Just so cringe! I'm a CPA billing clients hourly, a professional with a paid subscription FFS, and I'm getting pop up ads?? Is this TikTok or QuickBooks? Wild how terrible QB has gotten over the years.

Hello. My customer is requesting a refund for some duplicate payments they paid by accounting error. However the card they use to pay us are one time payment cards preloaded with the exact amount. Because it’s been over 90 days the card is no longer active and they want us to refund to a different one time payment card. Is there a possible way to do so in QuickBooks? Everything I’ve researched I have to go into each invoice and refund from their but it’s back to the OG card.

When I go to Import Data > Journal entries it takes me to spreadsheet sync instead of just letting me pick the .csv file that I've been using for years. Is there no way around this? I don't want to recreate the wheel every time I import payroll data.

All this thing does for me is add an extra step with obnoxiously slow loading times. Yay.


WTF? Now the only option after entering new vendor info is "save and set up bill pay"? Unreal...just more hassle

I am working with a nonprofit whose chart of accounts is a mess. I have created a crosswalk of their current COA vs my proposed COA. I am debating about timing. I could cut over to the new COA before end of year but I am thinking of waiting and doing it first thing in 2027. They have a calendar fiscal year. This has the advantage of a clean P&L for all of 2026. I would like to resolve the impact on interfaces and such before end of year but it may be better to wait and leave any mess to January. I am hoping you can give me some pros and cons to either sets of timing

I work part time for a small landscaping company that uses Jobber for CGM and QBO for payroll.

We have a client that manages several properties.

They sent seven individual payments for seven separate invoices on 10/20.

The invoice payments were processed in Jobber.

QBO matched the bank feed deposits to the invoices.

Yesterday, I received the payments in QBO, recorded each deposit and matched each deposit to the deposit in the bank transaction. Each deposit now shows up as cleared in the chart of accounts

But under deposits there are now seven duplicate deposits that are hanging open.

Why would QBO do this?

Client tried to pay his invoice and received an error. I clicked on the payment link and got the same error. Anyone else?

Hi all QBkeepers,

Can anyone please guide me on how to set up or create a QuickBooks Online (QBO) account in India for practice purposes?

I'm looking for a free demo or practice account where I can learn and practice bookkeeping, transactions, bank reconciliation, reports, etc.

Is there any free option available in India? Or is there any alternative way to practice?

Any suggestions or guidance would be appreciated. Thanks in advance!

How is it working out? I moved to patriot software. I did not like the idea of Intuit having their hands in my payroll account. And as I understand it, if te funds are not there, Intuit would fine you or charge interest, but they pay no interest when they are holding 3 months of payroll taxes?

We see a lot of posts about how horrible QB is and I thought I would do one about how something worked well.

I get paid mostly via ACH from my clients.
I used to get the deposits into my QuickBooks checking within a hour or so. About 2 weeks ago it’s now taking 4-5 days. Nothing changed in our end. Anyone else experiencing this?

I knew how to do this under the old QBO UI but am having some problems trying to find it. I changed a client's accounting from cash to accrual but that does not change the default for reporting and I cannot find how to do that.

Edit: Go to the My Menu in the upper left hand of the main screen. I had to select the icon for settings. I had to activate "Reports" and I had to un-select the other options so reports would show up. Once I had that, it was easy. This only works with users have "Accountant" level access. Thanks to all who responded.

I review a lot of takeover QuickBooks Online files for service and install contractors, and I keep seeing the same mess when shops rely on AI bank-feed suggestions. After years building job-costing tools for mechanical contractors, we tested unassisted AI models on our month-end close checks across real contractor QBO files covering bank cutoffs, supply-house AP bills, undeposited funds, and customer deposits. Those unassisted runs topped out at 71% raw accuracy on our month-end close checks, and the misses were almost never on simple gas station or software receipts.

