For over a decade, our organization has relied on QuickBooks Desktop (and Payroll). Over the years, we have talked to QB customer service agents and requested them to report back to the management. So far, no luck. QB is not interested in fixing the mistakes at all. The following are a few examples.

1. When we pull out the bank reconciliation reports, no matter what date range we specify, QB always gives us the most recent reconciliation report.
2. QB produces reports with wrong accounts constantly. For example, every time I pull out the 65000 account report, QB always gives me 26500 account report. You might not have those two account in your system, but I believe if that happens to me, it would happen to other users too. 
3. Many a time there is a “click here for more information” in QB’s advertisement or announcement pop-ups, we click it and then the system freezes. It seems that QB’s programmers do not check the links after they finish coding. 
4. When we prepared the 2021 Tax year income tax filing, QB, without notice, removed the the accounts with negative balance from the balance sheet, thus causing a big mistake in our income tax filing. Our CPA discovered this issue when we filed for 2022 income tax (And QB had put back those negative accounts at that time, but never informed us for this mistake.)
5. QB Payroll SIMPLE IRA mistake: If you use SIMPLE IRA, you would know this. It has a rule of company matching 3%. When you set that up, QB Payroll ignores the “matching” part, and keep the 3%. As such, we always have to manually correct the mistakes. But most people, unless they have nothing to do, otherwise would not be able to find the mistakes. 
6. QB Payroll taxes issues: We always pay the payroll taxes on time following the liabilities generated by QB Payroll. However, once in in a while, we receive notices from IRS saying that our Payroll taxes. If IRS numbers are correct, then QB Payroll has a serious issue doing Payroll tax calculations. 

We used to pay about $120 per year ($366 for 3 years from COSTCO). Now with the Payroll, we are paying more than $1,100 a year. With such rate hike, we expect a much better customer service. However, it is getting much worse. Sometime we get foreign support and phone lines are breaking up. 

Now we all know that Intuit is pushing all QB desktop users to switch to QB Online. Recently QB has been updating more frequently. Over the years, we used to be given a choice to update or not, but Intuit has made the updates mandatory; otherwise, they paralyze QB program without our consent. 

Most of the time if not all the time, we are not informed of any mandatory updates until we are locked out of the program. In Oct 2024, Intuit started sending us emails informing us to update the program, but ironically when we received the emails, the updates were all done already. I could not understand the point they try to make - to send emails to remind us of the updates we have done.

The updates have been longer and longer. The last one (2024 Release 9) took almost two hours. The progress stayed at 26% for more than an hour. We thought there was an error. So we stopped the update process and restarted. Unfortunately it stayed at 26% for a long time too. At that time, we checked the network connection, the CPU and the hardrive usage. Surprisingly all the usages were very low. So what does that mean? QB is not using the network or computer resources, but intentionally stopping the update process? Note that during the update, QB program is not usable. The office operations were disrupted. 

A few days after the painful update, QB sales staff called us in an attempt to “help us” with the update issues. The staff (so called Level 5 support”) checked our computer and started to blame us. He first said that our QB data is about to corrupt, and used an error message “LEDConfigureXXXXX” to prove his point. He suggested that we purchase “advanced support service for $649.99/year” from Intuit to fix the problem.

Funny thing is, our IT guy told us that file “LEDConfigureXXXXX” was about the LED display, nothing to do with QB program. According to his theory, QB program will run regardless of the fact the display is turned on or off. How can that error message be used to demonstrate that QB data is corrupted?

Next, Intuit’s level 5 support agent could not answer the question how he was so sure the data corruption is due to the customers’ mistake, not due to QB’s program issues. Our staff might input the data wrong, but if they do it wrong, we will have wrong data, not corrupted data. Even if the customers’ try to input such wrong values to corrupt the data, QB, as a reputable program, should be able to prevent it, doesn’t it?

I seriously suspect that Intuit is using a scare tactic to push QB Desktop users to switch to QB Online or sell more services. If you have similar or different experience from mine, please join the discussion.

