Ongoing Citi connection issue that I haven’t been able to resolve for four months now. Citi assures me everything is ok on their end. I’ve tried turning the connection off and on and using an Incognito window repeatedly. QB support tells me it’s a Citi issue. Hot potato.

Does anyone have a workaround other than uploading .CSV files? Really want this to work the way it’s supposed to without having to jump through hoops.

Hi all,

Quickbooks support forced me to load an app called "glance" for troubleshooting. It looks like it installed items all over my MAc that have the potential to record and see what I do, including a chrome extension that I didn't approve.

I've trashed the app, but I'm still sketched out. For example, there is still an active item under system permissions allowing Glance to record my screen (even though the application is no longer in my apps folder)

Google searches for how to completely uninstall the app reveal solutions that involve purchasing and paying for other (also sketchy looking) software.

Any tips on completely removing this software from my machine?

Thanks

I have Qb 2023 Enteprise and it's incredibly SLOW on loading phase

Rant and warning - if you love and defend quickbooks stop reading. I've used quickbooks for almost twenty years and based on the experience over this time I'd say the software is ok. Once you learn the quirks of the system you can get by. However in the past three months my relationship with this software has changed as this software has begun to materially affect my business. In September we had 25% less receivables by due date because customers did not receive invoices on time. Then a similar number in October and now in November my bookkeeper says that 100% of invoices did not send and she had to send them manually or repeat the process multiple times (i.e a very time consuming process). A few days till the end of November and our receivables are down 50%. I logged in myself to send reminders to customers and quickbooks is refusing to send email because of errors with the email addresses.

We do not have issues with our customers email addresses. I am chating to support who has escalated this but i don't see a resolution. Every email address in our Quickbooks customer database has been flagged with an error message 'please check the email address'- the email address is fine. We might not even be able to send December invoices at this stage.

I'm annoyed and angry, yes i want to move on from quickbooks but as you all know it isn't easy to move on from accounting software. In the short term we have to manually send invoices and manually send reminders. At least this should improve recievables by due date. How are you sending invoices (i.e more than 100 per month)

I’m looking into switching to Mac Mini M4 from Windows PC. Can anyone elaborate the difference in terms of smoothness and quick response and load.

Is the differences in productivity worth the switch?

I am experiencing severe lag and load whenever I categorize 1 transaction on bank feeds with huge quantity of total bank transactions & around 8 linked cards (around thousands/mo)

I am currently using windows pc w/ Legion Laptop 16gb ram Ryzen 5 4600H 1650TI graphics

I am thinking the issue is with the QBO server and not my pc but its not like I can do anything about it.

Hi everyone,

I need to record my self assessment payment on quickbooks. I was first told to put it down as an ‘expense’ but have now been told not to do that as it would reduce the business profit and therefore my tax payment. Does anyone know what it would be classified as?

Thanks 🙏

I have a QB account for business and another, separate, account for personal. I have a credit card in the personal account that should be in the business account. Is there anyway to transfer that card? Without reentering all the data?

In my register I have one payment from a client that is recorded as going to undeposited funds instead of AR. When I click on edit I have a link at the top that says "1 online banking match." It is already matched and there is a button that says "unmatch." I tried unmatching it and then going to uncategorized transactions and matching it again. But it still is in undeposited funds. When I try to change the account in the bank transactions list, I get this message: "You are trying to select a payment in this deposit which is not eligible, please change that payment’s Deposit to account to be 'Undeposited funds' if applicable to fix" even though in the line of the transaction it says Matched to: Deposit MM/DD/2024.

The invoice associated with this payment also shows as deposited. It was deposited through QuickBooks Payments. What am I doing wrong?

I am new to quick books, my dad has been using quick books for many years and has shown me how he can select between ‘reviewed’ and ‘unreviewed’ transactions, therefore he only has to manually categorise the transactions that do not have a rule created for them.

