QuickBooks Q&A

Hi,I would like to edit the email template that is used for sending batch invoices. I know how to edit the email template that goes out for single invoices. From the preferences menu, I choose "Send Form" then from there I choose "Invoices". However when one sends batch invoices that uses a different template than the "Invoice" template. The "batch invoice" template does not seem to be in the list. I would like to be able to edit the text, and insert first_name , etc. Even if I edit the email message in the send batch screen it does not use the edited text, rather a batch invoice template from somewhere. Thanks,Henry

Hello,I just set up a customer called "SHOP" to put 3 large shop build/re-organization projects under. I created 3 separate projects and I'm using them to track the costs of each shop build/re-organization project and it is working, but I'd like to know if there is a better way or another place to do this in Quickbooks online.Thanks!

Last year we installed "PayPal Connect for Quickbooks" to a PayPal account through which we sell a *sales tax exempt* product (nonprofit). Sometime around November, the app started adding sales tax to the item.  In Quickbooks, the item is NOT marked as taxable (green check mark is absent). 1). What is causing "PayPal Connect for Quickbooks" app to add sales taxes, and can it be turned off? 2). Could it be a problem in the PayPal account itself? I know that from time to time, these companies "update" their apps and that sometimes throws settings off. Thanks for any help on this.Todd 

My Client charges business expenses on her personal American expense on a monthly basis.  I created a liability account and recorded journal entries for all of these transactions, but they are not showing up as vendor expenses.  Do I need to actually record them as an expense, thru a "fake" account and debit the vendor and credit an "Owner equity account " for them to show up in expenses?Please provide step by step

Hello,01/02/2025- I run a payroll for a first paycheck of 2025.01/03/2025- I had to decrease the state unemployment tax rate which was effective from 01/01/2025.01/17/2025- I run payroll again for a second paycheck.QB created an adjustment to the taxes so it collected less taxes on 01/17 due to the adjustment. Everything is ok with that but the problem is that now when the taxes were withdrawn from my bank account, it doesn't have a match with the tax payment that is recorded on QB for the 01/17/25 payroll. I can click resolve difference but I'm not sure under which account I should put the difference?  See attached photo

I can run a report of my inventory but cannot make any changes to my items. It's been almost two weeks no resolution. I can add inventory, and it shows up, but all my other existing items are gone. Anyone else have this problem?

Why is the Add Field Option under the Custom Fields section Greyed (Light Green) out?  I need to add PO to my invoice and all the self help says to start by adding the field here.  I do not have that option it seems.   Please tell me this is not an upgrade feature.

Can't find how to get a schedule c. Checked help topics and the most common things businesses seem to need yields no results. Can anyone here tell me how to get this?

I need to report Medicare waiver wages in Box 12 with the code II.  However, that is not an option in the list nor can I override to add it.  How can I get this added?

I keep getting a privacy error. Has anyone experienced this? Is it only when using Chrome? 

I e -filed our 1099’s via QB online. I chose to download the file but it says the file is empty. I need to print a copy of the 1099’s for our records. How do I print the 1099’s?  Thanks

Hello,I have no issues creating my W2 forms for both federal and state e-file.  No errors. My issue is the e-file button is greyed out and I cannot click it when the forms are created.  Same problem for Federal and State. Click the "why can't I efile" link just has the help box pop open with a few script errors. I do have enhanced payroll and can e-file my quarterly forms without an issue to both the state and federally. And my understanding is sending the W2 forms doesn't even require and account.  Just email address and phone number. Any suggestions?

I have all my things where ai thought they needed to be to prepare 1099s for my contractors. First year using quickbooks and when I go to preview the 1099s before filing them the same number in box 1 is filling in for box 7 (state income). I am in NYS so I don’t need to file a 1099 here and as far as I know box 7 should be blank. I’m not sure how to fix this! Anybody had this happen before. TIA! 

Has anyone in Arizona processed their A1-R form yet?  Mine has the correct numbers for 2024, but generates a 2023 form.  Unfortunately I didn't notice it until after I had submitted it for e-file.  Anyone else have this issue?Thanks!

I am using QuickBooks Desktop Pro 2024 with Enhanced Payroll. I am trying to create and file the Annual W2 form and every time I click create form the window pops up to verify number of employees and tax year, as soon as I hit "ok" QuickBooks closes. I have called support, uninstalled and reinstalled QB, I have run the File Doctor, and Tool Hub, and updated my  Windows and nothing has been resolved. With the deadline for filing fast approaching I'm looking for any and all help. 

I am just setting up my Quickbooks using the online version. I entered my sales under Sales orders instead of under Sales receipts.  But I had closed the sales orders, and it won't let me reopen them now.  How do I reopen them so that I can cancel the sales orders?  Is there a way to delete them once they are closed? Or is there a way to move the data to Sales receipts from the sales orders?  Thank you, DebraT

Is it not possible to customize columns on the Create General Journal Entry screen? Or am I missing something?

I would like to export a list of my customers to a csv file.  I want the file to include the following as separate fields:Customer display nameFirst NameLast NameCompany NameEmailStreet address 1Street address 2CityStateZIP codeIs this possible with QBO?  QBD could do this.I am able to export a subset of this information to excel, but it lacks First and Last Name.  This looks like a bug. 

 I want to be able to edit the check template so that I can change positioning of the address and memo line.  How do I do this?

Hi, I'm trying to upload my W2's to the new Maryland Tax Connect portal.  When trying to upload a test file, I get the error message "file extension is incorrect".  I am uploading the file that was created in quickbooks so I don't know what the issue could be.  Please help.

How do I edit a W-2? In desktop, I could right click and "override" it.I need to add an amount to box 14 and edit Box 1.

Is is possible to access the Received From field in QBO that you see in the deposit entry?  No it is not available in the Deposit detail. While Customer Name is the same as received from when customer name is used it skips all the SPLIT deposits which is most of what we have.  This basic stuff and was fully available in QBDT.  Whats the deal QB?

I have a new non profit client that tracks cumulative donations by donor. Can you import a donor (customer) list with amounts they contributed in years past? If so, what is the field type? I definately do not want the amount to show up in A/R. Thank you.

The check's are printing the following fields:First Name, Last Name (if those fields are populated)Company Name or Name to print on checks (they are duplicates)AddressCity State ZipI am also seeing:Company Name Name to print on checks AddressCity State ZipWhat I am desiring:Name to print on checks AddressCity State ZipAny guidance would be appreciated as the contact person we put on the check is not the AR contact but the sales contact..

I'm having an absolutely maddening issue with QB Self-Employed. I have created an invoice in a third-party business management software I use that integrates with Quickbooks and sent it to QB Online. The invoice shows up in QB as "Deposited" even though it has not been paid. When I try to select "Mark As Unpaid" either nothing happens, or it says there's an error. When I go to the Activity and click on the link that is supposed to go to the payment, it says, "We didn't find anything!" So I deleted the invoice in both QB and the third party software. I created the invoice in the third party software again, sent it to QB again and the exact same thing is happening. I tried duplicating the invoice only in QB, and it applies an arbitrary payment that has the same payment number as the other false payment and still does not exist. The only thing that worked is creating the invoice from scratch on QB, but now it is not linked to my management software. This hasn't happened before with any ot