Move to QuickBooks Online

Just getting started with QuickBooks Online for your construction, trade, or contracting business? This thread is for you.Whether you're a sole trader who's just switched from spreadsheets, or a growing company that's moved from a different accounting package, we'd love to hear:- What's going well so far?- What's taking longer to figure out than you expected?- Is there a specific construction workflow you're struggling to replicate in QBO?Our community has a lot of experienced QBO users in the trades — ask your questions here and let's help each other out.

Just wondering how I can change the content that appears in emails for invoicing? I can change the message, but the circled part in the attached photo I cannot find anywhere how to change? Our bank details are no longer the same and we need to change this part of the email so not to confuse customers. Thank you

We made a second payment to the supplier by mistake. We matched the first payment from the bank account to the bill. We now have a credit with the supplier for the second payment amount but no bills to apply it to yet. How do we assign the second payment in the bank account as a credit for the supplier? So we can then use it when we next buy from that supplier.

HiI am trying to finalise a pay run in quickbooks and it is not processing - circle keeps going round as if it is but it is not moving through the steps. When I refresh the page the pay is still in finalised and I need to start again. Can anyone please advise what to do? Thanks.

Hi, I am very new to QBO and need some help please.  I created a batch payment to pay our weekly creditors and have uploaded the aba file into the bank to pay - no problem.  The batch payment shows on the banking screen under the Review tab as per attached (Banking - Review) - how do I reconcile this?  Do I just need to allocate a category?  If so, what category do I choose?  Also, when I look in the bank register, it shows the individual supplier payments that make up the batch payment.  This confuses me as these also look to be not reconciled.  What do I need to do here?Are these two transactions going to double up on the bank reconciliation?  Thank you in advance

Howdy! We've just migrated from QuickBooks Desktop 2018 to QBO (god help me). We are sub contractors to contractors usually. I'm also having trouble explaining this to the live experts, as many are not familiar with QBD.  In QBD we used to make "Estimates" (or "Contracts") and track our services and expenses against a specific contract amount. I've tried every which way to emulate this same process by categorizing each job as either a "Project" or a "Sub-Customer" beneath the parent customer. I understand we can send out a "Project Estimate" and have the customer pay only a certain percentage, but more often then not the customer usually pays at the end. If I mark the Estimate or Project Estimate as "paid" it messed up my numbers when I go to pull reports. So I want to be able to track the billable employee hours OR products/services and materials against a contract amount that has not been paid.  I'm at my wits end, honestly. If this sounds familiar to you, or

When sending a quote it comes up in the email really strange . The pdf attachment is fine but the email itself is odd . I’ve sent it from my computer and app on my phone both the same . My email is a gmail account  any advice would be great  as it looks very unprofessional 

I need help, please. When I do my BAS, I record the PAYG instalment amount, and then I record payment from the GST tab. I can see a negative amount next to PAYG Instalment Liability on my balance sheet.  Is this the way how I should do it?  Please let me know how I can get rid of my balance sheet negative amount.Thanks    

My iPhone cannot use the quickbooks and support cannot fix it.   Has anyone else had the same problem and how did they fix it

I am unable to lodge a pay event with the ATO as I am entering them a few days after they were paid. (But dated the correct date of the payroll payment) I keep getting this error: Reason: The pay date of this pay run (30/09/2022) cannot be earlier than the date the pay run was finalised (7/10/2022). If you are unable to change the pay date in the pay run, you must lodge an update event instead. I have been told that unless I enter the pays into Quickbooks on the day they are paid, and submit to the ATO, then they cannot be lodged, and I have to do an update event instead. I only do my accounts once a week, and not on payday.  I was told to call the ATO to get this fixed, which is a ridiculous thing to say. ATO cannot manage Quickbooks programming.  When will there be a solution to this problem?  And are update events OK to do with ATO instead of lodging the payroll events with them?

Where would you allocate a new hot water cylinder in chart of accounts?

Is it possible to set up two factor leave approval for employees? Employee applied for leave --> direct supervisor has to give approval --> request sent to HR for approval

For an new employee aged 15 still has no TFN and has not applied yet how do they get taxed

How should I handle my Capricorn Account? ie. a number of different suppliers paid all together, once monthly. I am currently keeping a separate list of invoices with a running total, but wonder if there's a way of doing it simply on QB?

As per the title, I have dark mode turned on but when I edit a customer's details, the panel that appears is bright white. Using Microsoft Edge on Windows 10.

Hi - I am wanting to streamline my reports for Black Coal Award employees by including their Coal Long Service Leave number.  Has anyone got any suggestions?   And has anyone got any clues on which report/s is ideal to collate information to load directly into Coal Levies report?   Thanks in advance!

My bank adds foreign transaction fees after QB has downloaded the transaction data.so the statement data and the downloaded data no longer match.can’t seem to find a way to get QB to refresh the data from the bank.

It has now been months since I have had this logging in issue (2FA every time when I have not selected it, and even if I had it doesn't remember it on same computer, same browser, same IP). And rom online comments I can see I am not the only one experiencing this. Support has delayed and delayed, I have now received an update that basically says "there's nothing we can do". It's just not good enough.  The workaround I was advised to use (use a completely separate/different browser - Edge) now also has logging in issues (asking me to select a company - even though I have only one it is showing an old cancelled company from >2 years ago).  So now workaround and no solution. Your product is extremely poor and your support is just hand balling to someone else.  The result is that I waster more and more time not only trying to log in but also chasing about these support cases and lack of resolution. I would like someone to contact me ASAP as otherwise I

Could anyone advise how I get in contact with Quickbooks Australia?

Hi I need to move my data from QBSE to QBO due to banking changes. How do I move the data over? I was sent some instructions but it said save your data from QBSE it didn't say how or where to! Has anyone used this MMC converter company they keep recommending? 

Hi, Can I still subscribe to QB if my business is not registered? I tried to aubscribe but QB wants me to enter a legal business address. Can I just fill in with my home address?

Why do I always have to use the gear wheel to enable this field to appear in my transactions? Why can't this setting stick? 

Quickbooks Desktop Pro 2022 does not save print settings. I want the box that says "Print 1 page wide" to be saved for future reports. After emailing a report the box is unchecked. This happens on a single report or a group of reports. Any suggestions? Thanks.

Can a rule accommodate this requirement? 

Hi,When making payments to the ATO for tax withheld, what account do I enter this under? Does it get recorded under the PAYG Liability and come off that amount (journal entries created when wages have been recorded) or do I record it under the PAYG Withholdings Payable? Thank you!