The real trouble starts where the QuickBooks bank feed meets accrual timing in HVAC and plumbing shops. Say a customer pays an upfront deposit in late October, and the install gets pushed to mid-November because of an equipment backorder. Under accrual accounting, those upfront deposits belong in an unearned customer deposit liability account until the crew mobilizes and incurs the job costs. But the QuickBooks bank feed only sees cash hit checking in October, so an AI suggestion mirrors prior coding or pushes the deposit into an income account because it cannot see the rescheduled dispatch date sitting over in ServiceTitan or BuildOps. October gross margin looks artificially high, the owner thinks they had a great month, and then November gets crushed when the install crew payroll and supply-house bills land against zero remaining revenue.

The second place it consistently breaks is client takeovers where a previous bookkeeper left a row in uncategorized expense and fixed it with a manual journal entry rather than matching the bank feed. Unassisted AI categorizes the bank line a second time and doubles the expense on the P&L.

In the books I review, we end up disabling AI bank-feed suggestions on everything except routine fuel and card spend. For others here cleaning up contractor QBO files, are you seeing any bank-feed automation hold up on deposits, progress draws, or supply-house statements, or are you walling those off completely too?

I have a client who has a COA which is out of control and has been for years. Nothing outrageous, just too many categories. I am redesigning their COA. I will make the old GL accounts inactive and add GL accounts to create more consolidated reports. I do this, rather than merge the accounts, as I want to keep the original reporting for past years.

I would love to keep the original GL account numbers for the new GL Accounts but I can only do this if I specify "do not keep account numbers" when I make them inactive. I think not keeping the original numbers will really mess up the reports from prior years

I wondered if anyone can offer advice.

So, recently, I got a client from here on Reddit who wanted me to migrate over four years of historical data from Excel to QuickBooks Online for account reconciliations against their existing sheets, and also find a way to make the process relatively straightforward going forward.

I'd used QB a long while back, but I'd forgotten most of it since that was more of a favour to a colleague than anything else.

Anyways, one phrase she kept uttering as we discussed the project was "I hate QB." Honestly, I found it funny. My thoughts at the time were, it can't be that bad. That was until I found and browsed this sub. Oh dear!

When I started working on the project, I perfectly understood why most on here shit on it. The common sentiment across both subs seems to be recommending alternatives.

That said, the first annoying thing I encountered was how clunky the user experience is. You can't just import your data; it has to be mapped correctly to how QB expects it. Fair enough, I guess. But the amount of data cleaning and modelling I had to do to get everything mapped correctly to QB's invoices default format to generate the corresponding AR was painstaking.

The client initially wanted me to use journal entries (JEs), which would have been a complete clusterfuck wrt to their data but flagged it early. Then there's the limit on the number of invoices you can import at a time. Luckily, the way I modelled the data got me around this, so I only needed about four or five imports for the entire dataset initally.

When I wanted to cross-check everything against the original sheets, I couldn't go back more than three months to view payments or invoices. I later found them under "All Transactions," IIRC. I also noticed duplicates, even though QB supposedly prevents them.

Even the API wasn't spared. I eventually used Google Apps Script to automate pushing invoices and payments to QB after transforming the data, while also implementing duplicate prevention and tracking.

One annoying stuff was that the query endpoint requires a POST request with the content type set to "application/text" instead of "application/json". I only found that out after staring at failed requests for a while. Their developer dashboard didnt help either. The save button was hidden off-screen, lol. I only found it after I luckily zoomed out, imagine.

There were a couple of other headaches I'm not even remembering right now. Oh yeah, reconciling payments against individual invoices was another one, especially since each invoice could have multiple payments. It was complicated by the payment structure with inital payments and holdbacks both paid months after date of service.

Anyways, I still found a way through, despite QB's annoyingness. The actual stuff was more complex than this post would explain.

Historical data was successfully migrated and reconciled while also set up so that subsequent data can be transformed to match QB's requirements and imported periodically, covering both invoices and payments. There's also duplicate prevention and a tracking dashboard that flags matches, mismatches, and errors btw sheets and QB.

