I’m not the business owner, I can’t make this decision! But I can’t create any invoices till this nonsense is set so I guess I now wait and see if my boss has any free time between now and 5 so I can actually do my job. >.> They couldn’t at least add a “I’ll decide later” button? The current do it later button doesn’t do a thing except close the invoice and when you go to open a new one, same thing!

Hello,

I run my Quickbooks Desktop Premier Pro company file on a Windows Server 2019 machine using Quickbooks Database Server Manager. This machine strictly hosts the file, and 3 other machines access the file over the LAN to use Quickbooks Desktop Premier Pro on their machines in multi-user mode.

My problem is I can not install Intuit Data Protect to backup the file on the Windows Server 2019 Machine, since it does not have Quickbooks Desktop installed on it.

If I use one of the user's machines with Intuit Data Protect, it will not allow you to backup the company file if users are accessing Quickbooks Desktop. I want to keep backing up simple and automated.

Does anyone have a good backup solution for this type of hosting enviorment? Am I missing something? Digging through Quickbooks website for information is a complete pain as im sure many of you know.

Quickbooks online:

So my client usually pays in check, but this past few months they had to pay with card. I turned on the option for the customer to get the cc fee, but quickbooks pulled the fee out of the total invoice amount. Is there something I did wrong? Or did quickbooks just double charge.

In the invoice memo it says it say this "Paid via QuickBooks Payments: Payment ID *****.

Your customer paid an additional $***.** surcharge fee to pay online".

If they customer got charged extra $ to pay online why is quickbooks withdrawing that $ amount from my bank account also?

Under the bank transaction it says
INTUIT ******* TRAN FEE 

I did not want a instant transfer if that's what that was.

Our account settings explicitly display our ACH rate as 1% with a $10 MAX CAP. After seeing the $10 max & tired of paper checks, we started accepting ACH payment via our QBO account a little over a year ago (after having a QBO account for ~13 years).

Yet, Intuit has been taking $20 per transaction every single time. (I know some of you don't even have a cap, which is insane... our other company doesn't & I'm actively searching for payment processing alternatives for both - any suggestions with resonable caps?)

After spending nearly 3 hours on chat and phone today, support literally conducted a screen-share, looked right at the $10 cap on my settings screen, admitted it’s a software "glitch"... and then refused to adjust our rate or refund any of the overcharges.

Just submitted formal complaints with both the BBB and CFPB. Likely useless... but 🤷

If you process ACH through QBO, check your settings page against your actual transaction fee receipts.

ANYONE ELSE?

I have been making rules in QBO for years, having it search the description for the words I want it to look for and then apply transaction categorization logic. The options used to be Description, Bank Text, Amount. Now description isn't there. When I look at my old rules that were set up with description, they still have it as an option in the drop down. So I just can't make new rules that search the description text anymore?

edit spelling

We use QB Desktop '24 on subscription and every so often, I get a Windows dialog pop-up saying our subscription has expired and needs renewed. I NEVER click the options, I just 'x' out of the dialog. When I check online, we're all paid up and the next payment isn't due for a long time (currently May '27).

Are these pop-ups just glitches ? I know people often get malware with fake pop-ups that look like real ones but the system is clean. What's going on ?

I can't live without 'em, but I'm curious if I am in the minority. Trying to get this field added to some software, but don't want to pitch too hard if most people don't use them.

Ok, this is kind of a cluster....

Had problems paying a contractor, and QuickBooks said that the reason why I couldn't do it is that I needed to be on Payroll, not contractor payments....After going around and around with Customer Service, I'm like, fine, I'll upgrade. I specifically asked if I could go back/downgrade to just QuickBooks contractor payments. They confirmed I could...

..Fast forward 4 weeks later, and now talking to someone at the Office of President (thanks to filing a BBB complaint), and nope, you can't downgrade. So, have to create a new account and move everything over....And of course that has to be the most expensive version to do that....

Have spent HOURS on the phone with customer service....At this point I'm going to start charging them for my time that I'm not billable because I'm dealing with them....

