Hey there, @paynepropertydev.    Let me provide some insights about linking a deposit to an invoice in QuickBooks Online.   To avoid issues with your records, I'd suggest linking the deposit into an open invoice, once the payment has been added into your bank account.    If the payment is ready from your account, you can now link the deposit to the invoice by following these steps: From the left menu, select Accounting. Select Chart of Accounts under the Toolbar. Find the account you deposited the payment to, then select View Register. Locate and choose the correct deposit. Select Edit. On Bank Deposit screen, scroll down to Add funds to this deposit, then find the fund you need to edit. In the Received From column, search and choose the appropriate Customer name. In the Account column, search and select Account's Receivable. Select Save and close. To give you more insights about this process, please read through these articles: Record and Manage Bank Deposits in QuickBooks Online. How to link a deposit to an invoice. What are Bank Deposits in QuickBooks? If you need further assistance with the process, you can always get in touch with our Customer Care Team.    Please don't hesitate to reach out to me here should you have any further questions. Cheering you to continued prosperity. ... View more

Hi there, @Sac1.   Having your vendor received the PO's that you've sent is my priority. Let's get this issue sorted out and take you back on track.    We haven't received any similar cases reported to us. To single this issue out, let's reset up your vendors' email, and add your email address to have a Blind Copy (Bcc) so you'll be able to see all PO's that were sent to your vendor.   Also, you can have your vendor check on the spam section on his email's folder an see if PO's were stored there. If these solutions don't work, I'd suggest reaching out to your IT professional. Email programs may use various blocking mechanisms on their mail servers. Also, many email servers don't accept mail from server IP addresses without reverse DNS entries that match the domain name that the server alleges to be representing which may be causing the issue.   Additionally, here are some resources that you can check out about handling emails in QuickBooks Desktop for your future reference: QuickBooks is unable to send your email. Set up email service. This should get you moving today.   Please let me know how things turns out. I want to ensure you're taken care of. Have a great weekend! ... View more

It's nice to see you again here in the Community, @communityoil.   At this time being able to add a Bcc email on a custom invoice template isn't an option for us. However, I can help you add a Blind Carbon Copy (Bcc) for invoices so you'll have a copy of the invoices that you sent.    All you have to do is to add your email on the Blind Copy (Bcc) new invoices to address option on your settings.   Let me guide you how: Click the Gear icon. Choose Account and Settings. Go to the Sales tab. Click the Messages section to expand the preferences. Under Sales form, choose Invoice and other sales forms. Enter your email in the Blind Copy (Bcc) new invoices to address field. Click Save then Done. On the other hand, QuickBooks Online is constantly evolving and adding features to meet our customers business needs. I'd encourage you to check out QuickBooks Online Blog to be updated with our latest news and updates including product improvements.     That should do the trick for you, communityoil.   Let me know if you have any more questions about the process. I'm here to make sure you're all set. All the best! ... View more

Thanks for bringing this concern to my attention, @TRF Chamber of Commerce.   Fiat Lux - ASIA's answer above is a good start when it comes to fixing company file issues. On the other hand, let me provide some more troubleshooting steps in handling unrecoverable errors in QuickBooks Desktop.   Unrecoverable errors are caused by various reasons, but the most common reason are missing Windows or QuickBooks updates, data damage, computer issues, or program code that needs to be repaired.   There are several solutions that we can try to resolve this issue, and these can be found in these links below along with the outlined steps: Unrecoverable Error: General Troubleshooting Steps. Unrecoverable Error when opening a QuickBooks Desktop file on a workstation. Target Chaining or Unrecoverable Error when running Rebuild utility. Unrecoverable Error when importing Accountant's Changes. Resolve data damage on your company file. If performing these steps doesn't make a difference, I'd suggest reaching out to our Customer Care Team. They have an advanced tool like the remote-viewing session that can help isolate this matter.   These resources should help you get back to business.   Please know that I'm just a post away should you need anything else. Helping you is my priority. More power to your business and have a great weekend! ... View more

