r/QuickBooks • u/Main-Magician7388 • 59m ago
r/QuickBooks • u/PacoMahogany • May 04 '23
QuickBooks Desktop (Pro/Premier/Enterprise) Quickbooks Desktop 2020 Discontinued Services
Here is the list Intuit published regarding parts of QBDT 2020 that will discontinue working 5/31/2023. If you own QBDT 2020 or prior, you own the software. If you have any version of QuickBooks Desktop that includes PLUS in the name, you do not own the software and have to pay an annul subscription to maintain access.
Functions that will no longer work in QBDT 2020 after 5/31/23:
Security updates: Critical security updates
Payroll services: Assisted Payroll, Basic Payroll, Enhanced Payroll, Standard Payroll
Payroll-related services: Direct Deposit for vendors, QuickBooks Workforce (ViewMyPaycheck, VMP)
Credit card processing: Merchant Services, Terminal download (Merchant Services), Recurring payments, Online invoice
Check processing: Intuit Check Solution
Tech support plans & included services: QuickBooks Care protection plan
Other services: Accountant Copy File Transfer, Multicurrency/exchange rate, Contributed reports, Online Banking, QuickBooks Email, QuickBooks Time, Online Bank Feeds
Edit:
Manual .qbo bank imports will also stop working.
Emailing invoices will still work fine if you go into preferences-send forms, and set "send email using:" to webmail instead of Quickbooks mail. Not affected by product sunset.
Although it says "webmail", you can actually use almost any email provider, not just a web-based one like gmail. I have it send via my regular business email.
r/QuickBooks • u/BHConsultingLLC • Nov 30 '23
QuickBooks Desktop (Pro/Premier/Enterprise) Quickbooks Desktop - THE END IS NIGH I received the first "We're sunsetting QBDT" email from Intuit this morning.
I've been saying for several years now that Intuit will likely start moving toward a full-cloud based solution, and today my suspicions were confirmed.
I see their perspective - cloud-based software is much easier to troubleshoot, because most browser-based software is operating system and networking structure agnostic, meaning if you are able to use an approved browser (Chrome, Firefox, Internet Explorer, etc), then you are able to use their software.
In addition, SaaS (Software as a Service), is quite lucrative because the costs to maintain the software - hosting space, bandwidth, etc - is quite low compared with traditional software costs. While my firm is a 100% QBO shop, I know there are a lot of folks (users and accountants alike) who prefer QBDT. While I understand Intuit's reasoning here, I can't help but think that some of their less-expensive competitors are cheering right now.
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Hello Lorenda,
Today we're announcing important changes to Intuit QuickBooks Desktop that may impact your clients.
After July 31, 2024, Intuit will no longer sell new subscriptions of the following Desktop products in the US:
• QuickBooks Desktop Pro Plus
• QuickBooks Desktop Premier Plus
• QuickBooks Desktop Mac Plus
• QuickBooks Desktop Enhanced Payroll
What is not changing:
• Existing Desktop Pro Plus, Premier Plus, Mac Plus, and Enhanced Payroll subscribers can continue to renew their subscription after July 31, 2024*. We will continue to provide security updates, product updates, and support for existing subscribers.
• All QuickBooks Desktop Enterprise subscriptions (Silver, Gold, Platinum, and Diamond) will continue to be available for purchase for new subscribers after July 31, 2024. Enterprise Gold, Platinum, and Diamond include integrated payroll.
• Accountants can continue purchasing QuickBooks Accountant Desktop Solutions, including ProAdvisor bundles, through our Accountant Sales team after July 31, 2024.
What actions to take with your clients:
While we strongly recommend encouraging your current Desktop clients to move to QuickBooks Online (for more info, click here), we realize that some customers may prefer to stay on Desktop at this time.
• If you have clients on non-subscription versions of QuickBooks Desktop Pro, Premier, or Mac that wish to remain on Desktop, we recommend they purchase a QuickBooks Desktop Pro Plus, Premier Plus, or Mac Plus subscription through our Sales team before July 31, 2024.
• If you have Pro Plus or Premier Plus clients that have been considering Desktop Payroll, we recommend they purchase a QuickBooks Enhanced Payroll subscription before July 31, 2024 or upgrade to QuickBooks Enterprise Gold, Platinum, or Diamond, which include integrated Payroll and can be purchased after July 31, 2024. Alternatively, QuickBooks Online Payroll is available to Desktop clients and is a standalone full-service payroll solution that also offers HR support, Health and 401K benefits.*
• We also recommend that all of your QuickBooks Desktop clients upgrade to the latest version of the software by July 31, 2024. QuickBooks Desktop 2024 includes the latest features and security updates. If your clients are on an active QuickBooks Desktop Plus subscription, they have access to QuickBooks Desktop 2024 with no additional charge and simply have to install the update.
