Other Questions

The owner of the company wants to be able to see everything, but I don't want him to accidently change anything. How do I set it so he can look but he can't touch?

Is there a setting that keeps the customer from previous shift for my team? I noticed that the last customer they select carries over to the next day, even if I go in and change it to the proper assigned customer. This is very time consuming to change every employee every day, any help would be much appreciated. For more context, we recently changed our permissions to have only a few generic options assigned to staff (shop, no customer, unknown) so they aren't viewing customer addresses and other sensitive information. Now, any customer that was previously selected by staff before this switch is carrying over onto every new timesheet they enter. If there is a way to have the job I assign to them carry over instead that would be amazing so I don't have to change it everyday for long term jobs.  Example: Employee had selected "Customer ABC" as their job for the day when we switched our permissions. I manually switched it to the proper customer "Customer XYZ", but everyday

Hey, I'm from Canada and when I travel to the US for business and make purchases they are in USD. To account for this I just take the amount in CAD from the CC transaction and use that for the expense. What tax category do I use for purchases like this? Thanks - Ian 

Hi, I am wondering if I can apply an expense (which has already been reconciled and is part of last year's closed books) to clear a bill (which is also from last year and was paid in that same year in real life). I want to apply it as a credit in order to clear the bill from the AP balance for a vendor. Is that a suitable means of clearing the bill? Or is there another way?

I have a unique situation that I need to address.  I have a customer that I invoice for 3 different scenerios.  The customer rents 2 properties from us, so I decided to add 2 more customers, with the invoices split into 3 different customers.   1 customer for each property, and then the 3rd customer is the original for any other type of invoices. This customer is having an ongoing dispute with rent and tmi the 2 properties and he has also stopped paying some of the other invoices for the original customer invoices. They have either short paid invoices and or not paid some others. In the past I assessed Finance Charges through Quickbooks Desktop Pro Canada. Now I have changed all the invoices for the 2 properties, to the appropriate Customer for each property. This is so I can produce separate statements for Property Managers.   However, how do I reverse the FC and re-assign the finance charges for all the short payments they made o

Contacting QBO help just say they're working on it. but there is no timeline, no help, no hope. It seems easier to just switch to another product, or switch banks entirely?

HI!While ago I decided to change the default to Inclusive of Tax for Bills and Expenses, since I often enter bill totals or invoice total before I have the actual paper copy in my hand. Unfortunately I got a frantic call that day about invoicing getting "messed up" due to line items being Inclusive of Tax. Is there no way to set these two completely unrelated items to have different defaults?! To summarize, I want Invoices to default to Exclusive of Tax and bills and expenses to default to Inclusive of Tax.

Is anyone else having issues with T4's - the company address is not posting on the T4, and therefore CRA rejects the submission.  I can't figure out how to get the address on the T4's.  Address is correct under company information.  But it's not showing up on T4's - 2 of my clients are having this isssue.

We are using QB Pro 2022. I want to upgrade my computer to Windows 11, but unfortunately I need to do a clean install.I need to know how to back up QuickBooks, Pro 2022, and find where to download the program to reinstall it.Backing up my data is not the problem. I can back up all of my data.I just need to know how all the specific little parts of QB Pro 2022 (Company information, for example) get backed up. Are all of these things like company information etc. stored in my regular backups of data that I do? I also have not found a location where I can download the program again.I find this entire Intuit website to be a navigation horror.I thank you in advance for any assistance! 

We paid a bill for an employee and I am taking a certain amount off his pay cheque every month. As he is repaying it where do I account for the payment? It is not actually money going into the bank. Help would be appreciated.

Why doesn't Quickbooks allow the use of customer prepayments in QuickBooks Desktop Enterprise if you use multicurrency?? Will this be "fixed" in the future? I would settle just being available on Canadian currency accounts and not other currencies since that's the bulk of our customers, but to not have it at all is not acceptable!ThanksHeather

Hello,  We use quickbooks online with transactions automatically pulling from our bank. We are a small non- profit and receive funding. We have received funding in 2024 that is for 2025 and also received funding in 2025 that was for 2024. Since we need to ensure that our profits/losses/budgets are accurate, we know we need to create journal entries. However, we can't get it right.  An example would be one of the 2024 funds received in 2025. We tried creating a journal entry but it was showing up under 2024 and 2025. We have tried using deferred income and accrued ar.  Is there a simple way someone can explain to us how to handle these funds so that our books are reflecting everything accurately for each year?  Thank you!

