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Is there a way to edit/change the matching account (from my chart of accounts in QuickBooks Online) for some of my linked bank accounts without having to disconnect/unlink and reconnect the account? I have searched high and low for where and how to do this but can't see any way to edit the matching account without unlinking and re-linking it.
In my initial setup and uploading of inventory to QBO, I made some errors in the starting quantities and ended up deleting and re-adding a number of inventory items. All of those transactions are being classified as Inventory Shrinkage resulting in a shrinkage expense of $3375.28 on my profit and loss report. I am wondering if there is a way I can simply delete all of the transactions in that account. I know I can recategorize the account elsewhere, but it still shows up on the report as an expense no matter what I call it or how I categorize it. I tried to do a transaction for -3375.28 to effectively zero out the account balance but I can't figure out a way to do that without messing something else up.
I am at a Canadian NPO that is transitioning to QBO and lost on the use of locations/classes/tags/projects. Yes, I have read all the provided articles and still lost. *We have 3 locations plus a business office - some of our invoices need to be split between the locations - invoice entry only allows entry of one location per invoice. *We have donation revenue which i was planning to use classes to provide further detail on where the revenue came from - ie) donation revenue from a mail campaign, but it seems sub-accounts may be better. *we get grants that are restricted in use - i need to be able to track expenses against the revenue from the grant, is projects the best use of this? Help!
Hello,Hopefully someone can help me with this. With bills that are linked to a specific PO, if the item is no longer needed for the Customer Job on the PO and it's returned to our inventory, what's the best way to make that adjustment? Can I just overwrite the Customer Job or will that somehow mess up the GL ? I've attached a copy of a bill which I need to show going back to our inventory. Please help. Thanks,Rowena
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Since yesterday (June 12, 2023) we get the error "QB could not save the updates exchange rates. Verify that your system time ...". See attached screenshot. We get this on all our PC's. System times are correct.
I have been printing these monthly for several companies for years, so I know I am in the correct location. Has there been a change in the last month as to where the PD7A is available to print?
After exporting to excel and trying to save, it says features cannot be saved in macro-free workbook. I changed the file type to macro-enabled it says that it could not save
Hello, Which G/L or account would I post realized gains and losses from shares/stocks sold on Dow Jones or TSX etc? What would I debit and what would I credit? And do I need to pass entries for Unrealized gains and losses? Thank you.
Hello, We have a stock portfolio of Canadian and USA company shares like Royal Bank of Canada, Microsoft etc. (passive income) which issues dividends and these dividends are then reinvested to buy more shares of the same company and left in our corporation.How would I record receipt of these dividends in Canadian $ from Canadian companies and in USA $ from US companies (DR and CR entries and to which accounts)?
Can you deposit the US$ payments into your Canadian bank US$ bank account. I have two bank accounts (in the same Canadian Bank) for business one is CDN$ and one is US$. I don't always want to convert the payments to CDN$. If I use the QB invoices that allow the customer to pay online, can my US customers' payment go into my US$ account?
New to this, so I'm seeing if it works, lolStarted a new program but had to do a few general journal entries to bring it to the new year. i went to reconcile my credit card but the opening balance says zero. What did i do wrong:(
Where is the monthly payroll remittance now? Directions online are not accurate.
Can't find excluded transaction. How to locate.
I have primary admin rights to my clients' QBO account but when I try to invite our firm as the accountant, it keeps giving the error message "Error, Please try again?"I have tried to clear cache and used multiple different browser but still has the error.
I need to post to a misc receivable account that isn't linked to a customer. I will be posting through a journal entry and this is usually for accrued interest. How can I set up the account so that I don't need to link it to a customer when posting? This is requested by my accountant.
We have transactions from 2015.
Is there any way to tell if a transaction has an attachment without opening the transaction?
Recently had support assist me for an issue and after getting some guidance I was told to submit my suggestion for a change in the software via the feedback button. I appreciate that I can leave feedback (for various items) but I've never seen anything done about what I've suggested. It makes me wonder what exactly is "on the docket" for possible change or improvement. Is there an online list that users can view the items which have been put forth as possible changes or suggested improvements? Perhaps there could be an option for users to "vote" for suggestions or ideas which could be tallied by the developers to see just what we (the users) are interested in having fixed, changed or altered.
My bank is no longer supporting direct linking to my accounts from QBO.I have watched the video and read the articles and community posts about how to manually upload bank transactions. That is easy and clear to me how to do from a point of download and uploading.However the process is very unclear to me about what happens after the file is imported. The instructions are not clear at all in my view. When I linked to my accounts I could update the bank accounts several times a day and often QBO would do it on it's own. This worked perfectly. I assume QBO just ignored transactions it already had. But here is my question. Suppose I download transactions for June 2 at 09:00am and there is one entry for interest for say $150. I upload this this into QBO and add it to my interest earned account. No problem so far. But when at say 3:30pm I download June 2 entries again I get the $150 interest entry again along with say two deposits for invoice payments. (You can only download b
