I recently set up a QuickBooks online account and linked it to my Chase Business Checking account. However, only 8 transactions have synced out of hundreds that should be there.

I’ve spent hours trying to fix this:

• Unlinked and re-linked the account multiple times
• Waited several days to see if transactions would sync
• Double-checked my Chase account to ensure everything is normal

Nothing seems to work. Is there any way to resolve this, or am I stuck having to manually import bank statements every month?

Any advice would be greatly appreciated!

EDIT: I just tried out Xero and everything works flawlessly. If you're having trouble with QBO, I highly recommend switching to Xero. QBO has been a nightmare

Help!

I lost ALL of my monthly expenses for all of 2024 on a stupid app that crashed. I caved a got quick books as a freak out as it’s all due tomorrow. I just want to enter all of my categorized expenses for last year (2024). Then I want to print a sheet of my monthly categorized expenses. Then I want to be able to hand my expenses to my tax girl. Is this a thing??

Hey all,

My business credit card is off cycle. The statement date is the 15th. usually I just put the statement date in when reconciling without issue. For December, to keep things clean, I manually calculated the december transactions used Dec 31st as the reconciliation date.

How do I reconcile the January tranactions though? Going back in and putting in a statement end date of 1/15/25, none of the january transactions are showing up to be reconciled. Do I need to tell qbo that we're in '25 now or something? Any help appreciated. Thanks!

I live in a state where charging a fee to process a card payment is illegal. We have a service contract with the state and provide services to many different state agencies. As I was preparing an invoice to one of the state courts a message pops up that says “New! Your customer can choose to pay this invoice online if they pay a convenience fee. There’s no cost to you if they do.” There was a link explaining how it works and I was rather surprised that this defaults as on and I had to go to settings to turn it off. I’m 99% certain this “feature” is illegal where I live (though maybe it’s exploiting a loophole or something) and it seems wildly irresponsible to turn the feature on as default, as I’m reasonably sure mine isn’t the only state where surcharges for credit payments is illegal.

Hi folks! I used the QBSE tax bundle for last year's taxes as well as this year. However for the past few months, I can only access QBSE on my mobile app, not the desktop website. When I went to start filing on Turbotax, this became an issue because it can't import my data (y'know, the whole point of the bundle). Has anyone else run into this issue/found a workaround? Ideally a workaround that isn't filing my taxes on my phone?

Is there a simple way to tally up how many transactions I am processing in QBO for a given period of time?

Hello! One of my clients uses Shopify within QuickBooks. However, his clearing account is sitting at over 100,000 and I can't figure out where the configuration issue is. It looks like there are also over 500 transactions on the Shopify side that aren't matching or aren't being able to be added. If this is something you could help me with, that would be amazing! Feel free to PM and I am happy to pay for help as well.

Quickbooks Online,

I'm getting import previews that look perfect, then import on the wrong date. I'm getting charges and dates mixed up, desperation cut off... on and on and on.

1.) Is there a specific format they want for importing transactions? Like their own file type that isn't CSV.
2.) Is there software or an app out there to do this properly or with less wasted time?
3.) Can I trust someone on Upwork to do this without regretting paying them finding out they did it all wrong a week or two later?

I'm pretty good on Excel. I'm just having zero luck with this. Why don't we have this streamlined in this country? Maybe I'm just frustrated at the moment. I don't see why at our level of technology today that you can't automatically pull everything from the day the account opened with these accounting software (I know it's the banks, not Quickbooks). It doesn't seem like it would be that hard for banks to provide. Fidelity does it, it pulls back as far as you want.

Hi all,

I work for a small distribution company where the items sold are large in size. In some cases a large number of them are purchased and paid for in advance, even before they are all brought into the building from the producer. So they pickup a bunch of them and use them while we bring in more (of course they are not aware that we do not keep the full quantity they paid for - just as long as we get it in stock before they come back for the next pickup)

The problem is that they require an invoice to make payment, which by default makes the entries for A/R and Revenue, but also the pulls of all of the material to COGS.

I am hoping there is an addon that lets us book the invoice making the entries to A/R and Revenue but hold off booking the COGS until the material is actually pulled.

Ive proposed to management to use an estimate and linking Invoices to the Estimate each time something is pulled - but the customer REQUIRES an invoice to remit funds

After I updated to the most recent windows 11 build today I went to log in to QB on one of the client computers. Files not found. Notice the host computer showing up in the file explorer but when clicking it informs me that It cannot connect. I ping the host from the client with a 0.00ms packet speed 4/4 received and sent. Anyone find any work around? I'm suspecting smb1.0 issues due to my client PC not being able to enable it for some reason. It shows up in the list but fails to enable.

