QuickBooks Q&A
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linking invoices to PO's
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I have entered my 2025 data to-date, but can't find a way to enter my 2024 data.
I am experiencing an issue when trying to send emails from QuickBooks using a Google-provided email server. Every time I attempt to send an email, I am prompted to log in to my Intuit account. However, after entering my credentials, I receive an error message stating that my account cannot be signed in, preventing me from sending emails.I have verified my Intuit account credentials and ensured that my Google email settings are correctly configured. Could you please assist me in resolving this issue?
When I press preview invoice it doesn’t show it’s blank page
Creating invoice need to date products/services on invoice works on my other account?
I'm using Desktop 24 Pro. I've downloaded a Web Connect File from my bank. I went to "Add Multiple Transaction". In the bottom section of that screen are the transactions from my bank account. I went to match a few transactions and QB asked me to select a Payee, and then asked me if I wanted to associate all the similar transactions to that payee. I wasn't sure so I said yes. It changed all the similar transactions to the same payee. I also had to select an Account. It again asked me if I wanted to use the same account for all the selected transactions. I said yes. Everything worked fine. I went back in and wanted to select some more transactions. However, this time all the transactions with the same name as before (Misc Payment) had the previous Payee name. I have hundreds of transactions to select and it is a pain to manually rename each payee. I read a lot about clicking on some Rules tab and renaming the Payees.&
I would like to categorize personal v. business and the tags allowed me to breakdown my personal transactions. What would be the best way to do this with a custom field. I have basic subscription.
Our salaried employees' hours are not calculating correctly. We need to correct the hours so they are right on a Record of Employment but we don't want it to affect the salary.
So If I have a new project and want to bill monthly recurring fee to the customer, can I use recurring invoice and assign to the project, if so will it show up as project income?
I am a bookkeeper, and I have a client who uses Houzz Pro. Each month, more than 80 invoices are generated in PDF format. However, when I convert them to CSV to upload to QuickBooks , Qb platform reads the data incorrectly, and I can't correct the errors to properly add the invoices. Since Houzz Pro and QB do not sync in Canada, is there an efficient way to transfer this data from Houzz Pro to QB without having to manually enter the invoices, or is there a tool that can streamline this process?"
I would like to see a "Profit and Loss by Cusom Field" to replace above. Exporting detailed transactions really is going backwards to accomplish this is backwards.
How do I record a GST payment made to Canada Border Services for an item purchased overseas? I'm assuming that I can claim this next time I file an HST return so want to get it right.Thanks
I am trying to figure out why my Fixed Asset subaccounts come up on my balance sheet different from the set up. example:Account TypeON CHART OF ACCOUNTS Auto, Hvy Equip, Trailer, Other Fixed AssetAuto Fixed Asset2007 Chev Silverado Truck LS Ex Fixed AssetAcc. Dep. - 2007 Chev Silverado Fixed AssetON BALANCE SHEETAuto, Hvy Equip, Trailer, OtherAuto2007 Chev Silverado Truck LS ExAcc. Dep. - 2007 Chev Silverado2007 Chev Silverado Truck LS Ex - OtherThe vehicle is subaccount of "Auto" and the Depreciation is a subaccount of the vehicle.But on the balance sheet the vehicle shows under the Depreciation account and shows as "other" after its name.I googled the question and AI says I have entered the information correctly in QB and gives me a list of checks to look at but as far as I can see, I have entered the set up correctly. It's become a pain because I have to pull the balance sheet into excel and make all the corrects and I have a long list a vehicle,
For clarification, the sale is happening for services provided off a reserve. It is not exempt or zero-rated, but should be charged at the full 13% with the provincial point-of-sale rebate being a separate line showing a reduction of 8% on the invoice and subsequent HST report.
My invoices won’t load on the QuickBooks app, how can I fix that ?
