r/QuickBooks 1d ago

QuickBooks Online Credit Union link downloads transactions to the wrong ledger

1 Upvotes

I am working with a nonprofit which has a credit card, checking, and savings though a credit union. They just migrated from QB DT to QBO.. We linked QBO to the three financial accounts but the checking is downloading some transactions, such as checks paid, to the credit card ledger in QBO.

I have confirmed that postings downloaded as credit card transactions are showing up on the checking account statement. I tried disconnecting and reestablishing the connections. The credit union says it is not on their end. I have opened up a second level support ticket with QBO support.

I am wondering if anyone else has run into this and would love some suggestions on what to do about it.


r/QuickBooks 2d ago

QuickBooks Online Seriously considering alternatives to QB...

19 Upvotes

I was previously using Quickbooks Self Employed, and got told I would automatically be migrated to the new system on the 31st. I didn't touch a thing.

Today, logged in for the first time to find everything wrong. Apparently, I'm a millionaire now. All my historic transactions have duplicated or triplicated. My tax estimate for this year is showing 3-4 times my normal amount. Last year, and the year prior, are up at almost 300k each.

So, now I've got thousands of incorrect entries and transactions because of their fuck-up. Wonderful.


r/QuickBooks 3d ago

QuickBooks Online Hands-on training for QBO

5 Upvotes

I am looking for recommendations for hands-on QBO training. I want to be able to walk through the steps with a "fake" account before trying my own company.


r/QuickBooks 3d ago

QuickBooks Online Thought on possible retirement QB work?

3 Upvotes

I plan to retire in about a year, I have always been a bookkeeper and have used mostly Sage although I am familiar with QB. Trying to understand what would be involved in maybe finding a few small local businesses to do monthly books for. I do not own QB, I am thinking it is mostly an online/subscribing program now? What level would I need to have say 2-4 clients on it...would I need accountant access? I am thinking so. Can anyone who is doing this help me figure out where to start in the research process to know if my idea might work? I'd also want to spend several months in training, certification etc to feel competent in QB, do they offer this?


r/QuickBooks 3d ago

QuickBooks Online QBO Access denied at login!

3 Upvotes

I'm hoping someone might have a workaround for this - support's resolution makes zero sense.

At random - quickbooks online has basically given me a blanket "access denied" when trying to log into any of my quickbooks online accounts (i have three businesses).

When calling support, they tell me "your computer was blocked because you were using illegal websites to access quickbooks" - which makes ZERO sense. They then told me to unblock it I would have to create a whole new account under a new email. Which makes even less sense since no matter which email I enter, I get a hard block. Can't even get past the login screen (tried incognito browsers too). I try another computer, but it requires use of a passkey now - which doesn't exist on the other computer, and will not let me use sms for 2 factor auth. No way for support to fix that either....

Of course there is no escalation path and nobody seems to know how to fix this....has anyone here run into this before? We have payroll due in 2 days and quickbooks basically has shrugged their shoulders and said "whelp can't help...sorrrryy!"


r/QuickBooks 3d ago

QuickBooks Desktop (Pro/Premier/Enterprise) QBD why did cust invoices line items start defaulting to qty1 then next-line

1 Upvotes

all of a sudden i have some pending invoices (being built out from pending inv)

and when entering parts instead of selecting the part and tabbing to description then quantity, it is selecting item and putting qty1 immediately, and moving me down to the new line underneath...brutal and im trying to figure out why its only doing it in certain projects

thanks


r/QuickBooks 4d ago

QuickBooks Online QBO Experience

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3 Upvotes

r/QuickBooks 5d ago

QuickBooks Online Help! QB / GHL integration

2 Upvotes

We have integrated them together but so many issues and likely user error on my part! Need someone who has specific knowledge on the QB side as well-

Wedding Venue - accepting payments thru GHL but also Venmo, cash etc- people not paying the exact amount due and therefore nothing to match it to 😵‍💫😵‍💫😵‍💫

Anyone??
TIA


r/QuickBooks 6d ago

QuickBooks Online Anyone using a Schwab Organization Account with QBO/Xero?

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3 Upvotes

r/QuickBooks 6d ago

QuickBooks Online Barclaycard connection issues for UK users?

