Other Questions

I can see that there are 1000+ transactions when I go to tags tab, but when I try to open a specific group of tab it says "No transactions found"

I've decided to file T2 this time using ProTax feature in QBOA and I am having an issue with tax mapping. The trial balance seems to be good, all balanced. However, I keep getting the message that assets do not match total liab. and equity. Not to mention that I don't see anywhere GST/HST Payable and Shareholder Contribution accounts on S100.Any suggestions on how to fix it?

We want to be able to still access previous file but create a completely new file with a new chart of accounts.

Error Message while trying to create an invoice in Quickbooks using Mulesoft Composer:Request returned status code 400: Object Not Found, detail=Object Not Found : Something you're trying to use has been made inactive. Check the fields with accounts, customers, items, vendors or employees.

There are forms archived by Quickbooks Payroll Service related to another company (which apparently exists for real in USA). WTF!? How can this happen? https://drive.google.com/file/d/1F3oS3RuKyhkEYuU--eoPB5v8yKWeOoD9/view?usp=sharinghttps://drive.google.com/file/d/1HqxBSEv8BrzYzrK1xL0NacpFSNBavm2g/view?usp=sharinghttps://drive.google.com/file/d/1onDo4OkKw8NZT_eZboxrAUcm11yqI0yY/view?usp=sharing 

Hi There, I have multiple years of expenses to enter, what do I do when these were paid from bank accounts that have been closed or have never been used in QBO before? 

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When I trying to setup multiple currencies, I supposed to be choose the home currency to CAD, but actually when I click in the collumn of "View more currencies" ,nothing happened. I always stuck here and even cannot back so I have to use task manager to stop the QB pro. Please teach me how to solve this problem. Is it a bug??

I bought a new computer and I have my preferences on to beep after entering a transaction.  If I have earphones in I hear all the beeps.  If I don’t have earphones in I don’t hear all the beeps.  Technical support for my computer says it’s a QB issue. But quick books support says it’s a technical issue since it works with earphones all the time. 

We have a customer with a long transaction history. They have closed and re-opened under a new name and EIN. I was not made aware of the change until almost a year after they made this change. As the year ends the customer wants me to make sure their tax documents are correct. I have set up the new customer name, however I am unsure how to move the paid invoices over from the old company name to the new company name without messing up reconciliations for the entire year. Is this something I need to be concerned with OR can I just go into each invoice/payment and make the changes from the old company to the new company?

I have a customer that will split the invoice payment onto 2 credit cards. Is there a way to add another field to save, and apply, the second CC to the customers contact details?

I have created a template that works and looks great when I open template, but doesn't print AT ALL the same, won't put in taxes and won't put CANADIAN tax lines correct (We are not in Ontario we have PST & GST, not HST) 

As the title says , my QB mobile app does not show the recent 3000 transactions I have imported on my QBO account. yea the banks refreshed, app redownloaded , account re synced , I have read every single forum on the site and no one has a answer. the ironic thing is if I sign into QBO on q browser or my phone ( or through the AI chat that brings a browser within the app ) they both show my updated transactions ( imported via csv on the QBO account ).  this is really really frustrating as I have A LOT of expenses to catogrize and at this point this company is failing me after year 5. 2 days ago i tried to get help with this and was hung up on whilst talking to a human in tech support. please fix this . I am happy to make sure to never recommend this to many other business owners …. I feel very ignored at this point .  and to boot, I pay every month for the self employed app and that does not have any of the transactions either ! fix this or r

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When did QBO stop providing a default chart of accounts for new clients added by accountants?  It's only with accounts added by an accountant.

Is there a way to add the data form for the "Ship To" address onto a Statement Template?

How to I create a new account type in the COA? I am looking to add an account type to align with other franchises. I have looked through many of the help answers and it consistently talks about setting up the COA but we have it set up already. We are needing to add a type.

I have an IT guru that I pay at the end of the year.  He wants me to pull his EI and other taxes.  I set him up last week.  The only option I could find was for commision as salaried employees were paid out as per their salary, whether it was weekly, biweekly or monthlyI use QBO essentials with their standard payroll.  Right now, as I ran payroll for everyone but him on Dec 16, it is showing I still need to run it for that payday. I didn't check his name.  Usually each pay cycle everyone gets a check.Could I possibly just do a journal entry for him?  If so, could someone share a screen shot?  Ontario, 40K gros wage for the year, no EI as he doesn't reside in Canada but does want his CPP pulled as he is a CAD citizen.

Why has quickbooks changed the tax category on Tax Exempt past invoices for a whole month. Now those invoices are showing a balance. Going by the audit trail in QB it looks like something happened with month end reco or tax calculation. Not sure what. Please help. Thanks in advance

Last thread on this got deleted by QBO... big shock. Today, case ID: 1580182424been on hold for over an hour now, just trying to report that once again, email delivery of invoices is failing in the back end.Asked for escalation, 1 minute into the call... an hour later (not joking!) and she's now asking me how many different browsers I have tried.Ugh.Can you PLEASE train some of these people?Twice in the last year, you've raised your prices... yet nothing improves. Not the code, not the support, there are bugs that I reported two years ago, that I can still see. Do something, please! For god sake.

HiI have not filed through QB, but I have a refund from purchases that I created a GST receivable from.  Now, when the refund hits my bank account, I cannot seem to offset the receivable.  I get error messages - see below.How do I record this? Thanks!

Hello, I have questions regarding to Pro Tax auto assigned WAC. For example, if have 7 companies that need to file T2 by Pro Tax, Will Pro Tax assign different and unique WAC to each company?Does each company's  WAC keep the same every year, it won't be changed?   

When I log in with the primary admin account the only columns shown are date changed, user, event and historythe original transaction date and amount columns are not shown on the audit log in the primary admin account but they are shown in the secondary account

Hello,Product: Quickbooks Desktop ProLocation: Canada I am trying to record a fixed asset purchase, computer equipment paid by credit card, but also account for sales tax (HST).Have created the fixed asset account (and associated depreciation account for later use) for the item. As I understand it, the full acquisition cost of the asset should be recorded in the asset account, including taxes, freight costs etc. For example, equipment was $100 + 13% HST, so asset account should show $113 as cost. When recording the purchase, how do I setup the transaction, either through the credit card purchase screen or general journal? The problem is the sales tax amount. I need to record full asset cost, but at the same time have the $13 included in the sales tax report. Typically, on that purchase screen we enter the expense value as $100 and HST column calculates the right amount and will update the HST account. Total expense to vendor is correct ($113), the asset cost is recorded

Stay ahead of the game and learn how to have a successful year-end with QuickBooks Desktop.  This post covers the highlights of year-end planning, but make sure to check out the linked article for a deeper dive into ending the year with QuickBooks Desktop.        The year is coming to an end, which means it’s a great time for businesses to look back on everything that happened in 2022. It’s also the time to review account balances and financial records to identify any errors. Here are some things you should keep in mind as year-end approaches.   Confirming the first month of your fiscal year can save you hours of headache. If the first month of your fiscal year is incorrect in your QuickBooks Desktop account, then all of your data and reports are going to be off. As you prepare for year-end, it’s a good idea to double-check that this timeline is correct.   Year-end is also a great time to review customer and vendor accounts to make sure that any outs