Other Questions

Hello, I’m from Singapore and I have just started using QuickBooks Online.I need someone to explain all the different types of GST in Customers and Suppliers. When I create an invoice for Customers, which GST code do I choose?Following 9 options are given:SR 9%0% SRCA-S0% ES330% ZROut of Scope 0%SRCA-C 9%0% ESN33DS 9%0% OS When I key my Supplier bills, there’s a different set of GST codes.Following 13 options are given:TX 9%TX-RE 9%BL 9%0% METX-N33 9%0% ZPIM 9%0% EPTXCA 9%0% NROut of scope 9%0% OPTX-ESS 9% I’m very confused over which to choose. I only know for our business, it’s not Out of Scope 0%.Can someone explain what each type is for? Please help. Thank you.

After importing my closing TB into QBO, I want to generate my TB with COA numbers so I can vlookup to the import template to ensure there are not errors but I can't generate the TB with the COA numbers.  Please help.

I have set up several recurring transactions and have mapped certain items to a credit card and certain items to our checking account. However, when I filter the linked account to only include our checking account, I'm seeing all of the recurring expenses I've set up, including the ones that I've intentionally mapped to a credit card. In the "filters", you can choose "Bills, Expenses, and Checks" (for example), so I figured would map credit card transactions to "Expenses" and checking account transactions to "Checks", which will allow me to filter out the credit card transactions from the planner. However, it doesn't appear like recurring transactions of type "Check" show up in the Planner. It appears that the only options for future "Money Out" transactions are "Expenses" or "Bills". Is there something that I'm missing that will allow "Checks" to show up in the future transactions?

I recently migrated my ecommerce store from BigCommerce to Shopify. On BigCommerce, Intuit offers a free app to sync and map all sales/orders and sales tax. And the app is FREE and works well. Shopify is more widely used so I thought QB integration would be easy. I read this article from Nov. 2023: https://quickbooks.intuit.com/learn-support/en-ca/help-article/manage-integrations/shopify-quickbooks-online-integration-guide/L8bw6PiWJ_CA_en_CA However, there is no app by this name in Shopify. The only Intuit developer Shopify app is complete trash. It only downloads your "payout data", but each individual transaction cannot be mapped to a specific P&L revenue sku. It's useless. The reviews are horrible as well. The only viable option is to use a 3rd party app integration which will cost me somewhere between $20-$180 per month, on top of paying for my QBO subscription. So, I have to pay a lot of money for the same data that was sync'd for free on BigCommerce, while QBO

Original commenter did not share additional details

I'm new to QB Online. After enabling GST (Singapore Tax), it has automatically created 20 x Tax Codes - a lot. 1. I have no idea what purpose each code is for. Is there any explanation / documentation? For example which code should I use for sales within Singapore (8%)? There are more than one Tax Codes that has 8%. 2. These codes are not editable. What happens on 1st Jan 2024 when standard GST goes to 9%? 

Original commenter did not share additional details

As mentioned in the QuickBooks documentation, the refresh token will expire after 24 hours and then regenerate a new refresh token. However, is there any possibility that the refresh token will not change after 24 hours? For instance, when attempting to retrieve an access token after 24 hours, could it provide the same refresh token as before, but with a new access token? 

I successfully connected my QBO online account to my Maybank Personal Banking accounts seven months ago and have had no problems with it. Recently, however, the data connection seems to have broken (last update around the beginning of October). I am now unable to connect or update these accounts. I have tried several times over the past three days to reconnect, and have even disconnected my accounts and attempted to reconnect them, but I keep getting the following error message:   Something’s not working Maybank - Personal Banking Phone: [Removed by moderator] We couldn’t get any information from your account. Don’t worry, you can still enter your info a different way. (106)   Note there has been no change in my bank account, no account opening or closure, and I am still able to access everything through the bank's website. Please let me know how to fix this.    Thanks!

Hi, I have several months of missing transactions for one of my bank accounts. I exported them in both QBO and CSV format, but when I import either of them and proceed to the 2nd step - "Which account are these transactions from?" the list is empty. Any idea what I'm doing wrong? 

Hi i've been struggling with this thing and im not sure what to do it  Im doing this for the hackerone VDP thing okay so it sounds kinda weird

I have a problem that needs fixing

Hi all, Recently, I discovered that I can create duplicate names for both services and non-inventory products. QBO does not check for duplicate names. However, it does validate duplicate names for bundled services.  Can anybody tell me if this is a bug or something?  RegardsDennis

I would like to ask does the amount due to XXX in current liability can use as a payment method to settle the bill/ expenses? If yes, how do I setup? 

