r/quickbooksonline

Genuine question because I've been going back and forth on this for months. Just had another discovery call with a contractor whose books haven't been touched in over a year. They have personal Venmo charges mixed in with business, no reconciliations done since 2024, and his CPA hasn't even started last year's taxes.

The recurring work after would be solid, but I keep getting stuck on the cleanup itself because every file is different, every quote is a guess until I'm three hours in, and I burn out on cleanup work way faster than on the monthly recurring stuff I actually signed up to do.

So I'm curious where everyone else has landed on this. Do you take every cleanup that walks in the door and just price it high enough to make it worth your time? Do you push the prospect to clean it up themselves and come back when they're current? Do you have a rule about how far behind is too far behind to take on? Or do you have a separate cleanup-only pricing structure that's different from your monthly work?

Also genuinely curious if anyone actually likes cleanup work, or if everyone secretly hates it and just tolerates it because the recurring relationship is what we're really after.

I honestly don’t even know what to say anymore. I just want to get my own money and move on from QuickBooks forever.

Last week I received my very first payment from a client through QuickBooks Payments. Since my account is new, QuickBooks immediately put the deposit under review. Honestly, I thought this was normal risk/compliance stuff, so I cooperated fully.

They only requested ONE thing from me: the original invoice.
I uploaded it right away.

After that, the Resolution Center said they would review everything within 2 business days. I contacted support twice during those two days just to confirm everything was okay, and BOTH agents literally assured me that I would receive my funds within the promised timeframe.

Well… today is now DAY 3.

Still no money.

So I contacted support AGAIN, and this time the agent suddenly told me my “plan” was the issue and that I needed to upgrade my QuickBooks subscription in order to receive the funds faster. That made absolutely no sense to me, but at this point I just wanted my money, so I paid another $6 to upgrade the plan.

Then the support agent GUARANTEED me that I would receive the funds TODAY.

But then the most ridiculous part happened.

I logged back into QuickBooks, and suddenly there was ANOTHER NEW CASE in my Resolution Center saying they need more information and my funds are still on hold. No phone call. No email. No notification whatsoever. I literally found out by randomly checking my account myself.

The new case basically looks like this:
“Info needed → Intuit review → Decision reached”
and says my deposit is on hold pending review.

So now I’m sitting here wondering:

• Why did two support agents promise me a release date?
• Why was I told to upgrade my subscription to receive MY OWN MONEY?
• Why did a completely new review case appear without any email or notice?
• Why does every support agent say something different?

At this point this whole thing feels insanely sketchy and disorganized.

I understand fraud prevention and reviews for new accounts. That’s not my issue. My issue is the constant misinformation and moving goalposts from support.

I just want my funds released so I can stop using QuickBooks entirely.

https://preview.redd.it/1r5jrzc8tk0h1.png?width=561&format=png&auto=webp&s=047e2646957799237390368288df274feeeaf564

I'm the treasurer for a music booster non-profit that supports the local K-12 school music programs and I'm looking for something better than Google sheets for managing our books. I saw the QBO deal you can get through tech soup for non-profits which is pretty tempting. We need to track dues payments and expenses for various music programs (marching band, winter guard, indoor percussion, etc). QBO is a little intimidating but it seems to offer about 90% of what we need and I'm hoping the rest we can tweak and find workarounds.

We do have turnover every 1-2 years and it mostly depends on the skill of the volunteer parents but is QBO a good fit for this type of group?

Any tips on how best to set things up for success out of the gate?

Does anyone actually enjoy qbo? Am I missing something

Feels like once retention, percent complete, and over/under billings get involved, part of the workflow always ends up outside QuickBooks.

Curious if people have found a cleaner setup or if this is basically just normal at this point.

its would be helpful to have a PDF View option from the main Invoices page so i dont have to go into the full edit screen. i just want to look at what the invoice shows to my client

We have a seperate POS system that tracks our sales. For Simplicity we record sales amounts on a cash basis from the Bank Transactions. Which works fine.

