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Hello, Is it possible to have the aging period bar that we see in the Summary A/R report in the Detail A/R report ? Ideally I would like to see the breakdown of all my invoices under that aging period bar. Thank you for your help.
I am using Quickbooks pro 2013, and I have been filling my taxes with the Tax Agency Report all those years. Lately, I did my report for the 2023-04 to 2023-07 period, but actually forgot to do it for the period 2023-01 to 2023-03. Don't worry, it's already been paid 😉 Trying to clic on the "File Return" with the period 2023-01 to 2023-03, gives me the error :"You cannot file sales tax for a period that has already been filed", but I actually never filed for that period. Confirming this, when I look at the Vendor Information transactions, I can see that the first quarter of 2023 was not filed. So, how can I force it to do so? Or should I just leave it there, and keep my receipts for future references? Thanks.
The error i am getting is "We found ONTARIO in AB, but weren't able to match Edmonton or T5G 1V8. Try spelling out the county name or leaving it blank." when i try to edit other employees i do not get the same error.
It says my desktop is no longer available and I cannot access my quickbooks
Hello - I have a mix of USD and CAD sales that I am reporting on. To show sales by project, I am generating the sales reporting using the newly developed Sales by Customer Detail report provided. The default report is stated in CAD equivalent using transaction rates in effect at the time of transaction. I would like to be able to show the impact in USD for my US Account Managers who get paid commission in $USD. There is no foreign amount field in the dataset - so I exported to excel to calculate the impact manually. I customized the report to add the exchange rate which displays perfectly to 6 decimals; my rate = 1.337981 . When I export the data to excel the fx rate rounds to 2 decimals - the previous rate is now 1.34. Any thoughts on how to capture the USD amount or the full fx rate with better precision?? Seems silly that this happens
Hell All Today, I have one straight question to ask . I want to change vacation rate 6% to 8% in QuickBooks online for on of the employee .If I remember accurately , few years back I had to change vacation rate and I think quick books rested the Balance to Zero. As if I have given all accrued vacation money to the employee and just to add in our company we do not pay out accrue vacation in every pay. Now, if this is correct, can you please tell me how I can increase vacation rate without influencing /changing accrued vacation balance. Thank You Farzana Ali
I'm an accountant that has one client subscription billed through me. Each monthly invoice shows my billing details but also that it was for a specific client. Can my client still claim ITCs on these expenses? Will these invoices be sufficient? According to the documentary requirements (https://www.canada.ca/en/revenue-agency/services/forms-publications/publications/8-4/documentary-requirements-claiming-input-tax-credits.html#_Toc332092191), it should be fine as long as the amount is less than $150 (per the appendix). Only if the expense exceeds $150 is the following required: "Recipient's name or trading name, or the name of the recipient's agent or duly authorized representative." But even if QuickBooks drastically increased their prices, since I am a representative, there should be no problems?
Ok! I need some help. I am trying to figure out something for a small convenience store. They use a daily sales summary receipt at the end of the day to record their sales. The client used the TRANSFER FUNDS function to record the cash/cheque sales that was deposited into the bank. They then reconciled the bank. Now my question is because the sales receipt was entered, it shows that the cash and cheques are still outstanding. How do I apply the transfer that was recorded to the outstanding deposits without it affecting the reconciliation?
Hello!I'm fairly new to Quickbooks online and need some help from the community. I have use the inventory and project features of Quickbooks online. Most of the material we use on our projects is purchased specifically for that project however we often buy some materials in bulk or we may not end up using all of the material purchased. When we have materials that are unused, how can I remove them from the project and add them to inventory? Here is an example to help explain.For project A we require 15 plugs. Plugs are sold in boxes of 10 so we buy 20 plugs. This is reflected in Quickbooks as an expense from our supplier to Project A. Now when the 5 plugs which were not used come back to the shop how can I, in Quickbooks, move those items from Project A into our inventory so they can be used on another project?Thanks so much for your help!
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Is there a way to import a custom template into Quickbooks 2021 desktop version? I have had a wed designer make one for me, but I cannot load it into the desktop version I have. Please help
how to I transfer my data from quickbooks self employed to quickbooks online.
We no longer have a need to subscribe to payroll core. If I cancel my subscription, will I still be able to file our last employee's W2 in January of 2024?
Hello all,Looking for input on if it is possible to create items within a project to track. Lets say I have a construction project with a number of 24-01, and within that project I want to be able to track 8 different items. I really want to be able to track labour costs to each of these items, and create a report on a weekly basis how much labour costs were for each item. Is this possible or will I need to use a more construction base tracking software? Thank you!
How is my data moving in from Dext?
I'm getting the same error code again after linking all my accounts again.
I'm looking for this quick menu while using the QBO Desktop App.
Every time I think I'm doing it right, it doesn't add up when I need to remit payroll taxes/
Desktop works fine just fetching with mobile app doesn't workRk
how to delete a transaction entry?
I've taken over bookkeeping for our firm, there hasn't been any consistent bookkeeping in QBO since the last office manager did so in 2020. Since then, our bank disconnected, and did not import our transactions.I've re-connected our bank account starting in May 2023. I would like to re-connect or import the banking transactions going back to January 2023 for now, and possibly further back if I can. Right now, my Book balance and Bank balance are not matching.I'm assuming that I can import starting at a specific date (Jan 1 2023), and add a starting balance to help correct this, but I'm not sure if this is the best way to correct the situation.Has anyone done this? Any tips or instructions?I'm new to QBO, and likely missed an obvious solution.Thank you!
How do I edit the payment terms for a customer/job that is in a hierarchal setup BELOW the parent customer? I've changed the terms for the parent customer to Net 45, but the jobs below that are NOT automatically updating (they're stuck on Net 30). I've tried mass changing and this field is not even editable for any non-parent customers/jobs. We're using Desktop Premier 2023 Professional Services.
I would like to have a charitable donation receipt but all I can do is modify a sales receipt which still states "Bill To" at the top of the name & address. How do I get rid of this?I see that I can import a custom invoice but don't have an option to import a custom receipt. Why is that?
