QuickBooks Q&A

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Hi, I began to launch a landscaping business in the fall of 2023 in preparation to start in the spring of 2024. I opened a business account along with a business Visa. After using the Visa for some start-up costs, it remained inactive for many months during the winter with a very low balance owing on it. As part of the bank's anti-fraud policy, they cancelled all cards associated with the account without notice dues to inactivity! Yes, they do that! Since the Visa was at a low balance owing, they cancelled it with no problem sometime early in 2024. I don't know when exactly because I was still able to log-in online and view the accounts even though the cards had been cancelled. In the meantime, because I didn't have a lot of transactions to record and I wanted to save on a monthly Quickbooks subscription cost for six months with virtually zero activity, I simply kept all of my receipts as a record until I got a Quickbooks online subscription just before starting business in t

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Is anyone else having issues with the new National Bank portal. QBO isn't giving the full list of bank/CC accts to choose (re)connect? We have 10+ accounts for the diff entities, with 1portal log-in. Everything worked fine prior to this, now when trying to re-connect , QBO is only showing a list of 5-6. 

My tax codes have disappeared on app?  Is anyone else experiencing this problem

I am trying to record an over payment of an invoice by a customer bysplitting the payment into the amount of the invoice and the balance tocommission income account.Example: my client Zapa. I provide business consulting services to them. I alsorefer clients to them. Each month I invoice them $5,000 for consulting services.They pay me $8,000 ($5,000 for the invoice and $3000 for commissions). I need toknow how I divide the $8000 payment into $5000 for invoice paid and $3000 tocommission income.

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The Match function doesn't appear to work with wires as QB seems to treat wires as transfers.

When invoices are coming over from another source, the credit card payment option is automatically set as an available payment option.  How do I fix this so that doesn't happen as we do not normally accept credit cards as payment?

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Around the same time as the TD/QBO issues began (STILL NOT RESOLVED!!! Argh) I started having trouble with my recurring transaction reminders. The first few weeks the reminders were popping up before they were due (eg, reminder to pay something on the 15th, remind me 0 days beforehand, and the reminder would appear on the 11th). Now none of my reminders are appearing at all. I checked recurring transactions today, fortunately, and found three reminders that should have appeared. Is there any way to reset this without re-doing all of my reminders? Is anyone else having this issue? 

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We recently converted from Desktop to Online using the conversion tool within Quickbooks Desktop and in all the customer records the box is checked that says “use default tax code” but the tax code field is blank.   In the list of tax codes, there is no default tax code showing.  Is there some way to set a default tax code that will populate across our customers?

Transitioning from Desktop Pro 2020 to Online. Would like to delete old transactional data prior to conversion - about 1000 customer and 500-600 vendor transactions from several years ago. Since I'm using the Canadian version of Desktop there is no Condense Data Utility feature. Suggestions how I could do this without resorting to individual transaction deletions?

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The only option is a phone call. I am abroad with no telephony. How do I contact support?

I have updated our card number last March, but the charges still continue from the old card number, thus, charging us twice every month

When I open my document centre, it shows a list of many scanned and attached files.  When I use the search at the top of the window, it always comes up with "No results".  I can see the entries, and use the exact wording in the name or description and always come up with "No results". Why is it not finding the entries that are there?

how do i auto post invoices 

Can I set up recurring invoices that have a different product each month? For example, December 2021 Fees then January 2022 Fees etc

Maybe there's a formula, like 3 business days by 5 pm or something? Thanks for any help!

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@JamesM4 thank you for your response to my question about disappearing tax codes in the app. I cannot reinstall the app, as I am currently abroad with no telephony. Since QB insists on using the antiquated and insecure sms or phone for 2fa, I would be locked out. For the same reason, I cannot reply to your comment, but must post a new one here. This is also the reason I’m here instead of on the phone with support - there appears to be no email option. QB would be well advised to see this case as an example of the dire straights your clients are left in when they lose access to their phone numbers, either by travel, AoG, or crime. Hint hint. Please advise.