QuickBooks Q&A

I deleted a deposit.Than I re-deposited it and used the same date of the original depositNow when I go to reconcile my bank statement, the beginning balance is incorrect.Also, the deleted deposits show up on a previous reconciliation discrepancy report.Also, the deposits are showing in my chart of accounts.

Hello. Our customers are listed by their names, but most are managed by vendor companies they hire to manage payments. Refund checks need to be issued to the vendor companies rather than directly to the customers. The refunds are for overpayments that haven't been allocated to specific invoices. Is there a way to change the name on the refund check when issuing a refund without having to modify the customer's name in the system? Or is there a way to change them into a bill so I can issue a check to a vendor not a customer? 

All the mileage that was in the quickbooks online iOS app has disappeared when I did switch company. Is there a way to get this back or what is the deal with this.

Our employees often have to switch Payroll Item codes from Day to Day.  However, this field is "auto-filled" with whatever the last entry was.  This creates plenty of Payroll Item errors.So, is there a "global" setting I can change so that Payroll Item is blank and employees starts a timecard?

I filed w2s then found out I needed to put health insurance on forms. I sent to state of Illinois and federal government How do I fix

I recently deleted a deposit.I then went in and redeposited it using the same date as the original deposit.But now when I try to reconcile my bank statement, the beginning balance is incorrect and when I run a Previous Reconciliation Discrepancy Report, I see the deposit as deleted.But if I go into my account, the deposit is there. How can I fix this?

Under the expenses tab is there a way to filter and display only uncleared unreconciled expenses?

When categorizing bank transactions by splitting them the screen is now so small that you can barely see which account/class/customer you are entering.  What is up with that?

Has anyone had an issue with migration from Desktop to QBO and finding out you've been given a new customer account in an "advanced trial" platform.  Our business has used desktop for over a decade upgrading annually and decided at the beginning of year to move to QBO to facilitate integration with our operating platform.  We signed up and paid a year in advance for the Essentials package, received a detailed email regarding migration which was followed to the letter by myself and our IT department.  Migration was successful, only to find out we were migrated into a completely separate account with and into an advanced trial platform.  We contacted customer support immediately and they recommended we stay in the advanced trial version until it expired but they could not guarantee if we downgraded to the Essential package that our data would be intact!   Mind blown!We did downgrade, keeping our decade old QB account and were told we would be refunded the fu

My Description block in my invoice is not pulling the info to the it. when i pull up my items in the items and services icon the description is there but when I add the item to an invoice the description is not. 

Original commenter did not share additional details

We have QB Payroll service to do our payroll and pay our taxes, liabilities on the employee side.  However, the employer pays his side of the payroll labilities with a check from the payroll bank account each pay check run.  In the past I have always entered the transactions in the qb account by using a "check" with the payee to "Kaiser" or whoever got the payment and on the bottom part of the check charged the payments to "employee benefits".  Is this correct?  My boss is now saying that the payment should have been charged to the liability account because we are "matching" the liability payment.  The liability report in the Payroll section shows a zero balance since it's being paid automatically as a deduction from the employee check.  Am I doing this correctly or ???

I used to be able to choose one of my "Products & services" such as "Retainer Paid" and enter it as a negative number on my invoice and it would be fine. Now it adds the negative number from invoice as a positive deposit in my register.When I delete the deposit, that is not real, it kills the whole invoice and I must recreate invoice which now there are multiple invoice numbers for the same sale and bla bla bla. If I add it to invoice and DO NOT choose a "Products & services", but manually type "Retainer Paid" in the description it works fine. Why do you all keep changing things.Its a continuous learning curve with QuickBooks. It never ever ends!  Extremely frustrating.I have wasted two hours, again!

This is an issue with HOW the 3 part form is matching up to the boxes. This is NOT about using the internal QB's alignment feature.  Please do not respond with that information. I understand this is happing to MANY.    I can print the 3 part 1099 fine ---- BUT THE TOP ONE IS TOO LOW AND THE BOTTOM ONE IS TOO HIGH.  ONLY THE MIDDLE ONE IS HITTING THE BOXES CORRECTLY.  So you can see that moving it up or down will only make one better while making the other worse.    So, QB's had a new form they needed to print to --- the new 3 party form.   But QB's did such a crap job on preparing for the new form, that it doesn't print WITHIN the form itself.   It's NOT an issue of not having the latest QB's update.   It's NOT an issue with the computer having Windows 11.  It is NOT an issue with the forms themselves.    IS QB'S WORKING ON FIXING THIS AND IF SO WHEN?   THE FORMS ARE

Hello.  I am using QB Premier Plus 2024 Desktop; all payroll updates have been installed.I have a new employee that has completed her MO W4 (most recent state form) and opted to enter a "Reduced Withholding" (line 3).  The state tax tab with Missouri chosen does not have a place to enter the information from line 3 on the W4.  I have asked many people and gotten several different answers, the seemingly most accurate would be to mark that employee as exempt to prevent withholding, which is in essence reducing withholding.  (The employee's weekly wages will come nowhere close to accruing MO Tax liability in the amount of reduced withholding that was marked on the form.)  I hope this makes sense.  Any help would be appreciated.

