Hey @russ8,   You'll need to set up an owner's equity account to track your payment to the owner of the business. Let me guide you on how this is done.   An Owner's Equity account is used to track the withdrawals from your assets to buy a new business. To create an account, here's how: Click on Accounting from the left panel. Choose Chart of Accounts. Click on New. From the Account Type drop-down, select Equity. From the Detail Type drop-down, choose Owner's Equity. Enter the Opening Balance. Click on Save and Close. Once done, you can now write a check to show the expense from your personal funds to the business owner. You can follow the steps below: Click on the Plus (+) icon. Choose Check. Select the bank where the funds will be taken from. In the Account field, enter the equity account you created. Enter the other information for the check. Click on Save and Close. Also, I still suggest reaching out to your accountant. This way, they can properly guide you on how these can be recorded in your business. They can also help you manage your books.   You can refer to this article for more information: Set Up and Pay an Owner's Draw.   Don't hesitate to let me know if you have any other questions or concerns. I'll be here to help you. ... View more

Hello @Anonymous,   This isn't the kind of service we want you to experience. We're constantly upgrading the product to best help you grow your business.   We make it a priority to listen to our customer and their suggestions for the product. I want to let you know that we appreciate sharing with us your thoughts.   We will strive harder to improve the product and service we provide. This way, we can ensure the success and growth of your business with us.   In the meantime, you can visit our QuickBooks Blog to get the latest news and feature updates.   You can also visit our QBO Self-Help page in case you want to learn some processes.   Please don't hesitate to let me know if you have any other questions or concerns. I'll be here to help you. ... View more

Thank you for getting back to us, @TwoBranches.   It's alright if you're set up as the master admin. Let me add some details about setting up your clients.   There's a difference between adding your clients as users and adding them as clients. When you add them as users, they'll have access to your account and won't be listed as your clients.   But when you add them as clients, you'll get the privilege of viewing their QuickBooks account and perform tasks on their behalf.   To successfully add them in your account, here's how: Click on Clients from the left panel. Click on Add Clients. Enter your client's information. Select your QuickBooks Subscription. Click on Save. Once done, you can wait for your clients to accept the invitation sent to their email address.   Please know that you can always reach back to me if you have any other questions. I'd be happy to help you. ... View more

Hi @LynneOO,   In QuickBooks, when working on multiple clients, you'll need to open each account on separate browsers. I can add some details about this.   Opening separate browsers for each client account prevents you from being logged out.   Also, let's reset your apps data as an initial troubleshooting step. This way, you'll know if this behavior is caused by the overloaded data on the app.   To reset your app's data, you can follow the steps below: Click on Help from the menu bar. Choose Reset App Data.   You can always let me know if you have any other questions. ... View more

Thank you for getting back to us, @YvonneI.   I'm glad that my colleague @JasroV was able to help you create a custom report to suite your needs.   To continue, you can filter your report to only show a specific vendor's transactions. Here's how: From your report, click on Customize Report. Select the Filter tab. In the Choose Filter section, click on Name. Choose the specific vendor from the drop-down. Click on OK to apply the filter. Also, you can click on Memorize to save your custom report in the Memorized Reports List.   You can refer to the article provided above to better customize your reports.   As always, you can tag me in your comment if you have any other concerns. I'll be here to help. Have a good one! ... View more

Hi there, @raj10.   You may need to uninstall and reinstall your app to resolve this issue. Let me guide you through the steps.   To refresh the "stay signed in" option, you can uninstall and reinstall the app.   Once you've uninstalled it, you can download the app from this link: Download QuickBooks App.   We also have our Help Articles page in case you want to learn some basic processes in QuickBooks.   Don't hesitate to let me know if you have any other questions. I'll be here to help. ... View more

Hey @vidhyaganesh,   In QuickBooks, transactions with similar descriptions follow the same payee name when edited. Let me add some details about this and help you further.   Currently, there's no option to turn this off in QuickBooks. But you can create bank rules to efficiently categorize your transactions.   In addition, when you create bank rules, this allows you to rename your transactions without updating it on the others.   To create your bank rules, you can follow the steps below: Click on Banking from the left panel. Click on the Rules tab. Choose New Rule. Enter the Rule Name and other details of the rule. Click on Save. You can also read this article for more information: How to Set and Use Banking Rules for Downloaded Transactions?   Please don't hesitate to get back to me if you need help with anything else. I'd be happy to help. ... View more

