QuickBooks Q&A
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Hello,can i find self-pace material/slides or PPT for QuickBooks Online Training
I pay every other week. This issue has only started since changing from paying once per month.
Sync with Square finally stopped working, so we have had to migrate to Connect with Square- where we used to have invoices and payments and the taxes came across correctly. Now all the taxes on every transaction since Connect with Square are random, make zero sense adn are completely wrong. Taxes are set up, the only thing sold are "square items" and all have GST/PST. whle the total of the taxes is correct the split is inaccurate - the best one is GST at 8.8% and PST at 3.1%. it is going to be a nightmare to track and post and correct every transaction manually. Any ideas on how to get the taxes to come across accurately??
I would like my estimates and invoices to show the following details: SKU, Description of the product (several of our products have the same description but added details such as sizes, Qty, price and amount.
Logged into a new phone, none of my company info transferred
I like to pay payroll taxes right after I create paychecks. How can I do that and how to I export them into my QB desktop for Mac? I have struggled with this ever since they changed from intuit online to QB online. I can't seem to find anywhere on the website to achieve this. Help.
I've forced stopped and re-installed the app but to no avail. This issue has been persisting for 2 days now and is very inconvenient.
When we invoice customers they holdback 10% of the invoice until the job is complete. Currently we use an item code HB which is a 10% deduction on the ivnoice and that puts that money into a current asset accout. Then when the project is complete we create another invoice with the item code HB PO (holdback pay out) which deducts that money from the current asset account and posts it in accounts receivable. We pull a report monthly to see if we missed anyone that we could invoice. It shows ALL debits & credits and the final balance, not an individual project/customer balance. Our options currently are: filter by name for projects to try to eliminate ones we know were invoiced which takes a long time OR export it to Excel then filter by name then match up credits & debits to elimianate fully invoiced projects. We can't filter by date as projects can last up to 2 years. each name. How can we manage this system better within QB so that we can quickly easily see
I have included the Reconcile screen for my Visa Account. How do I get it to provide a field for Service Charges or Interest?
My company (a Canadian company) bank accounts include both Canadian and US dollar accounts. Year-end balance sheet is reported entirely in Canadian dollars .... but the US bank account amount ($34,xxx USD$) is reporting as over $70,xxx CDN$. This is not correct - and the CDN equivalent should be closer to $42,xxx CDN $ based on exchange rate at year-end date. This indicates some ongoing problem with the exchange rate (provided by Quickbooks) over the course of the year. My auditor wants me to adjust the Balance Sheet amount on the US account without changing the actual US$ amount on the bank account line. I do not know how to do this. Can it be done?
https://quickbooks.intuit.com/learn-support/en-za/help-article/charitable-donations-deductions/set-record-kind-donations/L5trLlxwF_ZA_en_ZA?uid=l619g75q. When I follow official guidance on in-kind donations QBO, it heats my expenditures - Purchase account. And as this is a donation, it is free for us. Please advice how in-kind donation should be proceed in QBO properly.
https://quickbooks.intuit.com/learn-support/en-za/help-article/charitable-donations-deductions/set-record-kind-donations/L5trLlxwF_ZA_en_ZA?uid=l619g75qWhen I follow guidance on set up and record of in-kind donations, it hits my expenditures - Purchase account, and as it is a donation, it is a free for us, so no expenditures. Please clarify guidance.
in vendor center - click a vendor, show the 'transactions' tab.my transactions tab is set up to display the 'open balance' column, (so i can see which bills haven't been paid yet).ALL transactions that are 'credit card purchases' for a vendor show open balances, which is weird because a credit card charge means the bill is inherently paid....Any ideas how to get those entries to show $0 open balance? thanks folks :)
I am getting mixed answers when I call into QB
Hello again!I have searched but I have not found an answer that seems to work. My question is pertaining to Credit Card Interest being refunded by the Credit Card company. We were erroneously charged interest fees on two of our cards. After determining that it shouldn't have been charged, the original charges were reversed by the CC Company, but it wasn't for two billing cycles. I need to figure out how to account for this. I thought by making a general journal entry, it would reverse it for me, but now the interest charges that were reversed are showing up in my Unpaid Bills Report. Which obviously they shouldn't be. The journal entry that I made was:Visa Account (dr) $$ Accounts Payable (cr) $$ (Name is Visa AP)This made it so that I could reconcile my cards yesterday, so I'm worried about changing anything that will change those reconciliations also. Any help is very much appreciated. Thank you 
