Expenses & Suppliers

I run a small business where I travel and incur expenses. I have been using Quickbooks online for almost four years. I used to love the auto-matching function of uploaded receipts which did not require any steps it just found the right transaction and matched it. Then in the bank transactions you could add the tax, assign the expense to a customer etc. This stopped working about 1.5 years ago.My workflow until about a week ago was to upload receipts the same way then review the receipt, add the account - which is always the same one - and add a tax code. The save and close the receipt, without creating an expense. Auto-match then worked 80% of the time, not as good as 3 years ago but at least it worked.Now, in the receipts, you cannot do this. You have to create an expense, which may or may not match. This is a massive waste of time compared to the system 3 years ago. If the not-very-auto-match doesn’t work, you have to go through the same effort to add the client, tax code, account, e

An invoice from a supplier shows up with each line split. I need that to stop. I just want the total as it was previously done. Is there a setting?

Posted my payroll deductions cheque and asked for it to be added to the print queue. It didn't show up in the queue.

FACTURES D'ACHAT A MON CLIENT QUAND J'EXPORTE LES FACTURE FOURNISEUR DANS LA FACTURE CLIENT ON NE VOIS PAS LE NOM DU FOURNISSEUR, CLIENT DOIT OUVRIR UNE PAR UNE

I entered the amount of the credit in the upper portion of the bill.  Then when I did the account breakdown, I added the information form the invoice.  The lower portion equalled the upper portion but when I tried to save it, I got the message that the bill was not in balance.  I double checked the adding forward and backward and it is indeed balanced.  However, the program will not let me move on because it will not save the credit bill.  Please help.

Please help me. Newbie here

How can I get the info to sync over when it shows under Projects but not available to use for time entries? I have used the import button on quickbooks classic time and it's still not showing.

Votre question : COMMENT UTILISER LE MÊME FOURNISSEUR QUAND J'ENTRE PLUSIEURS FACTURE À PAYER AU MEME FOURNISSEUR

I purchased shipping credits of $1500. As I used them I get assessed GST or HST depending on where the package went. So the receipt for the month shows an amount for GST at 5%, but also amounts for HST at 13%, 14% and 15%. Quickbooks is only letting me add one tax amount, but I need to enter 4 different ones on the same expense. How do I do that?

I have an expense that should be allocated over periods. How to do it automatically for certain periods? For example: I paid USD30 thousand for 3 months rental fee, how to allocate it equally for each month.

We are currently using purchase orders as a way to keep track of desired projects during a company expansions, as well as for things like maintenance requests, product requests, etc. At some point during this summer, the POs stopped being successfully emailed by QuickBooks (Online), and have just started to be emailed to nothing, or are somehow not really being sent. Invoices, reminders, and statements still go through to customers with no issues.I have tripled checked the emails of both vendors and our own company’s. I have enabled and re-enabled Purchase Orders in settings. I have added myself to be CCed for POs as proof of them being sent. I have deleted and re-entered the account’s administrator email address. ONLY purchase orders are not being sent, everything else seems to be unaffected. 

how do i process an expense credit

QUIERO GENERAR UN AUXILIAR DE CUENTAS DE GASTOS

Hi there. A receipt was uploaded in the incorrect amount, but was marked billable and the invoice has already gone out. I now have the bank transaction for the correct amount, but I cannot match them. What’s the easiest way to go about this? 

When setting up 5000 COGS, and setting up Sub-accounts (ie: 5001, 5002, etc.) I noticed a flaw in the software engineering. How do we get around this flaw? The problem arises when going into Products & Services (gear icon - top right), and finding an inventory product. Go to edit, and scroll down to purchasing said product. There is a drop down menu that you connect to the COGS tracking. Well, it appears that the Sub-accounts (5001, 5002, etc.) that you have just set up, do not show in this window. If we can not track inventory the way it was meant too, then for Trades or inventory tracking companies, this is a MAJOR flaw. If we cannot track inventory and show it in reports, we can not properly see the coming and going of inventory properly. It literally turns Quickbooks Online into a paper weight. Can this BE FIXED please?  I troubleshooted with Claude AI scraping the forums to see how companies are handling this. Some are leaving Intuit all together, because the work around is we

I have a credit from an Insurance provider and recorded the credit in AP as per advice on this site.   Then I entered the Deposit choosing the Vendor name as Received from and Accounts Payable under From Account.  When I look at the Bills to be Paid, the credit is no longer there, now I’m seeing an actual invoice for the deposit.   However, under A/P for the vendor, its showing a zero balance but the credit and payment are still showing.  How do I get the Invoice to offset the credit and no longer have anything showing under AP and outstanding invoices.  Found Solution !!!I found the answer.  You have to go Pay Bills and then select the bill but then Choose the Credits button that looks like it’s greyed out below the select bills to pay area.  It brings up the credit and you can apply there.  Then you can complete the pay bills area.  Everything was cleared out after. 

When creating an E-transfer from my bank, the customer's email was wrong. I corrected the mistake. The customer did not receive the funds, but the bank registered the payment. It is canceled now but the bank shows 2 payments made and 1 refund.

how can i make the pay bill

"I've already recorded it through a Bill, but this payment wasn't made by me through the bank — it was paid on my behalf by the head office. When I pay the bill, instead of selecting the bank, can I select the intercompany (related) company account?"

I would like to change the Service coding nothing else

I purchased a motor under warranty to get it shipped to my customer and then took the old motor out and filled out their paperwork and got refunded everything except for some shipping. How do I record the credit back onto the vendor or all I can do is go in as an expense and there’s no negative number and I don’t know where to put to add a credit.

to qb, you have made some changes where when i copy a bill to enter a new one, the system suddenly and out of the blue changes all the interface to that of an invoice. STOP

Y a t'il moyen que Taxe comprise s'affiche par défaut dans le formulaire de saisie de dépense?

Long construction jobs — whether it's a custom home build, a commercial fit-out, or a multi-phase renovation — need a sensible billing rhythm to keep cash flowing without overcomplicating the invoicing.How do you structure your progress billing in QBO? Do you invoice at fixed percentage milestones (30/60/10% for example)? Do you bill monthly against actual costs incurred? Or do you tie invoices to specific project milestones like 'foundation complete' or 'lock-up'?Also curious: how do you communicate progress to your clients — do you use the QBO estimate summary on the invoice, or do you supplement it with a separate schedule of values?

My bank draft amount is higher than the final invoice amount (due to a shortage of product). Bank draft is for $77,100.61 whereas invoice totals $71,719.87 leaving a difference of $5,380.74. How do I "Pay the Bill" to make sure the payment matches the bank draft and bank statement?