QuickBooks Q&A
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Hey all. Can’t believe I ended up here looking for help or suggestions. The short is we had 2 QBO companies, which were the same physical company with a single EIN. This was because payroll was brought online first. Currently, under gear>tools>back up company>copy there is a copy running since 5/27, 9 full days, 0% progress and no errors. We have gotten into a chat or phone support numerous times per day for the past 2 weeks. Totaling over 100 hours at this point. We keep being given INV (investigation) numbers about this from the back end, then that number is closed the next day. Below will be the original message to QB help that led us to upgrading both companies to the max, so we had access to all the backup and copy and restore features. Everything was going smooth and we were assured what we wanted to do was normal and would not be an issue. If anyone has experience, help, suggestions, willing to listen to just about anything at this point. Thanks in advance. Over th
where to find archived forms
When will the 2024 SOC2 report be available from Quickbooks Online and will I be able to access it myself? It's October and the primary admin has only been able to find the report ending 4/30/2023. Our auditors are asking for the report because the audit started this week. Could you at least provide an update to users so that we don't have to waste time calling the help desk? I've made two calls this week and neither support person could find anything at all regarding when the report could be available.
am trying to edit my default message for sales invoices. When I click on edit in that section, the SAVE button is not lit up, so I cannot save changes. I'm in private browser and had cleared my cache in other browser. ??
Why should I have to post this to a community post instead of going directly to the developer to notify them there is an issue?
This is for Invoicing and Estimates.
QBO lost six months of transactions in 2024 and will not accept any manually uploaded format — QBO / CSV / TXT etc. it goes through the uploading process and (1) with a QBO file it tells me to go reconcile as if everything uploaded or (2) with a CSV file it never progresses beyond step 4 - accepting negative and positive values. both steps result in no transactions being uploaded. i have tried in multiple browsers and multiple file formats as mentioned — nothing is working.
Quickbooks will no longer work on my laptop once I updated to Sonoma 14 / Apple. Does anyone have any idea what I should to to get all my records back etc... Upgrade to 2023 Quickbooks? Reinstall my 2020 system?
I start to reconcile an account. Verify beginning balance, enter ending balance, enter interest amount. I do not have service charges, so I leave that bank or 0.00. When I hit Reconcile, I get a message "You cannot enter service/finance charges or interest without specifying a corresponding account." I have never specified accounts for these. Why now?
I am on accrual basis. I invoiced a client $1,500 on 4/20 for 50% deposit which I coded to deferred revenue. I received that $1,500 payment on 4/21, so that invoice is paid in full and is showing up as a deferred revenue liablitly as I should expect. I provided that service on 6/4- when I make my journal entry to recognize that by Dr- Deferred RevenueCr- IncomeDo I record that journal date on 6/4 since that's whenI actually provided the service? And then I can create a new invoice to income on 6/4 for the second half? Do I have that right?
Today I'm running Payroll in QuickBooks Online Payroll Elite. I just "Run payroll" page and am getting two unexpected error messages (image attached). Your subscription ends 05/21/2025. You can pay employees earlier or reactivate your subscription. Your subscription ends on 05/21/2025 which means the direct deposit deadline has passed. Don’t worry—you can still pay employees by check until your very last day. I didn't cancel any QB Online subscriptions related to Payroll. I did, however, cancel a subscription to Live Expert Assisted on the date mentioned above (a totally unrelated product, as I understand it). I ended up calling Priority Circle to address this issue before getting transferred to Online Payroll support. This ended up being a known issue (investigation), INV-126076. Posting to the community, in case anyone is running their Payroll and gets these errors. Not an ideal user experience (took 28 minutes to resolve over the phone with support) especially when yo
Hello, Thanks for maintaining and contributing to this valuable forum. Could someone please give me some assistance? I am looking for someone who can help me learn how to build a takeoff form in Estimates. I never use Estimates for doing takeoffs. I always do the takeoffs with good old paper and pencil because the jobs are small. I would like to have 2 - price columns in the estimate, one price column for each of the 2 - supply houses that I use. I would like to choose which supply house I would like to use for that particular estimate and/or choose which supply house to choose for each item in the estimate. This way I can select the supply house with the best price or highest quality product or whatever.Ideally It would be nice to have 4 - price columns since I usually have to get a couple of items from Lowes or Home Depot for every job that I do.Thank you for the great help.
We would like to export a report that tells us each individual employee's name and corresponding job title.
Since the latest update yesterday for Quickbooks Desktop MAC, I can no longer print a single check. We have 3 checks per page. When there is one left, I put it in the printer like an envelope and select envelope for the paper size. Now QB won't let me, it keeps popping up a window saying that checks can only be printed on letter sized paper and refused to print. Anyone have a workaround for this? I'm not wasting a third of my checks. Support says they can't duplicate the issue.
I just received a phone call from a 209 area code; I didn't pick up the call so it went to voicemail. It was someone with a very heavy (Indian?) accent calling himself Alex and stating he was from the Quickbooks support team and that he is concerned that we are not getting the latest updates nor are we synchronizing with.. here he added something unintelligible. I have no intention of calling this guy back and am going to assume it's a scam to try to get into my QB. My question is how do we know when it's legitimately a call from Intuit; do they actually call or only email? If they do call, how does the name show on the caller id? Also, if they do call, how do we discern that it's legitimate? What are the clues that it's a scam call?
This was always very easy on Quickbooks desktop which I used for years, but I cannot get Quickbooks online to correctly show the HSA company contribution that the company made to their HSA account as an expense (which it should be). It keeps showing as a negative expense. I have tried to adjust the mapping as recommended but nothing works. I don't understand why this is so difficult on QB online.
It is about 3 days that Quickbooks App does not opent.It llaunches the first Intuit page and than a white page pops up with the icon turning in the center forever.it works for the first time only if I delete and install it again, but, after a while if I have to open it again the same happens!
I do not have access to record a check bounce. What other way can I tell the system a payment bounced? Scenario: A customer sent a check we never received. They reissued the check. Both checks then came in the same week. We deposited both checks, but of course the stopped payment check bounced. The good check is applied against the Invoice. The bad check is listing as overpayment. What is the best way to clear the available overpayment.
