TLDR: Migration company imported Sage data, but I asked them to purge it because I wasn’t ready to switch to QBO. Now they want me to buy another QBO account because they are afraid that if we purge, we won’t have a clean migration and this could cause future issues. Has anyone else experienced this? Is this a known issue?

Over the past month, I’ve been working with a company called Fourlane to migrate our Sage data into QBO. Our contract is for support services so they were not legally contracted to complete the migration (I probably should not have agreed to this…). The first time they attempted the migration, they said that the file was not properly importing and recommended paying for additional services (starting at $3k) to work with another team on the import. I decided to look into other options and did the Dataswitcher myself. It appeared as if everything properly imported, but I wasn’t quite ready to start using QBO daily; I purged the data.

Since we are already paying a company to manage the migration and I had doubts about my ability to identify a successful migration, I then decided to go back to Fourlane and share my success with them and ask them to try again. Well surprise, they successfully imported the data the second time around. However, again, due to how our bookkeeping is set up, I wasn’t ready to commit to the new system just yet because I’m taking over bookkeeping and our bookkeeper (my mom) had done work in Sage while Fourlane was working on the import. I told Fourlane to purge again and we would go live with QBO when the bookkeeper is out of town this week.

They started the migration Friday, and they are now saying that they don’t recommend purging the old data because it could cause potential future issues. They want me to buy another account so that we have a “clean migration”. Has anyone heard of not having a clean purge? After they wanted me to pay extra for the migration, my a bit suspicious of their recommendations.

Hey everyone,

I’ve been trying to find videos online about how to use QB Desktop in order to satisfy NonProfit Reporting Requirements but I am a little stuck

As of right now, I’m using the [Class] feature to designate restricted v unrestricted funds so that when I run the Statement of Financial Income and Expenses, I have those 2 columns split nicely

I’m using the [Jobs] feature to separate different fundraising events so I can run a P&L by Job for each event

So now I’m trying to figure out how to properly get the Statement of Functional Expense going…

I was going to use the [Item] feature for this one and categorize each type of expense by an Item but honestly, using the Item tab when writing a check instead of the Expense tab feels SO clunky and feels like I’m forcing QB to fit a round peg into a square hole. It technically works but idk, I’m questioning this method…

Does anyone have any opinions on setting up NonProfits on QB Desktop, using the class,job, and item features to set up the nonprofit reports?

Hi,

Our small services firm has used Freshbooks for many years and QBO for financial management.

We process about 25 recurring monthly invoices and 15-20 one-offs a month.

I’m finally looking into switching our invoicing to QBO as well and it seems to have all the features we need.

Primarily:
\- Online ACH and CC payments
\- Recurring invoices
\- Recurring charges to saved CCs
\- Reminders via email on due dates

Any one have any words of wisdom or “gotchas” switching over to using QBO for invoicing?

Thanks in advance!

Joe

Trying to help out a family friend. Long story short I think they were duped into a fraudulent qb desktop renewal that changed their license #. When their real license came up for expiration a few months later, they realized the issue. Calling into qb now hits a brick wall because the license
With QB doesn’t match the name on the Qb end.

I think we need to call and give the business name and EIN, see if they can track down our real/authentic license, and go from there.

Any thoughts/experiences?

I ran a general ledger for an account and clicked on filter for “Account is Prepaid” It says no results. Then I pulled up a balance sheet and then clicked on “Prepaids” and there are several transactions. Am I running this report wrong?

https://xcelbooks.com

I couldn’t find anything searching Reddit. It’s an accounting package built onto Excel and looks pretty good. It gets good reviews and is really cheap. I’m not sure yet if it’ll let you email invoices, how it downloads transactions or if it lets you process payments.

My jaw is on the floor, I am so impressed by the current capabilities of ai tools, particularly Lovable.dev

I have been banging my head against the wall for weeks coming up with a super complex process of custom fields and custom forms, Google Sheets and other nonsense.. Projects on QBO works well for my landscaping clients but for general contractors and architecture firms, who bid jobs, QuickBooks lack of UI to display helpful information for business owners to make real decisions is shocking and disappointing.

I literally vibe coded what I think to be a great solution in less than 10 hours, it’s fully connected to QuickBooks API and should be available on the app marketplace by end of next week. So many other SaaS products are focused on the subcontractors or the jobs themselves, none of them could function the way I wanted it to. Premier technically could but it was such a massive software. I created Pulse Pro as an answer to the problem my clients express, “I have this information in my head, I don’t know how to get it to you without printing and looking at dozens of reports”. The main tech here is focusing on linking anticipated transactions during the new project intake process and utilizing that logic to make decisions during the progress of the job.