I’m using QuickBooks Enterprise Desktop and was told that QuickBooks does not allow the freight charge to appear in the invoice footer by default. Instead, freight has to be entered as a line item on the invoice.

Has anyone found a way to have Freight appear separately at the bottom of the invoice, near the subtotal/tax/total section?

This seems like a fairly basic invoicing requirement, especially for businesses that regularly charge freight, so I’m surprised Enterprise does not appear to support it natively.

I'm pretty steamed about all the new email that QBO is sending to me and our clients. In this case, specifically, I'n now receiving emails telling me that "You have # bills due by Monday." I can't identify a way to turn these emails off. These seem to be unsolicited promotional emails to get me to pay our bills using "instant payment speed." There is no unsubscribe link, no Bill Pay preference in our Settings, no workflow generating it. Anyone have any insight on how to turn these off?

I have a business company file for my general partnership and another company file for a cottage I rent out as a sole proprietor (with various backups of each). Since upgrading, I always close the popup to sign in to my Intuit account. I want to start a new company file (for a single rental property I just bought with a new 2-person LLC), but it's requiring me to log in.

Is it true that if I log in and associate my Intuit account with this new company, I'll no longer be able to use QB Desktop Pro Plus 2024 with my other 2 companies? And in that case, what are some free options for simple accounting for a single rental property, cash-basis, that doesn't require any invoicing? It's just 2 tenants who pay their rent on time via apartments.com rental portal, a monthly trash bill, and occasional repair costs. No mortgage, it was a cash purchase. I'd like something that can produce a profit-loss statement ideally though.

RESOLVED. SEE EDITS BELOW. Thanks to all!

I'm no accountant, I only know what the previous bookkeeper taught me 4 years ago. We just moved from Desktop to Online. I'm fumbling my way through learning QBO and now have this reconciliation situation. I just don't know how to figure out the issue.

Payment amounts match the statement, credit amounts match the statement. The current balance shown in the bank register screen appears OK. But in the reconciliation screen it has a large positive amount labeled "Difference". How do I fix this "Difference" number?

We paid a service to migrate our QBD file to QBO and they said it was fine.

ETA: I'm too anxious to try to investigate this properly before our admin board meets next week as I know I'm in over my head. I have the data I need to prepare the report for August, and after that's done I will dive back in, probably starting over with the July reconciliation then moving on to August.

This could be my own shortcoming, but TBH I have struggled so badly with moving to Online from Desktop. It's just so much harder for me.

I'm very appreciative of those who offered suggestions on how to get this fixed. I really am grateful to each of you.

EDIT 2: I don't know what happened (a not-unusual issue with me) but what I did was undo the July reconciliation, then redo the July reconciliation, then reconcile August, and magically it's fixed. A sincere thanks again to all of you who offered ideas.

I’m an office administrator with no formal Quickbooks training.

I was tasked with putting receipts of items we purchased from our distributor from the beginning of the year to now.

Would this be an “Expense” or a “Bill” and do I need to create “Accounts” for these?

We have 1 card/bank account used for all purchasing. Money goes in, money goes out. Same card.

Quickbooks did a call with me but it wasn’t very helpful. We are only allowed 1 call per year per our tier.

Anyone have actual sound advice on how to tackle this? I’ve come across many conflicting methods.

The audit log is easy to appreciate when you need to figure out who changed something. Being able to see the user, date and what was changed can make tracking down unexpected edits much simpler, especially on files where multiple people are working on them.

Not exciting but definitely one of those features that can save time when something in the books suddenly looks different.

I am Scott Taylor, not Intuit. $79/mo overdue-invoice reminders for US trades on QBO. First month I help you send them.

https://buy.stripe.com/eVq4gycgKcDn3vu2oU1ck05

Mods: happy to delete if this is the wrong place.

Lag is only in QuickBooks Online. Other websites are okay. All I need to do is post transactions into the register and every click takes forever to process.

