QuickBooks Q&A

QB won't acept Royal Bank signing information

the exam itself is free?

When I google the question, it comes up with an accounting blog saying Asset Management IS included in the QB Accountant version, but I cant find it, based on the instructions provided.  Is this only available in other countries?

QHSF is calculated automatically on my other QBO online accounts.  The one not working is a QBO account I opened over 11 years ago.  I've asked for this feature to be added for years now.  Not sure how to get this done, this is a basic Payroll calculation and required in Quebec.

$5000 was transferred to our Due to Director account from the Chq account. The money was used to pay for business expenses. What is the best way to apply the funds in Due to Director to the Business Expense accounts? Do I transfer the $5000 to a temporary fund then Pay Bills from there? Or do I reverse the transfer from the chequing account and start fresh? Thanks!

I need 100 more lines in chart of accounts

Hello guys,Just a question question.If my local currency is set to CAD in Quickbooks, but I send an invoice going to the US that is going to be paid with US dollars,.Will Quickbooks do the conversion to CAD once the payment is completed?

Can anyone please advise on a journal entry to reclassify CPP (employee and Employer) deducted to taxes?  I have an employee who is CPP exempt and accidentally did not get that ticked prior to preparing payroll so I want to reclassify those deductions to taxes - is this possible? Thank you.

Hello everyone, I am running into an issue that Quickbooks has said there is no solution for. Basically my edit column is huge on my products and services page. They have suggested I move the other columns over to make it less large, but that does not fix the issue. It only makes the page even larger then before and I am forced to zoom my browser out to the point I cannot read anything.

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I recently switched to Quicbooks online from Quickbooks desktop (2010).  I am having difficulty managing tax.  I reside in BC where there is GST and PST, but can only claim the GST as and ITC credit.  I have spent 1.5 hours online with Quickbooks support and am no further ahead than when I started.   I want to create a tax line that I can apply to expenses, where the base amount + the PST will be charged to expenses, and the GST will go the ITC tax line.   I pay $100,  I also pay 7% PST of $7.00 and 5% of $5.00 GST.  How do I set up the tax option to record this correctly.  ($107 as an expense, and $5.00 as the GST).

I am tryin to do install on Windows 10 machine, as administrator and using the default setup.exe on the CD. I get this error :Error ( during "checking for space requirements) portion is :DATA ERROR ( CYCLIC REDUNDANCY CHECK). and that is all- the install ends.   I have a legit purchased CD of Quickbooks 2014 I am trying to install, and then I plan to do backup on the REALLY old 2007 databse and restore it into the 2014 software ion the win 10 machine.  so far - have not even been able to get Quikbooks 2014 install to run. Any ideas please? OR if anyone has better idea how I can get my Quikbooks 2007 software / db onto my newer Windows 10 machine, I am grateful .( I use if for a tiny company and I do not need software as a service expense & the QB 2007 has always done everything I need - but it also fails when I try an install onto win 10 machine , so I am trying 2014 discs) THANK YOU

Square prints a great report that shows total sales, and total money received by payment method. I use this to create a single journal entry in QBO, and then allocate the payments according to their clearing accounts. I can not find a similar report in Quickbooks Desktop. Or is there a better way to do this?

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I want to clarify to the customer that the invoice dated Feb.1,2024 is for services from Jan.1,2024 - Jan.30,2024 -- so it's clear if they're paying before or after the billing date.

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How do I change my cover letter template when emailing an invoice or statement.

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Hi,We are using bundles in QBO and since the sales tax for bundle codes is blank, is there a way to hide the sales tax column instead and have it only as total in Estimates and Invoices when being sent or printed? Thank you in advance.   

I need to customize the project profitability report to use the hourly costs rather than payroll expenses, but the report does not show any hourly costs. If the project has both payroll expenses and hourly costs, the report will only show the payroll expenses even if you customize for Hourly Costs. If the project only has hourly costs, the report will be blank in terms of labour costs.

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why I can’t see all of my clients on the phone App however I can see them on my laptop.is there a setting that I can change to be able to see all of my clients?