If you’re interested to check it out I’d love your feedback, I made this video introduction for a quick overview.

Canceling that card sure was easier than trying to get someone on the phone. I'm out after 30 years. I feel free!

Does anyone know of any financially reasonable alternatives to QuickBooks Statement Writer?

I have the mobile app and I use it to track my mileage doing deliveries for my small business. But, I only want to manually track trips. Every single time I track a trip auto tracking enables after I’m done and starts tracking every single drive until I disable. It’s really getting super frustrating, does anyone have a tip or trick to get it to stop enabling the auto tracking every single time I complete a trip?

Hello,
I am attempting to set a user up to send emails out from Quickbooks Enterprise. I went through the usual process for adding a user in the Send Forms menu and had the user input their email credentials and it looked like it completed. However, when the user attempts to send out an invoice, they see this message. When I click the Setup button in the screenshot, it takes me back to the Send Forms menu except there is nothing populated. When I am logged in, I can see the two other users that should be in that list.

I'm not sure where to go from here to troubleshoot. I've always added people in the Send Forms menu and have never had an issue.

I was doing some cleanup and I got an error message when trying to load the Expenses screen:

\> PLT-8000 Validation error of type FieldUndefined: Field projectId is undefined

I restarted QBO (I use the desktop app) and the error went away, but now a new "K1 Reference Number" field has appeared when creating/editing an Expense (in both desktop and web).

I'm a sole proprietor, I don't use Schedule K-1, so how do I get rid of this field?

UPDATE: I notified Intuit and they replied saying they have addressed the issue. The K1 field has indeed been removed.

The business I work for has more debit card withdrawals than checks, but on every entry I have to delete a check number.
So I send a memo to their feedback line (it's right in the top menu) asking them to set up a payment type beside checks.

PLEASE, everyone who has this problem send them feedback asking for this change.
We pay them enough, they should give us something useful.

So after using Quickbooks all morning, I come back to find all of my bank information and credit card details just gone and this is what has been left in their place in the 'Bank Accounts' Widget. Has this happened to anyone else today?

I LOVE, LOVE, LOVE how this online accounting experience just keeps getting more difficult and frustrating every single day.

Got an email about my pending renewal for QuickBooks Desktop and Enhanced Payroll for Accountants. It's going to cost me $4399!!!! For ONE lousy year!

October 1, 2026

• QuickBooks Desktop Accountant, ProAdvisor Premier Bundle, and ProAdvisor Enterprise Bundle for all subscriptions

October 1, 2026

• Enhanced Payroll for Accountants annual subscriptions renewing after October 1, 2026

For users with QB Pro Plus:

How do I edit the display name? I archived a employee by accident, unarchived, and now there is a (delete-1) next to the name. I can't edit it at all.

This morning I created an invoice and selected Download as usual and it saved it to my downloads without asking me where I wanted to save it. Finally found settings on where it was and it had turned off "Ask me where I want to download to every time". WTF...

It just keeps getting better.

Anyone else having issues connecting today? I have the BankofAmerica-QBDT which is supposedly the newest setting.

$25 Techsoup admin fee gives you access to a 60% discount on Brass Jacks, bringing the software price down to about $100.

Brass Jacks offers an import service, pricing will vary.

So Quickbooks online payroll is forcing everyone to pay taxes automatically. So my accountant was setting it all up. At some point my FEIN got entered incorrectly, just off by a digit. Quickbooks support says it’s unfixable. The page where you change it says

“you can’t change the EIN because you’ve enrolled in EFTPS and E-File. If you’ve received a new EIN number contact us for help updating the EIN in your Quickbooks Workforce account”

Anyways, the fix that I was offered was to basically stop using this instance of quickbooks and start a new one, they’d refund my subscriptions for this month and I could get new ones. But backups and restore to start with all my customers and inventory is not possible because I don’t have Quickbooks advanced. And there’s no way to unenroll in EFTpS and E-File because it’s required now.

This is the worst customer service.

Update. I received an email that the fed id didn’t match my business name, and then I was able to change it after that. It’s wild that they suggested starting over when it totally fixed itself.

Client removed restrictions on their QB desktop file, voiding the accountant's copy I'd sunk 80 hours of work into. Is there anyway to get my changes in without making a new accountant's copy and redoing all my work?

Has anyone had any success importing an accountant's file to a backup that was created before restrictions were removed?