Account Management
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I recently switched to online QB from the desktop version.In my desktop version, I had two separate invoice templates and two different email addresses. I used one or the other depending on the customer.Is there a way to set up two email address in QB online so that I can choose which one to send from for each invoice? Amanda
My bank account requires SecureID for login. This means I have a key that generates a set of numbers to enter along with username and password every time I log in. However, when linking bank account in QBO, I only have the option to enter username and password, so I keep receiving an error (103). I tried to resolve on the phone with an agent and they were unable to help (only thing they made me try was performing the link in an incognito window - did not work).
I can almost be done an estimate, then, if I have to switch apps for a second, all my work is lost and I have to start over. This is frustrating because it could be hours of work lost. How do I stop this from happening
I have tried twice and now I'm short the monthly subscription fee.
I have a QBOA Canada account and I have a US client who would like to start using Quickbooks; can I create an account for them from QBOA Canada account
Last year our company switch to the Annual Subscription version. Our account is coming up for renewal in Oct 2022. Do I need to wait to download the new 2023 version?
My desktop 1quickbook programm stopped being connected to Outlook just out of blue. It says that I need to update my server, but everything seems to already be up to date. myHow do I get this option back working? Thanks in advance.
I am trying remove / delete archived entries in a custom field folder. When I select a box to confirm which file to remove and select the garbage can logo, the system moves my custom field (both active and archived) into the larger custom field archived file. How do I delete these individual files? Also how do I save the information in the files prior to removal? I can save the titles/names of the files, just not the information in the file. Thank you.
I am unable to download my detailed subscription invoice?
Couldn't find the accountant tab anywhere on the android app
As I see different levels online. This is for QBO Canada
I am using QuickBooks Online to manage our Figure Skating Club Bookkeeping. Our skating website collects credit card payments, and then deposits those payments into our bank account in BATCHES. Meaning, 3 payments can be deposited at one time. How do I manage that deposit, and apply it to 3 different invoices???
Hi, I had a personal credit card before I started my business. After starting my business since I had some points on it, based on my bank's recommendation I put it under a business account and got a new personal one for myself. The business has been started since Sep 1, 2022, and since that was an immediate change on the cards I have some payments on my card which are personal like Spotify account, Netflix, etc. Could you please kindly recommend what I should do with those transactions while I am doing the whole year reconciliation. I thought about excluding them but then doesn't it going to affect my start and ending of credit card statement balance. Thanks,
HelloOur company provide a student Visa services to international students. We have a problem how to add an account to this transactions.For example: Students wire their tuition fee into our checking account and we will pay tuition fee on behalf them to some university in one or two week later.I meant since some clients are not able to transfer money from abroad directly for a service in Canada, we get the money they provide to exchange companies and we pay the service fee to Canadian service providers on their behalf.Since this is not considered our income (just payment behalf of the clients to other institutes), could you help to how to assign this transaction? how to add an account to chart of account? or ....Please help us.