Thank you for bringing this to our attention, @joneill86.   I appreciate you for proactively sending the email you received to spoof@intuit.com.   You'll need to wait for a reply from our security team. They're still investigating if the email address used by the sender was directly from Intuit.   Also, some emails that are from Intuit use a special email address. Some of these addresses include: @intuit.com @notifications.intuit.com We're taking much effort in researching the domain used by the sender. This is to ensure that none of our users will be taken advantage of by these kinds of emails.   But don't worry, once our security team has finished their investigation, they'll get back to you immediately.   In the meantime, we don't advise downloading the FaceTime like application to proceed with your scheduled appointment.   As always, you can reach out to me if you need help with anything else. I'll only be a post away. ... View more

Hi jlmalarkey,   Currently, when importing your item list in QuickBooks, you'll need to format them horizontally. Let me add some details about this.   In QuickBooks, when exporting your item list, it's formatted in a horizontal way. This is to easily navigate the details of each item.   Thus, changing the format will result in the excel file showing the original format.   Also, I'll take note of your suggestion and pass this along to our engineers.   Feel free to let me know if you have any other questions. ... View more

Hey there, @Kodakane.   When changing the accounts associated with your inventory items, it'll affect your previous transactions. I can add more details about this and help you further.   This behavior in QuickBooks ensures that all transactions are tracked properly.   Also, you can view the changes made on the accounts by pulling up and filtering your Audit Log. But note that it'll only show the user, date and time when it was changed.   No specific detail of which account was previously used, and what account it was changed to.   To pull up and filter your Audit Log, you can follow the steps below: Click on Reports from the left panel. Under Business overview, select Audit Log. Click on the Filter button. Choose the Date. Enter the specific From and To period. Click on Apply. You can refer to this article for more information: Learn About the Audit Log.   As always, you can tag me in your comment if you need help with anything else. I'll be here to help. Have a good one! ... View more

Hello @snwwht0611,   I appreciate you for contacting our support team in attempts to get this resolved. Please know that this isn't the kind of service we want you to experience.   Also, I've already informed our support team about this so they can directly help you get your invoice payments to sync with QuickBooks.   Thus, you can expect a callback within the day or on the next business day.   Please don't hesitate to get back to me if you have any other concerns. I'll always be ready to help. ... View more

Hi @karoline,   Currently, the only way to remove these advertisements is to click on the X sign or No thanks. Let me discuss this further.   These pop-up advertisements aren't for selling you anything in QuickBooks. These are merely pop-ups about navigation to help you improve your in-product experience.   Also, you can contact our QuickBooks Online Support team. This way, they can investigate this further and provide you with additional ways on how you can remove them.   Here's how you can contact them: Log in to your QuickBooks account. Click on Help. Choose Contact Us. If there's anything else that I can help you with, please let me know by leaving a comment below. I'll only be a post away. ... View more

Thank you for bringing this to our attention, @togo109.   This isn't the kind of service we want you to experience. We strive hard to address your concerns and get you back to business.   In QuickBooks, when updating your bank, the requirements you need to meet are set by your bank's Online Banking Institute.   One way to successfully update your bank connection is to set a different phone number for every account.   Also, to better investigate this behavior, I suggest contacting our QuickBooks Online Support team. They have the tools to check your bank connection and find a workable solution to the error you're getting.   Here's how you can contact them: Log in to your QuickBooks account. Click on Help. Choose Contact Us. Please let me know if you need help with anything else. ... View more

Hey there, @julie-wellborne.   We want to make sure that your account is being handled correctly. Let me route you to the correct support available to get this addressed as soon as possible.   Since the Community is a public forum, we're unable to view your account, including the charges incurred on your account. To get this resolve immediately, I suggest contacting our QuickBooks Online Support team.   By doing this, they can view your account in a safe and secure environment. They also have the tools to look up the charge that was posted on your account and resolve it.   Here's how you can contact them: Log in to your QuickBooks account. Click on Help. Choose Contact Us. We also have out QBO Self-Help page in case you want to learn some processes in QuickBooks.   As always, you can let me know if you have any other questions or concerns. I'll be here to help you. ... View more

Hi @gita-alirezaei,   In QuickBooks, you're only able to change the bank account associated with your account. Let me discuss this further.   There isn't currently an option to delete the bank account you entered for your account. But you can change the routing and account numbers. You'll need to log in to camps.intuit.com to achieve this.   In addition, the number should be a sample one. This way, your correct bank account information won't be displayed.   To change the bank information, you can follow the steps below: Sign in to camps.intuit.com. Select your subscription in the Products & Services list. Click on Details. In the Billing Information section, click on Edit from the Payment Method. Update the information. Click on Save and Close. You can always get back to me if you need help with anything else. ... View more

