QuickBooks Q&A
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I am using QB self employed. I accept online credit card payments and that works well. I want to change the bank account into which the deposits are made. Any topics I find on this tell me to Create Invoice/ select Payments ..... no such thing on my screen. Q: How do I change the bank account into which online credit card payments go? Quickbooks Self Employed. Thanks, Dennis
Hi all, I want to be able to edit my invoices to have a proper title. Currently, between my business address and my client address, the invoice just says, "INVOICE". I can find how to edit this field via template cusomization, but I would prefer to be able to change this title while making the invoice and not by customizing the template. Preparing multiple invoices at a time is a thing and I don't need to be changing the template (the obvious workaround) when switching back and forth. This can cause issues (mis-titling invoices) especially if preparing multiple invoices for the same client. I want to make the title a brief description of the job. The memo field at the bottom is far too out of the way and small in print. In the attached image of the sample invoice, I want to replace the circled "INVOICE" field with titles, such as, "Demolition of such-and-such at [address]" or "Baseboard Installation" etc. This becomes especially pertinent when I'm invoicing for addresses that
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I have questions regarding custom fields for Customers. 1. Quickbooks Desktop only provides for a maximum of 7 custom fields by default. Can this be increased? My client needs a lot more. 2. Is there a way to manage the data type in a custom field? By default they are text, but I want to limit entries to specific formats such as date. 3. Is there a way to reorder the custom fields after creation? My client has fields created at different times and the display of the fields is out of practical usage order. Thank you!
We had an employee submit an expense claim. I received an email stating the employee submitted the claim. However, when I look at my expense claim list - it is not there. Is there somewhere I can look to see if it was deleted? Thanks.
I have a client who didn't use a bookkeeper, first download of bank feed for reconciliation brought in years of data in spite of trying to restrict by date on bank site. How can they be cleared? No delete or ignore or batch function available in Canada on either Preferences/Chequing/Bank feed or bank feed screen itself
Why can't I, the sole proprietor of my company, undo a reconciliation? Why do they force me to pay an accountant to go in and click a button and waste a couple days time while they do so?
Since Quickbooks will only accept a certain # of characters in the vendor name (or names in other list), the name will be truncated even in the cheques that we issue. Lately, the bank had rejected those cheques. Is there a way to enter names that are 46 characters (including blank space in the name) long? Thanks!PPMCKC
Hello All I want to reimburse different job payments say 4-5 payments some of bills and expenses and vendor payments too and all done by the owners and want to make one chq for all these payments any idea how do i record it in QBO plus and issue one chq also how to manage project expenses and reconcile against the project float from the project owners 10xA
Hello Everyone! I have inputted half of opening balances and stopped but now i want to retrieve to do the balance but i am not able to enter the opneing balances in quickbooks online pluscan anyone help me how can i input the opening balances in chart of accounts Much appreciated! 10xA
I've gone to the taxes item in the menu but that isn't changing things. I've also tried to add a custom rate but that doesn't fix it. I've made sure they're all active but I can't change it on the invoice. Please help!
How do I set something up to give a Customer the choice to make a prepaid appointment?
When recording several payments, it would be amazing to have the customer name show to ensure accuracy.
What are the options to request reversal for payroll taxes filed in QBO, due to insufficient funds, now automatic deduction is causing negative balance in the bank.
Payroll tax to be put on at the payout.I.e. Staff A has regular wage of $ 2000 per a month. He also accumulated $500 bonus each for the month of Jan Feb Apr, then wants payout in Aug for $1000.
I had to reverse and re-enter a paycheque, resulting in QBO showing payroll taxes as overpaid. How can I change the amount to pay on the current period and resolve the overpayment in the Payroll Tax Centre?
The "Payroll Report" is perfect as a report for backup to the Invoice I am billing to a Customer. The "Itemized Payroll Report" does not give the name of the person working on the Customer, or the Total Hours worked. The "Payroll Report" gives all of the information that a Customer needs, and it looks professional.
