QuickBooks Q&A
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I am just setting up my quick books. It is not going to be connected to my bank. How do I set up a second bank account?
It's an expense that I paid from PayPal using my current us funds in PayPal, now it has come into QB as $30 but in reality it was $39 cdn.
Some of our vendors offer a 30/60/90 term with the amount split between 3-4 months. Is there a way to create split terms when entering in a bill in QBD?
Adding another user
Payroll has been run, but past the cut off time, employees will be paid late otherwise.
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On customer pages you can see "nameid=" on the end of the url of the customer page, but on project pages it shows a much longer ID and it is not the ID that syncs to the name field. I know this because I am using Zapier to sync entries and using the ID from the project url results in an error, but using zapier I could find an ID that worked for the project, wondering if there is an easier way to find this in QBO since finding it through Zapier is very inefficient.
Hi, we are thinking of getting QuickBooks online and was wondering since we are using QuickBooks Desktop, are you able to automatically sync QuickBooks Desktop to QuickBooks because we use QuickBooks Desktop as our main QuickBooks software and we are wanting to use QuickBooks Online so that our Site managers will have access to QuickBooks Online app and see all the progress for the jobs that they are working on that is entered into QuickBooks Desktop
I uploaded my Visa transactions from a CSV file as I have always done, but the bank feed is not coming up with any matches for the expenses I previously posted. I double checked that the dates, amounts and accounts are the same between the bank feed transaction and the posted expense and they are. I also tried deleting the bank feed transactions and re-loading them thinking maybe it was a loading error and that also did not help. I tried posting another expense with the same information to see if it picked it up and it hasn't.I chatted with QBO and they said I should exclude all the bank feed transactions and just use the posted expenses, but I really don't like this solution since I use the bank feed to ensure that all expenses/bills have been posted.Any suggestions?
I have a stand alone price that is different then what a customer would pay for the bundled price. In Enterprise I was able to have this set up as a different price that we could select when necessary. In QBO when I set it up it becomes the default price that automatically appears. I don't want that to be what happens. I want this to be selectable only when necessary. Is this an option in QBO? Basically I am trying to make the new price rule to not be the default
Example: I posted a JE in QBO at 8:00 AM EST and the same is showing in transaction history but when the journal is exported along with JE time details, time changes to PST and show as 5:00 AM PST as posting time.
How can I automaticly Import transactions from my uber eats platform into QuickBooks Online
Our bookkeeper does not have authority to pay expenses without the approval of 2 board members. We need an easier method of getting the approvals done. Thnx
I deduct money from 2 employee's paycheques as per their requests. This money accumulates and I can view it in the deductions report.Is there a way I can link this to an account so that I can pay it out when he requests payment from his held funds?
It seems I can only give my bookkeeper AR and AP.. Is this efficient to have my bookkeeper this limited in her duties, or must I give her full access to my firm, my clients, my subscriptions and all payroll?
I have a specific need regarding recurring billing to my customers. I am not talking about recurring invoices. Pretty much like a subscription and you get charge monthly on your credit card.So basically I would levy the said amount each month on their credit cards and they'd receive an invoice. Is there a way to make these kind of billing to customers in QB? Thanks
With our business, taxes are not always applied to all lines on an invoice. When I enter the invoice, I see there is an 'edit' button beside the tax amount. This button for me is greyed out. Where do I change that? I've tried entering the lines on the invoice separately, and leaving off the tax, but I always get the pop up that the invoice isn't in balance. I'm pretty new to QuickBooks. Is there a way that I can set my program so I always just put in the tax that I see on the Invoice??? I'm relatively new to QuickBooks Help please.
I am trying to change my payment method however when i select "change payment method" and the card information pops up, it is defaulted as Zip code and State. There is no option to change to Postal Code and Province.I did not have this issue with my last payment card.
While adding the card holders account in Qbo some transactions are automatically posted whose amounts are not provided in bankfeed also and it was added by Online Banking Transactions. So how to get rid of these problems?
