane, click Accounting.  Select Chart of Accounts.  Locate the account you'd like to delete. Click the drop-down arrow to the right of the account ( in the ACTION column). Select Make inactive.  Additionally, you may refer to the following link for reference about how this process affects reports, organize and reactivate your accounts, as well as about the default accounts that can't be deleted: Remove accounts you no longer use.   Fill me in if you have any other questions. I'll be happy to help you out. Have a great day.  ... View more

Hi there, @betty9.   Before we begin, may I know if you received an error message when printing invoices through Batch actions drop-down? Knowing a few more details will ensure I provide the most accurate resolution.    In the meantime, let's start by switching to a different browser or using a private window when logging in to QuickBooks. When the cache is full, it can potentially cause performance errors.   You may refer to the steps below depending upon which browser you're using: Ctrl + Shift + P (Internet Explorer) Command + Shift + N (Safari) Ctrl+ Shift + N (Google Chrome) Ctrl + Shift + P (Mozilla Firefox) If it works in incognito, I recommend clearing the cache in the internet browser. Resetting it will allow you to start fresh and resolve issues, such as not being able to use the print batch action feature.   For more reference, you can use the articles below about how to send and print invoices and other sales forms as a batch and set up e-payments for invoices: Email or print multiple invoices and sales forms How to let customers pay their invoices online Feel free to leave a comment and let me know how things look after trying this out. I'll be happy to help you some more. Have a great day.  ... View more

Hello there, @molly3.   You are referring to the Create (+) icon at the top right of the dashboard, right? If it's missing on your QuickBooks Online (QBO) account, recently, there's a new update launched for the new Dashboard view in Beta testing. You will now see the create button on the leftmost side of the toolbar.   Here's a screenshot for your visual reference.   If you don't have this button on the left panel, this unexpected behavior can be caused by issues in the web pages. To check, let's start by accessing your account via a private window. If you're able to put in timesheets, then I recommend clearing your regular browser cache. This way, it'll optimize and prevent unusual behavior from your browser.   For information on marking timesheets as billable, accessing time tracking reports, as well as adding this to invoices, I recommend the following articles as they will walk you through the process: Track Time in QBO Time Tracking Invoices in QuickBooks Let me know if you're referring to something else, or you have follow-up questions by clicking the Reply button below. Have a great day ahead.  ... View more

Hi there, @chuckr.    When payroll failed to deduct taxes on the employee's paycheck, it's possible the tax table has not updated or does not download correctly.   To correct the tax calculations, download the latest tax table by following these simple steps: Go to the Employees menu and select Get Payroll Updates. Select the Download Entire Update checkbox. Then, select the Download Latest Update. A window appears when the download is complete. The first line in the Get Payroll Updates window, You are using tax table version: ##### lists the tax table version. Currently, the latest Payroll Update is 21916.   After that, run the payroll again. If you get the same result, make sure the Save Pending Paychecks feature wasn't used. If you saved a paycheck before creating payroll, prior to downloading a payroll update or any changes that would affect tax calculations, taxes will calculate incorrectly or at zero.    To fix this, let's go to the Enter Payroll Information window and look for employee's name highlighted with a yellow background.   Here's how:  Select the Employees menu, then Payroll Center. From the Pay Employees tab, click Resume Scheduled Payroll or Unscheduled Payroll button to resume. If you find an employee's name highlighted, right-click the name and select Revert Paycheck. Click the employee's name, and reenter the payroll information If checks have been sent and distributed to the employees, there is no need to void and recreate them. QuickBooks Desktop will automatically adjust flat-rate taxes on the payroll after it receives a good tax table.   However, if the paychecks are not yet distributed or sent, you can either delete them if they are printed or void them if they are for direct deposit. This way, you can recreate them, then print or send the paychecks.   I've added below some articles you can use about how to check the status of the direct deposit paychecks, void them, as well as to recreate the deleted or voided paychecks:  Cancel a Direct Deposit paycheck Create paychecks  in QuickBooks Desktop Payroll Drop me a comment below for any other questions. I'll be happy to help you some more. Wishing you and your business success.  ... View more

Hello there, frustrated user2.   I know you want to get this resolved as quickly as possible so you can get back to business and avoid workarounds-like manual adding of amounts.   If you assign a Simple IRA deduction and company contribution to an employee and then choose the percentage calculation method, then assign an equal value to both the deduction and company contribution the amounts on the paycheck should match.    However, if you deduct the Section 125 Cafeteria plan, as per IRS, the amount is deducted from the employee's gross pay before you calculate the Simple IRA contribution. Thus, the company contribution and employee deduction amounts won't match.   If the compensation doesn’t include amounts deferred under a Section 125 Cafeteria plan, I'd still recommend contacting our Payroll Care Support by following the steps provided by RenjolynC.   They have the tools capable of pulling up your account in a secure environment, which we are unable to do so here in the Community for security reasons. From there, our representative can look for the root cause of the payroll deduction miscalculation and correct the amount.    For more reference about retirement plans that Intuit supports, as well as how to set them up, assign and remove them, you may refer to this link: Retirement plan deductions/contributions.   Drop me a comment below if you have any other questions. I'll be happy to help you out.  ... View more

Hello there, @johnny7.   To help me determine the exact troubleshooting steps for this unexpected behavior, would it be possible for you to reply with the exact error message or screenshot of the errors you're getting when trying to open or save invoices and estimates?   In the meantime, I recommend using an alternative browser and check if you're able to open or save invoices and estimates. Should you encounter the same behavior, another way to fix possible browser issues is to clear the browser's cache. Too much data stored can accumulate and cause issues.   For information on this process and steps for each browser, please see the following article: Delete or disable cache and temporary internet files in your web browser.   I want to make sure everything is taken care of for you, so please let me know if you have follow-up questions. I'll be here to help. Have a good one! ... View more