I am trying to fix the xml file as it has no style information. I need to delete the archive files. How do I do this ?Thank you,Maureen

Hi my company is Caiden Media and we use QB Online. Some of our services have a set up fee and a monthly fee. I want to ask if there's an option to show both within 1 estimate in 2 different columns. Thank you.

Hi:I’m new at working with QBO and have issues with PayPal/bank account reconciliations. I enter sale as a Sales Receipt, and have it post to my PayPal account. A rule auto then transfers it over to the Bank account. My PayPal account is linked.  When reconciling, entries are duplicating. The sales receipt, the transfer to the bank account and then the PayPal account detail from the linking.  I can’t seem to figure out a way to fix this, other than unlinking PayPal account and working on this manually. But would much prefer that QBO do the work. 

I am incorporated and do my own books. How do I enter the carbon tax credit that I received into my bank account. It is not taxable so it does not go into "Other Income". If I do a Journal Entry, I put the amount into my bank my what is the other half? Please help.

I would like to add a current liability account (reimbursable expense to shareholder) as a new payment account within the expense screen.  However, the only allowable account types for new payment accounts are current assets, bank accounts, or credit cards. Why would current liability accounts not be an option? It doesn't make sense that my only options are to (1) categorize my current liability account as a current asset account just to get around this, (2) enter two lines on the expense screen debiting the expense and crediting the liability and ignoring the payment account altogether or (3) entering the expense as a journal entry Am I missing something? 

My bank is getting error 108 even if I have confirmed the security prompt. (this is a test)

The second QPP is not printing on the Releve 1's.It does print on the T4's in Box 17A. Looking up the Payroll Items - Under T4 Tracking -The tracking is only showing Box 17A - Employee's second QPP contribution,It should show as Box 17A/B.B. - Employee's second QPP contribution Please advise.  

Hello,When I create a Sales Receipt, it also generates an invoice number for it. So my Sales Receipt has an invoice number. How do I stop that?Thank you.Linda

Hi There, I'm trying to find out if I can create a line item that calculates 1.5% onto an amount. Our company has decided that all invoices that are overdue past 30 days will be charged 1.5% on that invoice. How do I set it up to calculate this??  Please Help!!

I'm trying to follow the guide written by Quickbooks here: https://quickbooks.intuit.com/learn-support/en-us/help-article/import-transactions/import-transactions-etsy-shop-quickbooks-online/L9G9ONJ5H_US_en_US My goal is to connect my Etsy account with my Quickbooks Online account so that all transactions in my Etsy Payment Account page appear in Quickbooks. I'm looking for all fees and transactions Etsy charges to appear. However, I cannot find the "Sync with Etsy" app in the Quickbooks app store. When I search for Etsy, all I find is the "Etsy Connector" app. Beyond this, when I click the "Sync with Etsy" link in the above help article, I get redirected to a page that says "Sorry We can't seem to find the page you are looking for. " Is the Sync with Etsy app no longer available for download? Is it region-locked to somewhere outside of Canada? The "Etsy Connector" app only seems to import sales-related transactions. While this is great, it does not import the other

Today, I noticed that my QB transactions were stopped on November 14 2024 and since then, nothing has been imported. A customer rep helped me manually input those transactions since then even though a few are missing since it's been almost 3 months but it seems very inconvenient that I can't do much about it. Even with us uploading the transaction manually, the banking balance is still showing the balance from November 14, 2024.  The customer rep said that there is an ongoing investigation regarding this issue and they are working on it but I couldn't find any news updates or notices from Quickbooks online regarding this issue. When I pressed about the ETA of this fix, they mentioned that 'unfortunately, they don't know the ETA'.  What is going on? 

My old computer crashed and I want to install my QB Pro 2012 software without updating to the newer version.How do I stop the automatic update. I have chosen No for auto update 

 I am wondering if it is possible to show the breakdown of taxes charged on an invoice as well as apply more than one tax on an item? I am trying to create an invoice for accommodation, here in BC that requires 3 taxes to be applied. It appears I can only add one tax , and if I use a combination of the 3 taxes that I create it doesn't separate them.  Any help appreciated.