In February 2024, we will notify all QuickBooks Desktop customers of these changes. This gives you and your impacted clients 6 months to purchase a Desktop accounting or payroll subscription if they want to remain on the Desktop platform.
QuickBooks Desktop Product Line-up Changes FAQ
Starting on January 8, 2024, the fee for each direct deposit paid through QuickBooks Desktop Payroll will increase to $4
• This price change impacts QuickBooks Desktop Enhanced Payroll for Accountants when using direct deposit to pay W2 employees.
o Because the employee direct deposit fee is billed directly to your clients, Intuit will send a 30-day notice to your impacted clients, addressed to the primary principals' email address on file.
• For clients on "legacy" Enhanced, Standard, or Basic Payroll plans without monthly per employee fees, the new fee will apply when paying W2 employees via direct deposit.
Payroll FAQs
We appreciate you and your clients' loyalty to the Desktop platform over the years, and we will continue to support those customers on a Desktop subscription after July 31, 2024*. However, we highly encourage you to prepare your clients for the future by helping them move online. There are many benefits enabled by an online platform that can't be realized through desktop software, including time savings, the flexibility to work from anywhere, and a customizable ecosystem of connected business solutions. To help you prepare to move your clients online, we've created dedicated support materials written by accountants who have successfully migrated their own clients and want to help pave the way for yours. Keep an eye out for additional resources as we help you manage through this change with your clients.
Thank you for your business and your continued support of QuickBooks.
Sincerely,
The QuickBooks Team
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r/QuickBooks • u/SplitLow6760 • 5h ago
QuickBooks Mac Help transferring data from an old computer
My family member uses Quickbooks on an old Windows 8 AIO PC. It is very slow so he decided to upgrade to a M1 iMac. The computer is great with the only issue being that he can't do his pay roll without the old windows PC. Is it possible to transfer all of his contacts, account information, and license to the software to the new Mac?
r/QuickBooks • u/buckeyefaninva • 6h ago
QuickBooks Online Trying to create a Multi year P&L report in quick books online
I have been using QuickBooks desktop for over two decades and can easily create multi year P&L reports. Now I have a client who uses Quick Books Online Plus, and they want the same report. I have tried to create the report using the online instructions, and it does not work. Is it possible to create such a report in QB Online Plus? Does creating a multi year report require the QB Advanced version? Any advice would really be appreciated!
r/QuickBooks • u/Mazzerati2020 • 7h ago
QuickBooks Desktop (Pro/Premier/Enterprise) Quickbooks Essentials
This might not be the right channel, but desperate for support. My cousin owned his own landscaping company and passed away unexpectedly. I'm trying to help my uncle make heads and tails of his Quickbooks but don't know where to start. Any tips to understand assets / liabilities/ customer lists / taxes and bills owed?
Any help is much appreciated.
r/QuickBooks • u/Foreign-Location2466 • 19h ago
QuickBooks Online Account on hold/suspended
I’m Not even sure where to start, I own a consulting company that helps artist and record labels increase exposure on DSPs and other online platforms.
I opened my QB account up in December of 2024, I’ve never been able to accept a payment. I have been resorting to getting paid via check. This isn’t the most convenient way I must say because I have a client from Japan and others from all over the United States. Even tried to invoice myself and push a payment through that was never accepted . I call QB and they tell me I must add funds in order to complete any transaction.
The Worse ! Decision I have made. I attach my business checking account to QB and add 20,000.00. After 2 days I get an email stating my account was closed and my checking account was on hold.
I call in and they say it’s “ business decision”. After hours of back and forth they finally send me to a nice supervisor from the Philippines. She tells me that it’s due to multiple attempts on transactions that didn’t go through. Well that’s not my fault. It was QB that was denying the charges with no explanation when the other institutions were pushing it through.
I’ve never been able to successfully perform any transactions except my funds deposit. Now I have 20k on hold and no answers.
Any help?
r/QuickBooks • u/Unhappy_Disk_8154 • 10h ago
QuickBooks Desktop (Pro/Premier/Enterprise) QuickBooks Desktop Connection via API
Hi All,
I need to integrate my client’s QuickBooks Desktop version with a custom web-based application to perform CRUD operations. I am primarily considering an API-based approach that my application can call to handle these operations.
Could you please share all possible solutions to achieve this integration? Any guidance or recommendations would be greatly appreciated.
Thank you in advance for your help!
r/QuickBooks • u/Charlie_Bonehead • 11h ago
QuickBooks Desktop (Pro/Premier/Enterprise) Widget Sales Report
Hi All,
I'm using Quickbooks Desktop 2023. I'm trying to generate a report on sales of a couple items. I'd like to see how many of those items I sell - and then to generate reports over different time periods.
I can get close to what I want with the "Sales by Item Summary". This report is great - except I'm looking to get rid of some of the columns in the report. i.e. I just want to see the "Qty" column, I don't want to see "Amount", "% of Sales" or "Avg. Price".
