Other Questions
Recently active
Hi there, my company recently started using QuickBooks Time. I was able to login but it's been giving me this pop-up window with their QuickBooks Intro video. Nothing will happen if I click the top-right to close it, or click to watch video. Anyone has answers to this? Please let me know, thank you!
How can I accrue Revenue to Service or Product level within QuickBooks? Currently using QB Online Essentials. Not certain upgrading will provide additional functionality, but open to that if it does. I would like for Journal Entries to allow for Service or Product detail in recording (I need to this to track margins and utilize accrual reporting at the service level detail). Currently, I only see options for Account & Customer. I'm aware invoice estimates will do this, but they do not show up in reporting which I'd like to use an option that does. TIA
Original commenter did not share additional details
Print function NEEDS to be improved. We shouldn't have to push print FOUR times to get an invoice to print. When I ask it to print ONCE should be enough.So much waste of time in the online version and THE PRINT ONE is awful.
Printing seems such an inefficient method with QuickBooks. Multiple clicks to get to printing. It turns it into a PDF and then you have to download the PDF and then you have to open the PDF and then you have to print the PDF. Is there not a better way? Like click on the PRINT Button and the printer prints?
I am using QB self employed. I accept online credit card payments and that works well. I want to change the bank account into which the deposits are made. Any topics I find on this tell me to Create Invoice/ select Payments ..... no such thing on my screen. Q: How do I change the bank account into which online credit card payments go? Quickbooks Self Employed. Thanks, Dennis
Hi all, I want to be able to edit my invoices to have a proper title. Currently, between my business address and my client address, the invoice just says, "INVOICE". I can find how to edit this field via template cusomization, but I would prefer to be able to change this title while making the invoice and not by customizing the template. Preparing multiple invoices at a time is a thing and I don't need to be changing the template (the obvious workaround) when switching back and forth. This can cause issues (mis-titling invoices) especially if preparing multiple invoices for the same client. I want to make the title a brief description of the job. The memo field at the bottom is far too out of the way and small in print. In the attached image of the sample invoice, I want to replace the circled "INVOICE" field with titles, such as, "Demolition of such-and-such at [address]" or "Baseboard Installation" etc. This becomes especially pertinent when I'm invoicing for addresses that
I have questions regarding custom fields for Customers. 1. Quickbooks Desktop only provides for a maximum of 7 custom fields by default. Can this be increased? My client needs a lot more. 2. Is there a way to manage the data type in a custom field? By default they are text, but I want to limit entries to specific formats such as date. 3. Is there a way to reorder the custom fields after creation? My client has fields created at different times and the display of the fields is out of practical usage order. Thank you!
Since Quickbooks will only accept a certain # of characters in the vendor name (or names in other list), the name will be truncated even in the cheques that we issue. Lately, the bank had rejected those cheques. Is there a way to enter names that are 46 characters (including blank space in the name) long? Thanks!PPMCKC
Hello All I want to reimburse different job payments say 4-5 payments some of bills and expenses and vendor payments too and all done by the owners and want to make one chq for all these payments any idea how do i record it in QBO plus and issue one chq also how to manage project expenses and reconcile against the project float from the project owners 10xA
Hello Everyone! I have inputted half of opening balances and stopped but now i want to retrieve to do the balance but i am not able to enter the opneing balances in quickbooks online pluscan anyone help me how can i input the opening balances in chart of accounts Much appreciated! 10xA
Hey All, Do we have instructions for setting up severance payments in QuickBooks Desktop? I’ve been unable to configure it correctly. When I try to set up severance pay, the system only gives me options to add wages, additions, deductions, company contributions, and other taxes. From my understanding, severance should not be reported on Box 14—only on Box 66 or 67. It should also be exempt from CPP and EI contributions, with only federal and provincial taxes applied. Additionally, since the severance will be paid as a lump sum along with wages and termination pay, the taxes should be calculated accordingly. How can I confirm if the taxes are being applied correctly in this scenario? Thanks in advance!
QBO has been unable to receive my payment information so consequently we have been unable to use QBO.
We sent an invoice to the client. And when they access the invoice link, there is no option to pay with bank. It's telling them to "You'll need to contact *company name* to pay this invoice. Anyone who encountered this issue? How did you resolve it?
I had created a accountant copy, but I need to do some adjustments. I want to cancel the accountant copy, after I do the adjustments, I will recreate the accountant copy. My question is that How can I cancel the accountant copy on the Quickbooks Enterprise 24 version
Trying to delete accountant but there is no option in the action tab.
Does this feature work for anybody else? Recurring Transaction
I'm about to enable account numbers in the Chart of accounts. I've read the how-to information. My question is, does it make any difference WHEN I enable this feature? Is it ok to turn this feature on in the middle of a fiscal year
2024082920240830202409052024091120240912all these date changed to 31/12/1969.Sad... is there anything can I do to at least change the year so that I can make report using fiscal year.?
QBO automatically created a "Shipping Income" account that I would like to delete/inactivate, but it won't allow me to. It doesn't seem to be a default account, either. How do I track down the reason QBO won't let me get rid of it? Thanks!
Which category do we use to classify the Ontario Trillium Benefit (OTB) in Quickbooks Online?When you are a Sole Proprietor business, it's simply considered a personal deduction, right? Should the OTB Gov Refund transaction show in your Balance Sheet like this? For example:Personal Deductions (Gov Credits):OTB | Ontario Trillium Benefit Trying to find the best way to report it in my files.
