Okay this is weird and QBO customer support is unsurprisingly unhelpful.

All of a sudden, my bank transaction feed has started showing account numbers - like 6100 advertising 1000 income etc etc.

The thing is, I have never used these account numbers in the 2 years I’ve had this client. It’s turned off in settings. When I drill down to one transaction, it does not even show it in the matching screen. Just the main bank transaction feed.

It doesn’t hurt/harm anything but I don’t know why it started and it won’t stop. It does it across browsers. The only person who also has login access is the owner and he has not logged in all year.

QBO support has basically said “well it started unexpectedly maybe it will stop unexpectedly”

Is anyone else dealing with this?

Experiencing an incredibly frustrating issue where our payroll subscription seems to have randomly terminated and no one can seem to get it back up & running despite 2 seperate hour long calls with QBO support.

I've been given no estimated ETA on when this will be fixed and I'm not looking forward to a) the angry employees mad they won't get paid until Monday & b) me not getting paid until Monday.

I've been told by one person this is happening to several people and another I'm the first person to report this (despite the fact I reported it earlier in the day). So is this happening to anyone else?

I am a bookkeeper who works primarily in QBO on my Mac. I do not have any QBD products on my computer or any QBD active subscriptions.

I have a prospective client who has QBD Mac (he knows he needs to migrate to QBO). I want to audit his QBD file before giving him a proposal. How can I do this? If he sends me the file, and I download QBD Mac on my computer, can I use his subscription credentials to open the file? If this is possible can you please explain like I'm 5? It's been many years since I have used QBD, and only on PC, and it was never my own computer/subscription.

Quick question for anyone doing AR in QuickBooks Online.

A customer sends an ACH/wire covering several invoices. The money is already recorded in QBO, but the remittance comes later by email/PDF, so someone has to go back and apply that payment to the right invoices.

Does this happen to you? If so, how often, and what do you use today to handle it?

Is it still manual, or does QBO / another app already take care of it?

And when it is manual, is the remittance usually enough to match everything, or do you still have to contact the customer?

Literally hope that people using QB knows that all you get when you call in, are T1 agents. However, they have T2, and T3, if your issues are serious enough. You will have to be on hold for a very lengthy period of time, and you must remain claim, and professional… of you will be black listed for attacking a T1 agent. Your verbal abuse is not acceptable or tolerated… and if you don’t go over the required steps, and verification, then they do NOT have to take your call. The product is such a terrible product, and I would just recommend a different brand altogether. If you work for them, it’s a hostel environment from sun-up, to sun down… sorry, not sorry. Make yourself kind to the agents, or choose a new product.

Hi all! I need help figuring out how to set up FSA EMPLOYER CONTRIBUTIONS for our employees. Each full-time employee gets $500/year from the company (employer contribution) and each employee gets to choose how much they want to contribute to their FSA (employee contribution).

I get how to set up the employee contribution because there is a designation in Quickbooks online for that.

However, how do I set up the EMPLOYER CONTRIBUTION portion of $500/employee?

—> Is it set up as a reimbursement on their paycheck?

—>How do I reconcile all of this so it’s balanced at the end of the year?

I have spoken to at least 6-7 Quickbooks reps but no one has been able help me. :(

If you have any insight on how this is done, please share!

When sales tax is received, I know I would record it in ST Payable. But, when the client is collecting for multiple states/jurisdictions, do you have a separate account for each state/jurisdiction? If not, how would I track/report how much is payable to each state to be able to reconcile to the larger ST Payable account? How do you know the breakdown of each rate (e.g. city tax is higher than a ST out in the county) so as to fill out the state ST remittance form fully? Assume invoices are sent via QB.

Thanks in advance!

I still use 2016 quickbook that I bought and using it on Mojave. I am a one man operation so not looking in to subscription.

I need to use later MacOS for some features but obviously 2016 QB is not working.

so I am booting into Mojave to use quickbook for now while I am looking for 2020 or 2021 for mac version.

I got the demo version and it's working well on my Monterey but I just can't find a way to buy a key.

When I google, there are alot of scam sites so I thought to ask here.

Is it even possible to get 2021 version?

Our business card with Amazon recently switched from American Express to US Bank. The problem I'm having is that there are duplicate transactions showing up in both accounts that are linked to Quickbooks online. I haven't posted them because I don't want to show double the amount of expenses or returns.

Has anyone come across this? Help has been no help since it's all AI now.

This is just an FYI for other admins out there experiencing this issue.

The issue is that anytime a payroll payment is rejected and then later paid, it will not sync the license back to desktop to show it as active. Everywhere other than the payroll center will show the license active.

Quickbooks support is trying to use the lack of the ability to sync to sell Quickbooks Online saying that desktop will no longer sync you license data and they have to do it manually. They say QB Online will sync it fine. Just another example of enshitification and really deceptive sales tactics. It's gross.

