QuickBooks Q&A
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I have started a second QBO subscription and want my invoices to look the same as the old ones, All of the settings are the same in both templates but it keeps showing the price before tax instead of including tax in the rate and amount lines like the old ones. Any suggestions?
we have had to make pst adjustments for the correct filing and payment, but each month the pst adjustments sits in the bank reconcilation, is there anyway to have this removed. Our taxes is correct on the tax page, we only need to remove the outstanding pst adjustments from bank rec. there are numbers on credits and debitsThanks in advance
Does anyone else here have the issue of the "message to customer" section in custom form styles being deleted? I input a message for estimates under 1000 words too to well within the word limit.The odd this is that when I add the message and save, it stays there just fine until I log out of QBO.When I log back in it's removed. Very annoying and has effected work flow as the custom message is basically our terms for estimates and invoices.
We are on QB Desktop. We filed the Apr-Jun HST/GST last month. However, we just received 2 substantial bills dated May 2023. Once these bills are entered into QB, on the Jul-Sep HST/GST filing, will QB recognize these 2 May bills and include in the next quarter's filing. I want to avoid adjusting the Apr-Jun HST/GST filing. Thanks!
my problem is i don't used my QB to do invoicing for so many years 12 yrs because i don't know how.I know how to do use the templates but stucked on adding Item Lists under Lists.attached is what i used excel to do for the past 12 yrs.JobDescription UnitUnit RateAmountSubtotalLess: Discount 7% (Only certain customers)Total amountOn QB under New Item -- Type (there is Service, Non-inventory part,Fixed Assets, Other Charges, Subtotal, Group, Discount, Payment)This list will pop out so what Type should i choose based (For ex. Service --Item Name/Number (1)what do you mean by subitem of Rate, Tax Code that i know but accountDescription I know what to write your help is greatly needed. Thank you
Can I withhold more taxes from my employee when I am doing their payroll? If so how?
I am trying to delete or exclude three transactions from an old disconnected bank account that are messing up my profit and loss as expenses. I can only find 'categorize expense" in my batch actions. I'm on Quickbooks online. I do not want to have to relink that bank account to take the action.
Hey there, don't need a primer on the basics of accounting (worked at KPMG etc etc). What I do need a primer is on the logic of this primitive software lol. I recently joined a company which uses QB - QB desktop 2015 to be specific. Yes, I know outdated. QB sales wasn't helpful either when I asked to upgrade to 2020 so I haven't upgraded. Fiscal year is off calendar (March). I'm interested in calendar. Why in the world would ending retained earnings not = opening retained earnings regardless of how or which period you run your reports? That makes no sense to me? Is it the software? or would/could there be other reasons? I've asked the predecessor but they are not aware of why this happens. So for example, I run a report from Jan to Dec 31 2018 - ending Retained = $100. If I run a report from Jan to Dec 2019, my opening RE should be $100. Why wouldn't this be? Can someone point me to threads/articles discussing this?
I am using Quickbooks Desktop. We give and properly record advances to employees at times. My account has a balance at the moment. How can I pull a report to see who's balances those are? I know that I can look up individual advance balances for employees, but I am looking to generate a report that shows all current advance balances at a glance. Is there a way? Thank you
I have even tried accpepting these transactions and made offsetting with my clearing account in hopes to finally remove them but they just keep coming back for review. These are interest deposits over 3 months time. I can not get these 3 transactions to stop re down loading for review.
How can I restrict access/viewing of certain Memorized Transactions to specific users?
The note says Complete some security steps for TD Easy Web ??
I am having issues importing invoices from a CSV file. Test file worked last month, but does not work anymore.Invoices addessed to US customers return an error: "undefined".
