QuickBooks Q&A
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When entering credit card charges in Canada QB's desktop. What is the correct tax code to use on the portion of groceries that are not taxed. Would you use Tax Exempt
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Our company has used the "New Customer & Job" menu tab for years to create new customers (considered main job), then just select "Add Job" to create a sub job under the customer (i.e. sub jobs/phases for same customer/job often wi diff PO/billing info). We are now having issues wherein we click 'Add Job' and QB insists on "Moving Existing Job Information" (Message: Job-related information exists for this customer. QB will assign the name "Job 1" to the existing job, but you can change the name by selecting and editing the name. Click OK to accept the name and set up another job. Click Cancel if you don't want to create any new jobs for this customer). If we select OK, QB creates an exact duplicate of the existing Customer Job and elevates it as the Customer?!! We presume this changed at some point with ongoing software updates. Is there a work around?A QuickBooks rep mentioned in a 2021 chat that, "If the Customer Exists and has Job D
I mistakenly posted a number of transactions to the incorrect bank account and would like to move them.
For a business owner, tax filing can seem overwhelming and intimidating. That's why many businesses turn to accountants to help them keep their books in order, especially at year-end. If you're using QuickBooks Online to manage your finances, you can invite and add an accountant to your account. Here's how: Step 1: Find the accountant tab Sign in to QuickBooks Online and find the Accountant tab in the left navigation menu. This is where you'll manage all aspects of your accountant's access to your account. Step 2: Invite your accountant Select Invite Accountant and enter your accountant's email address. QuickBooks Online will send an invitation to your accountant, asking them to join your account. Step 3: Your accountant accepts the invitation Your accountant will need to accept the invitation you sent them to get access to your QuickBooks account. If they don’t have a QuickBooks account already, they’ll have the opportunity to create a new one. You’ll know they’v
What possible "security reason" is there for not allowing me to save a simple email conversation to an estimate for future reference?
Our customer is paying 25% of an invoice. The rest they are going to finance over 12 months at 10%. How is that done up on an invoice? I just don't know how to document every invoice for the next 12 months' payments.
"Were sorry, QuickBooks encountered an error while calculating tax. Try reselecting the tax rate or reentering the product/service item and saving the form again.". Check account mapping in advanced settings and try again. Tried everything to fix.
Hi, my company is Caiden Media and we're based out of Toronto, Canada. We use Quickbooks online right now and everything has been amazing except for 1 thing. Just like recurring invoices, when will you guys have the feature of recurring payments for Canadian clients as well? Thank you.
I now have to payments applied for the same amount to two different invoices. So my quickbook amount is out. (over paid)
Dear community members,I am learning how to record rent with GST in QBO for a retail store. I understand that when it sells products in inventory, it collects GST from customers and needs to remit to CRA later. In the case of paying rent $1000 with 5% GST ($50), I think we record $1000 in Rent Expense account. But in which account do we record $50? Also I hear from people that CRA will only give back a certain percentage of $50. How is the percentage determined for a small retail store? Could this ever be 100%? Thank you very much.
Hello, I have been using QuickBooks for may be nearly 20 years. I last upgraded to Pro 2012 and with retirement have stuck with that to do household expenses record keeping. It was perfect for that. Last time I swapped computers c.2019 support had already been discontinued and I have a vague recollection that when I tracked someone down to remind me of the validation code they pointed me to a download facility. I have been happily using Pro 12 in the Windows 10 environment for these last few years. This week, because of other problems, I had to reinstall Windows 10 and all third party applications are gone. The installation from the disc wont work because Flash Player won't load and then I remembered that perhaps last time I installed from a download. I see that we can no longer download anything older than 2016 but might someone have a copy of 2012 download that would install? I really don't need anything more sophisticated that Pro 2012 I don't need the bells and whistles
I do not want cents to appear on my profit and low and balance sheet report, but not sure how to set the report to round to the nearest dollar.
Hi,My bank charges a monthly fee of $19, but if I maintain a minimum monthly balance, the fee is waived and added back as a fee rebate.QBO suggests I record the rebate as 'uncategorized income'If I do this, it appears every month I have an expense of $19 and an income of $19.What is the best way to record this transaction? There's also a transaction where the bank refunded some charges made due to a bank error.How do I record this type of situation?Thank you.
Hi there - I'm in BC and have encountered a problem that no one can seem to answer. My statutory pay has automatically changed in the system. In the past, my stat pay would be based on the hours I put in so for 1 day - 8.5 hours at an hourly rate. The system no longer allows me to calculate like this. It has automatically changed to "average daily wage" which is not correct. When I go into the employees profile and try and edit under pay types, I cannot even access statutory pay - it is blocked out. Does anyone know what's going on or how to get around this?
We have just downloaded QuickBooks Enterprise 2024 and were excited about the prepayment to sales orders only to discover that this feature is unavailable if you have multi-currency. Does anyone know if QuickBooks will be addressing this issue in the near future.
Is it typical to charge a set up fee when a client transitions from desktop to online? I'm not sure how much labor/time is involved.
I know, the topic sounds a bit weird... so let me set it up with some context:My business somewhat regularly receives wire transfers from Canadian and US clients. The bank takes CAD 15 for each Canadian wire and USD 15 for each US wire. So... a payment for an invoice for USD 1000 will actually show up in my USD account as a deposit of USD 985. I then manually split the transaction into:1) Credit to USD Accounts Receivable for USD 1000, and2) Bank charge of USD 15 (recorded as a -15).All this works just fine manually, but I was hoping to automate the splitting. Unfortunately when I try to specify this in a rule, I get a "generic_error". The error goes away when I turn the USD 15 positive.Screenshot attached. So... this is probably not as much a plea to the community to help me figure it out, but rather one to QuickBooks to fix this. Just allow a negative amount, please.
I have the latest version of iOS with all updates installed on my iPhone.
Trying to file HST return; popup indicates "A sales Tas return already exists". Previous report files as current report. How do i change the reporting date on previous filed tax return? Using QBD