Hi there, @Neile.   I got you covered with setting up sub-accounts for your personal expenses in QuickBooks Desktop. Let's get this started.   To add sub account to you'll need to add a new account and set this as a sub-account to your desired account.    Here's how: Click on Accountant. Select on Chart of Accounts. Click on the drop-down button beside Account. Choose New. Select the account type. Click on Continue. Enter the Account Name. Put a check-mark on the Subaccount of box. Enter the name of the parent account. Click on Save & Close. You may check out the screenshots below to guide you through the steps:   For more details about this procedure, you may refer to this link: Create, edit or delete account in QuickBooks.   Also, here's a great article that you can read through about the Chart of Account for your future reference.    There you have it, Neile.   Keep me posted how it goes. I'll be around to provide further assistance if you have any concerns. Enjoy your weekend! ... View more

I appreciate your interest about our product, @aljill87.   I can share with you the different types of Non-Profit products the QuickBooks offers.    We have QuickBooks Online, QuickBooks Desktop Premier and the QuickBooks Desktop Enterprise that offers a Non-Profit edition. To get more information about their features, functions, and prices you may refer to these links below: QuickBooks Desktop Premier. QuickBooks Online. QuickBooks Desktop Enterprise. How Nonprofit Organizations Use QuickBooks Online. If you need further assistance in choosing the right product that suits your business needs, I'd recommend reaching out to our Customer Care Team. The contact details are along with the links provided above.   Of course, you can always get back to me if you have additional questions about this concern. I want to ensure you're taken care of. More power to your business! ... View more

I appreciate you letting me know about this, @ibecerra.   I can help share some insights about the funding time for direct deposit in QuickBooks Online.   May I know when is the check date of the direct deposit that you've processed? As long as you transmit your payroll 2 banking days prior to the paycheck date, direct deposits are made available to the receiving bank as of 5 pm PST on the paycheck date. However, the funds are posted to the contractors'/employees account at the discretion of the receiving bank. Employees/Contractors should contact their banks to learn the exact time that direct deposits are posted to their accounts.   If the money hasn't received after the given time frame, I'd suggest reaching out to our Customer Care Team. They have the ability to do a direct deposit trace and verify what's causing the issue.    For more information about processing direct deposit, please see these great articles: Direct deposit processing times. When do direct deposits post? Contractor direct deposit. Direct deposit for Online Payroll. Don't hesitate to let me know if you have further questions. I'm here to help you out. Have a lovely day ahead! ... View more

Glad you've reached out to the Community, @MMW.   I want to ensure that the WA State Family Medical Leave will calculate properly on your employees' paycheck. Let's drill down to the bottom of this and get you back on track.   QuickBooks will auto-correct if adjustments made are beyond the expected rate. This can be the reason why the WA State Family Medical Leave deductions are not calculating. What are we going to do is to pull up a payroll detail review to verify the created adjustments.    To do that: Click on Reports at the top menu bar. Select on Employees and Payroll. Choose Payroll Detail Review. Click on Customize Report. Refer to the Filters tab. Under the Current Filter Choices tab, select Payroll Item. On the Payroll Item section, choose WA State Family Medical Leave. Click on OK to save changes. From there, you can review the amount of the adjustments and see if it's correct. Once verified and the issue persists, I'd suggest running a payroll update to make sure that your tax table is updated.    If doing this doesn't make a difference, I'd recommend getting in touch with our Payroll Care Team. They have the necessary tools to check on your transactions and further investigate this matter.   In the event that you should have questions about this, or need anything else, you can find me here. Have a good one! ... View more

