QuickBooks Q&A

Quickbooks Charged my "subscription" a month early and then is trying to say my "bank" inspired this.  I have desktop pro 2024 and NEVER was it discussed with me I'd be paying over $100 a month for this "service"  Quickbooks is out of their minds.  What recourse do we have if we will be refusing to go to the online platform?The customer service has been terrible for so long.  QB is terrible and we all know it but we all know its a huge PITA to switch over- and so do they.  How can they just charge me whatever they want a month early? 

I'd like to hear from users about what aps did you purchase to interface with QB Online to create an ACH Nacha file to send to the bank for electronic payments.  Any recommendations?

Has anyone else had an issue today emailing paystubs or financial reports?  Yesterday I emailed a paystub with no problems and today it is telling me my credentials are incorrect??  Literally nothing has changed on my end with my Gmail account from yesterday to today.

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I ran my first payroll today and the L&I tax was calculated based on all hours. We had employees with sick, vacation and holiday pay (yes our holiday pay is it's own code). I need to know how to get this tax to only calculate on hours worked please.

QuickBooks Pro desktop comes with an annual subscription fee of Approx $500. They only support QB for three years. After that period ends can you continue using QB Pro without paying the subscription ? or Are you locked out  and forced to convert to QB online or QB Enterprise edition?

I updated unwillingly to latest update to my subscription of QB Accountant Desktop Plus 2024.  It was R14P.  When I opened up my memorized report list and one of my memorized reports, the report did not display the correct fields just like in February 2025.  I did the suggested fix the first time to put all the incorrect reports into a separate report group called -"Z Do Not Use".  There are over 50 reports in there and some of them were just ones that came standard with QuickBooks.  I recreated the ones I needed which took a long time, since I've been using QB for 29 years and have had some payroll reports memorized from company to company.  Now the reports are messed up again.  Columns are not displaying and there are columns that normally wouldn't be in that type of report.  Now I have to do it all again?  What is going on with the updates? Jackie

Hello,  I am trying to approve vacation and sick time for this current month, and every time I try to approve it, it tells me that the pay period is locked. That does not make any sense. I have not run my payroll for the month. How do I fix this issue? I can't find any button to unlock it. 

Hello All, I have POS 19.0 and I just powered down my computer and now every time I try to log in it gives me a "Invalid Product Number" and shuts down.  I have used this setup for years and never had this problem and now that Intuit is no longer supporting POS I dont know where to turn.  Please Help!!! ThanksTom

We just migrated from QB Desktop Enterprise to QB Online. We are only seeing our invoices from the last 12 months. How do we access older invoices? Thanks! Q18

Has anyone found a solution yet to the post by MKrey in 2020 regarding:Sick leave accrual has stopped for a single employee - all other employees are fine. Setup has been confirmed for all employees - accrual period is "every hour on paycheck" and hours accrued per hour paid are 0.02500.  The "Do not accrue sick/vac" box is NOT checked for the affected employee.  The "Sick Accrued" field has not populated for the past three payrolls.  We've tried everything (checking the "do not accrue" box, saving changes, then unchecking and saving again, adding different hourly payroll items, saving, then reverting back to original, manually calculating and updating the sick pay balance, changing the employee sick leave accrual settings ).  The issue seems to be specific to the employee, but everything in the employee setups looks identical to others. I have verified & rebuilt my data and still nothing works.  Any suggestions?

the new format doesn't have a "+New" function

Our company engages in contractors both foreign and domestic. How do we onboard those foreign contractors into Quickbooks, as they are not required to possess a Social Security Number and thus, not eligible to receive a W-9?

Created a credit memo but only allows check refund or credit card using merchant services.

QuickBooks Support,We’re experiencing a persistent issue with reconnecting our bank account in QuickBooks Online after being prompted to agree to our bank’s annual online access agreement.Here’s what’s happened so far:We accepted the bank’s updated terms and successfully completed multi-factor authentication multiple times.Despite this, QuickBooks continues to request re-verification and will not maintain the connection.We've attempted the reconnection process repeatedly (over 15 times), cleared cache, and even tried disconnecting/reconnecting the account, all without success.Your chat and phone support teams were unable to resolve the issue.We believe this may be related to an OAuth re-authentication failure on the QuickBooks backend. Please escalate this to the Banking Engineering team for a forced connection reset or OAuth token reauthorization. The problem appears to be beyond front-line troubleshooting. We would appreciate urgent attention on this matter as it is af

We tried to set up a price rule but cannot find where to set the pricing by quantity. Our only option is a date range. Any assistance would be greatly appreciated.

Hi! I opted for the new AI Banking, but now when I upload my CSV files, it puts my debits in the credits column. And it won't let me change it. Any idea on how to fix this short of manually entering each transaction individually? Please note, I am not new to CSV uploads. Yes, I am doing them the way I've always done them and have had no problems ... until now. Thank you!

The bank uses CentreSuite for cc processing, and when I search that, my bank does not appear. I requested that their cc URL be added and have not heard back yet. Thanks.

We are wanting to run a report showing service/non inventory items listed on open sales orders.  Currently all reports i run will only show inventory items on open sales orders.  

I have been having so many issues with QBO, that I am at my wits end. First, it is painfully slow, and it is not my internet connection which is very fast. Second, my bank transactions page has totally disappeared. I can't go in and match transactions because all I get is a blank page. After 8 years of using QBO I have had it. Has anybody had this issue with QBO? and what is the solution because support on this website is weak.

We like that QBT automatically applies breaks as our employees all take their breaks at the same time. However, we need to be able to run accurate job costing reports for each job we do and right now we have to enter a percentage to include breaks, since QBT does not apply them to a customer, which is clunky and not entirely accurate. Any help would be appreciated! Thanks!

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I have an employee that works at 2 different payrates in the same week how would I pay 2 payrates

Why is it, that after being required by QB to update QB, that my Memorized Reports are all screwed up? They're missing fields that were there before the update. Doesn't seem like much of an update if it breaks all my reports. (QB Enterprise Manu & Wholesale 24.0 Release R14P)  

We used to be able to enter the date of birth after the last name to differentiate between the 2 patients, but Quickbooks does not offer that option anymore.