QuickBooks Q&A
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QBO User Permissions I need to have my staff be able to have access to the financial statements and reports but NOT payroll. Prior to Jan 2024, I did have QBO users and roles set up so that the users could run financials, and be able to drill down into any account in the Chart of Accounts, however; there was an update released sometime in January 2024 that broke this. Now the roles and user permissions are too restrictive and terrible. It would be beneficial if someone could take a look at QBDT user permissions and replicate this in QBO --- or at least roll it back to pre-Jan 2024, when this actually worked for us.
QB is asking for my employees Drivers License or Passport to change password??? Isn't that illegal? Are there any other options?
Can I send customer statements from iPad?
I recently started using QuickBooks Online's integrated payment processing tools to handle credit card transactions for my corporate customers. Many of my clients use Purchasing Cards (P-Cards) with high transaction volumes, and they require detailed credit card slips for reconciliation.Previously, when using services like Benjipays or Moneris Virtual Gateway, I could provide receipts that included key details such as:Authorization NumberReference NumberOrder IDMasked Credit Card Number (last 4 digits)Currently, QBO payment receipts do not display this information, making it difficult for my customers to reference transactions easily. In the past, I manually combined credit card slips and invoices using PDF editing software, but I was hoping QBO’s payment tools could streamline this process.Is there a way to include these details automatically on QBO payment receipts? If not, are there any workarounds or third-party integrations that could help? Thanks in advance!
Hello QuickBooks Support Team,I’m experiencing an issue in QuickBooks Online where my subaccounts are not displaying correctly in the Chart of Accounts. I have a parent expense account called "Dental Expenses", with five subaccounts under it. However, when I open the Chart of Accounts, these subaccounts appear nested under a different expense account, even though their details show the correct parent account (Dental Expenses). When I run reports (such as the Account List or Profit & Loss), the subaccounts correctly appear under Dental Expenses, which suggests that this is a display issue rather than an accounting error. I have tried troubleshooting by:1. Refreshing the page2. Clearing my browser cache3. Checking in an incognito window4. Sorting accounts by name/number5. Verifying transactions and parent-child account settings6. Redoing the parent-subaccount connections. 7. Log off / Log On8. Etc. Despite these efforts, the issue persists.It seems
Employee last name is So Password for there paystub will not work. Suggestions?
I do this export every week, no problem before. The timesheet otherwise behaves normally.
Missing transaction from bank
Can I cancel just the payroll portion of QB Desktop? We use another system for payroll but QB for other financials. We use Desktop Premier 2 user.
Updated the complete Information in settings changing the address. But invoices I send to clients have the old address on them still.
Since I signed up, QuickBooks has done 5 credit checks on my personal account. I need to know why. There was one day again today. This is totally unacceptable; I called support team and they are unable to give me answers. This has negatively impacted my score on equifax.
Our fiscal year is February 1 - January 31. I have the tax return for the period ending Jan 31, 2024. Thanks.
Related to paycheque sync error
I have it corrected with CRA. This is the 2nd year Quickbooks has done this to me. I called in last year to them with no success at all. The person I spoke to had no idea and I had to Pay CRA penalties.
