Move to QuickBooks Online

Previously it was possible to upload your own invoice template. Now all you can do is very basic changes to a very short list of templates. The quality of the available templates is poor, eg, no spaces in phone numbers, very small text in the header area with very limited font changes, no control over SKU unless item is inventory managed. Why did Intuit take this backward step? Is much better functionality on the way? It is also needed for quotation and purchase order templates.

Hi guys, I've moved from MYOB and i'm finding Quickbooks very poor in terms of basic needs for a business.How can I see my real cost of goods if i'm giving discount?Ex: - Client A buys 4 products and gets 4% off.Client B buys 19 products and gets 5% off. When i run a report i can only see discount as a bulk number and cannot see the real cost of the products! This is such a basic thing and yet i'm struggling with it

Hi,  My quarterly GST report is showing a zero balance for GST on sales. In my invoices I exclude GST (subtotal) then it has 10% under this amount so the client can see the GST (10%). Is this correct or do I need to apply the GST to each invoice then resubmit all my Quarterly amounts to the tax office as a revision? Thanks:)  

Hi,I make hiking gear from fabric purchased overseas. I have a full time job and this is a side business (sole trader) which doesn't collect GST as I'm well below the 75K threshold I was wondering how I make an expense category for materials purchased (from multiple suppliers)? I do not need to track inventory but do need to treat it as an expense or cost of sales. Best regards Peter

I have been waiting for a corrected W2 and amended 941 since January 14.   Every time I call I get same response of “escalation department is working on it”.  It’s been almost two months.  I’m on hold forever only to get same answer.  I have asked for supervisor and they will never connect me.  I need both of these issues resolved ASAP as tax season is here.  I am frustrated beyond belief with QBO payroll customer service!  Horrible!

Hi team,  I work in a farely large company, and each month when I send out that statements, I spend a great deal of time, resending invoices once people get their statements - even though majority of the time they've already been sent.  Is there a way when you send the statement, for it to also send copies of the outstanding invoices within that statement? 

My bank feed won't show this months transactions. I have deleted bank feed and re-uploaded and it still only goes to 28/2/2022. Any advice? Thanks

Where clients have included Time Off In Lieu or RDOs within their time sheets, does this need to be reported to the ATO as part of the STP Phase 2 upgrade? If so, what category should it be applied to?

 When attaching photos to an invoice for a customer, how do you then send the photos and invoice as one pdf file?

Hi,I can't seem to categorize my expenses as billable. I have gone to account and settings but do not have the  below options. Please help. TIAShow Items table on expense and purchase formsTrack expenses and items by customer.Make expenses and items billable.

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I do not understand what we have to do   could you explain more or show me

Hello,I have my bank linked with QBO. I have a contractor that we pay child support for. We have his payment EFT’s from Child Support Services and I withhold that amount from his payment. I have the garnishment set up as liability. Ive read I need to make general ledger for those garnishments and I’ve also read to set up the CS as a Vendor so that it records correctly and that transaction is matched. What is the proper way to enter, record and match. Please and Thank you. 

So the previous person was paying child support via the bank account.I noticed in the pay the have put child support as an expense is this correct.When reconciling how are you suppose to enter this. 

I have my bank accounts linked with QBO. Our insurance (vendor) refunded a an EFT payment that has already been recorded. Meaning I already entered that expense and matched that transaction to the debit from my bank account. How do I now record the refund (eft) and how do I match that transaction? Do I create a vendor credit and then match the refund to that? Thanks!

Can some one help me out please. How can you undo a reconciliation. Not just one transaction all the transactions under that particular reconciliation.

Company recently bought a Plant operating machine for $3000. Does this need to be entered as a fixed asset,Is there a minimum value in order to be entered as a  fixed assets at all. would appreciate any help on this.

In qB Pro it sorts invoices by number and then any letter appended to the end.  Example. 001001 A001 B002003003 A004 QB Online seems to sort by the invoices with a letter first and then sorting the remainder.  Example001 A001 B003 A001002003004 Is there a way to change QBOL to sort like QB Pro.  Or Do I need to change the way I number invoices?  

Qucibokks via Google chrome has recently stopped allowing me attach any files from my estimate page. I can do it via other browsers. Can this be fixed please  Case [removed case ID by moderator]

It's tax time but guess what? Quickbooks selfemployed had not been working for 2 days I had tried to log in. I signed up because I thought it was a dependable service. Instead this had failed me when it's tax time. There is no help and it's a joke.

I have a problem using tags where I have allocated a tag to an invoice and when I have received payment for the invoice, sometimes the payment goes to unapplied payment income as well as sales. The problem is that the unapplied payment income is a negative figure and counters the same value in the sales items. This does not occur on all transactions and it is very random. I use the tags as a job costing value i.e. sales less cost of sales. Any ideas?..... UPDATE!!! figured out that the payment date was before the invoice date. Changed the invoice date and everything balanced again!

Apart from the step taken as suggested else where, what do I need to do to reflect phase 2 is on. 

Hello,  I am going through my gst for the year, and my sales are about 103,000, my taxable sales says 124,000.  my expenses were 51000, so my gst to pay is said to be about 3500. When reviewing the gst report, there are a bunch of deposits (refunds) that are coded as GST (sales). If i make them GST purchases, the taxable sales reduces by this amount. When a recorded transaction for a refund is recorded, this would be recorded as GST sales and not GST purchases correct? Basically, my sales plus my refunds from vendors equals taxables sales summary??? Thanks,Graeme

Hi I was signing up a subscription yesterday. Before I entered the payment method I went to something urgent. When I came back the website page expired. After that I walked into an infinite loop. I can not add any subscription after I log in. After I log in there isn't any setting or function allows me to do so. I cant sign up any subscription by using my current account since the website says the account already taken. Any idea how to help me? Thanks in advance Kind regardsChris

Hi everyone,  I'm new to business and quickbooks so thanks a lot in advance for anyhelp.I have paid to ATO for a payment that in their website show is "Activity statement 001" and now I don't know which category do I have to choose now in Quickbooks for this payment? I was thinking BAS Expense is what it should be but when I select it, it show an error like this:"You have either selected a tax liability account on a transaction where it's not allowed, or haven't specified a tax rate along with it." And on the GST column for this payment, do I choose the "Out of scope (0%)" or something else? Please help, thank you! Kind regards,Tony