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We have been trying to use the Class function for allocating income and expenses to technicians/employees, but cannot use multiple Classes for 1 line item. So if I send two technicians to a single job, I cannot allocate it to both techs. Same with expenses, if I bring in one product, I cannot allocate to multiple technicians.Does anyone know a different method for allocating? The Class function isn't very accurate as of now.
Am I able to see what one of my users has looked at in Quickbooks online if they didn’t change anything? For example, can I view if the user has looked at the employee menu & viewed employee details but not made changes, just looked?
how do i add a cutomers postal code instead of zipcode??
My client is a service based company. The time that they enter into the QB desktop program is captured in multiple jobs for their customers. Is it possible to create a single invoice in QB for multiple jobs rather than creating individual invoices for each job? (only want one invoice rather than 5 going to the same client). Also, they use the feature to pull time forward from the timesheets. Is it possible to do that as well?
I matched transactions Friday. Monday, the same transactions appear for review in the feed. If I add them, duplicates will be created. I cannot make them go away by Updating the Accounts.
Hi, I would like to have an Estimate template were the PDF preview only show quantity of X product, and the total price without the taxes. I've try many options. I first try with the build-in template customisation. There I'm able to remove the rate and the amount of each product, but it's not possible to remove the taxes from the total price. Please note that it's not an option to put exonerate in the sales tax field, because when we want to convert the invoice into an invoice, we need to put the taxes back in all the field, and sometimes we forget about it and it create quite a mess. I also try the second customisation option by uploading a Microsoft Word template. Here I can remove the taxes form the total (by choosing subtotal instead of total), I can also remove the amount, but I cannot remove the rate. When I do, Quickbooks refuse to use the template. TLDR: Is it possible to create a Estimate form without the taxes showing in the total price, and remove the ra
Can I attach a new estimate to old an old invoice(s)? I know you can do it the other way around.I have Quickbooks Online Canada. We just got QBO and I want to put some of our invoices into estimates so we can progress invoice. I'm hoping I can attach them somehow and not have to delete and redo all the invoices.
In January 2020 I received a refund from CRA for HST assessment in December 2019. The cheque was for $1800 which I deposited into my bank account. Then I was reassessed and owed $1700 which I paid online. Now I’m doing my books for Q1 2020 and unsure how to record this correctly. Please help.
