QuickBooks Q&A
Recently active
Hi. I'm new to QuickBooks. I converted a billable expense to an invoice. I saved the invoice but did not send it. The client wanted the expense shown on a separate invoice. I used the garbage icon to delete it on the first invoice and attempted to add it to second invoice however QuickBooks does not show it as available. In Sales it still shows as converted. How do I unlink this expense from the original Invoice and make it available to convert again?
I have set up multicurrency and added a USD-based customer. When setting up the service fees for that customer, I can only enter the fee in CAD, which will not work because the contract fee is in USD. QB support suggested setting up a price rule via Products and Services in Sales tab in Account and Settings. I do not have that as an option. The only options are Show Product/Service on sales forms, Show SKU column, and Track quantity and price/rate.
the accrued hours for vacation pay do not equal vacation pay available
Original commenter did not share additional details
We use the QBO app to snap all our receipts and invoices. Then I review them all in the web version to adjust any GST differences, and check them over. Many expenses get coded to the right accounts, but our food purchases don't. We run a restaurant and the bulk of our receipts/bills are food purchases, which need to be coded COST OF GOODS - FOOD. They alway come up MEALS AND ENTERTAINMENT (an expense), and I have to fix them, even when I set the correct account in the supplier info. Is there any way to fix this? Thank you.
The PST report is for a previous period, so I cannot change the report.
Since there is no way to easily change projects back into a sub-customer, is there a way to easily change all the transactions on a project to their respective sub-customer? My software , like everyone else's on this planet, cannot access projects due to Intuit not releasing the API. This is absolutely unacceptable given how QuickBooks pushes using projects instead of sub-customers, which my software uses to access accounting data.
Can't adjust column width on sales transactions page since this morning, is anyone experiecing the same issue?
I am on Desktop Premium Contractor.I looked up how to do it. Went into single user, i'm the admin. went to preferences, send forms, company preferences. It's not an available option. I would like to set it so it automatically marks invoices not sent and I can look up if sent or not.Please help
We switched to QB in 2023 so our A/R are journal entry balances as of Nov 30 2022. I noticed some receivables were not recorded last year so they have a balance owing in the journal entry. How do I appropriately record these now? Thanks in advance.
I need to pay the Sales Tax to Revenue Canada Agency but I can't find the Reporting Period date to change the date of the default?
Hello, We recently acquired another accounting firm, where their clients had an inconsistent chart of accounts. We plan to implement our standard chart of account numbering for our existing clients and are trying to find the most efficient way to implement it. We've tested a manual approach (importing the standard CoA, then renaming/merging as necessary), but that took ~4+ hours. With our 100+ clients to do, it just does not seem the most apropriate. Is there a faster way to update an existing chart of accounts for a new structure while preserving the existing history? (opening a new QBO for each client is not an option)
The owner made a purchase using both credit and cash. The credit amount shows in my bank feed, which I am able to link to the bill. However when it comes to the $500 cash amount, I have no idea how to proceed. It needs to be entered into quickbooks somehow, attached to the bill to pay it off, and be added to she shareholder loan account. How do I add this?
I am reconciling the Bank Account, there is a payment showing on the Bank Statement it is the quarterly HST the company paid to CRA In the QBO Banking it did not have a Category or tax showing. I chose GST/ HST payable, it then says Please use GST/HST for this transaction. It shows 25500 GST/HST Payable. It will not allow me to go forward.This is the only item left to reconcile, to allow me to go to the next Bank Statement.
In the supplier transaction list I have the attachment column activated but it has nothing there when all bills have attachments
how do i add a new credit card to clients payment options?
