QuickBooks Q&A

TRying to add a new category under expenses, and there does not seem to be an option 

PLEASE HELP URGENT

Making an invoice it will not allow me to save.

Hi - I work as a psychologist and, as I do the majority of my work virtually, I work out of my home (no other office).  Historically, we have written off 20% of home expenses that are also used for the running of my practice (e.g. utilities, some home repair, etc...) as that is the percentage of square footage of the home used for business purposes.  This will be my first year using Quickbooks Online and wondering if there is an automated way of entering the expense (a receipt for something related to home repair, for example) and Quickbooks automatically calculating the 20% towards the business.  The expense is sometimes being paid out of a personal account rather than a business account yet may also be paid for out of a business account. Can categories be created that automatically accomplish this task or do these expenses need to be entered as journal entries in the Chart of Accounts?  Thanks!

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Can anyone tell me how I can clear advances that are showing for employees. These are an innacurate recording of a previous bookkeeper, We have not done advances for years now. 

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How do I export invoice and estimate templates from one QBO account to another QBO account? I only seem to find help for moving from Desktop to Online.Thanks.

What I want to be able to do it keep track of which vehicle is being worked on (assuming customer have multiple vehicles). When I make an invoice, once I have selected the customer I want to be able to have a drop down list so that I can select which vehicle is being worked on. For exampleJohn owns Car 1 and Car 2When I make an invoice for John, I want to be able to select Car 1 or 2 from a list of just the two cars associated with John.

The .csv file seems to be formatted correctly, it tells me that there are 515 transactions and it shows them all to me before i press continue.

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Looking for any type of Sent email audit reports

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First time using Quick Books Online. When using Quicken, I could enter payment to vendor under A/P and in the Bank registry will show my Credit Card was paid. How do I do that with QBO?

I recently had to change from Desktop Premier Contractor to a subscription service for same. I am no longer able to print to pdf because a component is missing. I have completed all the suggestions provided by the learning centre and still have the issue. Anything else I can do or do I need to uninstall the new subscription service and reinstall to get this to work?

Closing the books is an important year-end task for any business owner or accountant. It involves finalizing your financial records for one fiscal year and preparing for the next. With QuickBooks Online, closing the books is a straightforward process. In this article, we will guide you through the steps to close your books.   Step 1: Review your accounts Sign in to QuickBooks Online as a primary or company admin. Review your accounts and make sure everything looks good. Enter any outstanding invoices, expenses, and payments. Reconcile your accounts up to your closing date. Review your inventory quantities.   Step 2: Close your books Go to Settings and then select Account and settings. Select the Advanced tab. Select Edit in the Accounting section. Turn on the Close the books switch. Enter a closing date. Select Allow changes after viewing a warning and entering a password from the dropdown menu if you want to require a password. Select Save and then Done. Step 3: Prepare

Generating a Record of Employment (ROE) is a necessary task for employers in Canada. This document provides information about an employee's employment history, including their earnings and hours worked. We’ll guide you through an overview of the process of generating an ROE in QuickBooks Online.   Step 1: Change your employee’s status to terminated Go to Payroll and then Employees in the left navigation bar. Select the desired employee from the list. Under the employee profile, select Action and the select Change Status. Under Status, change the employee's status from Active to Terminated. Select a Reason for status change and enter the appropriate Termination date. Select Save. A pop-up will appear asking if you'd like to create the employee's Record of Employment. Select Continue.   Step 2: Generate the ROE Open Taxes and select Payroll tax. Select Filings and select Record of employment. Select the desired employee from the dropdown menu. Select ROE, then View. This ope

As a business owner, you may need to write cheques to pay bills or expenses. QuickBooks Online can help you write cheques and keep track of your expenses. Here's how to write cheques in QuickBooks Online:   Step 1: Create a new cheque Select + New, then choose Cheque. Choose the Payee from the dropdown menu. From the Bank account dropdown menu, select the account the cheque should withdraw money from. Complete any of the other cheque fields you need. Select the Print or Preview option if you want to open the cheque queue to print now. Or, select the Print later checkbox if you want to print the cheque later. Select Save and close to close the cheque window, or Save and new if you need to create another cheque. Note: If you choose a save option, this adds the cheque to your bank register, but only sends it to the print queue if you select Print later.   Step 2: Print the cheque If you have selected the Print later or the Print or Preview option, your cheque is ready to print

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As a business owner, you may need to generate T4As for your contractors or other non-employees. T4As are used to report payments made to non-employees for services rendered. Here's what you need to know about T4As in QuickBooks Online.   What are T4As? T4As are tax forms used to report payments made to non-employees for services rendered. They're similar to T4s, which are used to report payments made to employees.   Who should use T4As? If you've made payments to non-employees for services rendered, you may need to generate T4As. This includes payments made to contractors, freelancers, and other non-employees.   How to generate T4As in QuickBooks Online  To generate a T4A for a supplier, they'll need to be tracked for a T4A. You can do that when you add the supplier, or later with an existing supplier Here's how:   Step 1: Set up a new supplier Go to Expenses and select Suppliers. Select New supplier. Enter all of the necessary supplier information. Make sure

As a business owner, you may need to assign, remove, or change the primary administrator for your QuickBooks Online account. The primary administrator has full access to the account and can manage other users, so it's important to help ensure that the right person is in this role. Here's how to assign, remove, or change a primary administrator.   Note: If you’re using QuickBooks Online EasyStart, contact us to begin the primary admin transfer process.   Step 1: Find the Manage Users page Sign in to your QuickBooks Online account, select the Settings (gear) icon, and then select Manage users. This is where you'll manage all aspects of your users' access to your account.   Step 2: Assign a primary administrator To assign a primary administrator, in the User Type column, select Edit to change their role to admin. Select the small arrow in the Action section. Then, select Make primary admin. Select Make primary admin again to confirm the change.   Step 3: Remove a prima

As a business owner, you may need to grant access to your QuickBooks Online account to other users, such as your accountant or bookkeeper. Here's how to manage users in QuickBooks Online:   Step 1: Find the Manage Users tab Find the Settings (gear icon) menu in the upper-right corner and select it to expand the options. Select Manage users from the YOUR COMPANY column. This is where you'll manage all aspects of your users' access to your account.   Step 2: Add a user To add a user, select Add User ‌and enter their email address.  After entering their personal info, you’ll be asked to choose a role from the dropdown menu. When you select a role, you’ll be able to see a comparison of what level of access each role grants. Choose the role that best fits the desired level of access, then select Send invitation. QuickBooks will send them an invitation, asking them to join your account.   Step 4: Troubleshooting issues If you encounter any issues while managing users

As an accountant, you may need a team to help you manage clients in QuickBooks Online Accountant. Here's how to add and manage team members in QuickBooks Online Accountant:   Step 1: Add a team member Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to the Team menu, then select Add user. Enter your team member's info, then select Next. In the Access dropdown, select an access level. Then select Next. Choose the clients you want your team member to have admin permissions for. When you're done, select Save.   Step 2: Edit a team member Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to the Team menu, then select the Access tab. Find the team member and select Edit in the Action column. Make any changes you need. When you're done, select Save.   Step 3: Remove a member Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to

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I can only see and assign unreviewed trips on Quickbooks app on my Android. But I cannot see or assign unreviewed trips on Quickbooks online.