Account Management

No text available

No text available

My bank decided to record three expenses into one transaction. How do I split it based on the vendor? I do not see how on QBO.

No text available

I have QBO, the client would like to change the subscription to be billed through me. The previous administrator was listed as the primary admin on the account and left the company over a year ago. Is there any way to change this?

No text available

I have a Bank Chequing CAD account (CAD Acct) and a Wise USD account (USD Acct) connected to QuickBooks. I am trying to properly record transfers and fees related to Wise but cannot figure it out.Essentially money is transferred from the CAD Acct to the USD Acct and is translated to USD as well as having a Wise fee included in the amount. For example if I was looking to transfer $20 USD to the USD Acct from the CAD Acct it would show as the following: Total Sent: $29.67 Our Fee: $3+Converted: $26.67 (FX Rate: 0.750 = USD $20) As a result, on the QuickBooks transaction feed for the CAD Acct I have a money out of $29.67 and have QuickBooks transaction feed for the USD showing money in of $20 USD. I am looking to use QuickBooks record a transfer function to “match” this transfer between the two accounts as well as recording the Wise fee as an expense. I also believe that FX rates used by Wise and QuickBooks would differ. Wondering if anyone has encountered this/ha

No text available

No text available

No text available

I need to switch my QB online company to QB desktop as I have already paid for QB desktop. However the export data doesnt work. It just shows export to excel. How do I migrate

What is a license key

Hi, I'm new to using Quickbooks and I'm a bit confused to the undeposited account.I've reconciled my main banking accounts and found that the undeposited account has a balance. When I click on the transactions in this account, it tells me that they've been deposited but for some reason still show in the undeposits.   How can this be corrected since my other accounts are reconciled?. Thank you!

No text available

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

No text available

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