QuickBooks Q&A

I had difficulty starting to condense a file in Accounts desktop 2022. After updating QB, using Tool Hub and file doctor, and verify & rebuilding, I was able to get the condense process to begin. The help article said the process could take minutes or even hours. Well I left the file open and running overnight, and this morning the icon is still in my task bar, and PC and drive lights are flashing, but when I look at Task Manager, the 4 open process under QuickBooks show no activity on the processor. When I click the taskbar icon, QuickBooks tries to open but warns me that a file is already open and only Accountant and Enterprise can open more than one file at a time. This is puzzling. What is my next step? I am tempted to go to Task Manager and end the task.

I purchased QuickBooks Pro 2014 UK desktop version in 2014, and it was originally installed on a laptop running Windows 8.I have now installed the same QuickBooks software on my new laptop, which runs Windows 11 Home. 

Greetings,   We are a professional services firm, and we use project codes/billing codes for our billable assignments.   We use monday.com as our project management system, and once a project has been completed, and is ready to be invoiced, we manually enter all the details as a new project in QuickBooks. This is time-consuming, and leaves room for human error.   We can export the data from monday.com in .csv format, but we are unable to import that as a project on QuickBooks.   QuickBooks Time appears to be one solution for this, but we may also need to consider other options.   We would be keen to hear from advisors to other professional services firms who work in a similar way, and who have found solutions for importing projects, which are essentially distinct billable assignments with project codenames or billing codes.   Best regards, [removed] CEO [removed]

Our QB online account got imported into QB back in 2022. The people before me never correctly categorized or expensed the banking transactions so now our QB balance and our actual bank balance does not even match at all. Is there any way I can go about fixing this without screwing up our 2022 financials? I do not want our Balance Sheet to be misstated with an incorrect bank balance.

I need to extract the Transaction report, I need the debit & credit columns, however when I tried to add it only the debit column appeared. 

Client, who is the primary admin, get an error message saying he doesn't have the correct right to add an accountant user. This has been going on for a month. Intuit support is useless.  We get scheduled update on the ticket.  All the scheduled updates are saying the engineers need additional time to investigate.  The next "scheduled update" on the ticket is March 15.  We tried upgrade the subscription.   Client can add me as a user, not as an accountant.  Client does subscribe the quick bookkeeping service from intuit.  I'm wondering if that has anything to do with the issue.  Appreciate if any insight on this issue.  

We utilize cost codes for T&M invoicing.  I pull an invoice to populate costs associated and then add/update the line items as necessary.  However, my manager wants me to create a progress invoices BASED off the T&M invoice.  I cannot void the T&M invoice or it removes the costs and puts inventory back into inventory.  My accountant stated to zero out the T&M invoice (which I do) but doing this really makes the reports look incorrect.  IE costs are correct, but I zero it out and create a "fake" invoice and send to client.  How can I review the billable costs associated without creating an invoice?  Is there a report that is combined for time as well as materials?  I cannot locate.

Our QB Enterprise license has lapsed and we are looking to renew it, the person handling that has retired a few years back and we have trouble resetting the password because Intuit asked to send a PIN to her mobile, so we are stuck. What are my options? Thanks!

I work for two companies that have very little activity anymore so I'm looking for a better QB product than I'm currently using because its overkill and costly. I'm using QB desktop Pro Plus 2022. I will no longer be doing payroll for either comapny. Any suggestions would be helpful.

Can anyone tell me how to get this popup to stop appearing when opening the company file?We have tried logging into Intuit and the qbw is already password protected.  The popup is preventing API transfers from occuring without QB being open.

Can someone tell me if I am able to use any merchant services provider with  Quickbooks Ent. Solutions 22 and Quickbooks Desktop POS 19 without doing a bunch of extra work and being able to track the sales etc.?

Hello, I am getting a notification that after 3/30/23 the only bank feed available for American Express will be "American Express - QBDT".  I disabled my feed to try to re-establish my bank feed using the new system and it requires the account owner approval and says to "have the authorized account holder provide authorization." Does this mean this only works with the account owner's login information? I have always been able to link the accounts before using my account manager login. Another article I read said that this update only applies to people who are setting up new bank feed connections after 3/30/23 and if we have an old connection it will continue working.  This may be true, if you never have to disconnect your old feed, but that is rarely the case.  I would like to make sure I can get the new connection working when I inevitably have to re-establish a connection and the "American Express" option is not available anymore. Any assistance you prov

It NEVER matches things correctly, and when I hit "not a match" it starts pulling up similar transacations, ALSO NOT CORRECT, and I have to sit there for like 30 minutes just hitting not a match until this stupid program finally gives up trying to find similar transactions.

I am not an accountant, just a small business owner trying to learn QB. What is Merchant Service Deposit?

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I have two registers for one bank account. is there a way to combine them or cut and past transaction lines?I have Quickbooks Desktop Pro 2024 on my PC.MARK

how can i go back a year and look at last year's ROEs?currently I can only look at 2025 but I need to access last year's... thanks.

Trying to create a custom report that looks similar to the attached example.  Suggestions are appreciated. Thanks

I am working in my clients qboa and for some reason the finance charges and late fees do not get pulled in on the bank feeds for the credit card. Is there a way to manually enter those so that my reconciliations are correct each month? Of course the checking account payments come out correctly when I pay the bill they just aren't in the register for the credit card. 

My company is in one of the few cities with a city tax and a resident income tax.  An employee also lived in that city, but has moved so that they no longer owe a resident taxes.  I changed their address in the 'Payroll->Employees' and then clicking on the employee.  In the "Tax Withholdings" section under "Local Taxes" it has a checkbox next to the 'city, county' (actual names) where my company is located.  There is no further breakdown for 'work tax' and 'resident tax' as I remember.  The help says to click on "Edit Location", but there is no "Edit Location" on that page.  Is this now set up automatically and the help has not been updated, or is there something else I need to do? 

I am urgently looking for a report like the Detail Transaction Report for a specific Vendor that shows what invoices were paid with each Bill Payment. I need to provide the vendor with detail showing them what invoices we believe our checks paid through all of 2024 to current, and the transaction report shows the invoices, credits and bill payments, but doesn't identify which invoices were paid with each check. The vendor didn't always apply the payments as we intended and so now we are at a point where they have agreed to review the detail we intended to help straighten things out. Is there a report that will show the detail on which invoices were paid with each check other than looking at each individual check throughout the prior year?  Help!! Thanks in advance for any guidance on this.

In mid-October QuickBooks Online made some sort of a change in how it handles Indiana Unemployment Tax. It then made payroll adjustments totaling $187.00 across every one of our payroll periods. Some appeared to be rounding error in calculations (0.01 - 0.02) but 12 of them are higher than $1.00, and a few are above $25.00. The problem has continued this year, with every payroll period having Payroll Adjustments of 0.01 - 0.02 (plus or minus). And because these adjustments are basically single-ended transactions you can only review or delete them. We have implemented the Locations feature in our business, and there is no way to specify a location for these adjustments. As a result they show up in a new "Not Specified" column and mess up EVERY SINGLE REPORT I have to do for our business. I have contacted Intuit multiple times. The first chat session took over an hour and all I got was that they needed to escalate it to a higher tech level. I was promised an update in a week. T

The subject line and the PDF are correct, but the rest of the email is misleading. I receive a copy as my option for sending estimates and this is what I find. This has been going on for months:  When I click "View Invoice" it is as it should be. This is very misleading for potential customers...

Customer emails not showing on invoices