QuickBooks Q&A

My accountant posted a  debit YE journal entry of $130.62 to GST/HST Payable at the end of September as part of our company's YE closing.   When I went to file the GST34 Sales Tax Return, QuickBooks complained that the sales tax return was NOT ready to file.   The "Amount not assigned a line on your tax return" was -130.62.I tried making the adjustment to line 104 and line 107 but the message never goes away.  It just calculates the Net tax to what I expect to be the corrected amount and then still shows the error.   Is there a better way to correct this that will remove that error message?  Or is the issue the fact that this was posted as a journal entry and will only show up for this Q1 sales tax filing?Any help is appreciated.   I'm using QuickBooks Pro 2021 desktop edition.Thanks!

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I have a client with a QBO file that is such a mess that we need to start fresh with a new file.I understand that you can have multiple companies under the same QuickBooks Online account. Each company file is its own paid subscription, but you access them with the same sign-in info. This lets you quickly switch between companies so you can manage everything more efficiently. Here is my question:Can I create a new company file with the exact same name as the old company file?After this new company file is created, we want to cancel the old file so not need to pay for 2 subscriptions. OR , should I cancel the OLD company file subscription first, then create a new one with the exact same name? Please advise. Thank you

The employee wants to deduct an extra $10 per cheque for income tax.

I have confirmed the transactions do not exist in the "For Review" or "Categorized" or "Excluded" or the bank registry.

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I have no revenue for my current reporting financial year hence I have no GST/HST to offset my GST/HST input taxes on expenses incurred during the year. Should Iinclude the GST/HST in my expenses on the P&L by treating these expenses as 0 rated  in the software so that the P&L reflects the correct expense amount?  WHat is the best way to handle this situation? 

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I want to track expiry dates of products/each line item when products are being received for products like food/supplements. The same SKU of products can have different expiry dates based on when/which batch we receive. Is there a way for me to add a custom field within Quickbooks to enter the expiry date of each line item when I am receiving, and then generating a report whenever needed of products/SKUS based on whatever is expiring soon and the quantity of them?

I need to record a different GST number in QuickBooks. Where do I go to do that?

How is this different from recording an owner using personal funds to pay for a business expense (recording the expense to the appropriate account and offsetting with owner investment account and then recording the reimbursement)? Is it different?

When i'm using the Time Activities by Employee Detail Report, all the employee rates are at 0,00$ but all my employees have rates... Also when i'm clicking to the 0,00 to see the detail, the system show the adequate rate

I get an error message from quickbooks that says try later. I am trying to add email address that can forward reciepts to quickbooks. 

I was on the review page for t4s and went to get a glass of water and when I came back my cat was laying across my keyboard and my screen was going nuts. She managed to put my T4s into preview and populated them for 2024, I have not filed with CRA yet. HELP how do I fix it so its for 2023!!!

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If i have an employee with different hourly rates and i want to link the different payroll items to different expense accounts, can this be done?

We receive monthly donations and also have fundraiser events throughout the year. We may have received 12-15 donations from people through out the year. I issue one tax receipt per donator at the end of the year for all the donations.

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I am a service provider in BC, therefore my invoices only include GST.  However, here in BC we pay GST and PST on materials that we purchase.  I want to keep my tax configuration set to BC so that when I buy materials the system will properly calculate my materials cost, PST and GST portions.  However when I send invoices to clients I only want GST applied. In a web browser I have the ability to select which taxes I want applied, but in the QB Self-Employed app I can only toggle a 'tax' option that, when I am set to BC tax settings, will apply both PST and GST to the invoice.  Basically it's "all or nothing".  Is there a solution to this?  I do almost all of my bookkeeping via the app, having to use a browser for all invoicing would be a non-starter for me. I have been keeping my tax settings set to Alberta for the last 2 years and then every tax season I have to manually adjust all of the QB reports about my expenses to properly  account fo

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I have a client trying to give me access to their QBO plus, the email link contains the "Let's go" link, to accept access. When clicking on the link, the link is invalid. Any suggestions? Or is this a bug?

Lets say I want to send automatic invoice reminders to customers. Can I use custom fields in the body? Example I want to email a customer saying :Your Invoice [Invoice Number] is due on [Due Date]Here are the details of your invoice :Invoice Number: [Invoice Number]Invoice Date: [Invoice Date]Due Date: [Due Date]Total Amount: [Total Amount]Is there a way for QuickBooks to populate these fields as it corresponds to the invoice ?

All of the transactions are listed on the report, but the total is simply wrong. It's a standard report. I have not made any changes

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