Account management

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The payment instantly supposed deposit in my account but don’t received

I recently switched from desktop to online.  When the data was transferred some of it did and some didn't like vendor addresses, phone numbers and the vendor category.  If you can only save vendor categories by creating a memorized transaction why are some already there from QBs desktop??  There must be another way, certainly QB's wouldn't overlook something so important.  Any advice would be appreciated.  Thanks:)

Does each need to be a separate Category?

I'm attempting to move Quickbooks Desktop Pro 2020 from one SSD to another SSD in the same computer. I booted from the old SSD (Windows 1903), ran the migration procedure to write the migration files to a flash drive, then booted from the new SSD (Windows 20H2) and attempted to run the Move_Quickbooks.bat file from the flash drive.  The progress indicator spins for a moment, then the migrator puts up a dialog saying "Quickbooks migration failed unexpectedly." Similar posts propose just installing a new Quickbooks on the new computer (for me, it's a new SSD), then moving the company file over, but I'm using the last available seat on a client's license (I'm a developer), so I need to transfer the license to the new SSD. I assume the migration tool does that, but as I mentioned, it won't run. Any thoughts on getting the migration tool to run or, failing that, de-authorizing the license on one SSD and re-authorizing it on the new SSD?

Which report will give me the data to file my taxes?

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I just discovered that a company was set up in January 2021 and I've been charged by Intuit for over $1700 in QBO fees but I have no access to the company because it's not in my name and Intuit will not refund me the charges because they are too old.  I traced this back to a January 2021 discussion with an Intuit sales rep, who I think set up this account.  Has anyone fallen victim to anything similar?

IS THE PASSWORD FOR THE BANK SUPPOSED TO BE THE SAME PASSWORD WE USE WITH THE BANKONLINE TO GET INYO OUR ACCOUNT? DO WE CREATRE ANOTHER PASSWORD FOR QB BANK TRANSFER?

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I CREATED A TEMPLATE THAT WORKS WELL FOR MY BUSINESS AND HAVE NOT FIGURED OUT HOW TO TRANSFER THAT TEMPLATE TO THE ONLINE VERSION

India accounts closing by 30-Apr-2023

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I need the full year data for my accountant.  I used to send them a back up file,  but never used on line before.  Can someone help me?

Hi All - Not sure if this falls under account management.  However we recently upgraded from QB Desktop Enterprise 21 and Desktop Pro Plus 20.  We use both as 1 is simply for the admins to do invoicing and POs on.  Since we upgraded to Desktop Enterprise & Pro Plus 2024 we can't open both at the same time.  We used to be able to.  The tech support can't figure out the problem and said it should be ok.  I'm *guessing* that its because it's the same year.  Would anyone have any clue if there's a workaround or just wait until Enterprise has 2025 and upgrade then so it's 2 different years.  Thanks  The message I get is below ** Quickbooks already has a company file open.  If you want to open another company file close this one first.  Only QB accountant and QB Enterprise Solutions can open 2 company files at once**

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For each of my customers, I add a new job for each project we complete with them.  Is there a way to make the Customer Center list not display jobs under a customer that have already been paid without making those jobs inactive?  I would like to only display jobs that have a current open balance, but I do still want all active customers to be displayed even if there is not a current open job.  Thank you

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I started working with a technical assistance firm that pointeds out that all my payroll was showing up in an "Unspecified" column when they ran reports and so to place the payroll entries in the correct columns, I undid all the catagorized transactions for payroll for the entire year of 2023 one by one (took 9 hours), verified the correct classes (Assigned them to the correct grants) and amounts and resaved. NOW my chart of accounts balance is WAY up there. My question is, now when i look at the transactions I placed in the right columns, they no longer have the "R" by them for reconciled, they have "C' for cleared. I have attached a screenshot. Can you tell me if I need to undo all my recolcilliations for 2023 to fix this issue? Because as you can see, some transactions for payroll did not unreconcile...it has added a quickbook balance of over $200,000 more than the bank balance. Or is there a report I can run to see where all that money came from?

My accountant needs to be able to see complete social security numbers. How do I allow that so I don't keep getting verification text messages?

How can I change my phone number when I no longer have the number in my account

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Is there any way that I can set up the different email contacts for whom will receive sales order and invoice in QB Desktop version?In QB online, I can set up the customer account and enter the person's email which will receive the invoice. Then when I create the estimate, I was able to change a different email contact that will receive the estimate, then record this transaction as recurring transaction. After doing this, every time I use the recurring transaction, the different email contact is there.  I would like to know if I can do the same or similar way in Desktop version which I can set up and have the sales order and invoice to be sent  to different group of people.  Thank you and every input will be appreciated. 

Hi. We are currently in Quickbooks online. Do we have the General Ledger Trial Balance report?