QuickBooks Q&A

I have a WealthSimple cash card and I can’t add it

Primarily with choosing whether it’s inclusive or exclusive tax choice.

I am trying to assign information to an expense receipt , the drop down menu that I have on my lap top isnt the same as the mobile app any more . I am missing alot of my drop down menu .Has there been a change ?

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I have a client that previous accountant passed away. The only thing that we have is a Casware file. Can I import Caseware file into QuickBooks Desktop?

We received a notice to change the sales tax filing period from half year to monthly. When I tried to update the filing period it went retroactive to prior, paid, periods. How do I adjust so that this does not happen and how do I carry over the sales tax that have accrued since 7/1/2024? Thanks

I take a photo in the app. Check that all my information is correct and save. Then go to create an expense and I am unable to.

I have a multi user license for QB 2023 contractor edition. Recently we enlisted the services of a bookkeeper to assist with year ends etc. After getting the company file returned to my office, I restored from her backup copy and began using the file as normal. My wife does our invoicing and we discovered after several hundred inputs that the company file she was using was the original company file before the bookkeeper made her adjustments. As a result, inputs I have made are not on her desktop and inputs (several hundred) that she has made are not on my desktop. I'm appalled that QB allows two license holders to use two different company files but more importantly is there a way to merge the data from one (older) company file to the updated file without overwriting existing data?Thank you for any help!Robin

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We recieved one cheque to pay a number of different customer's invoices. (This happens once in a while when associated customers 'help each other out' & will likely happen in the future.) I would like to apply the amount to each of the invoices separately, however I don't know how to adapt the bank deposit to reflect one cheque.  Thanks for your help!

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Started using quickbooks in August 2023. Bank transactions from account are linked since August 1 but credit card transactions are only linking from September. I've tried manually importing a qbo file of downloaded transactions, but it still starts in September. Is there any way to get my August transactions uploaded? The August credit card statement is from July 27-August 28th which probably has something to do with it. I need to reconcile all the August transactions since it's the start of our fiscal year.

How can I record hours?

Hi,I am having trouble applying a credit a have cumulated with a vendor for a bill. When I took over the quickbooks file, I see for a specific vendor we have overpaid some bills therefore, we have a credit on vendor file.Now I want to add these multiple credit to new bills.Anyone can help me with this ? Thanks

Mistake payment on invoice

I'm using the "customers" tab and clicking on "unbilled income" when this issue occurs.

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I have one business I am able to seeonline , added another and cant see it online ? Not sure what plan I choosed but thought it would be like the other ?

How to see info online