I got frustrated evaluating several plugins/utilities to import transactions into QBD (since Intuit discontinued "services") and put together this simple macro.

The issue with the workflow with many of the existing utilities is that each transaction must have a vendor and account correlated to it before importing. So these utilities have to pull this info from QBD (if they even have this capability), then have you assign the vendor/acct to each transaction, then you have to generate an IIF to import into QBD.

My macro is janky but easier. To set it up, do the following:

1. Create an Excel spreadsheet and save this macro in a module.
2. Assign a quick access button or keystroke to the macro.

To use the macro, do the following:

1. Copy/paste the transactions into the spreadsheet
2. Open QBD and go to a blank "Credit card purchase/charge" dialog
3. Run the macro for each transaction.

The macro activates QBD, enters the date, memo (from the transaction description field), and amount. You then select the vendor and account (which is easy to do in QBD due to dropdown boxes and autofill) and hit save/enter. Do it again for the next row/transaction.

This script assumes the following format of your transactions (which is Chase's CSV format):

• Col 2: transaction date
• Col 4: description
• Col 7: amount

It's rough around the edges, but easier and cheaper than the alternatives. The macro code is below:

Declare PtrSafe Sub Sleep Lib "kernel32" (ByVal dwMilliseconds As Long)

Sub ImportRowFromCC()

'open "credit card purchase/charge dialog in QB, then highlight the row you want and run this

Dim Shell, WMI, wql, process

Dim DelayTimeMS As Integer

DelayTimeMS = 25

Set Shell = CreateObject("WScript.Shell")

Set WMI = GetObject("winmgmts:{impersonationLevel=impersonate}!\\.\root\cimv2")

wql = "SELECT ProcessId, Name FROM Win32_Process WHERE name = 'QBW32.EXE'"

For Each process In WMI.ExecQuery(wql)

AppActivate process.ProcessID

Next

SendKeys "%d" 'activate "purchaseD from" cell

Sleep DelayTimeMS

SendKeys "{TAB}" 'next cell (date)

Sleep DelayTimeMS

SendKeys Cells(ActiveCell.Row, 2).Value 'paste date (2nd column)

Sleep DelayTimeMS

SendKeys "{TAB}" 'next cell (ref #")

Sleep DelayTimeMS

SendKeys "{TAB}" 'next cell (amount)

Sleep DelayTimeMS

SendKeys -Cells(ActiveCell.Row, 7).Value 'paste amount (7th column)

Sleep DelayTimeMS

SendKeys "{TAB}" 'next cell (MEMO)

Sleep DelayTimeMS

SendKeys Cells(ActiveCell.Row, 4).Value 'paste description (4th column)

Sleep DelayTimeMS

SendKeys "%d" 'go back to "purchaseD from cell" so you can enter rest of details

Sleep DelayTimeMS

SendKeys "{NUMLOCK}", True 'turn num lock back on due to bug in VBA (https://stackoverflow.com/questions/25977933/sendkeys-is-messing-with-my-numlock-key-via-vba-code-in-access-form)

End Sub

I started going to school this year for accounting because I am tired of working outside for the last 10 years. I have been helping my cousin with his small business on Quickbooks and it has been basic stuff and his assistant does most of it. My boss asked me to help with his Quickbooks.

It is a disaster. The business has been around since 2013 as an HVAC company. I have found that a ton of transactions did not port over from the banks he linked. The banks do not want to stay connected either. Everyday, he has to reconnect it and it is becoming tedious. Would it be easier to just disconnect the banks that won't stay connected and input manually at that point?

My other question I cannot find with search at all. He made his personal credit card his business credit card in August of 2023. Once he made the change, him and his wife no longer put personal transactions on the card. It did have 3,500 on it when it became the business card though from what I can see. How do you handle that? Do I need to categorize every transaction from the start of the year or start of the card? Should I delete those transactions and manually set the starting balance, then count the payments as owner's draw until the full amount is paid off?

Edit for more info:

The card goes back farther than 2023/1/1 but the transactions only uploaded back to 2023/1/1 and the starting balance on the card is from that date as well. multiple transactions are missing from the account, but it seems Jan-Jun of 2023 are missing quite a few transactions when I compare it to the statements.

What is the best tool or method for me to prepare my 1040 tax form that incorporates my Quickbooks online data? In the past I've used Turbotax but had a nightmare importing my Quickboooks online data. I had to export my Quickbooks online data to desktop Quickbooks and use desktop Turbotax. Is there a better way?