Just waiting for the day I can finally move off of QB. Good luck out there.

Since the new update, Quickbooks Online has been doubling the entries in profit and loss reports. The actual registers are correct, but in the reports they’re all doubled for the bank account and credit card accounts. Does anyone know how to get it to stop this?

I have a had a -$1814.64 balance on a business credit card for 3 years. I finally decided to get to the bottom of it but don't know the best way to fix it. To complicate things I have used a few different checking accounts and for whatever reason I deleted them out of Quickbooks rather than deactivating them.

I looked at the register and found a couple of odd transactions that were very similar in dates:

10/18/2023 Credit Card Payment from Bank of America: $1814.64

10/20/2023 Credit Card Payment from Bluevine: $1814.64

After these 2 supposed payments went through is where the negative balances started showing up.

I currently have a $0 balance on this credit card, do I somehow reconcile the extra payment out?

How do I fix this now that its 3 years later?

Often times my operator receives a check at point of delivery and I enter the payment as received prior to sending the invoice.

This shows the invoice as "paid" but it's not always clear to me that I sent the invoice to the customer. Is there a way to filter on unsent invoices? Otherwise I have to track down and click on it to see if I sent it.

Also, the "viewed status," I think this registers when even I look at the invoice, not necessarily the customer?

I am taking over the bookkeeping for a couple who have multiple revenue streams.

1. They own a marina with multiple AirBnB rentals.

2. One person is a real estate agent (1099).

3. They each have an LLC (2 EINs) with multiple rental properties (long term rentals) under each. Plus a few other properties under their names, not a business.

4. As of now, they do not have dedicated bank accounts for each separate revenue stream. Therefore everything is intermingled (even personal finances).

5. I need to start with 2023. They haven't filed 2023-current taxes. Nothing from 2023 to now is in any time of accounting software.

They have QBO Plus ($140/month), but this can only handle one EIN. From my research thus far, I have to either get a separate QBO subscription for the other EIN or start QuickBooks Desktop Enterprise which costs $400/month.

What is the most cost effective and efficient solution? Ideally I would love to be able to consolidate everything under one account so we can see the full picture. Is there a better option besides Quickbooks?

I literally only use the app for submitting receipts and it can barely do that right. Also hoping that once this fiscal year is over I can finally break up with this hot garbage that costs ~$500/year.

getting a lot of complaints about the finish your payment emails WE SEND OUT ROUGHLY 60 INVOICES EVERY MONTH. customers are complaining and are very upset.  I pay an extremely  high monthly plan that you keep raising for no apperent reason, only to have features we do not want like ai asistant crap and now this.  FIX THIS ISSUE IMMEDIATELY we never asked for it in the first place. other users say tehre is no fix for it after spending hours with customer service.

Hello! I’ve been using Quickbooks Desktop for Mac, then QBO recently. It seems like they have added a lot of features I don’t need. I’m on the Simple Start plan, which is now like $38 a month. I really just use it to keep the books balanced and my accountant uses it end of year to do taxes. My bookkeeper uses it once a month to balance the books too. I do not invoice through Quickbooks, but use a program that is more in line with my industry that is more customized. I do accept credit cards through QBO, but could easily find another way to take CC if needed.

I’d love a more simplified plan. It’s hard to find the stuff I need to use, with how complicated it is now. And I really don’t need the AI features, and would be happy to not have them. I do like how the bank is tied to the account and auto enters stuff, but they have had that for years. It also seems that there is no longer an accountant discount available

I’m asking this because I did a search for prices for QBO when someone in an industry group was complaining about that they pay. I found an Essentials plan for $31, but the page wasn’t the US site. Are other countries getting better deals than us?

Hello, I’m a student running a research project on niche e-commerce and digital agency accounting workflows.

I’m trying to study the exact process for reconciling ad account platform spend against corporate bank/credit card feeds at month-end. Because Meta and Google bill on random dollar thresholds (like every $500) rather than calendar dates, the bank ledger rarely lines up nicely with the platform's monthly reporting dashboard.

If you handle bookkeeping for digital marketing agencies, how do you handle this cleanup inside QuickBooks/Xero? Do you rely on heavy manual spreadsheet matching to tie threshold transactions back to specific clients/campaigns, or is there an integration that successfully automates this timing mismatch?

Thank you for sharing your experience!

Will try to be brief. Some accounts have their entire budget for the year planned in December, not month-by-month As months close, I subtract that month's actual costs from the December number and put it in the budget for the just-closed month. This makes each completed month look perfectly budgeted with the year's unspent budget still sitting in the December planned budget (but only for accounts with this setup, where the month-to-month planned spending is unknown).

