QuickBooks Q&A

can someone help me with this ?

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Do you understand that my transactions for 2023 are not available for posting

Can I change it or do I have to open another account

I'm using Quickbooks desktop. I send my QB file to my accountant to prepare the corporate taxes and financial statements, I generally send them a back up file. During their work, they routinely request invoices (like capital asset purchase invoices or expense invoices). I have all this saved in my Quickbooks file, so it's easy enough to send it to them, but it would be even easier if they could print it out of their version of the Quickbooks file. How can I send them a file that let's them print/view invoices directly through Quickbooks? Thanks,

When I fill out the sales tax payment form it applies it to the suspense account and I don't see any obvious way to move it from that account to the GST payable account.

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how do i imput taxes when claiming fuel expenses? Exempt, Out of Scope, HST 13%?

Do you uninstall the 2020 version then download and install 2024 or is there an update utility the perform the manual steps.  I do know that I need to first create a back up of my 2020 company file.  Any other tricks and or tips?

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I've entered the information to reset but say doesn't match your recors

This also does not appear on graphs on home page. How do I resolve this issue and keep it from occurring again?

i have been using QBO for a long time. I have asked for product changes to make it more user friendly. It seems i am the only one having a hard time with the archaic inventory tracking available currently, so it is not taken seriously. why is there no ON ORDER for product inventory.  choices are either i have it or i dont.  there is no way to show that i have ordered it and when it will arrive maybe?additionally, if i need to pay for my order in advance, say for something coming from overseas or a new supplier, the second i pay for the order, the inventory shows as on hand, even though it may arrive only in months.very confusing for users. how to keep track of pending orders? why is this not a thing already?If anyone is suffering with the same issue, please say so!! it may speed up the process of having a better inventory tracking systemthank you

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Is there a way in QB Online to set up a payment EFT file to pay a group of payables to be exported to the bank and used to upload to CAFT for electronic payments or other online banking programs? 

It is a Collabria Mastercard issued by Coast Capital Savings.

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When my customers place an order we create a sales order until order is ready to invoice. We invoice per shipment so sales orders can have multiple invoice and a sales order can be open for months or years. There can also be multiple item codes and prices per s.o, not just one lump sum price. Sometimes a customer pays a deposit at the beginning of the order and wants an invoice for it. Example: customer orders $30,000 of product and pays $5,000 up front for deposit..  How does that get entered in QB so that at the end of the invoicing we see what is remaining to pay? On the s.o if I add an item code for the deposit I can invoice that but then how do I decrease the total $$ remaining on the s.o? I also want to be able to look at the s.o or the open s.o report and see the dollar amount outstanding so I can budget based on future invoicing. I want to see that I only have $25,000 in upcoming receivables, not $30,000