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After I have received the clients/customers payment in Quickbooks, then processed the deposit and recorded it.  Why does it still show under the Customer Information Screen, payment in undeposited funds? Is there a step that I am missing to ensure that the money is showing up in the banking account that I want it too? Thank you in advance. Sparky

The Date field is too small to see what it is. It was working last week but now has changed.

This is a discussion post. Thoughts welcome.I am required by law to maintain my business records for seven years. I don't want to retain any more than that.In QuickBooks Desktop, I could condense the data. Arguably, given the limitations of the day, this was more for performance and storage reasons than anything else, and QuickBooks Online doesn't have such restrictions. I tend to be a minimalist when it comes to record-keeping, and I have a pretty strong approach to personal and business privacy (e.g., I'd love to see the European Union's "right to be forgotten" applied worldwide, or at least in North America).I would like to see the "condense data" function available in QuickBooks Online, along the lines of the following:* Select the fiscal year-end up to which data will be condensed. Do not allow me to select any date later than the seven-year legal minimum.* For income and expense accounts, delete all transactions on or prior to the selected date (they all get rolled up into retain

Do they have to keep the subscription open until we finish the year end?

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Hey guys, I read through the pages on this topic already, I've tried the web browsers etc. Such an annoying thing. All I did was edit the "column" tab under the custom forms, it looked like a new edit feature. All of the sudden my estimate and invoice templates all updated to include service date and nothing I do will change it. All my print previews show the correct format editing, but when I am writing up a new estimate or invoice it is locked on one template only, specifically with service date now. I wonder why this all of the sudden happened. Any help would be appreciated.  

How do I prevent my bank import from importing credit card "pending" transactions?

check the problem : on attached picture. When I eneter interest earned from my Savings account. Recononciliation window shows Difference Ending balance provided already incluses that amount : $240.64 and that amount is set as Interest EARNED , so why it is not $0?? 

I have a client who owns 2 separate bank accounts: CAD and USD bank account. QBO converted the USD in the USD bank account into CAD but we don't want to convert it to CAD. We want the balance to stay in USD.What do we need to do? Much thanks in advance!

Good day to you, I would like to change the preentered asset account  in Quickbooks Desktop ( Canada Version).When we enter new items to Quickbooks the account 12100 is automatically entered. Can I change this account somewhere? We have our own numbers and do not want to use this number / account.Is it possible or do we have change it every time we enter a new item?I just want to avoid that mistakes are done. Many thanks in advance Doro

This paycheque is showing Second CPP - Employee but no amount is showing in the field Second CPP - Employer. I thought the employer contributes also and these amounts should be equal. Thanks in advance for any comments.

been using desktop over 20 years. was paying pro user and payroll . about 100 per month ,since Dec 2022 been added $2 per employee's which was over my budget i got email going adding other #4 per employee start ing may2024 was over my budget. by i have pay payroll $46 and +per employee's don't

We are a sports club in Ontario. Our intent is to charge our members a volunteer fee annually, which would be refunded once a member volunteers for a specific number of hours. Should I create a 'holding' account for these funds, or take this in as income and refund as members hit their target hours?

Hi, I have a client that performs an inventory physical count every month. He has hundreds of SKU lines so it would be challenging if I have to manually update inventory quantity in QBO.He provides us the inventory quantity for each SKU by the end of the month. Is there anyway that we can upload the new Quantity with matching SKU to QBO without doing it manually? I have over 1000 bundles need to enter in QBO as well. I know QBO doesn't have a function to import bundles. Do you recommend any 3-party apps that can help to do that? Manually entering 1000+ bundles will be very time consuming. I see the discussion since 2018 requesting for this but don't know why QBO ignores it. 

I'm using Quickbooks Enterprise Canada, Contractor desktop edition and am trying to produce a report that shows me the PO# that a vendor's invoices have been assigned to.  If I run a Transaction List by Vendor or a Vendor QuickReport and customize it to add P.O.#, nothing shows in that column even though 90% of his invoices have been assigned to a PO.  In fact I can't find any report that shows anything in the the PO# column.  What I really want to do is check all contractors invoices to make sure they've been assigned to a PO (since someone else was entering before I took over) so I can close an old PO and be confident all it's costs have been captured.

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i have trouble opening quickbooks

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I'm not using invoices, but write and receive cheques big enough that I want to do projections for them

In the sales tax overview attached it says one can now collect and generate a report of HST collected. I have tried - followed the directions but can not get it to work. Can anyone help me with this?

Hello, I'm trying to find a report that would show me all unpaid vendor bills where the related client invoice was paid. Typically, we pay vendor bills related to a client's job as soon as the client invoice is paid. At the moment, that is a manual process and when a client payment is being processed, the person processing it needs to remember to also pay the vendor bills related to that job. It happened a few times, that some vendor bills were missed. We select the customer job in both the client invoice and vendor bill so the vendor bill then shows as an "Unbilled expense" for that invoice.Is there a report I could run to see any vendor bills that aren't paid where the related client invoice was paid?Thank you for any tips.

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