QuickBooks Q&A

I get the below message from my email provider “Delivery incompleteThere was a temporary problem delivering your message to xxxxxxxxxxxx@xxxxxx.xxx. Gmail will retry for 47 more hours. You'll be notified if the delivery fails permanently.LEARN MOREThe response was:The recipient server did not accept our requests to connect. For more information, go to https://support.google.com/mail/answer/7720 [qbdocs.com 45.55.48.92: timed out]

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Hi  I'm new to quickbooks and need help!I set up company with Chequing and Savings accounts. Connected to my bank. Started invoicing and adding expenses. All seemed good.I realized later I didn't set the company start date to 01.01.2024 and so the banking transactions went back earlier than i wanted.I made those accounts inactive and disconnected from bank to try and start again, and created new accounts. However, now, any payments I've already received are already connected to Invoices, and when i try to add them in the transactions panel, to categorize the transaction the Sales Tax reports show the invoice and a DEPOSIT - effectively doubling the payments  - how can I resolve this?thanks'Jake

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I could set up Grants as the tag group then use the sub tags as the 4 different grant funder.  Do you feel this would give me the detail I need when it is time to report back to a funder?

Trying to add a box for PO# and it shows on the settings copy but not when we create a new invoice or print one.

So I believe both accounts are not correctly linked to my 2 bank accounts.

If I have an order for 11 widgets and my supplier ships me 6 so that I can now invoice 6 widgets How do I send a packing slip for 6 widgets and it shows 5 on back order. Also my dashboard would show that I have 5 Widgets on my open order report.

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Why is the assisted outboarding calls a 1-800 number. With no ID. I have set my phone to silence spam calls and this is iD as a spam call.  Can’t seem to get any assistance from this company.

Hey Everyone, I have a question that has probably been asked a few times. However I can't find an answer that really fits my situation.  I opened a business, and used my personal account to start with, until I was able to raise some money strictly for the company. My QBO has my business account, and my personal account linked to it. I am trying to reconcile my accounts, and of course all the non-business purchases are getting in the way. I read the best way to handle this is to make an Equity account called "Owner's Draw", then expense them to that account. My problem is that doing it that way will show that business lent me money. When in reality, it's the opposite. Will this cause problems for me in the future? My company is incorporated, and I want to make sure I don't "pierce the vale". So I want to fix this mistake in the best way possible. any ideas?

Hi there, bear with me, I’m new. I connected my RBC bank account and credit card but it’s only importing transactions from Jan 11, 2024 to present. How to I get it to automatically upload data for 2023? Need it for taxation purposes. Thanks in advance. 

I purchased QB Premier Desktop 2021 (Canadian). I installed it and when I click on Begin Activation, I get 4 dots that go in a circle forever and don't open the activation screen. How do I get around this so that I can actually use the program?

I used to be able to see at the bottom of the invoice page that the invoice had been viewed and the dated viewed.   Now with quickbooks online I can't.   It is inconvenient to go to the customer tab and click on customer and click on invoice and then edit to see this information!

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currently my stat holiday pay isn't calculating at premium rate, it's using reg hourly rate. How do I change that?

do not want to have to unclick everything just to make sure.

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Hello I created a new role for a team member to run invoices (QB Advanced). User has Full Access to Invoices (no other Sales items), and that's it. She is unable to run customer statements. Is there a workaround for this? Many thanks Rob

Who should I talk to about setting up payments through QB's to vendors who do not accept credit cards? Thanks Denise