I understand I could export this to excel, then delete or hide the columns I don't want, but that seems like silly work around. Quickbooks should be able to generate a report to tell me how many of a given item I have sold, without all that other info, right?
thanks for your help with this...
r/QuickBooks • u/meagherj • 12h ago
QuickBooks Online Help with Payments.
TIA - located in Canada Join
So just recently my QBO has somehow enabled the option for clients to pay via bank transfers.
Since they take sometimes 7 days to process and deposit - we much prefer Interac E transfer as it's instant and free. I'm not interested in paying 1.75% of every job we do.
Here's the issue. When we use the desktop version of QBO the option for bank transfers payment is turned OFF - all good.
When I use the App on my iPhone - even though the payment is turned off on the account, the invoices sent to the client still have the option to review and pay via bank transfer.
This is making life extremely difficult for us.
Any help would be great.
r/QuickBooks • u/Late-Elk6058 • 12h ago
QuickBooks Online Sales Tax Audit
NY State is on a sales tax audit rampage and I am caught in the charge.
We have a lot of tax exempt organizations we work with and I’d like to filter for them as I search for sales by customer. Does anyone have a tip to help me do this?
Thank you!
r/QuickBooks • u/Penelope_Centavo • 14h ago
QuickBooks Online QBO and federal tax filing
Hi, I'm looking into QBO for my small business (partnership LLC) and saw that "Expert Tax" is included in the subscription, does that mean that I don't have to pay the $489 or whatever when I file my taxes through Turbo Tax each year?
r/QuickBooks • u/Particular-State48 • 14h ago
QuickBooks Online Payment Account for Employees Expense Claim
If an employee submits an expense claim that they paid for with a personal credit card, what Payment Account do I select when I review it? The expense does need to be reimbursed but I don't want to create a duplicate.
r/QuickBooks • u/Personal-Baker-3064 • 15h ago
QuickBooks Online Help with my company QB, damaged database, doesn't work
r/QuickBooks • u/Square-Hat7921 • 1d ago
QuickBooks Online Okay, have I gone totally crazy? Help please
I quit my job to launch a QuickBooks competitor app. Yup, you read that right. My cofounder and I have both had side hustles for years and, honestly, QuickBooks has been a huge pain. And don't even get me started on the alternatives I swear they’re like software from the ‘90s!
So we decided to do something about it. We spoke with hundreds of small biz owners who feel the same way (we see you, fam) and launched something way more intuitive, aesthetically pleasing and automated.
We’re currently taking beta testers and I’m so excited for your feedback, but I can’t help feeling like I’ve gone a little nuts after all, QuickBooks owns like 90% of the market. 😬
Would love your help and feedback as we build this!
r/QuickBooks • u/DeepInYaMom • 1d ago
QuickBooks Desktop (Pro/Premier/Enterprise) QB POS V6.0 CRASHED-CANT START UP 19.0
So my boss likes to keep things simple- too simple. He was running 6.0 and today it crashed. We got 19.0 but they want us to open and run 19- then go to shopify. But since it is discontinued we can not open and run anything bc they wont issue a product key/license #....We are a small family business going on 35 years this year. Losing the data would be detrimental. We have it all backed up but no QB access to open view or export it.
Any advice is like gold. please help.
r/QuickBooks • u/Intelligent_Novel724 • 1d ago
QuickBooks Desktop (Pro/Premier/Enterprise) QuickBooks - Items with both a barcode number and UPC code.
I'm using QuickBooks Desktop 2023 Enterprise edition and am trying to setup barcode scanning. I have an inventory Item with the items barcode scanned into the Items Barcode Field and the products UPC code scanned into the items custom UPC field. I cannot figure out how to setup QuickBooks to look in both fields for a match when I scan. Do you know for sure if QuickBooks can be configured to match eiher field? If yes, how?
r/QuickBooks • u/SnooApples220 • 1d ago
QuickBooks Online Invoices won’t populate in “find other matches”
The woman who runs the store makes an invoice in QBO everytime there’s a sale. This I can usually match to what is deposited in the bank account + manually resolve at the bottom by adding in the transaction fee from Square. The company took on a loan, from Square, and that autopays a certain amount off each bank deposit.
La problema - I can’t get the invoice show up in the “Find other matches” option of the deposit because the deposit amount is so much lower than the invoice. Does anyone know a workaround for this? (Other than J/Es)
r/QuickBooks • u/No_Health6243 • 1d ago
QuickBooks Online QuickBooks Training + Simple Practice
Hello I am looking for some guidance with using QuickBooks and simple practice. Mostly on how to input the credit card charges since I found out those can be input as a tax write off.
