Other Questions

Our vendors are classified into parts, sub, labour, etc. However, class is not a field for vendor inputs. I found out that one can only assign a class to either an entire transaction or one line of a transaction. We would like to assign the classes of parts, sub, labour to a vendor instead of a transaction.

I have searched the Q&A and can't seem to find anything on this subject. When I go into the ENTER BILLS screen, the columns in the bottom section where your enter the G/L account, amount, class, etc. keeps changing. Is there a way to lock this so it doesn't keep doing this every time? I'm using QB Desktop 21.0

Hello, instead of using monthly expense reports, a client wants to allow employees to snap receipts with their phone, which will then upload to QBO.  As the funds do not come from the bank or credit card, how would you handle?  Possibly create a liability account for each employee?  Thank-you.

I have just opened my first company as a corporation. I am the sole shareholder.  How do I account for the actual purchase of the shares?  

I only have QB essentials,  how can I use  categories without the class list 

I use QB Online Plus.  In a number of youtube videos by hector Garcia (QB expert), he uses the black space between the QB logo and "+NEW" to create folders for shortcuts.  By doing this, he can open multiple tabs at one time without the need to close some screens to get to another section.  I know this can be done in another way, but that means each tab requires a log in.  He uses the advanced version.  Is this feature available in Plus and, if so, how does it work?   

My client connected several bank accounts in QB to her TD bank accounts. Now she wants to add her TD line of credit. Do you set that up as a bank account, or a credit card account. In either case, QB will not offer TD when we try to connect that account. "Managing the TD connection" does not allow us to add that account. What do we do?

Hello, my subscription is in Canada, when I tried to follow the instruction, I don't have that option available on my log in, was it a user set up issue, or do you think I shall call QB online support to activate that function? Thanks, 

Hi everyone!I recently noticed that a VENDOR PROCESSED our CREDIT CARD TWICE for an open invoice. Upon contacting the vendor, it was agreed that we will receive a REFUND CHECK to compensate for the error.What is the best way to record these transactions?Thanks in advance! :)

When I am in the Enter Bills screen, the pay bill button is there on hte Main icon bar and then after entering a credit it disappears. I have to close QBooks and re-open to get it back. It's there for a bit and then disappears again. Can't see anywhere to re-activate it in the bill entry screen.

I am not getting the 3 dots next to service to be able to delete this category from my timesheet. In addition, it's forcing me to chose a customer, and I don't need my employees to chose a customer, so I want this category also deleted. How can I do this?

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Hello, I have multicurrency enabled on my QBO with CAD as the base currency. I raised an invoice to a US client in USD and they paid me in USD. I deposited the check to my USD account but when I open the bank transaction in QBO, I don't see the MATCH option. I am unable to match the bank transaction to the invoice. I spoke to QBO support and looks like the MATCH functionality doesn't work for foreign currency, it only works for your base currency. Has anybody else faced this similar situation.  Any suggestion and advise on how to handle this is appreciated. Thanks,B

What is correct QB version to install?    I am Self Employed & Incorporated- I am self-employed- I am a one-person corporation in BC   Canada- I need to create invoices, track expenses, deposit cheques & e-transfers, charge GST  & PST, pay taxes- I'd prefer -if possible-  to use my iPad (when on-job site)  & also use QB  w desktop when in home office ....or just use iPad if not possble

Hi there, I have a possible new client who has Desktop Pro 2019 - I have Desktop Premier 2019. He wants to give me an Accountant's Copy to do my work and then import it into his file. I know I can open Pro to Premier and back again, but do not know if that holds true for using an Accountant's copy from Pro to Premier and then back.  Can anyone help?Thank you!MB

I have been a QuickBooks Beta Tester for years, and I recently received an email telling me to contact the QuickBooks Care Team for my QB Premier 2022 Beta award. Unfortunately, the rep I connected with on chat, through the link provided in the email, had absolutely no idea why I contacted him or what to do.Here is a copy of the email:Hi ______,Thank you for being a part of the Quickbooks 2022 - Beta.  If you are receiving this email, congratulations! Your contributions to are product testing project has granted you an award, per the tester agreement. If you have already received your award, you may disregard this email.UpdatePer our previous notice, we have attempted to reach out to all award earners in order to process their QuickBooks subscriptions; however, it has been reported that this has not worked to the benefit of some of our testers due to their schedule, changed contact information, concerns over privacy, and other factors.We apologize for the inconvenience this h

As of today's date, November 6, 2021, I can no longer see any customers in my Timeclock. When I click on timeclock on the left hand side of the menu, it opens up this small box for literally starting a clock, with no options for customer billing. Yet when I want to clock out, the app says I need to choose a customer.  It worked fine yesterday! The attachment shows only the options available - I used to see all my customers and could choose them to clock into...now there's nothing.  What do I do?  

Hi,I am opening up a company file for a Scrap Metal Recycling company.  I am stuck on what industry to list this as.  It's kind of unique compared to anything currently listed.  Should I just choose a general merchandise industry? Thank you for all your help!

Hello, I imported a csv file which shows charges and balances. Under account history, it shows the outgoings as 'charges' but these are decreasing the credit card outstanding balance, not increasing. The running balance is going the wrong way. It seems to be because the opening balance is showing on the 'payment' side rather than the negative side. I'm not starting from a zero balance so need there to be an opening balance Any suggestions? thanks,

Hi. We have a US-based company that has been set up in Canadian QBO. However, we need to move the company over to US QBO. The company has not used any payroll functions in QB. Is there a simple way to get the company's data into US QBO?

I am not getting the update prompt my other colleagues are getting, when I try to check for updates all the updates are already installed and running the 22.0 install and using the license and product code it tells me that the product code is incorrect. Other colleagues have updated to 22.0 and now I am unable to open quickbook files

I am trying to create a packing slip for my orders with a signature section for a customer to sign when goods are picked up. I realized I can do this by using the footer on an invoice (packing slips essentially duplicate the invoice content except the msg section), but I want this only on a packing slip. I deal with many suppliers that have this on their packing slips but not on their invoice. Is there a way of doing this?

I created an estimate in QBD and used the grouped item function so i could see the pricing but the client wouldnt. Now the job is T & M and i need to be able to show everything. Is there an easy way to convert a grouped line item to be ungrouped? or show when printed/ emailed.  Or can i export my screens view to excel?

Hello community, Last year I found a copy of QB 2013 that my brother purchased for me in the US way back. I never got around to using it till one day last year I installed it because I was starting a new business and my old copy of QB 2006 didn't cut it any more. Everything was peachy till  I sent the bookkeeper a copy of my company file and was surprised to learn of a certain incompatibility between US and Canadian versions. Is this true? I purchased a Pro copy of the 2021 Canadian edition last week and would like to be able to use (restore) the data I already have in the 2013 US edition. Is there any way to do this? It would be a colossal pain to have to redo a year's worth of work again. Thanking you all in advance, Carlos