My app looks completely different and is much less simple, it has automatically categorised all of my transactions, I now have to go through all of them to ensure they are categorised correctly and there is no way to keep track of which ones I have reviewed. It is also only showing me transactions from January 2024 and I need to categorise from October 2023 I am extremely overwhelmed by this system and do not understand how it is supposedly making my life easier, does anyone have any tips, or ideas where I am going wrong? Thank you

I'm trying to discover how to sort part numbers/inventory in the item list by more than 3 digits. For example part numbers I may use and the order I would like would be:

40-019

40-135

40-499

40-1011

instead of listing them as above my QB will list or sort the item list as below:

40-019

40-1011

40-135

40-499

Anyone know how to change this? Thank you

I have a client that's a water utility. Some large amounts show up on their receivables. There have been liens filed against the property for those accounts, but they are not expected to be collected any time soon. That makes their regular AR look out of whack and not realistic to what they can expect to collect in even the current year. I've seen a "doubtful accounts" account recommended by some, is that what I would use? Receivables are an asset, so would that account be an asset? Would I just make an entry from the current AR account to the "doubtful accounts" account? Or is there a better way to handle those amounts? They are not bad debt, because theoretically we could get paid sometime down the road when/if the property sells.

Quickbooks Desktop. I need to view a previous backup file that was saved as of 12/31/23, but I don't want it to overwrite my current file. The only option to open a backup file seems to be "restore backup file". But won't that overwrite my current file?

Hi everyone,

I want to do a promotional mailer and want to export recipient shipping addresses and names so I can print them out. Does anyone know how to create a report in Quickbooks Desktop that exports the shipping recipients and addresses for a particular 'billing address' filter?

Thanks for your help!

Heya,

When use to do expenses I like to tab through the entry fields to fill them out and not touch my mouse.... Or at least as little as possible.

I remember when filling out an expense that there was a hotkey that you could press to mark the billable checkbox with out having to touch your mouse. Maybe it wasn't a hotkey. I just don't remember.

Anyone know what that hotkey is? Or the function? It seems tabbing doesn't highlight the billable checkbox anymore?

If I schedule an ACH direct from my bank to a vendor it typically arrives in 2-3 days.

If I schedule it through Quickbooks billpay, to ACH and draft from my same bank account and pay into my vendors same bank account it almost always takes 7 days or more for the funds to arrive.

This isn't just one route. Every vendor I have, when I triggered ACH right from my bank they got it fast. When I trigger the same route from Quickbooks billpay it takes at least twice as long, if not more.

Why is this?

I have been using the Product Invoice form #371 for years on QBD and recently switched to QBO. I would like to continue using the template for form #371 but I cannot figure out how to get the template on QBO. I also have a supply of the forms.

Is there a way to import this template into QBO?

Link to the form: https://intuitmarket.intuit.com/supplies/forms/invoices/product/customization

Thanks for any help provided.

We have a customer that originally had a $9200 invoice. They made a 1/2 deposit of $4600. We would like to refund the $4600 deposit and write off the original full invoice amount of $9200 to Bad Debt.

I’ve created a Credit Memo for the $4600, and used that to give a refund as a check back to the customer. The issue I’m running into is even when creating the Credit Memo and refund check, the customer balance is still showing as an open balance of $4600, not the $9200 I would expect from refunding the original deposit.

If I could get the open/invoice balance back to the original $9200, I believe I could then go into Receive Payments and use the Discount and Credits window to Discount the entire balance against the Bad Debts account.

Any ideas on why the credit memo/refund check isn’t increasing the original invoice amount or customer balance? Thanks!

I’m using QuickBooks Online and have encountered an issue with the recent updates to the invoice template system. My business rarely charges sales tax, but occasionally we do. However, I’ve noticed that the “Sales Tax” line appears at the bottom of every invoice, even when no taxable items are included, displaying a $0.00 amount.

Turning off the sales tax feature doesn't seem practical since we sometimes need to apply it. Is there a way to suppress or remove the “Sales Tax” line from invoices that don’t include taxable items, while still retaining the ability to charge sales tax when necessary?

Any guidance or workarounds would be greatly appreciated!

Thanks in advance.