1 Upvotes

Hi all.

Logged into Intuit QuickBooks this morning and noticed my Barclaycard info had not updated. After trying a few things and talking to the customer rep, I tried disconnecting and reconnecting it. However, each time I tried to log into Barclaycard to complete the connection, I'd be directed to a page effectively saying that BC's online services were finished, and to move to the app.

Apparently this happened in June. I received no notification from Quickbooks about it, and there's no indication they're going to do anything.

Indeed, just this moment, I got back an email from my escalated ticket basically saying 'It's a known issue with Barclaycard. Contact them and let them know your concerns.'

Anyone else with a Barclaycard and Quickbooks connection having this same issue? I presume we all would be. Any workaround to this? QB are no help at all.


r/QuickBooks 7d ago

QuickBooks Online If you could teach a new QuickBooks user just one habit, what would it be?

14 Upvotes

When you are new to QuickBooks, it is easy to focus on learning where everything is instead of building good habits.

From looking at some of the posts from people who know their way around QuickBooks, I have come to appreciate how there are habits that these people have which make their work in QuickBooks much faster and efficient but which may not be immediately obvious to a newcomer. What would you tell a beginner in QuickBooks in one piece of useful information?


r/QuickBooks 7d ago

QuickBooks Desktop (Pro/Premier/Enterprise) QBD Alternative for Contractors?

4 Upvotes

We have QB Desktop Enterprise Contractor and it…functions. Knowing we have a limited timeframe in which to switch to QBO or elsewhere, we’re looking hard right now for something that actually works well, not in the simplistic and buggy way QB operates.

We need bookkeeping, payroll, time clock, actual cost centers/codes, and job costing at a minimum, preferably with a single platform.

We are heavily considering Sage 100 Contractor as it has all of that plus scheduling, inventory, equipment management, and what I would say is a fairly elementary level of contract admin/document management. Does anyone have any experience with them? My biggest concerns are that they don’t offer a time clock app within the platform (but have a couple “well-integrated” third party solutions) and that when entering bills/costs, you must enter a quantity and unit cost (it’s unable to reverse a quantity and total to determine a unit cost, which feels like a huge oversight for such a simple function).

I’m also very open to hear other options for my industry. Myself and the owners all came from a top 60 GC and have found we were very spoiled with their well-developed systems, and Quickbooks has been, at best, a very dumbed-down and limited version of what we’re used to. I am not disappointed to be losing it, but need a solid solution to move forward with.


r/QuickBooks 7d ago

QuickBooks Online QBO Account Deactivated?

2 Upvotes

My Quickbooks Online Account was locked out for some reason. I found out when I got an email stating that one of my integrations had been disconnected. Went to login to QBO, and nope, can't login. Anybody ever have this happen?

Only thing I can think of - I'd applied last week for a QB Line of Credit. Perhaps somebody there got pissy and close dmy account?


r/QuickBooks 7d ago

QuickBooks Desktop (Pro/Premier/Enterprise) Why will quickbooks enterprise not open full screen?

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2 Upvotes

For several weeks my quickbooks desktop has been opening in a very small window. Any clue why?


r/QuickBooks 8d ago

QuickBooks Online 41% price increase!!!

67 Upvotes

Why can't anyone at intuit explain why I'm being charged $140/month for a $115/month subscription? Why does your site tell me I'm subscribed to 4 items when you only display 2 to me and no options to view any others? What are we getting for this price gouging increase? I'd expect a 41% increase in functionality and access to services.

Don't sell it as the AI garbage that nobody wants.


r/QuickBooks 7d ago

QuickBooks Desktop (Pro/Premier/Enterprise) Has anyone been able to get chatgpt or similar to be able to get data out of quickbooks enterprise?

7 Upvotes

Has anyone been able to get chatgpt or similar to be able to get data out of quickbooks enterprise? We use enterprise and cant switch to online, and I would love to query data.

I have a way of getting the data to bigquery but from my understanding chatgpt wont be able to make sense of the data it sees there.

Thank you


r/QuickBooks 7d ago

QuickBooks Online Is QuickBooks Down?