BUT we want to start adding our monthly outstanding A/R, so we can run our Financials in Accrual and be able to see our sales including the A/R. So what would be the best way to get a lump amount to show up as an Accrual sale without actually having it tied to anything?

A journal entry won't work, because it will show up in both Cash and Accrual basis. And creating a sales invoice doesn't seem to work because when the A/R goes down, I'd need to mark it as paid which would affect our cash sales, which are already recorded through our bank transactions.

Well I was at my wits end and I think I figured it out, but why? I put a payment I just made as an expense. When it showed up in my linked account it wouldn’t “match.” Same amount, and everything. I deleted it from expenses and put it in as a “bill.” Then it matched no problem. Why does a bill match and not an expense. Shouldn’t they just be put in as the same thing? A transaction?

**Got scammed of $5k through QuickBooks Checking / Green Dot Bank. Is there any hope of getting it back?**

I was in a retail store trying to make a purchase when my QuickBooks Checking card got declined. I called the bank. What followed was a series of transfers through multiple departments — each time asked for the same identifying information. Name, date of birth, last four of social, email, address. Every. Single. Transfer. I was put on hold in complete silence — no music, nothing. After 45 minutes I hung up and called back.

The second time, same sequence. Transferred through multiple departments, asked for the same information each time. Then while on hold again, I received a call. The caller identified themselves as Green Dot Bank and said they were continuing my call. Every agent I had spoken to throughout this entire process sounded identical — same accent, same cadence, same script. There was no way to tell the real from the fake.

By the time that call was done, I tried the transaction again in the store. Different error this time — not a decline. Something was off.

When I called back, I was told two transfers had gone out to cards I didn't recognize. Account drained. $5,000 gone.

**What I've done so far:**

- Called the bank immediately — account is now closed

- Have a case number and a dispute form to submit

- Plan to file with the CFPB and file a police report

**What I'm told happened:** This is called vishing — voice phishing. Scammers spoofed Green Dot's number, called at the exact moment I was on hold, and identified themselves as Green Dot Bank. I've since learned this is a known and documented scam targeting QuickBooks and Green Dot users specifically.

**My questions for this community:**

- Has anyone successfully recovered funds from a similar situation?

- Any experience with Green Dot's fraud dispute process?

- Is there anything else I should be doing right now?

I'm sharing this as a warning too. If you use QuickBooks Checking, don't let money sit there — auto-transfer to a separate bank immediately. Any callback you receive while already on hold with your bank should be treated as suspicious. Caller ID can be spoofed.

These scammers know exactly how this system works. This can happen to anyone. Appreciate any advice.

I am at my wits end with QBO. This is by far the WORST accounting software I have ever used and it only continues to get worse by the day with each update they do. Do the developers even use Quickbooks? I mean certainly not or else they too would be like wtf.

Today's fun surprise is that I can no longer print our project list. Under the projects tab, there is a place to export or print the list of projects containing the project name, start and end date, income, cost and profit. It's never been able to export more than 50 projects at a time so I've been using a work around to get past that stupidity. I usually just hit the print button which will bring up ALL projects. Then I can copy and paste the data into Excel. Been doing it this way for awhile now. Well now they have made it to where you can also only print 50 projects at a time.

In a project based company, we have close to 1000 projects per year meaning I will have to separately act like I'm printing each page so I can copy and paste to data to excel 20 separate times. The project profitability report don't work for us because I can't customize or add columns or sort, etc. I mean how wild is it that an accounting software won't let you export or print more than 50 things at a time. Is that asking too much? I've tried to create a custom report but it won't allow it. Does anyone know of any other work arounds for this? And don't even get me started on the automated payroll tax situation.

I'm sure I already know what answer I'll get, but I'm going to ask anyway.

I do the bookkeeping for my wife's small business. I've been using QBO for 2 years now, but have 3 years worth of transaction data.

