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I'm interested in whether other UK charities are going to have the same issues that I have already come across with the removal of "tags" as they are replaced with "custom fields", and have some questions for Intuit below. The first issue (and a legally significant one) is that existing tag data will be removed from May 2028, three years from now. As Intuit should know, it is a legal requirement in the UK that all financial information is retained for seven full financial years after the year in which the transaction happened (for regulatory oversight). Deleting the information that has been stored in tags until now will cause all UK organisations to lose data that they are legally required to keep, unless they manually copy all the existing tag data to their new custom field(s) - at a massive administrative cost. Why is it not possible to have an automated process that can perform this transfer for historic transactions if you insist on deleting the old tag data so quickly? 

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Hello, I've looked everywhere I can think to look within the QB Desktop Pro 2020 program and can't find any way to delete, edit, change an entered mileage for a vehicle.  I can't even locate a place where it lists all the entered mileage trips after they have been entered. Can anyone tell me if there is a way to delete/change/edit mileage once its entered into Desktop Pro?  It seems extremely short sighted to include an option to enter mileage where specific dates and trips are entered, but then for there not to be any way to view or edit the individual trips. 

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?

Why do I get error 185 -Complete some security steps for Banque de Montreal - Personal. Then we’ll get your latest transactions. (185). every time I try to update my transaction? Is this normal or a glitch? It is bank specific? Seems pointless to have to do it over and over again every time

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. 

How to record refunds on your credit card for purchases that we returned

Does anyone have trial versions for quickbooks desktop pro (UK version)? I have a client file that dates back to 2013 version that I want to convert. If anyone has trial versions for the following years, I'd really appreciate it:- 2016/2017- 2021

I have been trying to find a way to monitor cash flow both monthly and annually for real estate properties. Principal payments are being tracked as a decrease  to the long term liability account. Interest is tracked as an expense. I believe that is the usual arrangement, but it makes tracking actual cash flow difficult. That is, for each property, I would like a single report showing how much was received in rent/lease/payments vs how much was paid out in expenses/principal. Basically, I want to be able to quickly see which properties are cash flow positive each month (as well as annually), on a single report. I know I can work this out from the P/L and the balance sheet, but it would be much easier if there was a way to automate that process. The Statement of Cash Flows is close, but not exactly what I'm looking for because it includes the initial increase to the long term liability account when the mortgage is taken out. I also don't see a way to split this out by prop

We do the books for about forty businesses managed through our QBO Accountant account. Our CPA is requesting a client list that shows what version of QBO is being used by each. For example, QBO Plus vs. Essentials and who has a Payroll module.I tried creating a custom report, but the clients' QBO versions isn't an option. Am I missing something? Has anyone created this kind of client list? I can manually spreadsheet a list, but I shouldn't have to since the info is all there in QBO.

I import invoices from Harvest and then email the invoices from QB once. Then I click Receive Payment and charge the credit card/debit card/ACH they have on file. I do this on the 1st of each month.  When I ran it yesterday, at least 1 client has received his inovice via email 161 times and said it's not stopping. I ran through all of the troubleshooting steps QB help indicated and nothing has helped. At this point I don't know if it's just this 1 client or if more clients will notify me later. How can I get QB to stop sending the invoice? 

Hi, I send about 15 invoices to the same customer every Monday. Most of the content is exactly the same apart from 3 minor details which are the date, vehicle registration and order number. Is there a way that I can set up a template invoice that I can use every week, just click on it and change the 3 minor details mentioned above? this will just save me some time typing out each invoice repeatedly every week.Best regardsAnt

This happened once before a year or two ago, and I have forgotten how I FINALLY fixed it permanently.When you open the first Company file right after opening QB, a blank white bar with JUST a search box in it shows up between the Menu bar at top, and the HOME/Left Icon Bar at left.It just came back again a few days ago....I have to hit View --> Top Icon Bar and then View --> Left Icon Bar to make it go away.Anyone have this issue currently?  Anyone remember how we finally fixed it?Picture attached... would not let me post it inline....  

I had to get a new business credit card due to fraudulent activity.  New card is active, but not linked to Quickbooks.  Trying to connect the new card to my QBs acct, but final step on QBs does not working - "Save" button is greyed-out.  Cannot continue past that screen.  

I created the parent company under customer's tab. However when i created the sub customer company details and link it "bill parent company", my invoice Bill to: company name does not show the parent company name but it shows the sub-customer's company name. Can someone assist?

I run a small business in the UK. I received a notification that the online accounts and company tax return service is closing on 31 March 2026, and I must find an alternative method for filing once it has. Companies House is transitioning towards filing accounts by software only, as detailed here: https://www.gov.uk/government/news/the-online-accounts-and-company-tax-return-service-is-closing I see that QuickBooks and Intuit are not included on the list of providers for unaudited micro-entity accounts, although I note competitors like Xero, FreeAgent and Sage are. https://www.gov.uk/software-company-accounts/y/unaudited/micro-entity Will you support filing unaudited micro-entity accounts with Companies House in the UK after the online accounts and tax return service closes on 31 March 2026?

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Buen dia Mi pregunta es como elaborar un custom reports?

I am in IT, and want to make sure we have a secure means for outside folks to share their bank account numbers with us, without relying on email and the like.  Just as QuickBooks provides a secure means for folks to pay their invoices, I wonder if there's a form that QuickBooks provides that would let them input privileged banking data in a secure way.

I have Quickbooks Desktop Enterprise 2024.  The vendor 1099 summary report includes only checks written to the vendor.  Is it possible for this report to include both credit card payments and payments by check? 

How do I classify Service Charges (Tax Tracking)?For example, Tips are classified as "Reported Tips"Are Service Charges the same or are they considered "Compensation" since they're given by us and not directly from the Customers?Thank You!(FYI - Service Charges is a mandatory tip (or gratuity) charged to the Customers, determined solely by the Company.  The Company has complete control over which employee gets what amount.  Service charges, in California, as Sales Taxable)

I deleted the app from my phone because it was not functioning correctly. When I went to re-install it I could not find the app in the Apple app store. How do I get the Quickens self employed app?

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Hello all, I'm very new to Quickbooks, and so this may be something simple I'm missing but I can't, for the life of me, figure out what's happening here or why. Little bit of context: we do all of our project mangement (estimates, invoices, POs, COs, etc., etc.) outside of QBO via a software called Houzz which is geared more towards construction/remodel project management and fits our needs better. I do not have Houzz integrated with QBO as Houzz was wanting me to disable several settings in QBO that have been enabled and in use (this is a whole nother topic I don't want to get into). So, our workflow looks like this:Create Invoice in Houzz>Send to client>Client pays via check>Mark as paid in Houzz>Deposit said check into our bank account (which is linked with QBO). I then will go into QBO and got to Bank Transactions>Locate deposit under the "For Review" tab>Add the important details (Invoice #, assign to customer/project, etc.)>Then click "Add". I only

Howdy, We're trying to make it so MPN field is searchable when you create an invoice. Is this possible? Currently only the ITEM COLUMN is searchable.  All of our items have Manufacturer's Part Number filled, outHow can we make the MPN column searchable on the INVOICE? Please let me know,Paul