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These short articles cover issues owners and bookkeepers are running into in QuickBooks Online and Desktop. Each one has the symptom, likely causes, a few careful steps, and when it is smarter to walk through it together. Use the search box above if you have a keyword or a question.
If new bank or credit card charges are not showing in QuickBooks, start with a manual Update, then check the bank itself and your sign-in details.
BankingMost duplicates come from adding a feed item that was already entered, or from reconnecting a bank. Match or exclude — don't add a second copy.
ReconciliationA changed beginning balance almost always means a previously cleared transaction was edited, voided, deleted, or unreconciled. Fix that first, then finish the current month.
PaymentsUndeposited Funds holds customer payments until you record one bank deposit that matches what actually hit the bank. A leftover balance usually means payments were never grouped, or the bank line was added as income instead of matched.
Year-endMark contractors, map the accounts that should appear on the form, and e-file from Expenses & Bills. For payments made in 2026, the 1099-NEC and 1099-MISC threshold is $2,000.
PayrollMost payroll tax errors mean a federal EIN, state account number, deposit schedule, or e-file authorization is still blank. Finish the tasks on the Payroll Overview before the next payday.
DesktopDesktop 2023 lost bank feeds, payroll updates, payments, and live support after May 31, 2026. If you are moving to QuickBooks Online, update and verify the file first, then export a copy — the original Desktop file stays put.
Sales taxTurn on sales tax, confirm the business address, then add each agency where you are required to collect. QuickBooks can calculate rates, but you still decide where you are registered.
CleanupUncategorized accounts collect bank lines that were never assigned a real income or expense account. Review them in the register, recategorize, and use bank rules so they don't come back.
ReceivablesIf an invoice still shows open after the customer paid, the payment was likely deposited without being linked to the invoice, or a credit is sitting unapplied. Link the payment or apply the credit, then match the bank deposit.
DesktopBack up, update Desktop, then run Verify Data and, if needed, Rebuild Data. For crashes, Intuit's Tool Hub can repair program files. Large or old files may need cleanup.
UsersInvite staff with a role that matches their work, and invite your accountant from the Accountants tab. Accountant users typically do not count toward the plan's user limit.
Year-endA closing date does not file your taxes. It warns (or blocks) anyone who tries to change a transaction dated on or before that day, so last year's reports stay still.
SubscriptionsIntuit changed list prices for Essentials, Plus, and Advanced on renewals on or after August 1, 2026. As of November 14, 2026, Intuit's official pricing page lists those plans at $85, $140, and $340 a month. Free, Lite, Ledger, and Simple Start were unchanged. Review users and add-ons before the next invoice.
Menu paths were checked against Intuit's US help articles as of late 2026. QuickBooks Online is mid-change to an All apps menu, so some companies still see older names such as Banking or Taxes. Where the path varies, the article says so. This is general how-to information, not tax or legal advice.