QuickBooks Q&A

I manage very few credit card transactions and they are all handled exclusively through QB Payments with no website e-commerce. QB is trying to tell me that I'm not PCI compliant and they want me pay SecurityMetrics to verify my compliance, but the PCI website says I can self-assess using SAQ-A and an AOC. I don't know how to submit this to QB without using the 3rd party. The QB TOS do not mention anything about verification or certification. They just list the actual 12 requirements that constitute PCI compliance, all of which I meet or are N/A. Frankly, this all feels quite scammy?

I transferred funds between 2 bank accounts using a check and a deposit transaction. These transactions show up as income and expenses on the P&L. I would like these to come off the P&L as they are not income and expenses. I know I can do this using Transfer Funds but a check was physically written and a deposit made at the bank, so how can I record this without deleting the check and deposit and also not recording as income and expense?

I was excited to see that there's now the ability to send a bill payment stub with bills paid. However, the standard template doesn't meet our needs and I need to customize the form. The bill payment stub template doesn't have buttons for Additional Customization or Layout Designer so I'm unable to make changes to the template.Please help.

How do I set up for electronic filing but sending paper check for payment 

I've spent the better part of today diagnosing this issue. This has something to do with Quickbooks (I've tested this issue on QB 2022, 2023, and 2024) and our company file. When I go to generate an invoice that has billable items (time or expenses), and I click "Create Invoice" there is a delay that wasn't there when running on Sonoma (and I have also tested this with the same company file on an older macbook pro running Sonoma 14.7.1). However, the bigger issue is that when clicking ok on the "Choose Billable Time and Costs" dialog (regardless of whether anything is chosen) results in a "spinning beach ball" for about 25-30 seconds. There is no difference if any billable time or expenses are selected. Then, when I go to email the invoice, I hear the "cha ching" (as though the invoice was created/added) but then it says "The Operation Could Not Be Completed" and the invoice is not actually created. It seems like it may have something to do with the Quickbooks Payments functionality, b

Is it possible to match a credit card transaction to a po through bank feeds?

I am unable to contact Quick Books via the Chat, it will not let me type anything in the questions box. I am using Quick Books Desktop Enterprise Contactor 2024. I have cleared the cache and tried a different browser. 

When running the statement of cash flows reports, the net income defaults to accrual rather than cash, and so it does not match the total income from the Profit and Loss report.  When I change the detailed report to cash, it will not refresh and does not update any of the information.  If I run a Net Income Detail report separate from the Statement of Cash Flows, it will match the Profit and Loss.  Please advise on how I can change the Statement of Cash Flow Income to Cash versus accrual.  

I opened by bank reconciliation on my QB MAC desktop 2021.  It froze.  Now I can't check off any items or reconcile it or close it.  

I looked over some paychecks and noticed that Oregon Paid Family Leave for employees stopped calculating in 2025. I looked at the payroll item list and the limit was raised to $176,100.00 and the rate (amount) stayed at 1%. Why is this no longer calculating on my employee's paychecks? All payroll update have been done. Please help. Thank you!

is there a way to disable the payment processing box from always being checked when recording a credit card payment.  we do not use the intuit merchant service integrated into QB.  We only use QB to record payment receipt.

Transactions from certain categories always need to have an invoice or receipt for tax purposes. I'd like to generate a report that shows me all transactions for most categories with no attachment (meaning there is no invoice or receipt). This report should show transactions across all of my accounts. I will then find the receipt or invoice and attach it each transaction.

is there a way in QB online to pull from a p and l all unreconciled items during a time period? for ref in the desktop version the lighting sign was imported which converted to check mark once reconciled   

Good morning. I am trying to do a password reset on my QB pro 2024.I press on the I forgot my password link and I get a pop up that says Quickbooks can't start password reset. Try again in sometime.It has been over three days now.How do I get passed this?Thank you

I have selected Federal Unemployment on an employee's payroll information when our company does not do that. I have already paid the employee and ran it through quickbooks and now it shows that i have to pay the 940 Tax. I am wanting to fix that to where i don't have to pay the tax and repay the employee what is owed. 

I am trying to email paystubs to employees  from QBO but there are no options for emails. The only option is to print. How do you email paystubs?

How do I change an existing chart of accounts account type from expense type to other expense type.  I get a warning that says "You cannot change the type of an account that is associated with a 1099 category.  To change the type of this account, you must first delete it's association in the 1099 preferences.  Any help would be appreciated.

I'm using Quickbooks online.  Why won't the VENDOR account numbers print on my checks?  I have account numbers enabled and the account numbers are in the vendor profile.Thank you

when a customer pays there invoice through quickbooks with a credit card is there a way to pass on the processing fee

I am looking for help setting up in QB Pro 2015 a new van that we purchased. We did a down payment (2  checks actually) and financed the rest.  I am not a bookkeeper and get confused and the debit and credit answers.  I went to set up a fixed asset account and the first part asked to categorize it as income or expense.  Not sure which to choose. Then I need to set up an account for the loan amount.  Should it be a loan account or a long term liability account?  And do i include the amount financed  or the total amount with the interest costs?   Where do i account for the deposit on the van? One was for $1000 and one was for $9000.  I posted them temporarily in the fixed asset area, but not sure if that is correct. (I can always change it)  I have set up other loans but not sure that i have done it correctly.  We dont do depreciation thru QB.  Our accountant and tax preparer does that when we do our taxes.  since

We record our business expenses on accrual basis. Example:rent expense per month = $500 We record monthly accrued expense for Jan 2024 to March 2024 and outright expense for April 2024.Then payment was made on April 10,2024 amounting to $2,000.00. Upon generating the profit and loss in ACCRUAL BASIS at the end of April 2024, the monthly rent expense of $500 from Jan to March 2024 was reflected (including the outright recording of April 2024 rent).However, when we generated profit and loss in CASH BASIS the same result reflected, the monthly rent expense was also shown. We believe QB should not reflect the monthly accrued rent expense when generating cash basis. Since these expenses were not paid during the period they were incurred, they should not be recognized as expenses on a cash basis report.

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Intro: This is a question related to Time entry HOWEVER, I do not use the QB Time service. I just enter time records into standard QB Online. Question: Is it possible to change the default setting for the week displayed when entering time? See the screen shots below. When I go to enter a time record, QB defaults to Last Week. Since I want to enter current time records, I always have to change to This week. My question: Is there a way to set This week to be the default? I can't find a setting anywhere. It doesn't make sense for me to enter time for last week when I am working in this week. Best would be to have it default to the current date. I have searched for this answer and spent fruitless time on chat but can't get an answer. Many thanks.

I prepared and sent about 3 weeks ago.

I currently use a "Group" item in QuickBooks Desktop Manufacturing - Enterprise, with the do not print set, for quoting purposes. I'm trying to figure out if there is a way when I turn the estimate into a Sales Order that the lines previously not printing from the Group could be made to print on the Sales Order. For example I have a group set for quoting multiple items that go into making one part. When I print the Quote it only shows me a total for that Group on the Estimate, which is exactly what I want. When the customer places the order based on that Estimate I would like for the exact same items in the Group to show and print on the Sales Order so our works know what tasks are required to make that part. Is this possible? Thank you in advance for your help!