Move to QuickBooks Online

Hi there,I have a partially paid invoice that was later refunded. The original payment was reconciled and I've now added a refund receipt to show the refund, however I can't figure out how to link the refund receipt to the original invoice so that I can see the refund transaction within the invoice view. So whilst the refund does show, for someone who doesn't know it would be impossible to tell which invoice the refund is connected to. Is there a way to do this? Thanks!

I am trying to better integrate my payroll, timesheets and quickbooks accounts. I have successfully linked keypay and QBO but when I try to integrate time, I still see the message "click here to launch Quickbooks Time" when I click on the time tab in QBO. What am I doing wrong? Shouldn't I be able to see timesheets in the time tab without having to open Time in a separate browser tab?Any advice or guidance would be greatly appreciated. 

Journal entry  for MV purchase dated 01/01/2022. GST on purchase of $5521 allocated to GST liabilities account which I can see in the account. When I prepare the March BAS using the GST centre in QB, this amount is not included in the GST purchase reporting. Therefore do I have to manually include this figure? Can I manually adjust the IB figure in the GST centre? And what is the flow on affect into Lodgeit? Thank you

For the last 5 months, my Bank Balance and transactions are not updating. An orange Exclamation Mark shows instead of the Green tick. even when i press the manual 'update' button, nothing happens.i have seen a suggestion about changing login details, but when i press 'edit' next to my bank account details, it only gives me one option - edit account info (see pic) 

i could not add employee's super detail, i have tried use the super name, usi, abn, all does't work

Hi, We are trying to connect Azure Data Factory to QuickBooks for analytics and it works great. We can extract the information correctly from the Sandbox environment. When it comes to the production environment, it seems that we have to populate all the following options. These options don't apply to what we are trying to achieve (just analytics). Is there any other information we need to include here? (See picture attached) 

Hello..We are trying to integrate Quickbooks APIs in our POS application. We have some doubts regarding below queries. Please go through these and let us know the solution. 1. Can we have 2 different line items for Discounts? when synching the pos data for integration with quickbooks,is it possible to send multiple line item for sales (eg default income, sales services, sales retail, etc) andalso for discounts (eg default discount, discount 1, discount 2, etc) to same account or different? what APIs do we follow for this?2. while synching the reconciliation to quickbooks we realised that products were created with the same name eg variance, default income etc. why is that and how is that happening3. Can we store Quickbooks token for longer time?In development mode tokens are expiring every half an hour. Is there any way that the token can have longer expiry?4. What is the procedure to move from development mode to Production mode and if we move whether any of the API key name

HiI'm just wondering if there is a way that you can set up product budgets?? We are a Wine Distributor company Kind regardsJess

So im trying to seperate my sales so that my PnL statement shows total sales from each client, instead of it just showing all total sales. i.e Client 1 $15000Client 2 $20000Client 3 $7,500Client 4 $7,500 instead of just Sales $50,000. is there a way of doing this? Regards,Cameron   

I paid 2 invoices to wrong supplier by mistake (names are very similar).The supplier has then reimbursed me by way of bank transfer for the total amount of the two payments.In my bank feed I now have 2 outgoing payments with no invoice to match with, and one reimbursement.How do I record/reconcile these?

Lately I seem to log on more the 3 hour timeout i have set seems shorter.Now it needs to know I am not a robot and sends a text pin code to get back in.This can happen several times per day.Can anyone tell me why the change?Scott P

I have check the ATO records and all appears OK although in the past, GST has been completed by a Tax Agent. I'm trying to lodge straight from QuickBooks without using my agent.

I have tried everything to try and fix the bank connection issue but it still won't work. I have connected, reconnected created countless new passwords and still can't get it to connect. apart from changing from quickbooks to another accounting software I don't know what else to do

I uncheck bills to not pay as I sent other bills. I went back in the have them ready to be sent at a later date and it showed the bill was already paid to the vendor but there wasn't a check number assign. I did let time pass and contacted the vendors to see if one was received. The vendors never received payment. Now I need to put the bill as unpaid but I don't see a way to do so.  I don't know if this will help but I'm using Quickbooks - Premier Nonprofit Edition 2021. Any direction on resolving this issue will be appreciated.

Why is it I get a spinning wheel on my screen when I try to open a prior invoice to edit it. Very frustrating

Date will not default to today's date!Example: I will do a post check transaction say dated 5/5/22 , Then I will go to do an invoice and it is dated 5/5/22, Today is 4/28/22, why wont it revert back to today's date !??  I had sent an invoice with a date that isn't here yet and they called to question of course.  Frustrating and embarassing !   Quickbooks online has issues with this  and settings , why can't they get this updated and set up to meet our needs easier like desktop version! ??

Hi.  Issue is that in a pay run the earnings line ---Casual Public Holiday shows a $0 rate for just one employee. The ---Casual Public Holiday rate shows in the employee's record as $33.50. So why is it showing as $0 in the pay run? All other employees have an amount for this pay category (showing that the category has been set up correctly). This employee's other pay categories all have the correct amounts, just not the public holiday category.   Thanks.

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When i manually enter a transaction it defaults to a cash payment how do I change this

I hired bookkeeper to take care of my accounts, as I didn’t have any knowledge of it.Now she took the control. I want to access my accounts, but she is not giving me the password.What to do? As an owner, how can I take control from her?

Hi, I use QBO Online.I have a customer in New Zealand on a subscription. I've just been using the recurring invoice up until now which is ok, but I was wondering if I can set them up as a recurring Sales Receipt instead? Because I've tried to do that, but when I try to add their credit card information to their Customer Information, I get an error message "We currently cannot process your credit card information. We apologise for the inconvenience. Our team is working on the problem. Please try again later."Is this just a temporary error, or isn't it possible to have these sorts of recurring charges for international customers? Thanks!

A portion of my income has already had tax removed by the employer, how do I classify this income to avoid being taxed twice?

Hi, I have an undeposited funds account and I used some of that cash that has not yet been deposited into the bank for business expenses. How would I make that entry so that it lowers the undeposited funds account? Thank you 

Good morning I am trying to lodge my BAS but get this error.We can't e-lodge this activity statement, as the ATO is not expecting it just yet. You may continue with this statement and 'Mark as lodged' or e-lodge when it is due.

Hi,My company is not registered for gst. and I am not doing BAS as I am non-gst registered.Can anyone please tell me which GST category I need to put in for my expense (display items for the company)?Thanks in advance.