Hey @bpaynetsep,   Currently, there isn't a report that could automatically calculate the totals on your Profit & Loss.   The custom reports in QuickBooks only allows you to create a report containing data you've entered. You're only able to add columns and filter it displays the details you want.   You'll need to manually calculate the total amounts manually to get the final number you need. To achieve this, you can export the P&L report to MS Excel and calculate it from there.   You can follow the steps below to export your report: Click on Reports from the menu bar. Choose Company & Financial. Select Profit & Loss. From the Excel drop-down, choose to Create New Worksheet. Click on Export on the pop-up window. You can refer to this article for more information about reports: Understand Reports.   Please let me know if you have any other questions. I'll be around to help. ... View more

Welcome to the Community, @dmv3.   You can toggle to the All Sales tab and filter the transactions to view all invoices and print them. Let me guide you on how this is done.   To successfully filter and print your invoices, you can follow the steps below: Click on Sales from the left panel. Choose All Sales. From the Filter button, select Invoices from the Type drop-down. In the Date field, select Last Fiscal Year. Enter the specific date you want to view. Select the invoices you want to print. Click on Batch Actions. Click on Print Transactions. You'll then be routed to the PDF preview of your invoices. Once you're satisfied with how it looks, then click on the Print icon.   I've attached an article here for more information.   As always, you can get back to me if you have any other questions. Have a good one! ... View more

Hi @gogetem,   This isn't the kind of service we want you to experience. We're striving hard to improve the product we offer to better help you grow your business.   In the meantime, let's perform some troubleshooting steps to isolate if this is caused by overloaded data in your browser.   You may need to use a private/incognito browser to access the Workers tab in your account. Here are the keyboard shortcuts you can use: Google Chrome: Ctrl + Shift + N Internet Explorer: Ctrl + Shift + P Mozilla Firefox: Ctrl + Shift + P Safari: Command + Option + P If you're able to access the Workers tab, you'll need to clear your default browser's temporary internet files to optimize its performance.   But if it still persists, you can use another browser.   Also, I suggest contacting our QuickBooks Online Support team. This way, they can investigate further on why you're unable to access the Workers tab.   You can contact them by following the steps provided by my colleague above.   Please don't hesitate to get back to me if you have any other questions. I'll always be here to help. ... View more

Hey @Baffled1,   I appreciate your effort in re-converting and re-entering the changes in the Accountant's Copy.   The error you're receiving is sometimes caused when you have special characters in your Chart of Accounts (COA). But don't worry, you can fix this error by following a few steps.   Special characters in the COA include: < - Less than > - Greater than & - Ampersand ' - Apostrophe " - Quotation mark To remove these special characters, you can follow the steps below: Open the company file. Click on Lists from the menu bar. Choose Chart of Accounts. Locate and right-click the account, then select Edit Account. Make the necessary changes. Click on Save & Close. I've attached an article here for more information.   We also have our Help Articles page in case you want to learn some basic processes in QuickBooks.   Please let me know if you have any other concerns. I'll be around to help. ... View more

Hi @Zegerman,   Let me route you to the correct support available to get your transactions downloaded in QuickBooks.   You may need to disconnect and reconnect your bank account to get your transactions.   But here in the Community, we're unable to view your account. I suggest contacting our QuickBooks Online Support team. This way, they can verify your account in a safe and secure environment.   They also have the necessary tools to perform a screen sharing to better help and guide you in the process.   Here's how you can contact them: Log in to your QuickBooks account. Click on Help. Choose Contact Us. Please let me know if you have any other concerns. I'll be here to help you. ... View more

Hi there, @Lillyd1.   You can turn on the automatic application of payments from your settings to apply open credits. Let me guide you on how this is done.   When you have open credits and want them to be automatically applied to invoices, you'll need to turn this feature on in QuickBooks. You can follow the steps below: Click on Edit from the menu bar. Choose Preferences. Select the Payments tab from the left panel. Click on Company Preferences. In the Receive Payments section, tick the Automatically apply payments checkbox. Click on OK to apply the changes. Once done, any open credits in the future will automatically be applied to your open invoices with the same customer.   You can also visit our Help Articles page if you want to learn some "How do I' steps in QuickBooks Desktop.   Don't hesitate to get back to me if you have any other questions. I'll only be a post away. ... View more

Welcome to the Community, @search number.   We don't intend to make the process longer in searching for your transactions. Let me add some details about this.   The more transactions you enter in QuickBooks, the lesser results will appear on the search bar.   Thus, you'll need to utilize the advanced search function to make it easier to view your transactions.   You can refer to this article for more details: How to Search for Transactions?   Please get back to me if you have any other concerns. ... View more