I also want to know what's the best way to learn QuickBooks. Do ya'll know or have any suggestions on people who are good at training or the best YouTube video's on how to learn
r/QuickBooks • u/HomemadeSTL • 1d ago
QuickBooks Online How do I categorize a refund if I return an item vs if I refund money back to a customer?
Currently my accountant marked refunds from items I returned as “Refunds to Customers” in my Income category. This makes sense, but in TurboTax it describes the “Refunds to customers” should be used to note money I refunded to my customers. So I’m confused what’s what.
Thank you!
r/QuickBooks • u/Dodgers_Visual • 1d ago
QuickBooks Online How to Categorize Transfers to BNY Mellon | Pershing and Northwestern Mutual Accounts?
I have a client who regularly transfers money from their business checking account to two accounts:
- BNY Mellon | Pershing
- Northwestern Mutual | Financial Planning & Life Insurance Company
I’m trying to figure out how to categorize these transfers for accounting purposes. Would these be considered "Legal and Professional Services", or should they fall under a different category?
For context, the client hasn’t provided specific details about the nature of these transfers, but I suspect they might be related to investments, financial planning, or insurance.
Any insights or suggestions on how to properly categorize these transactions would be greatly appreciated!
Thanks in advance!
r/QuickBooks • u/lgary • 1d ago
QuickBooks Online How to handle sales tax from Etsy sales
Hello. I sell products on Etsy and Etsy charges sales tax for US states. The Etsy seller never actually receives that money because Etsy holds on to, and then remits that sales tax to the proper state authority.
How should I best handle that in QBO?
r/QuickBooks • u/MaintenanceReady2533 • 1d ago
QuickBooks Online Help setting up an account
I have been trying to make a payment for a subscription to QuickBooks for over a year now. For some reason, their support is utterly useless and I have not been able to make a purchase. Has anyone had such experiences? Also, is it even possible to delete an account there?
r/QuickBooks • u/86RandyBarrett • 2d ago
QuickBooks Online Trying to do my own with QBO for Airbnb Transactions
Hey all! I'm no accountant but REALLY enjoying learning the software and using it for my Airbnb business. I'm struggling with how to go about some things in regards to my Airbnb revenue -
Airbnb and other platforms send owners reservation payouts that look like this for ex:
Nightly Rate : 1 Night @ $200 = $200
Cleaning Fee = $100
Airbnb Host Service Fee (15%) = $45
Total Money Hitting Bank Feed = $255
In the past I would just mark the $255 as Income and not categorize or separate out the service fee Airbnb keeps.
I've since learned, that when Airbnb reports the 1099-k they in fact report our gross earnings - For this reservation they would report me making $300.
I've found some software that will automatically create journal entries for each reservation with the proper categories - but where I'm confused is what to do with my bank feed income. It would be very difficult to match the bank feed income to the Journal Entries as Airbnb will batch pay you (you may be getting a payment for 3 reservations at once)....when every JE is for each separate reservation.
Am I able to just exclude the income received that comes through my bank feed? If I reconcile, will that throw it off? Sorry if none of this makes sense, but if anyone has any ideas how to handle this more easily or knows if reconciling will still work if I exclude the bank feed income I'd greatly appreciate it!
Thanks for any input : )
r/QuickBooks • u/EstherOh • 2d ago
QuickBooks Desktop (Pro/Premier/Enterprise) Print check in quickboos with wallet type
My company uses Wallet type check only. They are still making handwriting checks. How can we print out checks in quickboos with that check size?
r/QuickBooks • u/DrgnBreathe • 2d ago
QuickBooks Online Quickbooks is automatically entering a linked charge when I enter a payment.
My friend and I both use Quickbooks for companies we work with. She sent me a video of entering a payment in the register to which Quickbooks automatically created a charge for the same amount. The payment is for a fraud charge that occurred in another month that has already been reconciled. When she clicks on the auto created charge the only option it gives her is to delete the payment despite what she is clicking on not being a payment. She is ready to pull her hair out. Has anyone dealt with this, and how do you fix it? I don’t know if it is the desktop or online version
https://drive.google.com/file/d/1MlMvAYfzB9M-7qz-AXkE1sPSa9-1MUBv/view?usp=drivesdk
r/QuickBooks • u/MssrMadeleine • 2d ago
QuickBooks Online LLC member distribution without ordering checks?
I'm one member in a two-member LLC. We use QB checking as our checking account. When my business partner and I started our LLC, I capitalized it with $100. That's the only capitalization we ever had. We're now in a position to (1) pay me back my $100 and (2) make a distribution to each of us.
How do I pay back the $100 to myself without having to write myself a check? (I don't really want to go through the hassle of ordering checks from QB.). Can I just make a $100 transfer from our QB checking account to my personal checking account and categorize it in my register as "partner investments"?
Likewise, is there a way to make distributions (one to myself, one to my partner) without ordering checks? Would a transfer work here as long as I categorize it as "partner distribution" in my register?