Original commenter did not share additional details

we are a nonprofit. Our members pay their dues in December for the next year. We also have a number of people that give donations as they pay their dues. Is there a way to link these donations and dues to the following year's budget? Right now, I only see the dues and donations impacting 2024 info. When I run the budget report for 2025 there is no income (dues and donations) being reported. Perhaps a new account for anticipated dues/donations that we credit and then when we get paid in December we reduce this account?

Count us as yet another very unhappy customer who did things mostly fine with the desktop version for years and years before we got SCREWED into switching to the "improved" online version. Take this little gem we just discovered:Sitting at the "Products and services" page, where we have our 4000+ products (of which it doesn't display the totals or more than 300 anymore) and you'd think we could sort the list by "Vendor" or at least search for something by the Vendor field, right? NOPE... Not available anymore.So once again, something SO SO BASIC that used to work fine, and probably millions of people depended on daily, isn't available. And before anyone suggests it - We aren't interested in having to run a report to get this basic information that used to be at our fingertips. Just like the STUPID 2 year transaction search limitation, we aren't buying your "some people had performance issues" horse$hit excuse. If we're paying you $250/mo to host this crap that used to run spectacularly

I received several emails from Intuit stating that they are now going to charge to print and mail w2’s. The instructions clearly state: To avoid paying the printing and mailing fees, you or your clients must change their W-2 settings on or before January 3, 2025.To change the settings, go to Form W-2 printing in Payroll Settings of their QuickBooks Online Payroll account, and choose “I’ll print and mail W-2s to my employees”. This is also clearly posted on the QB Online payroll section of their website: https://quickbooks.intuit.com/learn-support/en-us/help-article/payroll-processes/file-w-2-forms/L8dtYAwC9_US_en_US?uid=m4rigmi3 However, when I went into payroll settings, THERE IS NO SUCH SETTING. The only W2 printing setting allows you to choose what kind of paper to print to. I got on a support chat, always fun, and was told: “I understand the content of the email that was sent to you. But if we checked on our payroll settings, this option is not available. We apologiz

Since I am in Oman and using QuickBooks Enterprise Desktop 2021. I am aware that there isn't an option for 3 decimals right now and only 2 decimals are available, the problem is when I change the currency to OMR (Omani rial) even those 2 decimal will disappear from the totals and it show (OMR 4) instead of (OMR 4.50) and when I print invoice having USD as my currency $ sign will also print. I don't want this $ sign to be printed at all not on invoice not anywhere even not OMR which is the currency symbol for Oman.I am stuck either I should stay on USD currency to have at least those 2 decimals and also have $ sign to be printed on invoices and reports or I should change the currency to Omani Rial and have rounded numbers and loose even those 2 decimals.I want to have this $ sign to be removed from my prints either it is invoice or any other reportor When i change my currency to Omani Rial at least those 2 decimals should show up. 

Hi all,  My accountant has sent me an Intuit Link invite several times, but we're unable to make it work. I keep attempting to accept it by logging into my Intuit account on the invite screen, but then it simply redirects me with the following message: "If you’ve already been invited by your accountant, then sign out and sign in with the email address your accountant used to invite you. You are currently signed in as: [email address removed]" We have tried the following solutions so far:Searching the community forum for similar Intuit Link issues/solutions Clearing my browser's cache and trying two different browsersSending an invite to a different email address of mine  Unfortunately, no matter what we try the problem persists and there does not appear to be an easy way for us to resolve this. Can anyone here please provide assistance on how best to fix this so I can accept the Intuit Link invite? Thank you! 

Hello Everybody, I need your support, Can I downgrade from QB Desktop Enterprise 2012 to QB Desktop 2011 Enterprise ? Is it possible? Thanks,Mohamed

Hi, Thanks for reading and the help! I created a JE on 12.31.24.   Having a hard time finding it. QB Desktop How do I find it?  Thank you!

We just started using the "Projects" feature within QB to track profitability project to project.  It's been a bit of a learning curve, but have most everything figured out.  We don't use QB to track inventory as most of our projects are one off, with product being ordered on a project by project basis one at a time.   The current issue is that some products aren't showing a value under cost of goods sold within the project report.  These items are listed under inventory asset account.  Income Account is set to "Sale of Product Income" and Expense Account is set to "Cost of Goods Sold".   Some items will show a value within the profitability reports, and some will not, and I can't figure out why it calculates properly sometimes and not others. Thanks in advance.  

My 1099s were emailed to all of my contractors. They do not have workforce or Quickbooks accounts. How do they access their 1099s?