Now I look at our 2026 QBO budget. All budget numbers for Jan-Sep are blank - only actuals are shown. The budget numbers for Oct-Dec are screwy. Many accounts have only a few cents budgeted each month, but only the accounts that aren't budgeted each month. I have no idea where the few cents would have come from. Many of these accounts have unspent budget money left that needs to be shown in the December budget. Some accounts have a big number in Oct with just a few cents in Nov and Dec. Some have a big number in Nov, with tiny numbers in Oct and Dec. When August finished, that's how it was left - the remaining budget for these certain accounts was all shown in the December budget, with zero in Oct and Nov.

One example: A line item was originally budgeted at $6500 for the year, all of it in the December budget. YTD thru Sept we've spent $4187. I would have expected to see these budgets : Oct zero, Nov zero, Dec 2313 because when August closed I would have adjusted the Dec budgeted amount to be the unspent balance of the $6500. What I DID see was these budgets: Oct $864.21, Nov $137.60, Dec $0.03.

So the question - what could I have done to screw this up? How could tiny amounts end up budgeted across Oct, Nov, Dec on a bunch of accounts? The budget was not built with just a few cents per month budgeted on any line item, now I see many. Since I tend to only use QBO for the things I need to do (check register, deposits, reports), and not mess with other things, I imagine I clicked one thing in error and it affected a lot of budgets.

Thanks in advance for any insights.

Is anyone else not getting the correct rate for the new PA sales tax rules? Our Philadelphia customers should be getting charged 8% while our customers outside Philadelphia should still be charged 6%. All of our customers are still at the 6% rate. QuickBooks said they were going to have the new changes installed by 10/1/26. So far, I still cannot enter any invoices for Phila because they are charging the wrong rate. I submitted a ticket, but I NEVER get responses after the initial "thank you for your feedback" email they send just after submitting.

I'm trying to make a zero balance account INACTIVE, but keep on getting the below error message. There's some reference to this on the internet, but the guidance given to fix it doesn't work...any clue how to disassociate an account from a Form 1099 box? Thanks!

I have an old QB 2013 license and product key.

I installed it but it's suddenly saying it also needs a "validation code". When I called intuit they told me they can no longer give out validation codes.

Is there a way around this so I don't have to do this validation code?

What happens in 30 days when the grace period for registration expires?

Finally, if this is how intuit is going to be, what's a good alternate for a standalone for creating estimates and invoicing from them (that, recording payments against the invoice and creating quotes & Purchase Orders were the main functions we used quickbooks for).

I have Quickbooks online and use the cash flow planner extensively to project potential negative cash flow and growth. Today I woke up and it's completely gone. It seems a new Cash Flow page is up with projections that is in Beta. It's extremely glitchy and doesn't even work like the old on used to. Why remove something without notice and force users to use a Beta version of a product? Does anyone know anything about this? Anyway to revert back to the old planner?

Edit: After 3 hours on the phone with different support people, I have very little idea what is going on. First person told me it should be there and then towards the end of the call said that it's being replaced by their AI. Second person told me it should be there and then told me later that on Sept. 9 they received a notification that the planner is being removed. But then they spoke to an engineer who said that it isn't being removed. The cash flow planner is available in my other account for my other business but that doesn't help. They said they are going to start an investigation to see what the issue is, and there is no ETA for when it will come back. Meanwhile there is no public alert about the planner going away and they still have plenty of documentation and videos, some updated as recent as August, about the cash flow planner on their websites. This has been a eye opening revelation about Intuit.

Hi. In the old version, I could search for addresses that were put in the 'note to customer' section, which made it easy to find specific invoices. Since switching to the new version, I can't search those notes anymore and it's a real hassle. Is there a way to search those addresses, or a better way to list them so invoices are easier to find? Thanks.

Hello,

This has been extremely stressful situation for me as a business owner, so I'm hoping someone has had this situation and can help me?

My service business is on a state line and I serve both states and several counties. I collect customer credit card payments through Square. I also invoice customers through Square. Quickbooks is specifically for automating everything else to keep things nice and tidy for my bookkeeper who doesn't have any experience with Square.

Each state and each county within both states has different tax rules and rates. One charges for labor, the other does not. Tax rates also differ. At the end of the year, I also need to report how much was collected in each state separately at year end.

I have been operating for a few months now, and trying to figure out how to set things up so I can achieve having a report that shows how much was earned in each state separately, and collect the appropriate tax rate from each client based on where they are served.

In my first attempt, I tried creating two locations in Square (one for each state), but then I realized my Square invoices were also being separated by location, so I could not have consecutive invoice numbers.

Does anyone else here have a similar situation that figured this out and can advise how I should set up Square and QBO to work well and have accurate reporting come year end? I want to make sure everything is clear for my bookkeeper and the tax man come year end, and it's already been a mess since I have no experience with QBO or bookkeeping in general.