Other Questions

Do you transfer amounts on the last day of you year or on day 1 of the new year when transferring Owners Draw to Owners Equity to close out the accounting year? 

I have a balance showing in a clearing account in the balance sheet on 12/31/24 however it was adjusted 11/30/24. how do i fix this

I was sent a file exchange spreadsheet to enter some payroll issues, I have the ss open, but cannot enter information into it.   What is the trick?  

When QuickBooks tries to log into the bank automatically at night it causes the bank to generate a 2 step verification prompt.  After several failed attempts I get locked out on all devices and need to login to my Bank account to get everything going again.  Does anyone else have this problem? I still want to import my transactions and have the records for reconciliation but I don't want QuickBooks to try login automatically anymore.  I disconnected the accounts for now because I don't want it to continue to try login when I am not signed in to QuickBooks.  But now I can't see the past transactions .  Is there any way to set it up that QuickBooks only checks the bank when I ask it to? 

I have a multiuser license for 3 computers. All run windows 11. I have set up a server to hold company files and QB Pro 2024 as store files only on that computer. I have 2 more computers Computer one was set up as use QB Pro but not house files. When I log into QB Pro 2024 and navigate to the company files on the server, all works as it should.I set up QB Pro 2024 on the second computer to use QB Pro but not house files as I did with computer one, BUT, computer 2 can not open the company files when I navigate to them inside the QB Pro program, I continually get an error message that computer 2 does not have permission to access files. I have gone through all necessary steps (as far as I know) to properly set up permissions in Windows 11. I can, through the file explorer, navigate directly to the company files on the server. I assume that this means I have NO permission issues that allow computer 2 access to the company files on the server. I cant be the only one that had this issu

How can we import a journal entry (with csv file) involving a foreign currency account and use our own exchange rate instead of QuickBooks' system-generated rate?

Good day! Badly needed a support in Quickbooks pertaining on my concern on how to request a validation code on my Quickbooks Pro 2014 version to be able to activate my Quickbooks. Please help for me to be able to use my Quickbooks software.  Your prompt response is very appreciated!Thank you!

I'm trying to efile my T4s thru the Web Forms link in Quickbooks and I get to the upload file. I upload the file and it tells me "that the account number in the file does not match the account number I used to sign in. Please verify your file and try again" What am I verifying? The account number is the same. Anyone have this and found a solution or do I call CRA in the morning and listen to music for an hour. Appreciate any help.  Thank youJanice

I use QB Self-Employed and I am trying to set up payments for my invoices. How can I add or change my bank about information that is linked to my invoices that I send to clients? I am NOT trying to change the billing details for my subscription to QBSE. 

Need to record in QB online the return of unused retainer funds to customer. The info I have found using QB search topics is not helping.

Hi!!I was using Quickbooks Desktop Pro 2018 for many years without issues. My drive started failing, so I had to get a new one. Now when reinstalling I am unable to activate 😞 Is there anyone that can assist?Thanks so much!!!

I'm not even sure anyone from Intuit reads these... My account manager has been MIA for about a month. I have some very pressing issues that I need to contact someone other than "technical support" for. I've spent the last 2 hours getting bounced between online chats and phone calls. One saying they can't help me but the other can and so forth. I tried going through the sales phone number but the voice menu won't recognize any issue I tell to it. I'm at the point where I'm seriously considering moving my firm to another software. The support with Intuit is to be blunt, disgusting. Everytime I have an issue it's a fiasco to try and find someone to help.

Up until recently, when I printed a Previous Reconciliation, it would open the normal white pages it does when you print a normal reconciliation.  However, now when I click on Display, the previous reconciliation sheets open in landscape mode in QB's internal browser window.  I do not want them in landscape mode, I want them in portrait mode and I have searched high and low for a way to stop this behaviour, and get it back to opening normally like it used to.  Has anyone else come across this and if so, were you able to stop it opening in the browser?

I have a situation my Bookkeeper and Accountant have not run into before, our vendor finances our inventory, and offers financing to the customers directly.  When a customer finances with them we only get paid the profits, which is leaving a large sum unpaid in quickbooks on each of these transactions. Example:Customer buys a $25K item, finances it through our vendor, our cost on it was 20K, so only 5K gets deposited to our account, vendor keeps the 20K they were owed on the item.  But our invoice out to the customer would have been for the full 25K so now our books show an unpaid amount of $20K.

HelloI would like cancel a cheque (never cashed) that was posted in a previous year.  What is the best way to do this so we have a "paper trail" and it is recorded in the current year?   If I void or delete it, it will use the original dateWe are using QuickBooks desktopThank you  

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Hi Can anyone direct me how to set up a Gst exempt customer so that it always drops the gst ? Ive tried a few work arounds but still have some slip out with Gst included. 

All Capital one credit card expenses for one of my linked credit cards are incorrectly recorded by QBSE as US dollars. This has been going on for a year and a half and I just noticed it now. How can this be fixed?

I do not understand why I can source a report for a tax (GST). Source a report for another tax (PST in my case) but cannot get a report with both taxes individual on one report? It just does not make sense. I need to see both taxes (individually) charged  for a vendor and/or individual client. If the data fields are there (which they are) they should be accessible to create the report. Please think like a business owner not a coder. If this could be provided in the future it would be greatly appreciated.

i cannot enter the code in box (case O) box of form releve 1 in quickbooks desktop because the box does not appear. how do i fix the margins so the box appears.  

After migrating from desktop to online, my beginning balance is incorrect. I have tried to contact QB but have just been sent on a wild goose chase and sat on hold for over an hour! Can someone please help.

When I upgraded to Quickbooks Desktop Pro 2020, it changed my date format. I would like to reset it so it is mo/day/year Thank you for any help you can offer. 

I have a workforce account, that uses same log in as my payroll on. when I track time on workforce in projects it comes up as a new version of myself and I can’t approve time because it’s showing up as an employee that isn’t set up in payroll.

Hello, I started the Certification training and each time I watch a video, I cannot hit "Continue training" as it says "Watch the entire video to proceed - 99% has been watched". I did not pause or fast forward or even touch 1 button! I tried multiple times on the same video.  Thanks for your help!

I tried searching for an answer to this already & their seems to be multiple threads about this topic already in the past but none of them have any answers that work.I am trying to create an estimate & certain products are causing this error to come up. But if I try putting these items on a different estimate it will allow me to add them.I can add these products with 0% HST & it will work but as soon as I go to change it to + HST it causes the error to come back when I try to save. Any help would be great as this is very frustrating.