Thanks for bringing this concern to my attention, @dswags1331.   I can definitely assist you with restoring the backup copy of your client into QuickBooks Desktop Windows.   If your client hasn't set any password for his backup copy, then you should be able to restore the .QBB file with no issues. However, if a password was set up, you can use the automated password reset tool to help you reset it in QuickBooks Desktop. For the detailed steps and instructions, you may check this article: Use the Automated Password Reset Tool for QuickBooks Desktop.   Once done, you can now proceed with opening the backup copy by following these steps: Restore a backup of your company file.   Also, you can read through these articles about fixing issues when opening a company file for your future reference: Resolve Error -6000, when opening a company file. Convert a QuickBooks for Mac file to QuickBooks for Windows. In case you need help that requires live technical support, you can always reach out to our Customer Care Team.    Please keep me updated on how things turns out. I'll be around to provide further assistance. Have a good one!  ... View more

It's my pleasure helping you out, @timzmum.   Please know that I got you covered if you have any QuickBooks concerns. You can always find me here. Thanks for coming and have a lovely day ahead :)!   ... View more

Hi there, @timzmum.   I'd like to provide some more insights about the difference between downloading the entire payroll update and downloading the changes only.   When running payroll updates in QuickBooks Desktop, I'd suggest downloading the entire payroll updates. This way you'll be able to have the entire recent updates with the accurate rates and calculations for the supported state, federal tax tables, payroll tax forms, e-file, and payment options. On the other hand, the "download only changes and additions to currently installed files" option will download basic changes that are missing to the previous updates that you made.   To give you more information about payroll updates on your QuickBooks, please see these great articles below: Download the latest payroll tax table. Latest payroll news and updates. Frequently Asked Questions FAQs about QuickBooks Payroll Updates. Also, you can check out this link about fixing update errors in QuickBooks Desktop for your future reference: Fix error when updating Desktop or Payroll.   These resources should brighten up your day, timzmum.   You can always get back to me if you have any queries regarding payroll. Helping you is my priority. Wishing you and your business continued success! ... View more

I appreciate you sharing your thoughts with us here in the Community, @moonwatcher.   Allow me to help share some information about importing transactions from QuickBooks Desktop to QuickBooks Online.   QuickBooks Online and Desktop are two different platforms, some features are available in the Desktop version, and not available Online. There are advantages and disadvantages, however, this will depend on your business preferences.   Here are some great articles that you can check out about file conversation to from QuickBooks Desktop to QuickBooks Online for your reference: What data doesn't convert from QuickBooks Desktop to QuickBooks Online? What isn't imported when you move from QuickBooks Desktop to QuickBooks Online? On that event, if you need assistance that requires live technical support, you can always reach out to our Customer Care Team.   Please know that I'm just a post away if you have any other concerns with QuickBooks. I want to ensure you're taken care of. More power to your business! ... View more

Thanks for joining us here in the Community, @rL360.   QuickBooks strives to help our customers run their business easier. Having that said, our developers are continually working to meet customers' needs and demands.   Integrating with a third party application that supports importing the journal entries is the workaround that we offer. As of now, we don't have a specific time frame as to when this is going to be available. Rest assured, I will update this thread whenever I receive updates about this concern so you'll be notified.   Additionally, to be updated with our latest news and updates including product improvements, please visit our QuickBooks Online Blog.   In case you have any concerns that requires live technical support, you can always find our contact details here: Contact the QuickBooks Online Customer Support Team.   Keep me informed should you need anything else about QuickBooks. I'll be around to help you out. More power to your business! ... View more

Thanks for letting me know about this, @retailelec.   I hear you and realized the importance of this can have to your business. However, our engineers are still investigating this matter to come up with a permanent fix. For now, to be updated with the recent status of the issue, you may reach out to our Customer Care Team so you'll be added to the list of the affected users.   You can perform the workaround provided by my colleagues above so you can continue with your work.   Additionally, I'll be doing my part and be posting some updates in this thread whenever I have it available.    Lastly, here are some references that you can check out for your future use: Download Bank Feed transactions. Add and match Bank Feed transactions. I appreciate your patience while this is being worked on. Don't hesitate to let me know if there's anything else you need concerning QuickBooks. Take care! ... View more

