Account Management

No text available

Our former bookkeeper was doing our bookkeeping tasks on QB Desktop. She sent me the files and I have successfully created and migrated that Company file to a new QBO File.  While she was doing reconciliation, reporting etc in Desktop, we were also using a separate QBO account for invoicing, Time, Projects, and Payroll.  I want to know how to successfully migrate & merge the data from our former QBO account into the new QBO account that has her former desktop files imported.  That is, how can I avoid duplications/serious headache with this? The data she kept in the desktop files (which again, are now in a brand new QBO company file) did not include all the same info as she was not the one doing invoicing, sending estimates, or running payroll/managing QBTime for our employees. I want all of this in one complete file. I will also need to migrate everything from our former QBTime account to the new one. 

I have a subscription but does not include payroll

No text available

I have a new credit card

Hey!I just signed up for Quickbooks Online and have recorded all my transactions for the 2023 year. I had been running an airbnb for the previous year as well but recorded all my transactions on paper or spreadsheets. Now that I have finished recording my transactions I still have a quickbooks balance of $12,322.52 and a bank balance of $5,734.63 on my linked account. I don't know why there is a difference between these two accounts. I made sure there are no duplicate transactions and if I enter the years opening balance of about $3500 it makes the difference even greater. I do not want to go through all of my previous years transactions so I am wondering what I can do to start fresh and make this number balance for now and going forward it will stay balanced? Could I just manually enter an opening balance that is a negative number for the account? Any suggestions is appreciated! 

No text available

No text available

I cannot upgrade how this was originally subscribed

Hello, everyone, I 'm new to the QBOA and would like to take the QBO examand get the certificate.However, after I signed up as an accountant, I found the sales tax is USA-based and I could not change the firm address to Canada . I am not sure how to switch the version. I thought maybe the free training portal is only suitable for USA users. I would like to try the Canadian version and get a knowledge of the tax interface. In that case, do I have to subscribe the Canadian product? Thank you for your help!

No text available

No text available

Hi everyone,We do software implementations with clients and the work done often spans more than one month and I want the revenue from hours done in each month to show in the month but still want to, eventually, send the customer one invoice.If I add the hours done in June to the invoice that started in May, the revenue shows in May and, if I create a new invoice in June I will not be able to give the customer one invoice; is there a fix for that?Thanks,Ashraf

When I log into my bank to download the credit card files I am now getting this error...You don't have permission to access "http://www.scotiaonline.scotiabank.com/online/authentication/authentication.bns" on this server.I didn't get this error last month when I went to log in. Same house, same internet, same laptop. Nothing has changed Any suggestions?

No text available

No text available

started my free trial with apple pay.

No text available

I choose my client through the drop down in Accountant View -->go to Manage Users --> I am listed as the Accountant and it seems I can add him as an Accountant, but I want to add him as a User -->  I am also listed as a User, and when I try to add him under this tab I get an error message.

No text available

Im trying to renew my subscription but keepTelling to try later or contacting support

changing google chrome settings to french does not impact QB menu language - have only found where i can reset the entity itself to a dif language - not individual user views

No text available

How do I set up fixed assets in the chart of accounts?

Hello I made quite a few purchases with my personal credit card before linking my CORPORATIONS banks accounts to quickbooks online. How would I record these transactions?