I have been using tags to categorize my transactions and running transaction reports by tag. The past few months I noticed that the functionality to list transactions by tag has not been working - I can see the money in and money out totals for each tag, but when I try to drill down no transactions show up.  I reached out to support today and was shocked to find out that apparently tags will no longer be supported, and that it was a recent business decision by the management. They said we would have to track our transactions using classes instead.  If there are features to be deprecated, I believe your users should be informed and given ample time to make their adjustments. If the list by tag option is still functional, we could assign classes to the transactions easily. Please let us know how we can easily assign classes to our tagged transactions without going through them one at a time. I also do not think that Quickbooks should stop supporting any features

the column headers wording no show the printing preview

For Singapore users who are considering Quickbooks online, through explorations and answers from Support, I have gathered a list of limitations. Some of these limitations may be Global. 1. Can't add Paynow QR Code to InvoicesAt the moment, you cannot add Paynow QR Codes to Invoices. The only alternative is to add, for example, the UEN etc. 2. Can't Connect UOB Bank This is a glaring problem. Especially since it has been there for some time now. I have read forum posts from 2022 and can confirm this problem still exists.To make matters worse, "UOB Bank" is shown on "Bank Transactions" Page: "Connect your bank directly to QuickBooks OnlineFast, secure, accurate. Connect your UOB, Citi, Maybank, OCBC, DBS and Aspire bank accounts to QuickBooks." 3. Delivery OrdersSeveral Singapore companies use Delivery Orders to facilitate exports, local delivery. A customisable Delivery Order feature is not available. Instead, Delivery Note is available which may work for you.&n

Hi, Need some help here. How can i record missing invoice after GST Submission for the pass quarter? i.e. GST for month Sep/Oct/Nov already submitted. But realise there are few supplier invoice in Oct/Nov were missed-out. How can i make QBO entry & GST recoding?

Hi !I had issue a Invoice in MYR currency to customer, as usual, I can see the currency convert into SGD amount in the Invoice, but when I preview and save the PDF to send customer, it's doesn't show the two different currencies after convert. Previously had no problem on it. Please advise ...... Thank you.

no expenses record page for key in new record

Hello, I found this article on the Quickbooks Support Website, which details how to create custom form styles for your invoices or estimates in QuickBooks Online: https://quickbooks.intuit.com/learn-support/en-ca/help-article/customise-forms/import-custom-form-styles-invoices-estimates/L6nK72xFp_CA_en_CA Under Step 2, it states:Go to Settings ⚙, then Custom Form Styles.Select the New style ▼ dropdown menu, then Import style. There is no "Import Style" under the drop down menu for me. Please see the attached image. How do I turn on this functionality?  Our company has a number of different forms we use, which are all styled the same, and we need our invoices to look the same for consistency. Thank you.

Hello, I have many opening vendor invoices back in 2020. I have constantly made payments but did not apply to vendor invoices. Every time I run the supplier details listing, there will be a long list of opening invoices and bill payments, which I already paid a long time ago. I want to know how to offset this without affecting my past accounts. When I use the 'make payment' function and select payments back in 2020, my AP figures in the balance sheet will be changed and this affects my current report.

Hello, I borrowed a loan of $10000 from my customer and we agreed that I would pay $1000 every week. He deducted the amount from the invoice which I bill him weekly. The loan was paid on December 11th, 2023, and is divided into 10 installments. I am having trouble recording it in my QB online and adjusting my weekly payment as I used to simply match the received payment to my banking. However, after the deduction, I am not able to match the banking amount and billed amount. Can you please guide me on how to correctly record the loan and make the necessary adjustments to my weekly payments?

Hi. I have a question for the above. Scenario as per below:a. Customer purchased gift packs from us via our website.b. Payment received through our bank accountc. accumulated amount will be used to purchase the gift packs from our suppliers.d. COS and delivery cost will be used from the amount we received in step (a.) I understand that this payment will be posted under Current Liability account first before we can recognized as revenue.My question is :1. Can I have a step by step guidelines to post the above scenario?2. How do we pay the COS and delivery cost using the amount that is under the current liability account?3. Why is my product/service that we linked the income account to the Current Liability Account did not appear under its account history? Thank you.

xxxxxxxxx