QuickBooks Q&A

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I don't want it to be included as income, just reimbursement.

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I keep entering some of the info over and over again when reviewing my receipts. Can I set for example: my most used credit card as a form of payment instead of searching it all the time?

Do I post through general journal entry? I put my income in retained earnings. Do I credit that account?

What Chart of account to use for such transactions?

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Is it possible to transfer an estimate or invoice from one quickbooks account to another account?

This is a discussion post. Thoughts welcome.I am required by law to maintain my business records for seven years. I don't want to retain any more than that.In QuickBooks Desktop, I could condense the data. Arguably, given the limitations of the day, this was more for performance and storage reasons than anything else, and QuickBooks Online doesn't have such restrictions. I tend to be a minimalist when it comes to record-keeping, and I have a pretty strong approach to personal and business privacy (e.g., I'd love to see the European Union's "right to be forgotten" applied worldwide, or at least in North America).I would like to see the "condense data" function available in QuickBooks Online, along the lines of the following:* Select the fiscal year-end up to which data will be condensed. Do not allow me to select any date later than the seven-year legal minimum.* For income and expense accounts, delete all transactions on or prior to the selected date (they all get rolled up into retain

Do they have to keep the subscription open until we finish the year end?

Is PCI Compliance required in Canada?

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Hello my partner just started his own small business, he is the sole proprietor. He just purchased his own trailer with his own money and also has a truck that he will be using only for the business.How would I record the transaction into quickbooks as assets to the company? Further more he has paid off his business credit card with his own personal money. How would both these transactions be recorded using quickbooks online. 

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Hey guys, I read through the pages on this topic already, I've tried the web browsers etc. Such an annoying thing. All I did was edit the "column" tab under the custom forms, it looked like a new edit feature. All of the sudden my estimate and invoice templates all updated to include service date and nothing I do will change it. All my print previews show the correct format editing, but when I am writing up a new estimate or invoice it is locked on one template only, specifically with service date now. I wonder why this all of the sudden happened. Any help would be appreciated.  

Hi,I recently started paying staff through an automated funds transfer system. I love that pay stubs can be emailed directly to each staff member. There doesn't appear to be a way to do that with bill payment stubs.Can anyone confirm this?  Thanks Denise

I have to prorate the HST for ITCs.  I set up a Group Sales tax rate but it doesn't show in transactions

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How do I prevent my bank import from importing credit card "pending" transactions?

My client is changing from a proprietorship to a corporation and has created a new QBO company file as a result.  They have a custom Estimate and a custom Invoice already created in the old QBO file.  I want to export these templates to import them into the new company file.  Just to clarify - both the old and new company files are in Quickbooks Online.

check the problem : on attached picture. When I eneter interest earned from my Savings account. Recononciliation window shows Difference Ending balance provided already incluses that amount : $240.64 and that amount is set as Interest EARNED , so why it is not $0?? 

I have a client who owns 2 separate bank accounts: CAD and USD bank account. QBO converted the USD in the USD bank account into CAD but we don't want to convert it to CAD. We want the balance to stay in USD.What do we need to do? Much thanks in advance!