Company Data
Wiping QuickBooks Online Company Data and Starting Over
QuickBooks Online users can wipe a company's data within 60 days or cancel and rebuild; here is what the purge deletes and what it leaves running.
Community Issues
Problems, outages, and quirks that QuickBooks users are reporting — tracked and explained by the desk.
Windows Compatibility
Windows 10 support has ended: your QuickBooks options now
Microsoft stopped supporting Windows 10 on October 14, and QuickBooks users on the old OS need a plan; here is what works, from ESU to a full move.
Data Management
Starting Over in QuickBooks Online: What the Data Purge Really Clears
QuickBooks Online's purge tool wipes a company's data in minutes, but it will not cancel subscriptions or spare your bank feeds; here is the full picture.
Payroll
Standalone QuickBooks Payroll Exports Run Into Role and Sync Limits
Standalone QuickBooks Workforce payroll users can move paychecks into QuickBooks Online or Desktop, but admin roles and account limits decide who can.
Payroll
Standalone payroll exports to QuickBooks stall on admin roles and account limits
Standalone payroll users who cannot move paychecks into QuickBooks hit role and account limits; the accepted answer maps the full export path.
Payroll
Standalone Payroll Exports Blocked When QuickBooks Online Already Runs Payroll
Standalone QuickBooks Workforce Payroll users hit export blocks and admin-role errors; the accepted fix walks through settings, sync, and IIF import.
Payroll
Standalone Payroll Data Exports to QuickBooks Come With Strict Rules
Users exporting standalone QuickBooks payroll to QuickBooks Online or Desktop face admin-role rules, target restrictions, and 20-item batch limits.
Apps & Integrations
Spreadsheet Sync availability hinges on your QuickBooks plan and Excel version
Spreadsheet Sync works only with QuickBooks Online Advanced and Accountant, and it needs a current Microsoft 365 Excel install or Google Sheets.
Sales Tax
Sales tax amounts wrong in QuickBooks Online? Three reports pinpoint the cause
QuickBooks Online users facing sales tax mismatches can trace the cause with three built-in reports before adjusting returns or clearing old filings.
Payroll & Timesheets
QuickBooks Time approvals: approve, undo, or reject a locked timesheet
Approved timesheets lock in QuickBooks Time until an approval is reversed. Here is how the approval screens work and where the traps sit.
Payroll
QuickBooks Payroll Tax Filing Confusion: Which Plans Actually File for You
Many QuickBooks users assume payroll taxes are filed automatically. The answer depends on your payroll tier, and the difference is costing penalties.
Payroll
QuickBooks payroll export fails when your Online account already has payroll
Users running standalone QuickBooks payroll hit a wall sending paychecks to QuickBooks Online; the fix starts with admin roles and export settings.
Chart of Accounts
QuickBooks Online Users Group Payables and Receivables Without Extra Accounts
QuickBooks Online users who want grouped receivables or payables rely on parent customers and location tracking rather than extra ledger accounts.
User Roles & Access
QuickBooks Online roles: mobile limits, admin lockouts, and forgotten seats
Permission walls in QuickBooks Online catch users out: limited roles lose the mobile app, and only the primary admin can change core business details.
Errors
QuickBooks Memorize Fails When a Report's Definition Is Too Large
QuickBooks users hitting the report definition too large error when memorizing reports can fix it by trimming filters and item selections.
Sales Orders
QuickBooks Express Pack: Order Status Waits on a Manual Update
QuickBooks does not auto-update sales orders after an Express pick-pack run; the fix is a manual confirmation on the fulfillment worksheet.
Reports
QuickBooks Desktop Scheduled Reports not sending or greyed out: what fixes it
Scheduled Reports in QuickBooks Desktop stay silent unless strict send-time conditions hold. We run through the settings users miss and the fixes.
Reports
QuickBooks Desktop balance sheet out of balance: the re-dating fix
QuickBooks Desktop users report balance sheets where assets no longer match liabilities and equity; a date drill-down and re-dating repair resolves it.
Custom Fields
Custom Fields in QuickBooks Online: The Limits Users Keep Hitting
QuickBooks Online users adding custom fields hit a plan requirement, a twelve-field cap per form type, and a three-field ceiling on printed forms.
Payroll
Commission Pay Missing from QuickBooks Desktop Paychecks
QuickBooks Desktop does not add a commission line to paychecks until you build the wage item and attach it to the employee. This report covers the fix.
Payroll
Colorado Long Term Care Employer Report: Hours and IDs from QuickBooks
Colorado long term care employers must report worker hours by January 31. Here is how to pull those hours and IDs out of QuickBooks.
Migration & Setup
Bank balances look wrong after moving from Self-Employed to QuickBooks Online
Switchers from QuickBooks Self-Employed or Sole Trader find Online bank balances that miss the statement; here is why the gap appears and how to true it.
Accounting & Consolidation
Streamlining intercompany sales in Intuit Enterprise Suite
Users describe the hassle of manual intercompany invoicing and how automation in Intuit Enterprise Suite cuts work, improves accuracy and speeds consolidation.
Payroll
Setting up Vermont's Child Care Contribution in QuickBooks Payroll
Vermont's 0.44 percent child care payroll levy caught QuickBooks users off guard in July 2024; this report covers the rates, the setup screens, and fixes.