We were just notified that we will be switching to QBO. Should I be scared about inventory items, and is there anything to make transition easier?

Our nonprofit has a gift shop with approximately 1200 inventory items that we are tracking, so nothing too complicated (no bins, no assemblies), but I am very worried and hoping that I’m being irrational.

Hi all,

My girlfriend and I share a family plan on T-Mobile. My half is business, hers is personal and irrelevant to my business /expenses / deductions. Payment is set up via ACH on my business account which is integrated with QBO. My girlfriend pays me her share, and I deposit that back into my business account.

I used QB expert support, and the person suggested I split the expense and tag my portion as Business and her portion as a personal expense. She was reading documentation and didn't seem to be totally sure, so I was wondering if others do this and if there is a best practice here. Thanks

I recently did a mass reorganization of all the sales items for my company. I wanted to change the sales accounts of each item into further sub accounts so that our profit centers would be easier to analyze. To do this, I exported a list of all our items into Excel, changed their accounts accordingly, and imported them back into QB with item import. This worked splendidly, but it only changed the account information on proceeding sales, not historical ones. Does anybody know a way I can go back and change those historical sales to the proper accounts en mass? Any information would be greatly appreciated, thank you!

PS all of our sales items were logged as services and non-inventory. Don’t ask why, I don’t know.

Hi, everyone, fellow QB user/sufferer here.

I hate junk mail and work very hard to minimize it. Unfortunately, since starting QBO I get a random bit of mail from Intuit every month or so. Usually for a QB Term Loan, which is the last freaking thing I want.

Can I call up Intuit to take me off their lists? Has anyone had success with that... and did you call them or ask online? Thank you!!

I'm new to QBO, and I'm doing some light bookkeeping for a new client. The client creates their own invoices. I noticed on one particular recent invoice, there are 2 line items that are showing up in the Business checking Bank register. The rest of the line items on the invoice isn't showing up at all. The entire invoice is located in the system, but only 2 line items are showing up on the bank register. I can't seem to figure out why. I created a test invoice and added a bunch of line items. And it seems some items are showing up and others aren't showing up in bank register. Anyone have any clues or suggestions? I tried looking online to see if anyone mentioned anything, but I couldn't find anything. I tried contacting customer support, but they were of no help.

Hello everyone, we own an llc with three partners and I am trying to figure out the best way to record weekly payments to each owner within quickbooks. I dont think I can record them as guaranteed payments since the amount can fluctuate weekly.

For context we provide mental health services and are paid a percentage weekly based off what insurance paid for each owners services. We each see a different amount of clients per week and sometimes cancelations happen. Any insight would be appreciated

Hi,

Thank you in advance for taking the time to read into my/our companies issue.

We have recently moved forward with a timekeeping and scheduling software called Connecteam. It had mentioned that it had the possibility to integrate with out current accounting software QuickBooks Desktop 2024.

Unfortunately after testing, we have came to the conclusion that it is causing upload errors. We have tried with a template to upload it, however its going into the timesheet side of QuickBooks, we are not looking to bill these hours worked to a third party, we are hoping that it can be uploaded through the payroll side of things and that's it.

I have to be honest, this is the first time for me working with QuickBooks, as I have worked with SAP, Navision, Oracle and some other European software's.

I have two solutions in mind, build a custom excel template that, loads up in the correct module/area of QuickBooks or that I potentially need a IT programmer/consultant that can build this for us.

Maybe anyone in this community has an idea on where the solutions might be?

Thanks for the help and advice in advance.

BR

Dave

Hello all!

My clients balance sheet is showing AR on cash basis. They are receiving payments correctly, but it seems to only happen when the invoice is partially paid. But all invoices and payments are showing on cash reports. Does anyone have insight on how to fix this?

I did some comparison with another client of mine and all of their setup is the same. The only noticeable difference I can see is that the invoices on my other clients books show that it’s being allocated to the AR account.

Desktop user here, Just wanted to send a giant fuck you to intuit, I've already lost the 1st 45 min on my week waiting for you shit to update. Don't force updates on people first thing on a Monday morning you fucking morons.