For our 3rd party processor systems - credit card reader, venmo, paypal, etc - what I have been doing is the following:

• record each customer sale using a Sales Receipt. She does only a few sales a day, and we rarely ever need to use an Invoice.

• debit each Sales Receipt into a Clearing account for whichever processor was used.

• add merchant fees as a line item directly to each Sales Receipt, because I have that number handy from each system.

• record each processor's daily payout as a Transfer from its Clearing account to her Bank account.

This works, all the revenue and fee accounts are accurate, and bank statements reconcile correctly. Even though the Sales Receipts do look a little wierd with the fees attached, but customers don't ever see receipts from QBO, only from the POS.

Should I instead record Sales Receipts to Undeposited Funds, record the daily payouts as Deposits from Undeposited Funds, and subtract merchant fees from each Deposit?

Or, at least, record payouts as Deposits from the Clearing accounts, instead of as Transfers? Again, with fees subtracted from the Deposits instead of the individual Receipts.

Using Deposits is probably the more logically way to go. I'm sure this is like comparing apples and oranges, as the underlying journals will be similar either way.

If I were to make this change going forward, is this breaking the consistency principle? Is it worth cleaning up past transactions, or is that too dangerous? The numbers wouldn't really change, but it would be a lot of work and would affect past bank reconciliations to replace Transfers with Deposits.

Does this really matter, or is this just a matter of personal preference, as long as the numbers are accurate?

I'm a novice bookkeeper at a small church. My current role is Treasurer so I manage books, bills and payroll. Because I'm new, just started 8 months ago with no prior experience, I was unaware that QBO was removing the manual payroll tax payments options. This is going to cause problems for us.

Currently we only use QBO for keeping track of the ledgers, writing checks, W2 and 1099 calculations and payroll calculations. Checks are all paper. I make manual payments to the federal and state tax authorities. Our payroll is 12 people, but most of those are very part time.

I'm considering bagging on the payroll module of QBO, and using a different payroll service like Patriot, or switching to a different accounting system all together.

Thoughts or recommendations?

Just here to complain about how horrible this software is. Why are there new updates that make it worse every 3 months? 😭

I notice that some reports list the general ledger accounts in a weird order that I am unable to even figure out what sorting rules it is using. It is not alphabetical, nor numeric.

I am trying a transaction detail by account report. And I have no idea what it is doing. Income accounts are below equity, but before liabilities.

WTH? I want a report that follows the financial statement order (balance sheet, P&L). Is that too much to ask?

What report setting in sort/grouping will make it follow the same order as what the entire universe uses to sort general ledger accounts?

Please help. Thanks.

Anger management for dealing with their pops.

I pay $92/month for more popups than you get on a korn site... at least that people tell me about those kind of sites.

Anyone else having this issue right now? Also can’t receive payments for the same issue - customers won’t load from the drop down list.

Google said to clear browser cache, didn’t help.

I have a very simple nonprofit I help manage. I would like to find a free and functional mcp server I could use to prepare month end financial reports (P&L, bal sheet, BvA) and transaction detail reports for the board. Oh and non-profit with no money so needs to be free. Big ask I know but we are paying too much for qb and their terribly formatted financial reports so I cannot afford to pay more.

#MCP
#ClaudeforExcel

We use Toast to prepare our payroll. I then prepare a journal entry in QuickBooks online and then match it to the bank feed.

Cannot figure out why there is a payroll journal entry from February that is hanging out. Unreconciled. Did I miss a match? If I market reconciled of course, my bank balance is off. How do I fix this?

I am not a fan of QuickBooks online and I would like to turn off all matching and Bank feeds and just do it manually.

I hate QuickBooks online so much that I am thinking about turning off anything that is automatic like Bank feeds. I have been using Quickbooks desktop for 30 years with no issues.

Is anyone else using QuickBooks Online like this?