QuickBooks Q&A
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On 5/6 the font size when in my QB online accounts suddenly increased in size. Instead of seeing the entire screen at once I now have to scroll up and down and side to side. How do I go back to normal font size?
We use Class and customers and now all of a sudden when I go to create a new Check or Expense transaction I can't view the Class or customer or billable columns and now the tag field is missing as well. Why does Intuit do this stuff ??? Don't we pay them enough ?
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This new feature in QB that appeared out of nowhere is the absolute WORST. I went to send a reminder invoice and the AI bot said it wrote something for me, instead of using the email I wrote and had in my settings that worked perfectly FINE. It is this "Generated" feature.I would NEVER send an email reminder to a client using what this AI bot wrote so I have to fix it manually EVERY time.It is AWFUL. Please. How do I turn this OFF? It worked just fine until I woke up one morning and it didn't.
Is there a way for my clients to pay the processing fee if they use credit cards?
I had to create a custom PO form to add the SKU, and it worked. But now it no longer works. It appears the online PO pulls from this custom form, but the printed PO uses the canned form. How can I make the system print the custom PO form?
I have an older version of Quickbooks that is not a subscription and we have always created sub-accounts under the main bank account and now it won't let us do so. The sub-account section is grayed out and cannot be accessed. It let us add as a regular account under banking, but then the activity doesn't show up in the reconciliation, but shows up in the transaction detail.
For instance, I sometimes travel for certain clients. The client/customer in this case is not the Payee, but I'd like to have an idea of how much I spend on certain projects. Am I able to add a Customer field to an expense as in this help article: https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/how-do-i-associate-an-expense-or-deposit-with-a-particular/00/1254065? Thank you!
If a payment has been pending for 25 days do you just considered it a declined payment?
I am bringing on a QBO client that is currently wrapping up a partnership entity. The current business uses QB payroll desktop, but my client will use QBO for the new business. The desktop renewal ends in May, and they will change to a monthly subscription until the business wraps up the end of June. Will they be able to generate year end payroll reports, etc in July, so they don't have to keep the subscription all year long?
We have 2 companies each in their own QB file.However, we use 1 cc for both (different users).Company A is in a QB file with the CC. Company B is in a separate QB file without the cc.However, company B still has to pay off some of the CC.This being said, how do I record the payments from company B, if I can't pull up the bank account that is making the payment in company A's file?Does it make sense to create a fake bank for company B in company A's file?I still can't figure out what would be the best way to go about this.Thank you
I have tried to turn off including zero and non-active columns in my custom Class report and it does not work.I clicked on Customize -> Rows/columns-> Show-> Columns, then clicked on "Show non-zero or active only"and it does not work. $0 columns still show up in the report. It does work for Rows but not for Columns.is this a known bug?
My firm uses the migration tool to create annual backup copies of our non-advanced online clients; I have been doing this for three years with no issue. Last week, I couldn't get the migration tool to work - I uninstalled and installed several times, used the tool hub but kept getting the "1009 internal error: unknown exception". Finally, I contacted Intuit and was directed to Data Services, a case number was created, and they had to do the migration on the back end. They could not figure out why the migration tool was not working, and I was told that I may have to go through data services each time. We have over 20 online clients. Having to go through data services over 20 times just to create backups of clients’ files is absurd. There must be a way to fix my migration tool. Or another way to create backups of non-advanced online client files.
At the end of each month I run an Inventory Adjustment and Build Assembly report respectively to verify the monthly transactions. During the month when the transactions are being created on the lower left hand side there is a "memo" field. I would like this field to show on the report. I have selected every column indicated under the filters. The information populated in the "memo" is the item number with the words "Inventory Adjustment" at the end. This is NOT the information in the memo field. Can you let me know what the name of the field is and how do I get the information I need on the report?
Email was sent to my address at @qbodocs.com, so I have no way to access this email.
The charges for the primary card are showing up fine in the bank transactions, but those for the second card are not.
We have revenue accounts by two different choirs. We use class to differentiate between them, but I want to present our detailed P&L by summary accounts.
Is anyone else running into issues where a very large report with many columns will not print on multiple pages? I have reports I'm trying to schedule to be emailed to managers on a regular basis but it only creates a report that puts all the rows and columns on one page regardless of how big the report is rendering the report useless unless you are willing to just scroll on the screen. You cannot print it with page breaks. QB suggests downloading to Excel which isn't an acceptable solution. We pay for the software so that we can easily share financial information and this should be a simple programming fix but we're years into QB Online and no solution appears to be in sight. I'm curious if others are frustrated by this, found a solution; or, how many of us send feedback that they just ignore.
I am logged into QuickBooks as an admin. I need to add new users. When I click the users and roles button, it asks for a password. I enter the admin password. the manage users and roles window pops up for less than a second and closes.This only happens in 1 of my QuickBooks files. I have run the desktop repair tool which found no errors.This is a desktop version, not web. Please, does anyone else have any answers? I have rebooted, restarted services and tried a different profile on that computer and still. same issue. But only in one company file.
I sell product to export markets. Once sold I will then buy the product. I will have additional cost for these orders. I would enter all my cost on an order as item receipts. Once bills would arrive I would reconcile these bills to the item receipts to insure they were accurate. I have not been able to find this option in QBO. Now I need to reconfirm each bill is accurate in a 3rd program. Looking for an efficient way to review and receive invoices.
Our company has been sold and I only need QB to function for this year. I switched to QB Online because the cost was cheaper than renewing my desktop subscription which terminates in a few days. My payroll information did not migrate to QB Online with the other files. I only need payroll to function in order to file end of year reports and print W2s for 2025. I cancelled my QB Desktop subscription but still have active desktop payroll until March 2026. I'm thinking I might just want to handle these tasks with my desktop payroll since I'm very familiar with it instead of dealing with QB online for this.
