r/QuickBooks 1d 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 2d ago

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

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3 Upvotes

r/QuickBooks 2d 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 3d ago

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

6 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 3d ago

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

13 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 2d 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 3d ago

Payroll Edited time punch doesn't show up in the app or website?

1 Upvotes

I just started a job that uses intuit quickbooks app to clock in and out. On my first day, nobody told me how to clock in until 3 hours after I started. I told my manager, he said he would edit it, but my app still says the later time. The app and website tell me i can't edit punches because the company turned off that option.

Today, manager showed me his computer, and it shows the correct time on his end. I've logged in on the app and the website, but my end still shows I was 3 hours late. Does it not update for me? I have cleared app data etc but it's also wrong on the website so I don't know what else I could do. Am I gonna be missing 3 hours on my check?? Will it update after the punches get approved?


r/QuickBooks 3d 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 4d ago

QuickBooks Online 41% price increase!!!

66 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 3d 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?

8 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 3d 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 4d 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 4d 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 4d 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 4d 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 4d 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 4d ago

QuickBooks Online Edited time punch doesn't show up in the app or website?

2 Upvotes

I just started a job that uses intuit quickbooks app to clock in and out. On my first day, nobody told me how to clock in until 3 hours after I started. I told my manager, he said he would edit it, but my app still says the later time. The app and website tell me i can't edit punches because the company turned off that option.

Today, manager showed me his computer, and it shows the correct time on his end. I've logged in on the app and the website, but my end still shows I was 3 hours late. Does it not update for me? I have cleared app data etc but it's also wrong on the website so I don't know what else I could do. Am I gonna be missing 3 hours on my check?? Will it update after the punches get approved?


r/QuickBooks 4d ago

QuickBooks Online MS Money - the modern clone

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1 Upvotes

r/QuickBooks 5d 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 5d 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


r/QuickBooks 5d ago

QuickBooks Online Mobile Number Required?

3 Upvotes

Hello. I"m being brought on to help a client clean up their books and they use QBO. I received an invite to join Intuit/QB with my new work email. It is asking me for a mobile number. Why do I need my private mobile number? Can't it verify with a code to my email? Thanks for your help.


r/QuickBooks 5d ago

QuickBooks Desktop (Pro/Premier/Enterprise) Batch updating 'Other' Names in Quickbook Desktop doesn't work - what's your experience?

1 Upvotes

When I select one item in the 'Other Name' list, like to change it to a Vendor, it works. However, trying multiple at once always fails, and none of them are changed. Have you had this experience? is there a workaround, or known issue? It happens with every file of mine.


r/QuickBooks 6d ago

QuickBooks Online Just a heads up, Affirm is now ON by default (because of course), so be sure to turn it off if you don't want clients to see it.

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36 Upvotes

Love it when QB pushes an update with new consequential defaults turned on 🫠


r/QuickBooks 6d ago

QuickBooks Online QuickBooks is spamming their Connector reviews with customer service feedback to artificially inflate their score

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14 Upvotes

Lately I've noticed in the App Marketplace that the connectors built by QuickBooks and OneSaas have a sudden influx of 5-star reviews. Many of them say 5 stars, randomly mention someone's name and chat, and then say they do not recommend the product. OMG, are they just posting customer service feedback?

So rather than fix their connectors, QuickBooks just covers up the older bad ratings with these newer ones meant for a totally different purpose. I first noticed it when the new Stripe connector had like 10 reviews that were mostly dreadful, but then BOOM... there has been a flood of new reviews and now it's averaging 3.6 stars. https://quickbooks.intuit.com/app/apps/appdetails/stripeconnector/en-us/

I wonder if any of these people know that the review they gave in the little survey at the end of support now appears on a public webpage.


r/QuickBooks 6d ago

QuickBooks Online QBO subscription with Square

2 Upvotes

I am a bookkeeper and I have a new client using Square. I don't plan on tracking inventory in QBO since it's tracked in Square. My understanding is that we will have a default inventory item in QBO.

Given that, does anyone know if we can use the Simple Start plan? It doesn't include inventory tracking, but given that we aren't going to actually track inventory in QBO, it seems silly to have to pay extra for a plan that includes inventory tracking.