I see that Quickbooks online has a tax section. Can I do my entire 1040 filing from here, importing W2s and all my other tax forms and skip Turbotax altogether?

Long story short, the business I run has been in receivership for the last 8 years. The receiver switched us to QB Online Advanced when he took over. We are now out of receivership and we are back in control of things. The problem is that the receiver drags his feet on EVERYTHING! And he is really dragging his feet on getting the back up of QB Advanced to us to port over to our new Online Plus account. It's almost as if he gets paid more the longer he drags things out (he does and man can he drag things out).

So, I need to know if there is a way to export all of our info from the Advanced account to our new (empty) Plus account. I have tried a couple of ways; exporting to CSV and making a backup of the company file, but neither worked out for me.

We have access to our current data in Advanced, but because he is the Administrator of the acct only he can make a full back up of the company. And I am not even sure that will work since we went with Plus instead of Advanced because we do not need all of the bells and whistles that come with Advanced (but of course he went with the most expensive option since he isn't paying for anything, the company is)

I really, really do not want to have to recreate the entire Chart of Accounts let alone lose 8 years of data. Is there a work around for this?

Hello, my husband and I have a small business and use quickbooks to create PO's and track inventory. For some reason our products/inventory is frequently wrong. For example, it shows we have 7 of a product. But when we check the actual inventory we only have 1. Or it shows we are -1 of something but we actually have 1 or 2 in stock. I can understand human error could play a part every so often but this happens frequently. Is anyone else finding their inventory count very unreliable or are we doing something wrong?

I am wondering if I can get QBO to automatically withhold the 24% from remittances to vendors (contractors?) who are 1099 eligible but have not submitted a W-9? Thoughts?

I am a completely naive to Accounting and Quickbooks Software. But I want to switch my field from Truck driver to Freelancing and would like to learn Quickbooks. I am not sure where should I start from and what should I learn, there are many options available, Quickbooks Desktop, Quickbooks Online.

Which version has many users? What concepts are necessary to understand the Quickbooks?

Please advise so I can apply it. You guys can really help me with changing my lifestyle.

P.S: I can learn anything and I am young!!

MY ACCOUNTING MANAGER WAS STEALING FROM ME!

Yep. On a Thursday afternoon I received notice that our payroll was suspended. Six figure balance. Never NSF. Suddenly we were scrambling to print paper checks and deal with Zelle security issues. QB Payroll would only tell me "our risk department made the decision."

"Well, let me speak to them." "I'm sorry, they don't have a phone number."

Did the RISK DEPARTMENT recognize her use of a "deleted" account without her middle initial? I don't know what other risk we were/had. We more than doubled our revenue in Q3&Q4 which increased my risk of being gaslighted by this criminal. An embezzler who I was ready to fire the week before Thanksgiving for incompetence - but it was Thanksgiving. The week after, I had to travel for unexpected business. Then, of course, it was too close to Christmas. That Mr. Compassionate lost another $10k plus salary & taxes AND TAXES on the stolen pay (hey, can I get a refund on that?).

To be fair, in four months, ADP never said a peep Sep-Dec., but, to be fair, they hadn't been doing our payroll for the past 7 years.

There is so much back-and-forth information regarding these two that I’ve confused myself.

I’m an over the road truck driver. I have an LLC taxed as an S Corp. This will be my first year as an S Corp. I have an accountant that handles the taxes, but I prefer to check all of my income and expenses.

I will have a business account that pays me a salary. And I will use that business account to pay my business expenses.

I currently use Hurdlr to track my personal expenses. I have no other employees but myself. Would Quicken personal and business be the best option to track both personal and business expenses or should I get quickBooks? Or should I leave my personal where it’s at with Hurdlr and use Quicken or QuickBooks for business only?

Hello! I am an enrolled agent with a very small number of clients (as it is my side job). A client sent me a QBB (desktop) file, and I don’t have QB desktop. I understand that it’s too late to buy QB Desktop, but I cannot open their file. What is the best workaround? Is the only option to have them migrate to QB online? TIA!

We use the POS portion of QB 2013 for our cash register in our retail business. The program started malfunctioning a few days ago and finally crashed yesterday. We have searched but the box, disks, and info have obviously long since been lost. Quickbooks has been no help, since my partner cannot remember what phone number, or address, or email address he originally registered it with. He doesn't even remember registering it, he thinks his ex-wife might have done it. It's been over a decade, I can't believe they expect people to keep boxes and discs for that long. Regardless, we don't have $1000 laying around to purchase the new version, so we are screwed unless we can get the old program downloaded and reinstalled. We're using carbon copy guest checks right now 😫

Hi, Hope this is the right place to post this question.

