QuickBooks Q&A

Need to record in QB online the return of unused retainer funds to customer. The info I have found using QB search topics is not helping.

I am running QB Premier Contractor with Payroll performing my first T4 run. I reviewed, corrected, printed and uploaded an XML file to CRA.  Question is, did that XML file I uploaded to CRA include the summary?  Or do I need to file that separately?

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I just tried to file our T4s via efile. I have processed this way for years. Today, when I try to process these, I am getting a "T4 Validation Error," which further states, "Company name - line 1: The text _______ is invalid for this field. This field can contain only letters, numbers, spaces, and most printable punctuation characters except asterisks(*), apostrophes ('), and colons(:). It also cannot exceed 30 characters in length. This has never been an issue prior to this year. I don't know how to rectify this problem, nor do I want to. Our legal name has a (&) within it. Is there a way on the Qbooks desktop to download the T4s as an XML file without having Qbooks do it?______________________________________Next Issue,Second CPP posting incorrectly if pensionable earnings are within the base CPP maximum contribution and then goes into the second CPP but not reaching the "Maximum Contribution" for the second CPP. This was not identified until I had filed my remittances

Hi!!I was using Quickbooks Desktop Pro 2018 for many years without issues. My drive started failing, so I had to get a new one. Now when reinstalling I am unable to activate 😞 Is there anyone that can assist?Thanks so much!!!

I'm not even sure anyone from Intuit reads these... My account manager has been MIA for about a month. I have some very pressing issues that I need to contact someone other than "technical support" for. I've spent the last 2 hours getting bounced between online chats and phone calls. One saying they can't help me but the other can and so forth. I tried going through the sales phone number but the voice menu won't recognize any issue I tell to it. I'm at the point where I'm seriously considering moving my firm to another software. The support with Intuit is to be blunt, disgusting. Everytime I have an issue it's a fiasco to try and find someone to help.

Up until recently, when I printed a Previous Reconciliation, it would open the normal white pages it does when you print a normal reconciliation.  However, now when I click on Display, the previous reconciliation sheets open in landscape mode in QB's internal browser window.  I do not want them in landscape mode, I want them in portrait mode and I have searched high and low for a way to stop this behaviour, and get it back to opening normally like it used to.  Has anyone else come across this and if so, were you able to stop it opening in the browser?

I have a situation my Bookkeeper and Accountant have not run into before, our vendor finances our inventory, and offers financing to the customers directly.  When a customer finances with them we only get paid the profits, which is leaving a large sum unpaid in quickbooks on each of these transactions. Example:Customer buys a $25K item, finances it through our vendor, our cost on it was 20K, so only 5K gets deposited to our account, vendor keeps the 20K they were owed on the item.  But our invoice out to the customer would have been for the full 25K so now our books show an unpaid amount of $20K.

HelloI would like cancel a cheque (never cashed) that was posted in a previous year.  What is the best way to do this so we have a "paper trail" and it is recorded in the current year?   If I void or delete it, it will use the original dateWe are using QuickBooks desktopThank you  

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Hi Can anyone direct me how to set up a Gst exempt customer so that it always drops the gst ? Ive tried a few work arounds but still have some slip out with Gst included. 

All Capital one credit card expenses for one of my linked credit cards are incorrectly recorded by QBSE as US dollars. This has been going on for a year and a half and I just noticed it now. How can this be fixed?

Hello, I want to set the employee's contribution to their RRSP; this is quite easy to do with QuickBooks pay online. My understanding is that when the paycheck would be generated, the company would hold the money of the RRSP.  I need to understand in which QuickBooks account the RRSP money will be held temporary and how the company will transfer the RRSP into the employee's brokerage account. Does anyone know the recipe to do this? Also, I don't see any place in the employee's setting to put a brokerage firm and brokerage account number; did I missed something? Thanks in advance for your help

I do not understand why I can source a report for a tax (GST). Source a report for another tax (PST in my case) but cannot get a report with both taxes individual on one report? It just does not make sense. I need to see both taxes (individually) charged  for a vendor and/or individual client. If the data fields are there (which they are) they should be accessible to create the report. Please think like a business owner not a coder. If this could be provided in the future it would be greatly appreciated.

i cannot enter the code in box (case O) box of form releve 1 in quickbooks desktop because the box does not appear. how do i fix the margins so the box appears.  

After migrating from desktop to online, my beginning balance is incorrect. I have tried to contact QB but have just been sent on a wild goose chase and sat on hold for over an hour! Can someone please help.

When I upgraded to Quickbooks Desktop Pro 2020, it changed my date format. I would like to reset it so it is mo/day/year Thank you for any help you can offer. 

I have a workforce account, that uses same log in as my payroll on. when I track time on workforce in projects it comes up as a new version of myself and I can’t approve time because it’s showing up as an employee that isn’t set up in payroll.

In early January I received a new bank access card with a different number.  All was find with QuickBooks until yesterday when there was a bank account security check.  The check failed because the code to check that I was legitimate was the old code to another number, not mine.  This tells me that QuickBooks has the old access code.  How do I change it?My bank account is frozen per deposits until this security problem is resolved.Many thanks for any help.

Hello, I started the Certification training and each time I watch a video, I cannot hit "Continue training" as it says "Watch the entire video to proceed - 99% has been watched". I did not pause or fast forward or even touch 1 button! I tried multiple times on the same video.  Thanks for your help!

I tried searching for an answer to this already & their seems to be multiple threads about this topic already in the past but none of them have any answers that work.I am trying to create an estimate & certain products are causing this error to come up. But if I try putting these items on a different estimate it will allow me to add them.I can add these products with 0% HST & it will work but as soon as I go to change it to + HST it causes the error to come back when I try to save. Any help would be great as this is very frustrating.

I often have items coming into Canada that are not charged. But customs charges HST on the declared value. These could be warranty parts, items for service or returning items.I am not charged, but HST is charged by customs. How do I input these into Quickbooks so it shows up as HST paid/payable?  

The owner of the company wants to be able to see everything, but I don't want him to accidently change anything. How do I set it so he can look but he can't touch?

Is there a setting that keeps the customer from previous shift for my team? I noticed that the last customer they select carries over to the next day, even if I go in and change it to the proper assigned customer. This is very time consuming to change every employee every day, any help would be much appreciated. For more context, we recently changed our permissions to have only a few generic options assigned to staff (shop, no customer, unknown) so they aren't viewing customer addresses and other sensitive information. Now, any customer that was previously selected by staff before this switch is carrying over onto every new timesheet they enter. If there is a way to have the job I assign to them carry over instead that would be amazing so I don't have to change it everyday for long term jobs.  Example: Employee had selected "Customer ABC" as their job for the day when we switched our permissions. I manually switched it to the proper customer "Customer XYZ", but everyday

I have identified a discrepancy in the beginning balance in quickbooks, it doesn't match with my beginning balance in the bank statement, while performing my reconciliation for November 2024. This seemed unusual to me because when I completed my reconciliation for October 2024, everything was properly reconciled.  Upon review, I found that the discrepancy amounts to $2,041.18. After generating a "Previous Reconciliation Discrepancy" report, I discovered that my supervisor had deleted vendor payments from the years 2019, 2020, 2022, and 2023, which match this exact amount. These payments had already been reconciled.My supervisor has instructed me to make the necessary adjustments to complete the reconciliation. However, I have never performed this type of adjustment before, and I am unsure how to proceed.  I know that one way to correct this is to undo the reconciliations and redo them from those years, but it would take me a considerable amount of time to undo reconciliations