QuickBooks Q&A

In the new reports, I see where to schedule an email. It needs some work. It shows something about work flows. What is that and where do I find it? I am getting several emails a day with an Excel sheet attached. How do I stop them? I would like to get a couple reports via email once a week in PDF, not Excel. Where do I set that up?  Thanks, 

I want to print a Bank Deposit report for varying periods that ONLY display the deposits made with a Payment Method of credit card and/or ACH. I already have a report that shows all deposits except for Payroll Deposits. I noticed that the Display options has a field (column) selector called "Pay Math", but the Filter Selector seems to be called "Payment Method". I assumed these were the same, why different who knows?  ** I know it is not "Pay Math" but QB won't let me use the word that QB uses in the options for filtering ... sort of a double standard!!!!! When I attempt to Filter by Payment Method and I select "Multiple types" and then Credit Cards and ACH (both of which appear on the report I already have!), I then get a report with no data at all!!!  I have no idea why this Filtering isn't working.  Is Pay Math and Payment Method the same? Do they both reference the method of payment made (check, credit memo, credit card, ACH, etc.)? Why when selec

I have QuickBooks Mac Plus 2022 v21.0.11R12.2 and am using the Download Transactions feature that is linked to a bank account. When trying to enter the Payee information, QB is auto-filling the full name incorrectly. For example: I have Verizon setup as a Vendor. In the Payee box I type a "V" and it fills in the Payee field completely with the wrong name. I continue typing "Verizon" and I get an alert saying "Name Not Found Verizon is not in the Name List" however Verizon is in the list of Vendors. Things I have done so far:In Settings/Data Entry the Quickfill Transactions is checkedFile/Utilities/Verify Data - this was OKFile/Utilities/Rebuild Data - this was OKQuit QB, rebooted, tried again - no luck.Clicked on Help/Contact Us - allI I get is a blank screen None of these worked.  This problem is someone random. Sometimes I fire up QB and all is OK, other times this comes up. What should I try next? I have a ton of accounting to catch up for 2024 and this is not awesome

Make your QuickBooks Online invoices, estimates, and sales receipts work for you, not against you! This video reveals the essential info you need to customizing these forms, saving you time and boosting your professional image. We'll also tackle some burning questions from our QuickBooks Community related to this topic.   Click to watch and unlock the full potential of your QuickBooks Online forms!     If you'd like to let your customers set up autopay for recurring invoices, check out QuickBooks Payments rates and apply.   And if you use QuickBooks Payments, customers can pay their invoices directly by credit card, PayPal, Venmo, or ACH transfer.   Resources & Time Stamps:  New Layout: Customize Invoices, Estimates, & Sales Receipts (1:09s) Old Layout: Customize Invoices, Estimates, & Sales Receipts (3:17s)  Create a new template (4:10s) Customize the appearance (4:20s) Customize the Information (5:00s) Personalize your email message (

Hello -I created a memorized report that I'd like to use across many QBD files.  I 'shared' the report hoping it would be added to 'Contributed Reports,' however the report is not available.   Are there additional steps to adding a memorized report to the contributed section?Thanks!

I want to be able to verify my bank information on Quickbooks when it gets disconnected.  But only my CPA's email address is listed as an option to verify.  How do I add my email address also (I am the owner of the company.). This is what is show: For your security, A. F. Credit Union requires additional verification info. Please select a delivery method for a one-time passcode (Only my Accountant's email address is listed)  

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The Michigan Form 5080 needs to be updated to remove the banner and warning that it is for 2024 - when the heading and form has already been updated for 2025.  You can see the correct form behind the banner - but you can not use it because of the Banner. Any idea when QuickBooks may correct the error?

I have a aluminum business (making door, windows, cupboard etc...). I was buying raw material cash and credit but there is no inventory track from Oct 2020 to Jan 31, 2025. so how can i enter these cost in quick books online?