I'm using QB Desktop 2017 and I keep running into a problem when I attempt to move a credit remaining with one company to another company.

I looked up tutorials on QB's main site and followed the steps through creating a Clearing Account and then moving the credit to the clearing account, then I don't understand the next steps, perhaps because they don't apply to 2017?

Hi,

i am using QB desktop enterprise. In the past 3 weeks i've been experiencing an issue with the qbdbmgrn.exe service. This is the service that runs QB's database. The application qbdbmgrn.exe will max out the cpu to 100 percent, making the system unusable. the CPU will sometimes go back down to regualr usage after 15 minutes to an hour. I've tried various fixes and i can't find a solution. i worked with QB support but they weren't able to assist.

system specs:

Windows server 2019

Intel(R) Xeon(R) Silver 4215 CPU @ 2.50GHz
64 gb ram. SSD drives, plenty of space.

Quickbooks US enterprise edition - desktop version. 24 -34.0.4011.3401

I'm unable to find a root cause for the issue. User's are not doing anythign special at the time. i've seen the problem happen with just one user using the file and only having QB open. sometimes it happens 3 times a day, other times it can happen once in 2 days. the issue is recent (3 weeks). no system changes.

i've done the following to troubleshoot

• install all QB updates
• ran QB update reinstallation
• ran QB file repair ( it did find issue with file and repaired them, however issues still continue)
• Ran all windows updates
• disabled antivirus (exception was already in place but disabled as test)
• no other processes are using high resources or interfering

Has anyone experienced this issue ?

I’m a freelance designer using QuickBooks Solopreneur, and one of the biggest reasons I stick with it is the easy tax integration with TurboTax. But ever since I had to restart my return, I constantly get a “Something Went Wrong” error, and support has been useless.

Some agents have told me tax integration isn’t even possible (which is just a lie), while others admit it’s a known bug they’re “working on.” But honestly, I’m starting to lose faith that they’ll actually fix it.

Has anyone else experienced this? Are there any workarounds? I really don’t want to enter everything manually, but this issue is making me consider leaving QuickBooks entirely. Are there any solid alternatives?

Hi,

I took over for treasurer for a tiny, all volunteer non profit a few years ago. The previous treasurer had held that position going back to the 1970s and he was very old and possibly slipping a little bit. When I took over, I couldn't make heads or tails of what he had been doing. The QBO account balance showed about $3000 and the actual account balance is $1900. I was brand new to quickbooks and also being a treasurer for that matter. I elected to start off with a fresh slate. I took $1000 out and opened a new checking account. I have been working exclusively out of that account.

I'm at the point now where I want to close the old bank account and move the money over to the new account. That's easy to do physically, But how should I handle it in QBO?

I can transfer $900 to the new account in QBO. But what do I do with the remainder $1100 that is still showing in QBO?

Thanks in advance for your help (and dumbing it down for a non-accountant)

I started using the checking account to get the interest. After learning I can’t write paper checks on the account (despite QBO letting me) I came here and learned I should get away from the account all together, which I am in the process of doing.

But in the meantime it is showing me I have earned interest under the Benefits section, but the interest doesn’t show up in my transactions. Anyone have experience with this? Maybe they deposit it all at once a year or something?

Wtf... that's 2 years in a row now. I'm a sole proprietor and these a holes keep jacking up the price what seems to be every year. They're going to $270/year now on 4/1/25. I feel like they're not giving us anything new or better, the online version is the same old stuff and the bugs are still there. Is there anything we can do to fight these a holes?

When the Calsaver program was introduced, an issue arose where Quickbook took duplicate deductions each pay period, but only sent single deductions to our Calsaver accounts, resulting in unaccounted for funds. This pay period, payroll deducted my year-to-date deduction amount from last year as a “correction.” After months of back n forth their resolution was to continue withholding the duplicate funds that have not been added to my retirement savings and additionally take from my most recent paycheck my year to date deduction total. we would like to speak with a hire up who can competently resolve this issue. Any advice??

I have a small business and want to setup a solo 401k. I’m not understanding how to do this. I can figure out how to do it post tax just having it getting deposited in my fidelity. Everything I look at they want you to use there 401k and I don’t want to do that. Anyone have any insight?

I recently started using quickbooks for my commercial real estate property. What is the best way to create a rent receipt for a tenant for their last 12 months of rent.

Some details on my setup incase that helps - I created recurring invoices for the monthly rent and have matched the rent payments to the invoices. the payments are all categorized and reconciled. Thanks!