Glad to have you here in the Community, @ssllc281.   I can definitely assist you with importing customer lists from QuickBooks Desktop to QuickBooks Online.    If you've already exported your your list from your QuickBooks Desktop, you're now ready to import the customers list to QBO. Before doing so, take note of the following guidelines: The file size limit is 2MB or 1000 rows. If you need to import a list larger than that, you’ll need to split it up into multiple imports. Subaccounts can't be imported. Change subaccounts into parent accounts before you import, then change them back after the import. If the file imported incorrectly and it needs to be re-imported, your customer or vendor list won't be overwritten. To avoid duplicate entries, delete the imported customers or vendors before re-importing, or edit each one individually. The entries in the Name field must be unique. A vendor, customer, or employee can't have the same name as one another. The import only supports one email address, though you can add others later. To give you the outlined steps and complete process, please refer to these articles: Move your lists to QuickBooks Online. How to import customer or vendor contacts from Outlook, Excel or Gmail. However, if you need live assistance with the steps, feel free to reach out to our Customer Care Team.    These resources should get on the right track.   In the event that you should have questions about this, or need anything else, you can find me here. Have a great day! ... View more

Hello there, @info298.   I can provide some insights about how sending invoices works in QuickBooks Online. Let's get this started.   In QuickBooks Online, invoices will be automatically sent as to when it was created. However, you have the option to make a recurring invoice and uncheck the Automatically send emails option. Doing this will help you manually send the invoices on your desired dates.    To do that:  Select the Plus icon (+) on the Toolbar. Under Customers, select Invoice. Fill out the form with the information you want to appear in every instance of the invoice. Under Payment Options, choose the types of payments that you accept. Select Make recurring. From there, you can now customise the recurring invoice: Enter a template name. From the Type drop-down, choose Scheduled. On the Options section, remove the check-mark Automatically send emails. Set the interval. Set the Start date to at least one day in the future. Scheduled recurring transactions are automatically created during the first half of the day. Choosing a day in the future ensures that the first instance will be created on the day you've selected. Change the End date, unless you want this transaction to recur for an unlimited time. Select Save template. To give you more insights about this process, please check out these helpful articles: How to create a recurring invoice and manage recurring transactions. Schedule recurring transactions created with a template. Create templates for recurring transactions. Create a recurring transaction. Moreover, our developers are constantly working with improving our products to meet our customers' needs and demands. I'd encourage you to check out our QuickBooks Online Blog to be updated about our latest news and updates including product improvements.    You can always get back to me should you have any other concerns about invoices or QuickBooks. It'd be my pleasure to help. Have a lovely day ahead! ... View more

Hey there, @info297.   It'd be my pleasure to walk you through in setting up card reader in QuickBooks Online.   If you are using a USB card reader, you can set this up on your QuickBooks by following these steps below: Select the Plus icon (+). Click on Receive Payment. Fill out the payment details on the Sales Receipt or Receive Payment screen. Select Enter credit card details. Select the Process payment when saving. Choose Swipe Card, and swipe the card through the reader as shown in the picture onscreen. Select Save. For complete details and troubleshooting steps for this setup, please check out this article: Use a USB credit card reader with QuickBooks Online.   However, if you are using a Bluetooth Card Reader or a USB Magtek card reader, you can set this up by performing the procedure in these links: Set up Bluetooth Card Reader. Install and use the USB Magtek card reader. Additionally, if you have a Go Payment account and you wish to integrate it with QuickBooks Online, just see this link for the process.    These resources will help you set up your card reader, info297.   You've got me here if there's anything else you need about card readers. I'll make sure to get back to you as soon as I can. Have a lovely day! ... View more

