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Struggling with signing up for Quickbooks Online Accountant. My steps: 1. Go to CAD site: https://quickbooks.intuit.com/ca/2. Navigate for Accountants product: https://quickbooks.intuit.com/ca/accountants/3. Click on 'Sign Up for Free'4. Enter in email address I used to sign up. 1st Error message = 'The User ID is already taken'. In fact - it should be, as I signed up already, but when I did I got an ERROR message that something went wrong. 5. Click on 'Sign In' as alternative6. When I sign in - it gives me the same ERROR message I got when I tried to sign up initially. "Oh no! Something is wrong on our side! We are working very hard to fix the problem. Please come back later" As well as the ERROR message. "Please try again later. We are working very hard to fix the problem. Please come back later" Issues started on Monday July 11th, tried again on Tuesday July 12th, still on solution on Wednesday July 13th. I've contacted s
Im getting somethings not quite right message when trying to edit an invoice i took a deposit on. I think its trying to get me to delete the payment i took? Not sure it has never done this. this is for quickbooks online
We have Quickbooks Premier Plus Edition 2021. We've recently hired an independent sales representative who will receive a certain percentage of all sales he makes monthly. I'm looking for a way for Quickbooks to tell me how much we'll owe him on a monthly basis. I know how to load a new sales rep in the Sales Rep List (there's no place to put in a percentage on that screen), how to put the sales rep's initials on a sales order, how to get to the Sales by Rep Detail and Sales by Rep Summary. I can get the monthly total sales for the sales rep that way and then multiply it manually to get the amount of the commission, but is there a way to have Quickbooks do that for me? Is there a place to enter the percentage for the sales rep? Is there a report that will show the sales and the commission that is to be paid?
We created an invoice on the last day of our previous fiscal year to bill a customer for a project. The project changed and we ended up issuing a new invoice in our current fiscal year. I need to clear up the balance owing from the invoice from the last fiscal year, as we cannot alter it as all tax filings have already been done. Should I just issue a credit memo on that invoice to bring it to zero? It is not a bad debt.
I have multiple revenue accounts from different revenue streams which are not necessarily from AR. I am looking to consolidate or collapse multiple revenue accounts into one AR line on a Balance Sheet report. I have tried using the collapse feature on the reports function, but the functionality does not produce how I want the report line to look. Is Excel exporting the only way to adjust multiple revenue accounts?
When I try to import CIBC bank stmts there is a message "we don't import statement for this account". I have been successfully importing statements for many months. There was a recent issue with the CIBC bank feed, is this part of that same issue?
I have 75 tax receipts to email to my donors. It is a customer form letter that I had created. I can print the ones I'm mailing but how can I email the rest?
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I am trying to create an Inventory Item that I manufacture myself from parts that I purchase, however I have no option to add an Inventory Assembly when I try to create a new Item?
can i add contact info
I created a credit memo for my client. The next time she came in we used the credit memo, but the credit memo was larger than her new invoice. She wanted the balance to be returned in cash. I can't seem to figure out how to record this in Quickbooks online. Thanks.
If your customer paid for the product or service at time of sale from an online source, how do you record the payment in Quickbooks Desktop after the fact. There could be multiple customers purchasing products, do you have to create a new customer every time, create an invoice and receive payment for every single online sale? Looking for the correct way to do so.
Is there a way to use Multiple lot numbers for the same part number? I can only insert one right now. See AttachmentThanks for help
Has anyone had a successful experience integrating their Square with their Quickbooks? I have downloaded the integration app but have questions about my products not being carried over. Square tells me they cant help me because it's a QuickBooks integration and Quickbooks tells me to contact Square. The process overall seems like it should be simple but I also feel like there is no support? Any advice or tips on how to talk to a person?. Please not a link to the how-to video that I've watched a hundred times haha. TIA
If an employee worked 8 hours on a stat holiday - am I correct in understanding that I must enter 12 in the payroll screen under the column "Stat Holiday Pay?" (they are eligible for time & half on the stat).
One bill was recorded and paid at USD 4,000 excluding the transaction fee of USD 131.56 last November 2021. The bank feed was showing an amount of USD 4,531.36. My client wants me to reconcile them (not the bookkeeper in this transaction) but this has happened over 6 months ago and I'm not sure how to address the missing transaction fee since there will be currency difference from CAD to USD.
A couple weeks ago we converted to The Cloud and started accessing QB from a desktop connection, I'm trying to export a report to Excel, but the "Create new worksheet" is grayed out. The only export option it will let me do is "Create a comma separated vales (.csv) file" How do I get the "Create new worksheet" not to be grayed out?
I was forced to do an update today on QBDT 2020 version and now the Accountant Center isn't working at all. It shows up but you can't access anything by clicking on the link of the task you want to use.
I am creating an invoice for the customer, saving the invoice, processing their credit card, and emailing the customer the receipt. However the receipt that I am sending them is basic, and only includes the invoice number paid, and how much was charged to the customers card. My customer is requesting I send the info of the card process, authorization code etc. I found this type of detailed receipt when I open the payment form, and click Transaction Processed, but I can only print this and not email it. Is there a work around or a setting that I can change that will let me use this Detailed Transaction info instead of the basic receipt?
Hello everyone, I have a quick question in regards to how Quickbooks charges the COGS account when creating a build assembly. I created quite a few items for the different labor processes required to create our product (i.e. Labor - Setup; Labor - Welding, etc.). When I created those items, I made a service and I checked the box "This service is used in assemblies or is performed by a subcontractor or partner". Next, I used the expense account "Cost of Goods Sold". We have different COGS accounts for different aspects of production, so I just used the expense account that corresponded to the item (i.e. Labor - Welding has an expense account of COGS - Fabrication). This is where my question arises. When I create the item in the system (build assemblies) and pick the item that we need to make that has all the different labour components to it, the COGS account gets credited the amount of labour that was put into that assembly. For example, if the labour for wel
how do you enter in quickbooks desktop a transfer from a personal account to your business account? thank you
How would I record in quickbooks desktop a transfer from a personal account to my business account. With this transfer a cheque was made to pay off amount for business.
I want to sync a qbw database real time in an multi client environment to a remote computer so that if the current machine gors down the users can rdp to the remote computer.
