QuickBooks Q&A

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no new transactions since November, updated banking info under manage connections - still not working

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The bank account was linked for 6 months but the currency is Canadian I want to change the currency to USD. My problem is there are 100 transactions posted in that US Bank account which is accounted as Canadian. What should I do? Thank you.

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Just to be clear, I mean taxes applicable in Canada.

I already know you can 'show' the customers, but I'm looking to sort the customers. Currently, when I pull the AR Aging Detail, sometimes I have the same customer with more than one outstanding invoice. It would be extremely helpful if it were sorted so they would be one after the other in the list, vs  maybe having 7 in between them.

I'm trying to run a report that breaks out payroll expenses by the pay period. How would you do it?

I'm cleaning up a clients QBO account. Undeposited funds show as cero in the balance sheet.If I run undeposited funds "uncleared" report I have hundreds of transactions that look like the following:09/08/2021Deposit No  Undeposited FundsChecking (2823)-1,830.00 -1,830.00 09/08/2021Payment NoTreva's Institution Quebec INC. Undeposited FundsAccounts Receivable (A/R)1,830.00 0.00  How do i clear those two transactions that cero out.

When we go to customers there is nothing there on both mobile devices

I'm trying to add hours to my invoice and for my specific invoice it won't allow me to correct that invoice. I get a pop up that I can't make changes to it and I've closed the app multiple times.

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Hi. How do I run a report, only of the estimates that have not been converted into a sales order or to an invoice?

My company is in the process of cleaning up the job list in QuickBooks Time to better align with the current needs of the business. A large part of this cleanup effort is the removal and renaming of jobs. If we were to rename a job that was used to create time entries in the past, what would happen to these time entries? Would they be updated to reflect the new job name? Thank you in advance for your help.  

I'm looking at changing the primary admin on my account in quickbooks online. I'm a sole proprietor but I don't have a business licence because I use my name for the business. How do I get around this because you need a business licence and a photo id? Thank you very much!

I invited the employee to workforce and he cannot accept

We do bookkeeping for some of our clients using QuickBooks Premier Accountant Edition. Other clients do their bookkeeping in QuickBooks and bring us an Accountant's Copy. In doing the compilation of the financial statements, we use the CaseWare QuickBooks Export Utility to export the GL from QuickBooks into a format that CaseWare Working Papers can import. At the end of the process, we export from CaseWare the adjusting entries created in CaseWare. CaseWare creates an IIF file that typically needs a bit of tweaking which isn't a problem using Excel. However, there are two issues with the file that I cannot seem to find an answer to. Being year-end adjusting entries, I would like these general journal entries to be flagged in QuickBooks as adjusting entries as shown circled in purple on the attached screen capture. Is there a field in the IIF spec for general journal entries that allows setting this field in QuickBooks? The other issue is that when there is an adjustment to GS

how can i open bookkeeping

Adding payments not working

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How much functionality does the Quickbooks mobile app have? Can I do an estimate and send it remotely? Can I invoice remotely with the Mobile app?

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