Welcome back to the Community, @kgar.   Let me share some insights about recording payment hold back from Worldpay in QuickBooks Online.   Recording the holdback payment from WorldPay depends on how they record the payments received on your QuickBooks. If payments are deposited using the Undeposited Funds, then you can receive the payment there as well. After that, issue a refund using the said account once the payment has been taken back from your Worldpay account.   To do that, please check out the outlined steps in these articles:  Record a customer refund. Deposit payments into the Undeposited Funds account. If you need further assistance in doing the process, I'd suggest reaching out to our Customer Care Team.   Of course, I'll be around to help you if there's anything else you need with this concern. Have a nice day! ... View more

Glad to have you back, @Login.   Allow me to provide some information about the error that you received and an update about associating an item to Sales Tax Payable, Undeposited Funds, etc.   Being unable to associate an item to Sales Tax Payable, Undeposited Funds, and other non-posting accounts were caused by the change from the latest 2017 release. This means that there are certain types of accounts that are no longer allowed to be associated with a Discount item.    Our engineers had provided a workaround to help you finish your work, please see this link for the detailed instructions about the process.    That being said, you can still update your QuickBooks to the latest release to download the latest updates as they are released.   To do that: Click on Help at the top menu bar. Select on Update QuickBooks. On the Update QuickBooks window, go to the Update Now tab. You can ignore the table because you don't need to change anything. Select Get Updates. Restart QuickBooks. When prompted, accept the option to install the new release. For complete details about this procedure, please check out this article: Update to the latest release of QuickBooks Desktop.   In case you need further assistance that requires live technical support, feel free to reach out to our Customer Care Team.    Please don't hesitate to reach out to me here should you have any further questions. Thanks for coming to the Community and take care. ... View more

Thanks for the details you've given, @mandyAOR.   I'd like to share some clarifications about the amounts on your summary reports in QuickBooks Desktop.   QuickBooks records all payroll expenses and liabilities based on the actual paycheck date, regardless of the pay period dates during which the work was performed. As you already verified that you've selected the correct date range for your report, this time I'd suggest getting in touch with our Payroll Care Team. They have the necessary tools to check on your transactions securely to better isolate this matter.   Here are some good articles that you can check out about handling payroll reports in QuickBooks Desktop for your future reference: Create a payroll summary report. Modify payroll summary report. Tracking payroll expenses by class. Please know that I'm just a reply away if you have any other questions about this concern or with QuickBooks. I'd be pleased to help you out. Take care and have a good one. ... View more

Thanks for keeping us updated about this, @KimLCCDC.   It's good to hear that your Simple IRA Company contributions are now showing up on your reports and your now back to business. I'd like to share some troubleshooting that you can use in the future in case you encounter data, company file or program-related issues.    Please check out the following links below: Resolve data damage on your company file. Fix your Damaged Company File or Network. Run Reboot.bat. Also, if you need assistance that requires live technical support, feel free to reach out to our Customer Care Team.    Please know that the Community is always here to help you with any QuickBooks concerns. Wishing you and your business continued success. Take care! ... View more

Thanks for bringing this concern to my attention, @limeburnhill.   I'm with you in ensuring that your Cooperative Business Account will be connected to QuickBooks Online.    Once a financial institution is supported by QuickBooks Online, the banking link should be updated whenever it is released from the bank. Since this isn't your case, I'd recommend reaching out to our Customer Care Team so they can better isolate this matter. They have the ability to open an investigation if necessary.    Having that said, let me share these resources about connecting your bank account into QuickBooks Online for your future reference: Problems finding a bank. How to identify the correct bank. Connect a bank account. Meanwhile, you may still be able to download transactions from your bank's website and upload them to QuickBooks Online. Please see these articles for more details about the process: How to upload more than 90 days of bank transactions. How to import bank transactions using Excel CSV files. This should get you pointed in the right direction.   I'm just a post away if you have any questions about these steps or QuickBooks. Take care! ... View more