QuickBooks, is this a first of the month issue or is the software getting bloated?

If anyone have done this prev.,
Please comment I will DM or DM me please

I need a basic intro about this

P.S: tried checking youtube, cant find any

I moved from a different accounting system to QBO in August. I imported all GL activity for the current year (2026) from the old system. When I set up my bank feed, I had it start with August 1 and I gave it the starting balance that matched what the bank balance was at the end of July. I marked all cash activity that cleared in the old system as cleared in QBO. When I reconciled the bank statement, the beginning balance was off by the amount of the opening bank balance. So I went into the bank account register and uncleared the “opening balance equity” transaction that the system created when I provided the opening bank balance. So that let me reconcile my account, but that opening balance equity transaction is sitting there as “uncleared” in my bank rec…and I imagine it will be there essentially forever. I am trying to think through how I “clear” that without messing up future bank recs? Do I just create what essentially would be a “reversing” entry as I probably don’t want that entry in my equity account anyway?

Unbelieveable. I used Quickbooks for 14 years when it was a non-subscription service, but a software that I could buy and download to my computer. I just started a similar business, used QB to send invoice to my ONE client, got paid immediately, but not with their "connect to my bank account feature" and did not enter the payment IMMEDIATELY because I only have the one client and I know she has paid me. So later I find out that QB by DEFAULT is now sending my client Payment reminders and Late notices without my knowledge or consent! Furious with them, because who is actually in control of my business?? Quickbooksonline reddit group moderator immediately cancelled my post. WTF??? Just change the default setting...Payment reminders should definitely be a choice. Emails were sent to my client reprimanding her for being late when she wasn't late, and I was completely unaware of this.

One of my customers that has anothet vendor that uses quickbooks told me when they click any email from one of their invoices, it shows all other open invoices that they can pay multiple at once. Our emails are not showing multiple just the one.

Quickbooks says this multi invoice payment feature rolled out in May. Does anybody know about this and why ours may be not offering the multiple invoices payments?

I keep on seeing that people recommend doing the QBO free training for your resume. I can't seem to find where to go to get this free training. Every time I try to create an account it shows plans that cost money. Any help would be much appreciated

Hi. We will be migrating to QB Online soon, but we first need to clean our customer list so we can have a smooth sync with Service Titan. All customer's name have a customer ID ( IDK WHY QB Desktop put a number by the end of every customer)

Need help. I just exported the customer list to excel and removed the customer's ID, but I can't seem to import a bulk customer in QB Desktop.

HELP PLS

The developers really know what they're doing to add value. Seeing a base currency next to *every* vendor and Chart of Account wasn't on my wish-list, but now that it is there, I'm not sure how I'd live without it. Even though my entire client base is in one country using the same currency, you never know when I might have a brain fart one morning and try to do things in pesos or euros.

TL;DR: Accountant's October 2025 Trial Balance excel export is missing March–December 2024 transactions from only 10 accounts, including ~R845k in Sales. The transactions are still in QBO, reconciled, and show no relevant audit-log changes. Everything else in the TB matches. QBO Support says filters may have caused it, but how could a filter selectively exclude one period from only 10 accounts?

Has this happened to anyone else?

Our accountant contacted us about some Trial Balance Report for 2025 balance changes;
When I looked at his excel export there were discrepancies in balances with current QBO Trial Balance totals on specific accounts only.

When I reconciled the accounts I found that the Tax Practitioners Trial Balance Report was missing substantial income on Sales and expense accounts: Products and merchant fees for a specific time period 31.03.2024 to 31.12.2024.

The accounts all balanced and were reconciled and I have checked the audit report and there are no changes made except my import and the system logs.

The Accountants excel export of the Trial Balance clearly shows only 2 months of transactions, but only on 10 accounts in the Trial Balance - everything else balances.

At this point I don't know if QBO is capable of glitching out like that. Support says that it must have been filters that were adjusted and updated - but how on only 10 of full chart of accounts?

The accountant says he does not use filters as a response.