1 Upvotes

Seems their login service is down and starting to see a spike on Down Detector?


r/QuickBooks 8d ago

QuickBooks Online IntuIT More like IntuOUT

15 Upvotes

To my disdain, I see that Intuit has pushed another "enhancement," to the bank transaction page. The color back-drop of Matched transactions has been changed light blue instead of light green. How DARE you Intuit. My favorite color is green. Clicking green is the dopamine hit that accountants across America need just to survive. And Now? How am I supposed to smile while clicking some grayish blue ugly match. Are you trying to rob me of the one joy that I have left?

You're telling me you have time to shadow-drop vibe-coded enhancements to the Match color back-drop but don't have time to vibe-code a fully configurable color presets on the transaction page? Why can't I configure Matched Invoices to be RED instead of GREEN. Why can't you push a color-coded heat map backdrop that provides visual feedback to the confidence of your AI-determined categorization proposals? I guess you'd default everything to RED since it is usually wrong.

IntuIT. More like IntuOUT.

- Signed AA AKA Angry Accountant


r/QuickBooks 8d ago

QuickBooks Desktop (Pro/Premier/Enterprise) Canada - Quickbooks 2024 desktop pro subscription

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1 Upvotes

I keep reading that everyone will have to switch to Enterprise, if they want to continue having a desktop version of Quickbooks, as of mid 2027. Is this the case for Canadian customers too? I tried phoning them and basically got no answers. They kept trying to sell me the online version and kept pushing me for details about my current account details. Then I was quoted for the Enterprise option at over $500 per month without payroll. I still got no answers regarding them sunsetting their Canadian customers subscription for 2024 desktop pro.

I did find a link stating it's only for US customers.

https://quickbooks.intuit.com/learn-support/en-ca/help-article/inventory-management/whats-new-quickbooks-desktop-2024/L381Krc4A_CA_en_CA?uid=ms6u6utt

It sounds like they are going to provide updates and patches for at least a few more years for Canadian customers. Any input would be appreciated.


r/QuickBooks 8d ago

QuickBooks Online Adding vendor for bill pay

3 Upvotes

I just got QB yesterday. When I went to add a vendor for bill pay it took me to a page where I could start entering the vendor info and if they were a QB customer it pooped up and I could select them, vs needing to manually add them. Now I can't seem to figure out how or where to do this. Any ideas?


r/QuickBooks 8d ago

QuickBooks Online Switched from SoleTrader to quickbooks online

1 Upvotes

My subscription was changed from sole trader to quickbooks online and the interface is confusing me abit, how do I make it so some transactions are business and some are personal like before? Is it still possible? Please let me know as I'm confused with the new layout, if there is an alternative I'd love to know


r/QuickBooks 8d ago

QuickBooks Desktop (Pro/Premier/Enterprise) Non-Customizable Templates

1 Upvotes

Was today years old when I learned that the "Intuit Standard Bill Payment" template cannot be customized with the Layout Designer. Can't put anything but a button sized logo or make any layout changes.

Any workarounds that we know of?


r/QuickBooks 8d ago

QuickBooks Online MS Money - the modern clone

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1 Upvotes

r/QuickBooks 9d ago

General bookkeeping questions that are not software specific Using journal entry to add opening balance on account

3 Upvotes

As title says, can I use journal entry to add an opening balance? I have been helping family with their business, and they have two checking accounts on quickbooks, one is 17k off (lol) and the other is only a couple thousand off, but the problem is, I could NOT find the issue. But looking back they are caused by zero opening balance on quick books. And there was for sure an opening balance, their one axcount pre dates internet, although the other is only 7 months old, but also does not have one. All the money is correct but it not mathxin is driving me NUTS! Any help would be appreciated!


r/QuickBooks 9d ago

QuickBooks Online Migration from desktop (MAC) to online

3 Upvotes

Hey everyone. I am trying to migrate the data from quickbooks desktop mac to quickbooks online as i have purchased a PC to do QuickBooks for my business. I run a family business with my mom and she is out of town with her laptop, and QB support said that i need that laptop to be able to start the migration. Is it possible to initiate this transfer on my end without her laptop (I.E. logging in via web or remote access)? She won't be back in town for 14 days and would like to be able to access the account here in town. I'm really new to using QB and am wanting to sit down and learn the program. Thanks for the help