Started a new business, accountants told us to use QuickBooks- sent first invoice for $4508, didn’t have the credit card payment option turned on because didn’t want to pay the 2.99% on it- customer pays 4 days later the payment hits our bank account along with a $213 ACH charge for Quickbooks. I had anticipated a 1% fee and had charged the customer that for the convenience of paying through e-mail instead of having to mail a check but $213 doesn’t add up to either the 1% advertised rate, which actually my rate was supposed to be lower because when I signed up it said “call us if you invoice over $2500 a month for a lower rate” and my ACH rate according to the sales person was supposed to be 0.85% - so what in the world is this $213 charge? That’s even more than it would have been if they paid with a credit card. I didn’t use the instant deposit

When I initially began payroll QBO was tallying the payroll under cash on hand, or "Petty cash" and not the checking account that the money was being drawn from. Kind of weird because the transaction was under my connected debit card, but drawn from my cash account. I really don't deal with cash. I'm a small business with currently two employees and I do all the book work myself. Contractor stuff, materials and labor, invoicing and simple payroll.

I know much more now about book keeping now but for about the first two years I was learning and that is reflecting strangely in my books. Should I not worry about it? Is it possible to just start fresh and hold onto the records that are currently in QB without having to pay for two accounts? Is it possible to save the most critical information and move onto something more accommodating to a small business owner/tradesperson/contractor? I'll just say screw it and ignore the messed up books but I'd also like to have a clearer picture/be confident that I know where my business stands financially.

Anyone know if theres a way to “run payroll” in the system but instead of direct deposit, I can just make a manual check for them? I know theres a paper check option but it makes me print it out and if im on the go, its easier for me to simply write one out but how can i account for that on my payroll side on QB?

Hi everyone. I'm a business student looking to get some practice with Quickbooks. After looking on their website, it shows that through the Intuit Education Program, they offer a Quickbooks online subscription for free for students. I tried to sign up for it but it keeps giving the educator registration instead of the student registration. I thought I was doing something wrong so I tried with the Pro File student registration but that seems to work fine.

I'm from Canada so maybe they don't offer the student subscription here but that's not what it seems to say on the website. But then when I try to follow the directions to sign up, it doesn't seem to work. It only seems to take me to the educator registration. Can anyone help?

When I went to reconcile my cc account, the beginning balance was off by quite a bit. I went into where it shows changes and it shows I deleted a reconciled transaction. But the transaction I had deleted is 1) not for the same amount and 2) is a duplicate transaction. The correct transaction for that amount is still in the bank register. But that amount and no multiple of that amount is accounting for the beginning balance discrepancy. This isn't the first time reconciling. Every reconciliation before this was spot on with the beginning balances going back two years. I'm at a loss. And none of the tutorials about this are saying how to fix it when the changes don't match the difference. Any ideas would be greatly appreciated!

I'm planning to switch from Wave accounting to QB online starting Jan 1/2025. My needs are minimal, bank account tracking, invoices and categorizing expenses. If I connect my bank and credit card accounst now and import transactions starting now, so that I can get my head around things and setup my expense categories etc. Can i then just deleing all those imported transactions pre 2025 starting fresh but retaining all the back end work I did?

THe way I operate my business is that I pay bills for multiple vendors on one set of books. I then invoice my customers for reimbursement. The customers want to see the vendor who I paid but I cannot sourt out how to add the Vendor or Payee's name to a customers invoice so they can see on their invoice who I apid and how much I paid them.

We used to use Quickbooks Enterprise. We switched over two Quickbooks Online two years ago. One thing that was lacking at the time was the ability to have advanced inventory management in the online version. I can't seem to find any real documentation explaining the parity between the two, if it was updated, and we're just using an outdated model of inventory management in the online version.

