QuickBooks Q&A

I was on phone w/ QB for over an hour 5 days ago.  Said it was engineering issue.  My data is a simple 300 rows by 7 columns spreadsheet.  

I am going from QB online to QB Desktop and need to create a company back up.

Change gst number 

I have several different credit cards and I would like to see a list of all my transactions associated with all of my linked accounts on one page. I used to use mint and I am looking for a overview on all my transactions rather than only certain transactions associated with a specific linked account

I need to know if I have the option to process credit card payments manually and if so. How do I proceed?

Hi there, I need to set up an account (or possibly more) that I can use when we have caused damage to a customer's home during installation of our product and also for when, through our own error, have to record a loss of our product due to inaccurate estimating. I don't currently have anything on the Chart of Accounts for these scenarios. Thanks in advance

How do I get the shipping address to show up on invoices?  In the template both "show on screen" and "print" are checked, and an address entered, but they don't show up.

I have an ongoing issue that, sadly, the language barrier with QuickBooks' customer service team is causing an issue with. I'm going around in circles and have no resolution. Ideally, I am looking to escalate this to a senior customer services rep/manager. Does anyone know is QB has a function/team for this?

The transactions associated to a secondary card on my credit card account are no longer syncing and downloading with a connected bank account.  The primary card transactions are downloading normally.  This is a new problem since January of this year.

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bank link out dated

How would I complete the following: share holder loan ( injection) for new startup for expenses and down payments paid from personal account. The following were all paid from personal account 1. deposit and down payment for new property purchased under incorporated business 2  expenses incurred - lawyers, applications for startup, registration  wondering How I would complete for financials and  for documentation for tax purposes 

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I was hoping to practice what was done in the videos with the sample companies

Does anyone have a list of the QB Export to MS Word fields that are available for use?IE: we have «MyCompanyAddrBlock» or «AddrBlock» however I can't seem to find what other fields might be available such as customer business name without the address.  It would seem logical this should be an available field and a list of these fields should be something we can refer to. In this example, the export is executed when on an invoice > Send > Prepare letter > select appropriate letter from the list.  

Hi.I am working in Desktop 2024.  I sent an e-transfer in July to an employee for an expense reimbursement (not set up as a vendor) and did this as per usual in the "create cheque" module.  I received notification this week that it had expired so I had to cancel it and will re-send it today.  I'm not sure how to go about recording this.  If the etransfer was to a vendor I know what to do but since it's an employee not set up as a vendor I am completely lost!Thanks

all my previous products have entered fine.  Now no longer allowed to use the slash on new products.   This will cause huge headaches in invoicing

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The support rep I dealt with on the phone told me the forward slash works (on most keyboards it is directly above the Enter button).  As a temporary solution, I'm updating and saving parts with a forward slash instead of the backslash.  It looks pretty dumb on client and supplier facing POs, Estimates and Invoices but at least it's a sufficient placeholder. If QBO listens and reactivates the backslash character it will be an easy fix to search products and services and correct all the forward slashes to backslashes.I plan on writing into the Feedback link daily until they bring back the backslash 🙂

Has anyone ever had an issue with entering an amount in a journal entry?  ex. you pick your account and then you put in the amount $500.50  and it wont let you move on cause it says it is an invalid entry?  one person in our office is having this issue and i am unsure why?

There are a lot of the previously entered names that have the /. if i go in them now - it says to enter a valid name.  We use a lot of pipe fittings that are 1/2, 3/8, 3/4 that were previously acceptable, but not any more.  Why?

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Hi!so I purchased a truck for my business with a personal loan. It’s being used for both business and personal, but mostly business. The monthly payments are coming out of my business chequing account, and I am tracking business km for tax purposes. I already know how to add a loan and track payments in quickbooks. But my question is am I able to add a personal loan into QB or can it only be done with a loan that is through the business?

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