Other Questions

Bank Reconciliation problems:I have a Cdn $ and a US$ account.  When I have tranferred $ from the Cdn to the US, I recorded it as a transfer to USD.  I have then classified the transfer in as a transfer from Cdn.  For example, I tranferred 26k Cdn out of chequing to USD. This is classified as a transfer to USD in banking transactions. The amount I see in the USD account is a transfer in of 19k, the US$ equivalent.  That is classified as a transfer in from chequing.  Both transactions have been categorized.  But the Quickbooks balance of the USD account is 26k (the Cdn amount?!!). I have called the quickbooks helpline several times.  They can't provide me a solution beyond doing a journal entry to correct the bank account with a debit to retained earnings.   Has anyone else encountered this problem?  

Is there a way to remove the Drop Ship field in the Purchase Order? We don't use the drop-ship option anymore, and sometimes our staff are using that option by mistake. Is there a way to get rid of that field from the Purchase Order? 

I have Manufacturing and Wholesale Premier version. I have seen videos explaining how Receipt Management works, and where to find it. However, it is not appearing where I am expecting it to. Is there an area where I should be enabling this? Thank you!

I run a photography company, and have just transitioned to Quickbooks Online. When I invoice, I charge clients on a per image basis. However, when clients get larger orders with more photos, there is a bit of a discount on the per image price. So for instance, at 12 images, it's $120 so $10 per image, but at 48 it's $385 so about $8 per image. I set all these prices by graphing out a point slope formula so everything is consistent as the orders go up. My question being, is there a way to put this formula into an invoice template so that whatever number of images I deliver to a client, I can input that number and will get the exact price on that line, or will I need to calculate it myself every time or have an entry in the services tab for numbers 12-48?

When I did the T4s for 2023, I noticed that Quickbooks did not take the right amount of EI for most employees. Most employees should have reached the max EI level but Quickbooks stopped taking EI just short of the max. I can't find any settings that are wrong. The correct amount of CPP was taken. Some are short by a few dollars, some by up to $25. All our tax tables are up to date. Why would it stop taking EI short of the max?

Hello, I have been using LOCATIONS for our different business segments. It is easy for me to separate the revenue and expenses by reclassing them to a location because our point of sale software does not assign a location. My question is, if I want to assign wages to a location, can I just make a journal entry to the account (salaries) to basically reclass it from no location to the appropriate location without it causing any payroll issues with W2s or tax deposits? Thank you

I want to link my line of credit to my QBO feed.I already have my bank account and my credit card connected.I do a lot of transfers between them, so it would be time saving to have the feed enabled.Is it possible and what are the steps?I was told to connect it as if it was a credit card?thanks in advance 

In 2017 two pay cheques were issued to an employee.  The cheques were reversed by the bank at the time, but this only came to light now.  The cheques have been showing uncleared in our reconciliations since then.  The employee's T-4 for 2017 included those amounts, but the employee never received the monies.  How do we now pay the employee the net amounts without making any changes to payroll and also clear the old cheques from 2017.

I am trying to add the correct tax code to journal entries from last year. When I click on the sales tax drop down, zero-rated is not there. Every other tax code is there except for zero-rated. I already went into manage sales tax and made zero-rated active. 

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Problem today when trying to email invoices to customers. I get a notice pop up saying Unable to send to outlook.  I have had this happen in the past and would just shut down everything, restart my laptop and then everything would work again. Today, that does not work. I have updated my outlook and my quickbooks, and still won't  work. any suggestions? 

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Does anyone else have to verify the link bank accounts on the QB app every time you open the app.  Everything I open it it says to verify. Have to link it again. I have contacted support and they couldn't assist with it. 

Hello everyone... has anyone been having an issue with sending estimates and invoice's to outlook? getting a message saying Quick books Desktop is unable to send your emails to outlook.  Close any open Outlook windows and try again. Once I try that I get the same message and then another message pops up saying out of memory and I am logged out of Quick books????? Mark 

I'm using Desktop Pro. I'm trying to get a Transaction detail report to show "Received From" regarding a deposit to the account. Received From is not in the dropdown list in the Customize Report area.

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We have customers with multiple ship to addresses.  Each address has an account number (4 digit) associated with it.  The Notes field of the Ship To addresses will only allow 3 numbers.  How can I change this setting to allow 4 numbers?  It will let me use 4 numbers if I have a letter before or after it however I only want to enter a 4-digit numerical account number.

My total source deductions in QBO reconciled with my CRA account.

HelloI am a manufacturer and in manufacturing procedure need to define a formula for each product, in this case it should automatically reduce the raw material from stock and add the inventory of the product I manufactured.how can I do that in the quickbooks software??I have advanced quickbook subscription

Hi,I have QB 2008 easy start and I would like to change the outgoing invoice email message. How is it done? "Dear Customer :Your invoice is attached. Please remit payment at your earliest convenience.Thank you for your business - we appreciate it very much.Sincerely,"

I submitted feedback to Intuit today asking them to allow switching back-and-forth between Classic View and Modern View for reports. My concern for years is that QuickBooks Online is NOT auditable because the GL doesn't show an individual "Transaction ID". Here's the feedback I submitted:>>>"Please add the ability to switch reports from CLASSIC VIEW to MODERN VIEW (and vice-versa). Currently if one chooses the CLASSIC VIEW the ability to get back to MODERN VIEW for that report is lost.QuickBooks Online is not "auditable" unless the "Transaction ID" column can be shown on reports. Why? Because one can post multiple (duplicate) transactions on the same day that look exactly the same...but if you drill down into a transaction there is no way of knowing whether you are looking at ONE transaction or a DUPLICATE.I for one believe the MODERN VIEW for reports is auditable ie) can pass a formal professional audit."

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