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Upgraded QB Desktop from 17 to 20. Now QB won't start. I can't even get to the Desktop. I tried a reinstall but the same thing happens. It looks like it gets halfway through its startup process then just quits and disappears?
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How to hide the word Dollars in all our prints? or change it to US Dollars? [Image removed]
We will often purchase materials for jobs, for example top soil or aggregate materials, that we add to our client's invoice. How do we record those expenses and track that they are attached to each specific job? As well, how do we capture our profit from a job without including those expenses? We are using QB Easy Start and are not able to move up to QB Plus (where I believe you can do what I am asking with Projects). Is there a work around in Easy Start?Thanks.
I would like an updated list on some scanners (that have a printer attached) that are compatible with Quickbooks, and can scan directly into it. I found a list from a few years ago but its all scanners that are discontinued. Thank you.
Hello, I've been told by my new bookkeeper that I need to keep all my paper invoices our office hand-write, but I usually input them into Quickbooks, e-mail them to customers, and six months later (with backup files of Quickbooks having been made) I recycle the paper versions. From what I've read, CRA needs 7 years to be kept, but in what format is acceptable? If I am audited, QB has all necessary information in terms of invoices, cheques, and pay stubs, so is there really any reason to keep additional versions of them? Anything that is coming from an outside source, such as receipts, bills, or bank statements, I keep physical or scanned digital versions. This makes sense to me, since the CRA wants to cross-reference and make sure I didn't make a mistake/make up transactions. I don't quite understand why I would need anything besides QB to show invoices/cheques/etc, so please let me know if I *legally* do indeed need more records than this. My old bookkeeper didn't
Our company is a small family partnership business. The business banking and business credit card accounts are linked in QBO. My personal checking account is not linked. I accidental charged a purchase to the business credit card. I realized the mistake and paid the credit card charged amount Directly from my personal checking account, (instead of reimbursing the company and then paying the business credit card directly from the business checking account). Now under the Banking Credit Card For Review Tab it has the payment listed, however I don't know how to match up this payment since it came from my personal checking account which is not listed/linked as a Banking Account in Quickbooks Online. I really don't want my personal checking account linked to QBO because it is a personal account. How do I record and/or reconcile this payment in our Quickbooks Online Credit Cards.
Hello is there a member here who can speak to me about how to account for holdbacks in QBO? Canadian. I realize there is a feature to accomplish this in the US version, but it is not available on the Canadian Version. Thanks, Barb.
Hi,Regarding a car dealership for a used car.I have so many questions about it and I hope to get some answers. The Quickbooks Proadvisor support suggested me to try the community Q & A. So here we go...1. When I issue an invoice for a client for purchasing a car. How do I record on the invoice the trade-in amount that will show subtract by amount?2. When the dealer buys a car for the inventory. I created for each car an inventory code on Products and Services and also created a Class code for each car. And record the purchase bill and it updates the inventory count on hand. Now, I need to create a new inventory item for the trade-in item that adds to the car's inventory. How do I do that because I don't have a bill? Thanks!
Hi-We are a small food processor using the QB Desktop Manufacturers and Wholesale 2019 version. I want to know if thee is a way to automatically deplete inventory when I generate a sales order or invoice of my final product. Eg: we get an order for one pallet of cookies comprised of 1000 x 1lb packages, and 1000 x 2lb packages of final product. This would require, say, 500kg of flour and 500kg of sugar. Can QB adjust my inventories down when I invoice my customer, indicating to me that I have to order more flour, sugar, and bags? Will it automatically update my balance sheet?
What's Batch action "Accept Selected" used for?Is it the same as "Add"I know "Add" will create a new post in QBO. From the Batch Actions menu I understand "Exclude" and "Modify"
How do I set up a health spending account in the books for a small nonprofit? I'm the bookkeeper but have been given no paperwork on this, and don't understand if it should be a payroll deduction, an insurance payment, or something else, as I've never encountered this particular beastie before. Thanks!
Hi! I hope someone is able to help,Q3 AND Q4 HST tax returns were filed. There was a balance from Q2. The refund from Q3 was applied to the outstanding balance. And the remaining was applied to the PAYROLL tax account. The refund from Q4 was also applied to the Payroll Tax account. HOW do i reflect this in QBD. It shows i have an outstanding to pay in the Payables (Receiver general) and an amount to collect in the Receivables (Receiver general-receivables) This has had me stumped for the past 4 days and i cant figure it out. Thank you so much!
Hello, Is there any way to combine the processes of "Progress Invoicing" and "Invoicing for Time and Expenses". Each method works great on its own, but to be able to combine the methods when you are invoicing values instead of percentages would be wonderful. I prefer the format of the progress billing because a client can see what they have paid to date against their estimate using actual values in the Progress invoice function. I have to use the "Invoicing for Time and Expenses" because my time is precious and don't want to go back and uncheck all the unbilled expenses after I billed them through progress invoicing. It is manual function dependent on the user that opens up the possibility of errors if you forget to uncheck an expense. What would be great and more efficient is that when a user go to enter a value in progress invoicing, that the "Choose billable time and costs" pop up window would appear and the user is abl
Hi there , I am currently conducting a research project for my client as He is new to using Quickbooks online Pro . He asked me to help in researching the following : - Where to find Purchase order number on QuickBooks Online- How to add Sales Rep to Invoice- How to receive goods against the Purchase Order- Sales by Rep. Reports Mthly- Total Inventory Report Mthly- Total Sells by Month Report- How to Receive Payment- How to Add Shortcut onto Dashboard If you can help me with getting or pointing m
We have been entering all supplier invoices directly to COGS for a year eliminating the need to do a separate journal transaction for every invoice. Our investor has asked us to switch to inventory tracking and COGS tracking. I set up products + services in QBO and started entering all my items with the expense account inventory asset. I do the entire month of February adjusting invoices to ensure everything matches and then I pulled my balance sheet and P+L. I was extremely dissatisfied to see that all purchases ended up in inventory and COGS was reporting nothing. Someone please help me track inventory/cogs in QBO by using the products and services tab. I cant go on like this.. too many invoices/too little time. Thank you
I’m trying to reconcile my bank account and I noticed that the data imported by the bank feed doesn’t match the paper statement. The bank fees that appear on the paper statement don’t appear in the imported QBO bank feed. I tried looking for them in the “For Review”, “Reviewed” and “Excluded” tabs and they are not there. Is it possible there was a problem with the upload or there is something else I should look at? First time it happens to me, very bizarre
I'm doing a cleanup job for a new client for fiscal year July 2018 to June 2019.The bank feed shows a payroll check cashed on July 10 2018.The July 2018 bank statement also shows the picture of the cashed check and it's dated 29 March 2018 (previous fiscal year), So the employee cashed the check almost 4 months later.When I go to the "Payroll Details Report" under the employee name I find the entry on 29 March 2018.So far so good, the bank shows the check cashed and QBO shows the transaction was entered.The problem is when I press "Find other records" to find the match, I set the date for the search way back to March 1 2018, but the results shown only go back to end April 2018.Doesn't matter how far back I set the beginning search date say 1 Jan 2015, it will only show transactions from April 2018 forward..So it won’t go far back enough for me to find the entry and be able to do the match.
