QuickBooks Q&A
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I’ve searched the web and the forums, and it seems the obvious and best setting for credit card processing is not an option. Since Canada now allows us to officially charge a credit card processing fee, the best option is to tell your customers, the price is $X.xx, add X% if you wish to pay with credit card. So, the best way to setup our entire QuickBooks account would be with CC default not offered and a check mark to enable if the customer agrees. However, that’s not an option. What I’ve found is, credit card, holistically, is either enabled or disabled. Only when enabled, can I selectively turn off the option to pay with credit card and, it must be done on every invoice. No option to simply turn off per customer. Anywho. Best option for me… CC enabled but not offered unless I click the checkmark to offer on a per invoice basis. Staff keep forgetting to remove the checkmark.
We recently trying to switch to use QB 2021 desktop from a very old version QB 2006 (which is going to died anytime) We are a Canadian company and doing most of our sales in US$. The 2006 version, on the item it has sales price & foreign price (see attached) But the 2021 version, only has sales price. When I back up the info from 2006 to 2021, I can’t see the foreign price/US$ price. When searching the USD dollars price , I can see the USD price on the item list My question are:Can I still have the sales price & USD price on the item like the 2006 version? If not, where can I change the USD prices?
Hi, I tried to clear out all my 2022 Suppliers with a mass "Pay Bill" for all outstanding Suppliers back in December. Now in 2023 when I try to transaction match, I am getting an entry for Bill Payment Dec 2022 in addition to the new 2023 new open bill (see screenshot). Am I missing a step to close out the 2022 Bill Payment so that it does not appear in transaction matching? Thank you in advance!Darren
I recently created and shared several custom reports with company users who only have access to see reports. If I go and change the report details and resave it, the company users now see a second report with a "-1" at the end of the report name. Each subsequent save of the report generates another report in the user's list. My list of custom reports remained the same. Is there any way to avoid this if report changes need to be made? Our users now have 40 extra reports in their list.
Hi, We are using quickbooks online, and i was wondering how can we add electronic signature to print cheques? Also how do we print cheques using quickbooks online? Please let me know, thank you! Also just wanted to confirm that there is no EFT payment option with quickbooks online correct (ie. we cannot use quickbooks online to generate an EFT payment file to upload to our bank)? Thanks!
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Hello, I'm having a problem allocating one of two cheques that were combined and deposited at the bank as a single transaction. The first cheque is a HST refund cheque which I have entered as Undeposited Funds. Through that process, I am able to connect that cheque with my entry in the Accounts Receivable account. So far, so good. The second cheque is an unexpected income tax refund cheque from the Federal Government. I obviously don't have an entry in my Accounts Receivable account (as I didn't write an invoice) and I can't see any mechanism to classify the cheque in any other way. I would think I should be able to apply this second cheque against the income tax I've already paid throughout the year. That would give me an accurate account of the income tax I've paid. I'm reasonably certain that if I had deposited the cheques separately, I would have been able to apply the second cheque to my Federal Income Tax paid account.
When we move from Pro desktop to online, will our many years of historical data move to the new platform?
Bonjour, Je vous contact car nous n'arrivons pas à avoir accès à notre abonnement quickbooks, nous aimerons récupérer certains documents mais l'abonnement est suspendu, nous avons essayer de régler l'abonnement mais cela n'est pas passer Cordialement
Welcome to our What could go wrong? series, where we do our best to flout Murphy’s law and get prepared for anything that could possibly go wrong as we prepare for year-end. Today’s topic is an especially sensitive one: paying employees. When you’re trying to make sure your workers are rewarded for the contributions they’ve made to your business, the last thing you want is for an issue with your bank to put your payroll in jeopardy. So, let’s take a look at some of the most common payroll issues and how to solve them. This guide is for users of QuickBooks Online Payroll. What could go wrong: A Non-Sufficient Funds (NSF) hold on your payroll account An NSF hold on your payroll account happens when we debit your account for the direct deposit amounts due, and the debit is returned due to an issue with your bank account. When this happens, we'll send an email to the Principal Officer or Primary Principal listed on your account (you can fin
I do not want these items to show as income, as they are just reimbursed expenses
Hello, I would like to create a report that show the relationship between my current invoices and my current bills - and ultimately the gross profit. We are a logistics company - and we would like to see the revenue that we make from one single transaction. We invoiced our customers for a delivery and then pay the carrier to carry out the shipment. The invoices to customers and the bills from vendors are tied together using our Pro Bill #. Is this kind of report possible for QBO ? Thank you kindly for your help.
I entered the returned item as a credit under "Enter Bills" but not sure if that's correct. If it is, how do I get it to show up in the Cheque Register?
preparing projected financial statements
reporting GST with no sales
I haven't changed my plan.
Hello, My employer is stating that my Tangerine bank account can't be setup for direct deposit payroll because the account number is 10 digits and quickbooks only allows 7 digits. The direct deposit form from Tangerine has the 10 digit code. Any help would be appreciated for how I can have these connected for direct deposit.
I'm trying to mark my sales tax as filled (created payment installment and balance is 0$) for my last quarter and i'm getting this error: You recorded an instalment payment that doesn't fit in any filing period. Delete the instalment before you prepare your return. Then create a new instalment with a sales tax filing date that falls within your sales tax filing period. (code: "INDIRECTTAX-10395") My filling period is August to October , I entered the instalment in December ...everything is already reconciled. When I try to mark it as filled I'm blocked by that error and not sure what to do. I deleted the instalment ( broke my reconcilation) to put it on a date within the filing period as the error says...but still not working.
Only the 'profit and loss' and 'invoices' boxes open, but, not 'expenses' or 'sales' - as per usual ... 😞
