QuickBooks Q&A
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The first two items in the self paced study video for 2023 recertification are Batch Transactions and Spreadsheet Sync. I cannot find either in QBO Accountant (Canada). Where are they?
Hi,In QBO, only a/r detailed report can be filtered by currency. Is that possible to run a/p aging summary & detailed reports by currency as well? Thanks!
My quick books self employed app was working great but all of a sudden my customer is not receiving the invoice e mail. when i go on the send page their email address is greyed out.
Would there be a fee to switch from desktop to online? Would there be additional charges since we just renewed our licensing or would I loose the money that I just spent on that?
Je parle dans une facture client.
Can I change FONT size on reports permanently. The reports are pathetic to read.
I have a program identified in the memo line of the transactions. I want to pull a P&L for just that program - how, in QB online, do I add customization by "memo" line detail?
I'm trying to upload journal entries to replace a manual sales receipt process at the moment. My journal entry includes a GST Payable line. I see these figures in my chart of accounts, but am not seeing it being picked up when I go to the Taxes section and prepare to file. What am I missing to fix this?
We have been having trouble with bank feeds and they have to be manually updated (it never automatically updates) and now the bank accounts say "Standard Feed". When I try to search the issue, other countries have Direct Feeds that need documentation sent to the bank in order to automatically download transactions but I can't find any information about that in Canada.
Hello, we are a Canada company with a USD chequing account and a Credit account in the RBC US bank. How do I link this bank to my account? Have been "request support for this bank" for several times but nothing happened. If I cannot link how do I manage a not linked business account?
I recently incorporated but before then, I had business expenses like website, domain, advertising, incorporation expenses etc coming out of my personal visa. I guess my question is how do I record these on QBO?
Hello,Is that possible to have customer's phone number displayed on the printed estimates?I know this can be done on QBDT. Thank you.
Recently moved and need new invoices to show new address. When I edit in Settings it changes all the older invoices address to the new one as well.
I have a client who uses QBO as a "dumping ground" for all his business & personal numbers. For 10 years, data has been entered into QBO but nothing ever reconciled. I do his business bookkeeping on another software but I use QBO to "cross reference" transactions and get info about invoices & payments. I'd like to start doing the bookkeeping in QBO and suggested a clean up. I 'd like to inactivate all the personal stuff & accounts. But for the reconciliation, can I choose a date (say the first day of this fiscal year) and start reconciling from that day on and forget about all the years earlier? I have the opening balance of the accounts from the other software.Should I even attempt this big mess or recommend that the client start fresh with a new company in QBO?
Hello,I am setting up QuickBooks online for the first time so am kind of learning as I go, I used desktop 2019 at my last company. When I use to pay our bills/print cheques I did it in the "Write Cheques" location on desktop, but with online now I am assuming I am now doing it under the category "Cheque" and "Print Cheque", my question is on the paystub it shows a GST line, is there a way to remove this, or is it common to leave it on there (or did I possible not set it up correct? It did not show up when I printed cheques using the desktop version so am just curious. I do remember entering GST as its own line item on desktop and see online has the option to include it. Any suggestions are appreciated.Thank you
I cancelled my account in November of 2022 and was still charged a monthly fee with no receipts or record of this happening besides the bank transactions. Spoke with customer service for hours to have a refund page emailed to me only to be told it’s not in their “Terms of Service for Cancellation.” Extremely unimpressed with this company and the customer service i received. This took hours of my time to be told there was nothing that could be done. We were scammed out of hundreds of dollars despite my photo proof of cancelling the accounts 8 months in advance. I’ve read numerous reports of this happening to others and do not know how they are able to get away with it. Am posting this to warn others about this company and how they will covertly steal your money.
how to retrieve a voided invoice
