Account Management

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I use packing slips as work orders because there is no dollar values. I want to add a box that has a placement for some info that they need to fill out after they finish the job. I tried in Sales receipt and it works but it still have the dollar values at the bottom. I would like to use the packing slip form.

I am doing the books for my company through my QBOA account. I want to close my QBO Essentials account and run it all through my QBOA. How do I transfer the data?

I invited my accountant to my quickbooks online but when they login they do not see anything or have access to any accounts

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It's really frustrating to pay for software just to have it advertise to you in the app and disrupt your workflow.   It shows lack of respect to their paying customers.

Hello. When my distributor ships products to BC I enter a bill with GST and PST taxes . Then I enter an invoice . The problem i s that when i run a profit report the  BC tax distributor charges me adds up to the cost of goods thus creating a totally wrong profit report.  How do I setup my BC tax so that  BC tax does not get added to the cost of goods? 

Exact message is, "We can't find anyone with [users ID]".  The user ID has been checked at "Manage Users".  How does one fix this?

My client has 20 franchisees using QBO, is there a way to consolidate their data into one so I can connect to the data source?

How do I give my Accountant access to my account?

I have Quickbooks Pro Desktop 2018.  Bought in 2018.  Have used 5 yrs.  Didn't register.  Now recently had laptop repaired.  Wiped all software.  Reinstalled Quickbooks Pro Desktop 2018.  Have license number and key.  Installed OK.  Won't activate.  Says I need to update my software.  Did all updates in Quickbooks.  Restarted.  Still won't activate and says I need to update my software to activate.  Help?

Need help determining which version of QB will allow me to account for ALL of the following: - Married, professional couple ("A" and "B") have a professional/medical consulting "private practice." Each is a sole proprietor.- "A": records income from selling services of an unrelated subcontractor professional clinician; records practice expenses including rent and Payroll (one Employee - office manager); "A" files T2125 re Business income: - "B": records income from (i) part-time Employment (T4) income and (ii) consulting income from private practice; files T2125 re Professional income- "A + B", as a couple, also want to account for personal finances (combined net income, shared/personal expenses, joint assets, joint liabilities, net worth) Do I need 3 "companies" to accomplish this? If so, is there a way to efficiently integrate/share data among them? TIA 

Hello! Looking to do my Corporate Income Tax and I'm running into something I'm unfamiliar with. To keep it simple, I'll make up some numbers here, my business is construction, general carpentry and contracting. Lets say this: Total amount of money collected from clients: $120,000Total amount of money spent on materials for clients: $20,000Gross Income without accounting for material reimbursement from clients: $100,000Total payroll cost: $40,000 Should have profit at: $60,000  In my "profit and loss" report it is saying: Gross profit: $100,000Material Expense: -$20,000Payroll Cost: $40,000Total Income: $80,000   I have the material cost set up as an expense in my Products and Services. I just now set it as 'non-inventory' which hasn't corrected the issue for previous profit and loss reports. Wondering why it is saying the material reimbursement I'm paid is not part of my gross profit, but it then deducts it from my payroll cost.&n

Is there anyone in the community who could commit to giving me a training session on the QB Online?

Hi,I have an invoice and being paid.I want to do the refund for that particular invoice via API call How can I do that? What are the steps I need to follow ? Thanks

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We had our previous bookkeeper/accountant set up our quickbooks and chart of accounts. They did not set it up the way our business is structured, what is the best way to fix this? Do we need to delete everything and start from the beginning?

I was trying to move two clients from Accountant-billed subscription to Client-billed subscription and both accounts now show canceled.

I'd like to give someone in my company access to QBO to help with margin and sales analysis, AR, AP, etc. But I don't really want her to see individual salary information.  And actually ideally commission information. Is there any way to do this?

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