For example we have one product that has about 300 individual parts. We used to be able to have those 300 parts divided into twenty different sub assemblies. When we invoiced one of those products we were able to pull the correct quantities of every part out inventory. With Quickbooks Online, they have it set up so there's one invoice that list every individual part to pull out of the inventory and then there's a second invoice that has the product on it that the customer will receive. In my mind this is ludicrous and makes absolutely no sense. Am I right in thinking that they just have our instance of online configured incorrectly

we have quickbooks 2022 enterprise, running windows 10/11 in multi-user mode

i have 20 years IT, i am helping the office manager with this report because he is manually pulling the data one invoice at a time and manually typing into excell and its taking for ever.

he wants to create a list of all the customer who owe us money since july and start the collections process and have a place to take notes and what not

they have years of large and small transactions, but i am ok with starting with a data set, just to show him that we can make things easier.

he asked me to help with this, i found a way to run a report for unpaid invoices, but it is ignoring my date range. i can even ask it to just show open invoices from this week and it over rides it shows years and years of customers and their balances

i have googled this and called support and this seems to be almost unsolvable, surely there is way to do/fix this.

also, once i get the report figured out, i know i can export to excel

perhaps i am approaching this entirely wrong, any help would be appreciated

I am helping a person with the following:

Person going through a divorce and has 15+ accounts-some are credit, line of credit, homeowner, some are savings, chequing accts, kids accts, other. Lots of transactions, lots of e-transfers, lots of withdrawals that we have to track who did what. Bank gave list of their e-transfers linked to their own card but can't give lists of ex-spouse transactions linked to their card even in joint accounts. Each withdrawal at ABMs have to be looked at individually at the bank to find out. Spouse has had hidden acct(s) for some time, need to have proof and hoping evaluation of banking records will give enough justification to ask for full disclosure of other records.

Joint Acct is Hard to track spousal transactions vs theirs on the joint accounts. Ex-spouse did weird transactions, e-transfers to other accounts outside of their in banking. Sometimes in and back out (lots of this) lots of odd behaviour looking at old statements. However thousands of pages of statements etc is hard to manage.

Having to track bill payment account numbers , etc.

Have to determine % approx of past transactions on sole accounts that were actually "family expenses/joint purchases) so it's really hard to figure out.

Any info on what QB might be able to do, or help with?

Ie, sum up all the withdrawals, and I can cross-ref the withdrawals my friend did if the bank gives a list. Might be easier to share QB copies/data/print outs/pdfs of totals?

I have a customer using QuickBooks desktop in an RDP environment. Offsite users connect to the RD server 2022 via SSLVPN and then RDP. They open QuickBooks 24 and do their work. One of the users keeps getting kicked out of QB with the attached error. He is the only one getting kicked out. Short of rebuilding his windows profile I am at a loss. Any suggestions? the code at the bottom is almost uses in Google.

ETA - Logging into a different company file then back into the main one fixes the issue for a few hours.

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I’ve spent days working on converting a QBO client from QBO to Quickbooks Desktop with little to no help from QB support. I figured out how to do this, and I thought others might want to know! I created very detailed steps on this process that I wanted to share. Depending on the size of the company you are moving to QBDT, this process can take a long time.

There are two things you need before you can proceed. First: you will need to make sure your QBO company is at an Advanced subscription to run the backup. Second: you will need to have QB Desktop 2021. This is because the migration tool was discontinued in 2020 and will not work with Quickbooks Desktop 2022 and up. Don’t worry, you can upgrade when it’s completed.

When your client (or yourself) has upgraded to QBO Advanced, it’s going to look like their QBO account isn’t set up. Just go through the prompts. Once done, click the gear icon and select “Backup Company”. This will open a new window. Do NOT close out of the first window.

In the upper right corner, select “Add Company” and select the company you want the back up for.

Then on the left, select “Backup”. In the upper right-hand corner, select “Run Manual Backup” and run a “Complete” backup. Depending on how large the file is, this can take 30 minutes to a couple days.

You can do this for multiple companies at once. But when you are pulling the backup for a specific company, make sure you are in that company in QBO. Open a new tab and go to: qbo.intuit.com/app/exportqbodatatoqbdt

Click “Get Started”

Step 1: you only need to do this once, but download the QuickBooks Desktop Migration Tool by selecting download. Once this has been downloaded, click continue.

Step 2: select “All Financial Data” and hit continue

Step 3: input your name and email address. This will send you an email for when the QBXML file is ready to be downloaded. Again this part can take a while depending on how big the company file is.

Step 4: once you receive the email, go back to the qbo.intuit.com/app/exportqbodatatoqbdt site. Make sure you have the QBO company file open in another tab. Go through steps 1-3 again (minus downloading the QB Desktop Migration Tool). Click continue to download.

