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Hello all. Curious if anyone knows how to rearrange the columns in the credit card, cheques window. For example when posting a cheque, I have columns in the following order; acount, amount, memo, customer/job,billable, taxes. In all my other files, the tax column is after the account column. Any ideas on how to move these?
While filling out the details for bank account I added transit code again before the bank account number by mistake. Do I need to get the details updated from the employer. Or will it work?
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Do you understand that my transactions for 2023 are not available for posting
I'm using Quickbooks desktop. I send my QB file to my accountant to prepare the corporate taxes and financial statements, I generally send them a back up file. During their work, they routinely request invoices (like capital asset purchase invoices or expense invoices). I have all this saved in my Quickbooks file, so it's easy enough to send it to them, but it would be even easier if they could print it out of their version of the Quickbooks file. How can I send them a file that let's them print/view invoices directly through Quickbooks? Thanks,
Do you uninstall the 2020 version then download and install 2024 or is there an update utility the perform the manual steps. I do know that I need to first create a back up of my 2020 company file. Any other tricks and or tips?
I've entered the information to reset but say doesn't match your recors
i have been using QBO for a long time. I have asked for product changes to make it more user friendly. It seems i am the only one having a hard time with the archaic inventory tracking available currently, so it is not taken seriously. why is there no ON ORDER for product inventory. choices are either i have it or i dont. there is no way to show that i have ordered it and when it will arrive maybe?additionally, if i need to pay for my order in advance, say for something coming from overseas or a new supplier, the second i pay for the order, the inventory shows as on hand, even though it may arrive only in months.very confusing for users. how to keep track of pending orders? why is this not a thing already?If anyone is suffering with the same issue, please say so!! it may speed up the process of having a better inventory tracking systemthank you
Is there a way in QB Online to set up a payment EFT file to pay a group of payables to be exported to the bank and used to upload to CAFT for electronic payments or other online banking programs?
When my customers place an order we create a sales order until order is ready to invoice. We invoice per shipment so sales orders can have multiple invoice and a sales order can be open for months or years. There can also be multiple item codes and prices per s.o, not just one lump sum price. Sometimes a customer pays a deposit at the beginning of the order and wants an invoice for it. Example: customer orders $30,000 of product and pays $5,000 up front for deposit.. How does that get entered in QB so that at the end of the invoicing we see what is remaining to pay? On the s.o if I add an item code for the deposit I can invoice that but then how do I decrease the total $$ remaining on the s.o? I also want to be able to look at the s.o or the open s.o report and see the dollar amount outstanding so I can budget based on future invoicing. I want to see that I only have $25,000 in upcoming receivables, not $30,000
I am having an issue with inventory numbers changing after month end. So just wondering if there is a way I can lock it so nothing can get posted on the first day of the next month.
When I enter a payment and put something in the memo field how do I get that to show up on the printed receipt? I have QuickBooks desktop
My HST for last quarter was a credit of $131.66CR but upon re-assessment an amount of $51.42 was transferred to my payroll account, adjusting the credit to $80.24. The adjustment was made on the day I paid the payroll balance of $51.42. I normally use the customer payment window to receive the credit via a Rec. Gen. - Receivable account but the credit is lower than the amount listed. How do I adjust this in QB Desktop?
i accidently created 2 credit card accounts on qb... i only need one. want to move the expenses that are in the one... to the other so i can remove the account
How do I turn of sound in quickbooks, but still have sound on desktop tower?
This affected my credit.
The US Visa card has a correct ending balance in the Chart of Accounts and when I reconcile it but the amount on the Balance sheet is way out. Does anyone know how to fix this?
How do I include a 2023 taxable benefit for an employer supplied vehicle on a 2023 T4 . The year 2023 is over, How do I get this benefit for the entire year of 2023, on the 2023 T4 now?
We are home builders and received quote for lumber. Quote consists of invoice for each step and payment terms are net 30 from the date of delivery of the package. How can i record this, would like to keep track of each payment as they corresponds to the invoice for the delivery. I checked is similar to Progress invoice but in my case instead of creating an invoice i am making payments for similar invoice. Thanks
No "recurring transactions" in gear icon
