QuickBooks Q&A

My business does not have to pay statutory pay to all employees, as this is a healthcare related business in Ontario.  How do I get around the fact that Quickbooks online does not let me deactivate Statutory Pay for employees as it's on by default.

Original commenter did not share additional details

When I assign a prepaid expense to a client, the amount will show up on the invoice, but I also want to attach the receipt for the same.  It is usually required by clients.  Is there a way it can be configured to do so automatically?

Hi,I just want to know if it is better to download transactions from the bank, categorize and match/add them before we start the reconciliation.The 2nd question: When we add a payment through bank feed, where is it recorded in the QuickBooks? In the bank register, in bills or somewhere else. Where can we see it in quickbooks?

The pay date for the processed direct deposit is incorrect so the payroll taxes are accruing for the wrong pay period. I need to edit the pay date to the correct date. I am using quickbooks online.

Original commenter did not share additional details

Original commenter did not share additional details

It will allow me to pick an association for the first line but the rest will not allow me to select the drop down, any suggestions?

Please read this carefully.. I have 2 different QBO companies' access.I run the DEFAULT General Ledger report.One General Ledger report has an 'Adj' column (OUT OF THE BOX)One General Ledger report does NOT have an 'Adj' column (OUT OF THE BOX) ^ THIS is the state in which EVERYONE is attempting to explain to you... except most want the 'Class' column.. SOMEHOW one company's DEFAULT-UNCUSTOMIZED GL report has a different set of columns.Please explain how that situation gets implemented. Please do not respond with how to Customize a report and bring up the custom report later.This is more than just a UI issue -- it is also an API issue [e.g. You cannot run a custom report via the API]    

Hi, I transferred money between two connected bank accounts (USD to EUR) in different currencies from my home currency. The problem is that I first forgot to make it through my home currency account. How can I record these transactions now?

I am not an accountant, just a business owner "flying solo". This problem has existed since day one of my QBO subscription but I thought it was normal. Later I noticed that my bill payments never reduced the GST owing amount. Scenario:I create a bill that I have to pay. Let's say it's for $100 plus GST 5%. The total is $105.Once the bill is created I click on "Make Payment". The new windows automatically fills in the full amount to pay. No GST fields, just the amount to pay (this makes sense because the bill itself is dictating what is the GST amount). So I click PAY.When I look at the Transactions List I see this: Before sales tax: 572.44   |   Sales Tax: $0   |   Total 572.44 As a side issue - I cannot find a place on the "Make Payment" window to specify that the payment was E-transfer. The system automatically makes it as Bill Payment (cheque).  One last important thing to mention. If I create an expense manually or vi

Original commenter did not share additional details

As a non-accountant but a business owner, I've learned not so long ago that we can claim only 50% of GST for Meals and Entertainment. Ok. I want to ask the community what is the PROPER way to enter these expenses and GST? Some suggest creating a custom tax rate that reflects the half (here in AB we have a 5% GST, so create a 2.5% GST). Then select the 2.5% GST for meals and entertainment expenses. I consider this wrong because this is not the GST we paid. So, even though I am not an accountant, I believe that, for the sake of consistency, we still have to indicate the proper GST we paid (5%), while the system must automatically detect the Meals and Entertainment category as ITC = 50% of GST and calculate the tax credits respectively. Please let me know if this feature is actually implemented already and I've just been living under the rock? How do you do it? 

When I send the Customer Statement email ..... it send the PDF attachement; but it shows all the same detail in the body of the email  it a very awful  looking, hard to read csv style text format. How do I get rid of that?  I just want it to send the pdf? I can send it to myself, and resend just the pdf.... but I shouldn't have to do that when the system is set up to send out these emails.

Original commenter did not share additional details

Hi, When I run collection reports all of my customers show up. How do I create a collections report for just one customer? I have Quickbooks desktop pro plus 2023. Thank you!

Hello,I'm trying to use the AR Aging Summary report, but when I drill down on a Customer to see the individual AR Detail Summary .... I want to change the settings on this report.  So, I have CUSTOMIZED the AR Detail report, but every time I drill down from the AR SUMMARY report the setting go back to default.How do I choose to have that Customized report again?   I don't want to have to constantly select the changes each time.I need to work from the SUMMARY list, and drill down into DETAIL report for individual companies.  

Original commenter did not share additional details

Original commenter did not share additional details

Original commenter did not share additional details

Original commenter did not share additional details

We had our previous bookkeeper/accountant set up our quickbooks and chart of accounts. They did not set it up the way our business is structured, what is the best way to fix this? Do we need to delete everything and start from the beginning?

Hi everyone! I've paid my GST of course, and would have guessed that I'd be able to match the payment in the Bank Transactions area. Unfortunately, the "Action" column only contains "Add". If I head over to the Taxes > Sales Tax area under Filings, I can see the Filed entry with "Prepared" "Filed" and "Paid" checkboxes all green. Should I be able to match these?  I can confirm that the dollar amounts line up. Thanks for the guidance.

We have project managers who need access to job costing reports. In particular, we often use the job profitability detail report. We need them to see the lump sum payroll costs associated with the job by service item as well. I have noticed that while they cannot click on and open a paycheque once in the service item cost breakdown, they can customize the report to include "source name" which shows the employees name in which you can determine their wage. I have tried every customizable option for permissions and it seems to be a all or nothing feature. Either they can see service items and figure out rate of pay, or see no service items by which the job costing report is inaccurate, as that data is not pulled in. Can someone please help me with this so people don't have access to this sensitive data, but can still run their project reports effectively. Thanks.

Original commenter did not share additional details