Who do i contact within the Quickbooks company? 

I found some remained unapplied payment and invoices in 2024. 2024 year end has finalized so, when I matched them and it affected the year-end outcome for 2024. Our audit team is required to disassociate and rematch in the year 2025 to prevent changes in the balance sheet and profit and loss statement. Can I get assistance in matching the remaining unapplied payments with their corresponding invoices for the year 2025?

If you run profit and loss report it doesn't show financing activity (ie. transfers). So you don't get a picture of profit after debt service (ie. TOTAL MONEY OUT) If you run a cash flow statement it only shows account balance changes for the given time period and can't be shown as monthly totals. So you can't compare cash flow of september to cash flow for october NOR can you see what you spent on any category. It's infuriating that such a simple and what would seemingly be a pretty common need to know, is so ridiculously hard to figure out.   I mean any loan you apply for needs to know total money in and total money out INCLUDING debt service (not just "Interest Expense").   Ideally it would be the Profit and Loss report with Transfers to liability accounts in it's own section or in the expense section.

I think I have this but I'm confused about capitalized Fees: Titles Fees, Title Insurance, Escrow Closing Fees-I think they all go in an account on COA called Closing Costs as a current asset.. is that correct? And what about the premium tax (8%) for KY, where the building is being purchased in that state. Does that go into an account called Property Taxes also categorized as a current asset? 

Hi! Thanks for reading this and the help! Property was purchased.  400,000 went out as hard money.This has been reconciled. CPA gave JE showing 400,000 to capital.Same JE had many other enteries. NOT hard money.  Only buildings and land are large amounts. If I delete the 400,000 from JE, then the JE doesn't balance.If I delete the 400,000 from bank account, then bank doesn't balance. Yikes!What do I do????!!!!QB desktop Thank you! 

This just started when I am doing my Feb 2024 posting for Sales Tax.  All previous months the report worked.  It just stopped calculating the taxable amount column of the report wrong in Feb 2024.

Suddenly, I am unable to send invoices via email (gmail) which I have been doing for over 20 years.  Any suggestions?

I need to restart my bank account with a new one, so I need to delete the old account and all the transactions that were posted. Is the only way to go in and select delete for each transaction? There are 900 transactions to delete. Is there a faster way?

When will the Q4 reports be available. They were available last year by this date. I am looking for my W3 Thanks

I just switched to QBO. When creating an invoice, the description and rate do not automatically show up. (I have added a generic description and rates for all my clients)

hi ,I am new to QB , the person worked before me had a Retained Earnings and it move from 22 to 23 and now to 24 .I want to delete that amount to make it zero starting 1/1/2024 . any help 

We are running a non profit and use sales receipts to record donations. We use WEPAY which offers donors the option of paying the transaction fee. Most of the time our donors choose to pay the transaction fee. How do I record that in QB. The merchant institution does not bill us for the transaction fees, they simply deduct it from the donations before they transfer money. 

Why can't you customize the main payroll screen to include deductions and not just pay types in QBO? In the desktop version, when running payroll, you could access pay types and deductions from the same screen without having to individually go in and edit each paycheck for the deduction(s). (Most deductions in our payroll are not a fixed amount and must be manually entered each pay period. It seems like an oversight on the part of QBO to not be able to edit from the same screen if you choose, but rather have to individually edit each paycheck.)

I have used the QB 1099 service for the first time. The filing date for my 1099s was 1/14/24. The Recipient's copy column says mailed. One of the 1099s is coming to my home. It has not arrived. Have they really been mailed? Thanks.

We have been unable to email invoices to customers since the first day of using QBOL

I input my invoices manually. I have a $6.94 refund, a $6.01 sale, and a $0.47 processing fee that need to be matched to a $1.40 record in the spent column on the Banking page. To reiterate-6.94+6.01-0.47to a 1.40 transaction in the spent column, so -1.40 transaction. How do I do this? Thank you.