QuickBooks Q&A
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how can u change the comments in the automatic invoice email
We have transactions from 2015.
I couldn't find PD7A forms, before it's in payroll Tax
Hi, everyone! Just wondering if anybody had a similar experience in depositing a cheque from a customer and wrote down an incorrect amount. Amount on the cheque is $158.20 and the written amount when client deposited the cheque was 158.50. How can I deal with this when I want to match the invoice to the bank? Should I just edit the original invoice to match the deposit amount? Thank you!
I have dozens of rules that all have Auto-add turned on (green) at the bottom where it says "Automatically confirm transactions this rule applies to". Yes, IT IS ON. In the last 3 years I've had hundreds of transactions correctly tagged with these rules, but I have never seen one get moved from "For review" to "Categorized" unless I manually do it myself. Yes, the transactions are being matched. Eg they say RULE in the category or match column and "RULE APPLIED Bank Fees" in the details. What is auto-add supposed to do? Does it work for anybody else? Is there some way to force trigger auto-adding? The only time auto-add ever works for me is if I create a new rule while there are other transactions in "For review" that match it. Then, and only then, do they get moved from "For review" to "Categorized" automatically. When new transactions come in, they are never automatically moved. QuickBooks Online website, Canada, Business, newest Chrome browser. Sup
Hello, I made a payment to a vendor by cheque and then a direct payment was made to them for the same amount. They will be putting the overpayment towards future bills. How do I record the second payment and how do I record future bills from that payment?
When I log into my bank to download the credit card files I am now getting this error...You don't have permission to access "http://www.scotiaonline.scotiabank.com/online/authentication/authentication.bns" on this server.I didn't get this error last month when I went to log in. Same house, same internet, same laptop. Nothing has changed Any suggestions?
Is there any way to tell if a transaction has an attachment without opening the transaction?
Considering adding direct deposit options for a few employees. Will i have to run two payrolls? One for employees that want direct deposit and another for employees who want paper checks?
Recently had support assist me for an issue and after getting some guidance I was told to submit my suggestion for a change in the software via the feedback button. I appreciate that I can leave feedback (for various items) but I've never seen anything done about what I've suggested. It makes me wonder what exactly is "on the docket" for possible change or improvement. Is there an online list that users can view the items which have been put forth as possible changes or suggested improvements? Perhaps there could be an option for users to "vote" for suggestions or ideas which could be tallied by the developers to see just what we (the users) are interested in having fixed, changed or altered.
Should I disconnect it again and start over
Journal entries to pay off a mortgage and account for the new mortgage affected the sales graft on the dashboard. The one that shows monthly sales
My bank is no longer supporting direct linking to my accounts from QBO.I have watched the video and read the articles and community posts about how to manually upload bank transactions. That is easy and clear to me how to do from a point of download and uploading.However the process is very unclear to me about what happens after the file is imported. The instructions are not clear at all in my view. When I linked to my accounts I could update the bank accounts several times a day and often QBO would do it on it's own. This worked perfectly. I assume QBO just ignored transactions it already had. But here is my question. Suppose I download transactions for June 2 at 09:00am and there is one entry for interest for say $150. I upload this this into QBO and add it to my interest earned account. No problem so far. But when at say 3:30pm I download June 2 entries again I get the $150 interest entry again along with say two deposits for invoice payments. (You can only download b
Using QB 2015 Premiere Manufacturing & Wholesale, inventory based sales. How can I issue a credit after an item has been sold/invoiced without affecting the inventory? They are not returning the goods, I just want to refund part of the cost. I tried creating a 'discount' item with the cost of goods as the account, but you can't have a negative amount on a credit note. Also tried using the discount on an invoice, and same problem - can't have a negative amount on an invoice. It has to be a credit note of some kind, but I'm at a loss how to achieve it. Scenario: Sold 5 of item ABCDE @ $100.00 each, I want to credit the customer $10 each - $50 in total, without affecting the inventory level of item ABCDE.
The missing invoices are not showing in the customer listings either.
Quickbooks Desktop Contractor Edition Hello! I am working for a construction company who deals with several different projects at one time. We have all our projects set up and named so I know where to record purchases and sales. Is there any way to view a report to show us each projects costs per account? And by this I mean be able to see Project A - Vendor Name - Account used. We know how much we should have for each company so we are trying to find an easy way to see if/when we are missing an expense. Right now all we can seem to view is each projects costs broke down by the Vendor. We are hoping to be able to bring it one step further and also be able to see the amount recorded to each individual account. Anyone know if this is a report that exists?
I am using QuickBooks Accountant online. Could you please tell me how to use cash discount to customers when they make less payment without editing the invoice ?