So, yeah, I finally get the complaints, sort of counterintuitive if that's the right word, luckily didn't have to deal with predatory pricing, another popular complaint I found.

TL;DR: Had issues with QB's user experience while migrating over four years of historical data from Excel to QuickBooks Online. Had to clean and model the data to match QB's requirements without losing the detail it captured, reconcile invoices and payments, and used Apps Script  to automate subsequent imports with duplicate prevention and a dashboard for tracking matches, mismatches, and errors. Pretty much every step was counterintuitive but it worked out.

I've been using the receipt snap feature for a while, since I learned about it, and then later found that could link my bank account directly and pull straight from that. I have been using the mobile app mostly, which is maybe part of my problem. When I jave been doing the reciept snap, it seems the only option is to post it as an expense, or it just goes into the "to be reviewed" folder. I don't see any other option to match it with a bank account or anything, so I've just been posting them.

Now I realized that I am ending up with a lot of duplicate transactions. Is the best course of action to just delete all the receipts, excepting ones that were cash transactions, and then just pull from my checking and credit card statements? Obviously I would still save physical copies of the receipts in my desk, but I just want to make sure I'm not double dipping when figuring out my expenses.

Is there a way to do this automatically, or will I need to manually delete each receipt that was recorded?

Looking for some guidance on this. Our QBO is awful because it's the amalgamation of ten years of multiple people who aren't accounting trained doing whatever they think is best in Quickbooks. I feel like there has to be a "correct" way to handle the multiple locations inventory for a system that's supposed to be as all encompasing as Quickbooks.

I send estimates with a deposit amount selected. QuickBooks has decided that’s the only important number apparently showing it centered and at least 3x larger than the total estimate amount when viewed in an email causing much upfront confusion for people quickly reviewing an estimate.

The total should be the larger number shown and the deposit being second.

I made a free tool for this that is better than the official Intuit connector, happy to hear any feedback: https://starter.meridian.pilot.com/

I set up a new QB account today and spent hours entering information. Now when I try to click on a transaction it gives me this error. I have tried two different browsers, I’ve tried incognito mode, I’ve deleted all my cache and cookies. What else can I try?? This is ridiculous!

Im doing anywhere from 30-40 invoices a day. When i open to create a new invoice the date keeps randomly switching to other older dates. Could be a week ago, a month ago, a day before. Its random. It has been doing this weeks now and is driving me insane and creating more work. Ive tried clearing my cache, turning automation off etc.

If someone has the solution to make this stop i will literally pay you $100. I am fed up please help

EDIT – SOLVED: I created a clearing account called "Owner Bank" in QuickBooks. I used Bank Deposits to move the existing customer payments from Undeposited Funds into this account without recording additional revenue.

I then categorized the owner's deposits in the bank feed as transfers from Owner Bank. For the final deposit, I created a Bank Deposit using the remaining Owner Bank balance and allocated the difference to shareholder contributions.

Finally, I matched that deposit to the corresponding bank transaction. The Owner Bank clearing account now has a $0 balance, all customer payments are accounted for, and no duplicate revenue was recorded. The owner agreed to NOT do this in the future. Thanks to everyone in the comments with the solution here, it worked well!

END EDIT**\*

The owner is depositing cash and checks into his personal account from customer payments, and I'm having a hard time trying to understand how to unscrew the books in QuickBooks from this.

I have several customer invoices where I've noted we've received payments into undeposited funds. However, the owner, in an effort to fix the situation, transferred several deposits for various amounts to make the cash payments/checks cover the outstanding invoices that need cash applied to as a deposit.

For e.g., I have $6k in outstanding undeposited invoices that were paid by customers, but he made 3 transfers that were for some obscure amounts, but they do total roughly to the invoices.

How do I record his 3 varying transfers to match the various amounts needed for the invoices in QB online to show they've been deposited?

Do I need to delete the recorded payments, and then try to match/split them against the deposits?

Thanks in Advance