Step 5: Download QBXML file. Hit continue.

Step 6: open QB Desktop 2021. DO NOT log into a company file. Make sure all other QuickBooks Desktops are closed. You do not want to have QB running at all on your computer minus QB 2021

Step 7: open QuickBooks Desktop Migration Tool. You can do this by searching it in the bottom left of your computer. Please note that this tool was discontinued in 2020 and will ONLY work with QB Desktop 2021

Step 8: Hit Browse, and select the QBXML file you downloaded. Then hit import

Step 9: select where you would like to save the new QB file, and rename to what you want to name it

Step 10: the download will begin, you will get a screen to enter the company information. Enter it.

Step 11: When it comes to the intuit sign in screen, at the bottom right of the screen, click the drop down and select sign in in 2 days

Step 12: a certificate will appear with multiple options: you want to select “Yes when this company file is open”

Step 13: wait for the download to complete

Step 14: check Profit and Loss and Balance Sheet against the reports in QBO along with the bank account transactions in QBO and QBDT if the two reports above don’t match. Sometime small transactions do not import like CC payments

Step 15: you are all done! Now you can upgrade to the next version of QBDT if you’d like

I hope this helps anyone looking to go through this process!

Edit: once you complete this process and everything looks correct, you can go ahead and unsubscribe from QBO. You will still have access for a year incase you want to re subscribe.

Intuit and quickbooks won't remove my banking information from their sites even though I've made repeated attempts to cancel and delete the service. Scammers are forcing logins from overseas countries. If they won't delete the data maybe I need to go delete the device holding the data.

Hi, I have my business credit card and bank connected to QB do I really need to keep the receipts for each transaction? it should be tracible as transactions are stored in QB. Seems like a lot of work to find every receipt from online purchase, what do you guys do to make is easier and efficient?

I am sick and tired of the ever increasing prices without any new functionality and the constant upselling. I just want an accounting package. I made the mistake years ago of switching off the desktop Mac version after it was switched to a subscription model and deeply regret it. Now my data is being held hostage by Intuit. I am essentially a one person LLC and my needs are not that complicated.

Every competitor I've looked at requires an onerous and mostly manual conversion process that usually leaves out the transaction history. I have about 10 years worth of data that I don't want to lose so I'm curious if anyone out there switched to another service and which ones have some kind of import option from Quickbooks data.

Priority Circle support:

1. Call the number

2. Talk to a stupid robot

3. Try to tell it your email address 3 times

4. It finally gives up and tells you "This call will be recorded" 4 times.

5. Your estimated wait time is 45 minutes.

Normal support:

1. Click "Call me" button.

2. Wait 5 minutes.

3. Phone rings, it's a human.

And the one time I did get through to "priority" support, the poor lady from Arkansas was really sweet but had no idea what she was doing.

End rant.

Missed some of the comments here before signing up a few months ago. Weeks after signing up $1500 was fraudulo withdrawn from account in 7 ATM transactions same day. They did refund my $$ but took a few weeks.

My final straw is the AllPoint ATMs which is supposed to be fees free. Initially I assumed the $3 charges would be reversed and maybe just a lag. Nope. Finally got around to calling this week.

QBO rep "Yeah, ppl usually just call and then we reverse it." What!? I'm supposed to call for something you are contractually obligated to do? Oh and you damn well know many don't call.

Of course she has to transfer me to the banking team, btw no way I've seen to call them directly despite obv knowing that's what I needed. TWENTY MINUTES on phone confirming street address and zip of ATM I used. You don't have it there?

Finally he agrees to give me a "one time $20 courtesy credit." I said fine since wanted to get.off phone but you know darn well it wasn't one time nor a "courtesy credit". It's a REFUND. And I had more than 7 ATM fees but was done for now. He also suggested I use a different ATM. It's f**n part of Allpoint YOU fix your system!

I plan to file a complaint likely with FDIC. So far every single Allpoint ATM I've used they charged me. That has class action written all over it.

Hey anyone else here have an issue with the fees? Maybe we should class action it??

