QuickBooks Q&A

Widget 1 Profit and Loss: Expenses does not match the Widget 2 Expenses amount. There is a large difference. I have already checked that it is not open purchases orders affecting it.

Hi~How can I exclude a transaction?My options are add one, add multiple, match or unmatch. 

Original commenter did not share additional details

Search invoices for product.

The books have been idle for a long time. He hasn't accessed them for a number of years.

Original commenter did not share additional details

Original commenter did not share additional details

I have a Canadian version of QB Premier 2015, trying to migrate to QBO Malaysian version.I tried downloading trial version of QB Premier 2024 to migrate from there, but I keep getting error email after uploading completes. The email says:We’re sorry. We couldn’t import your company file (XXX) into QuickBooks Online.Sometimes this happens if there’s an issue with the data in your company file. Most often you can fiximport issues by rebuilding the data file and then restarting the export process. I saw somewhere in this forum that it is due to different country version.But there is no Malaysian version for QuickBooks Premier? And I want to use QBO Malaysian version, not Canadian version. Can anybody help? I have three different company files need to be migrated asap. Any advice is fully appreciated. Thank you.

We updated all the banking information yesterday, we bank with TD bank

sales report from dashboards--->business overview is coming incorrectly... negative figures are considered as positive.

I have an Amazon Visa credit card.I bought some photography equipment on Amazon. I returned some of the photography equipment and get a refund on the Amazon Visa credit card. How do I categorize this transaction? Should it beType: TransferCategory: Credit Card Payment Or should it still beType: BusinessCategory: Photo/Video Equipment

Original commenter did not share additional details

When I sign in through invitation email, it shows error message as attached.I clicked try again and it shows "There's an issue on our end. We're on it."This situation was there for 2 days. I did not find a solution.

Original commenter did not share additional details

How do I speak with the financial team about getting a refund on a product that was incorrectly billed?  I've called the Quickbooks Online team 3 times and each time they tell me to submit a Refund Request (https://accounts.intuit.com/app/oirr).  I have submitted this 3 times and each time I get a template email response just saying it wasn't approved.  Nobody respond to my email replies, and there is no way to contact the billing team. This is terrible customer service. I am being incorrectly billed for the wrong product.  My next move is to initiate a chargeback with my bank and switch from QBO to Freshbooks or Xero.

I have a client who has the Esso fleet card for gas expenses for his business vehicles. I was wondering can we connect that fleet card to Quickbooks online so that whenever the monthly statements come in, we can directly import them and record the transactions.

Original commenter did not share additional details

Why in QBD Premier after I updated to 2024 version has the way "Open Sales Orders By Customer" changed?Previously when I would generate an invoice from a Sales Order for some line items or qtys of items, the sales order partially invoiced against would still show up in my  "Open Sales Orders By Customer" report. Now as soon as I generate an initial invoice for a portion of the sales order it is removed from the report. I can still see the sales order number in the "Open Sales Orders by Item" Report but not by customer. Is there any way to get the report to populate the way it did prior to the upgrade?

Original commenter did not share additional details

Hello, I just paid my quarterly HST remittance for August to October 2023.  Afterwards I realized I had not posted the expense breakdown to my credit card bills for these months.  Usually this is done before I ever file HST, it was an error on my part.  Can I go back to these bills dated Aug/Sep/Oct and post the expense line items with the HST?  If so, do I have to adjust my tax return with CRA, or is this picked up on the next quarterly remittance I do for Nov. 2023 to Jan 2024 due February 2024? Thank You 

Original commenter did not share additional details

Original commenter did not share additional details

Original commenter did not share additional details

My balance from the bank shows correctly on all accounts. But when I try to see and categorized new transactions, it shows 0. I can see then when I go on my bank app but not on QB

I have not been able to download any banking transactions for 2 days now but I can sign into my banking just fine.