I'm not sure this is possible but I am looking for a way to take a large bill (~$100k) that has a complicated split across multiple classes/COGs lines and record it along our actual payment terms (quarterly) so it shows up on the P&L for when we actually make payments, but we can just do the complicated split just once.

Is this possible within QBD?

I know we could make payments against the bill but we run much of our forecasting off accrual. And it spans our financial year, so it would be a loss to have it all hit in a single quarter of 1 year.

Otherwise it will be to Excel I go.

Thanks for any help!

We are looking to optimize our workflows and one of the elements that I feel very inefficient is the weekly payables process.

Currently our workflow is as follows:

1. Vendors sends invoice to a monitored mailbox
2. We use the Dext prepare service to OCR and create the bill with the line items in QBO
3. Every Monday, we run a report to show all the vendor invoices that will be coming of age and they get transcribed into a google sheets where the person that makes the payments will issue the payments with the date of which the payment was made.
4. The bookeeper than returns to the google sheet at the end of the week and will create the vendor payments in QBO and send out the remittances to the vendor

Anyone know of a better way to accomplish this or if there any softwares that exists that can streamline steps 3 and 4?

Is there. Way to upload daily sales figures to quickbooks without manually entering them?

I’ve entered two months of expenses.. I just got bank statements. So I need to go back to reconcile. I was reading online instructions to enter opening balance at a later time. I thought I had it, but it wants me to enter in debit and credit. (Entering as journal entry, but not sure if that’s correct either) Obviously the deposit made (opening balance) would be a credit. What do I do for the debit? Help!

Was looking to get the desktop version of quickbooks and found it at Softwarediscount.com....is this safe to buy from? Or should I just buy from quickbooks?

Am I the only one struggling through this training? You aren't actually training but rather reading so much material and looking at images. That is not the same as actual training. It isn't "learning by doing". There's nothing to click on to see how it works, you just look at images of QBO. Is this really how it is done? Then you just scrolllll down until you get 2 questions at the bottom of the page, answer those, and click to the next thing and do it all over again. I question if I am really going to learn QBOA this way. Input anyone?

I run a catering company and this is getting ridiculous. The price of QuickBooks is nearly tripled from when I started my company 10 years ago. We recently started another company that wasn’t grandfathered into anything QuickBooks related and we are currently paying a one percent fee on every single ACH we collect.

How is it OK if I make a $40,000 sale that QuickBooks gets $400 if it is just for the ACH

So I have QB desktop premier whatever it is. Today I can't choose to "maybe later" close that pop up add in the upper right of my screen. It lights up but that's it. I can however click the "Lear more" button!

Hi all,

Is there a way I can set up recurring transactions to show on the TB prior to the posting date? For example, I have a recurring transaction set to post on 11/30/24. If i run a TB in October 2024 with an end date of 11/30/2024, I would like to see the recurring transaction posted, but I do not see it.

We are having this internal debate about using "Projects". Apparently in QBD we only used "jobs" which don't exist, per se, in QBO. They are now sub-customers. As the de facto support person, I keep getting the impression that using projects would solve a lot of our issues.

So my question is, does anyone not use projects? If so, what are your reasons?

Did anyone go from using "jobs" in QBD to projects in QBO? What did you learn?

If I have an estimate with a bunch of line items and I use the "Copy to Purchase Order" function, the resulting purchase order does not show any customers for any of the line items. Is this normal behavior? I've had a lot of users complain about it. Apparently it used to populate these in QBD. It seems logical to me. But as it is right now, our poor users have to go in and type the same customer in 18 times.

Any solutions for this?

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Small service business using qb desktop enterprise

One of my clients is being sued and I have been served a subpoena to provide records about my interaction with the client- including billing and payment information.

My regular interaction with clients includes making and sending monthly statements. These statements are saved as pdf, as well as the emails they are attached to for delivery. Planning on sending this collection.

The wording of the subpoena could make it apply to a copy of my qb file, which of course contains data about other clients, which I do not want to turn over.

I also don’t want to be forever running reports to answer questions like “how much have you billed this customer” or “how much has this customer paid you”, etc…

Is there any easy way to export the data for one client- say into another qb file, so that the requesters can run their own reports?