Other Questions

A friend of mine uses Rounded for their accounting. She is able to modify her quote to include her contract terms. It become quite a long document but when the client signs the quote they also sign the agreement making it a simple process. They are also able to sign electronically. It's is a great solution for her. Has anyone done this in quickbook?

updating chart of accounts

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I have re instated an old employee now I cant create a new pay period for them

I'm trying to reconcile one transaction in a bank account. It doesn't work as shown in the video. No tick mark box. Some suggestions were - try another browser. I tried three. Still no tick mark box. Where is it?

How do I create a New recurring transaction? i.e. Monthly bill for internet or house repayment etc.

How to import accounts onto dashboard

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GsT is not showing on my invoices how do I set it up

We have altered the standard message to customer when sending out the invoice but now need to view what was sent. Is there anywhere that emails are stored as there is nothing in the audit log. Just a record of the time and date it was sent.

Hi  I have a scenario where the business uses lightspeed POS and lightspeed payments. The lightspeed payments terminal automatically adds on the surcharge to each transaction. There is no automatic integration between QBO and Lightspeed and the business has just been posting the net amount sent to the bank account (minus fees & GST) to an income account in QBO. Is there a better way to handle this? 

I can get a column that show me the status of a quote, and a column that shows me the date of the quote. And the sales list shows me the date that the quote was last emailed out. But I can't find a way to show the day that a quote is marked accepted, or otherwise has a status change. Even looking at the Estimate Acitvity section of the quick view popup sidebar doesn't show the date that the status was changed, just that it was changed. Is there no way to determine when quote status were updated? This is a basic requirement to evaluate conversion rates of estimators when most estimates don't get approved in the month (or even quarter) so that approvals in a given month can be compiled alongside quotes in that month. The system prints "Accepted Date" on the quotes, but the system doesn't actually keep track of that anywhere?

How do i receive payment in USD to my USD fx bank account and transfer it to my AUD bank account for receiving as a payment for an AUD invoice in QBO, so it reconciles correctly? Currently I am invoicing my Canadian customer in AUD who pays me in USD into my FX Cash and cash equivalents account, which I then exchange for AUD in that account and transfer it to the Cash and cash equivalents AUD home currency account and Categorised as Accounts Receivable (A/R) AUD to then be applied to specific Invoice as payment.Currently when I receive USD into my FX Cash and cash equivalents account I categorise as Accounts Receivable (A/R) - USD which can't be reconciled to the associated AUD invoice.Therefore I have an unreconcilable amount in my Balance Sheet in Accounts Receivable (A/R) - USD. Can I create a Clearing Account as Unapplied Cash Payment Income USD or Uncategorised Income USD instead of Accounts Receivable (A/R) - USD and when FX exchanged from USD to AUD in FX Account it co

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I want to export all my uploaded receipts for backup. But I keep getting an errorI follow instructions as ...Settings -> Lists --> AttachmentsWHen the screen load if I select Batch actions and then Export I get the following errorThis XML file does not appear to have any style information associated with it. The document tree is shown below.<Errors><error><code>AuthenticationFailed</code><type>INPUT</type></error></Errors>I'm using Firefox. Also tried Chrome (windows 10)

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I want to back up my receipts separately after using Snap Receipt to capture them. It would also be ideal if they could be named by transaction date. I believe the GDPR mandates a right to data portability.

A team member can not clock in on the mobile app. They get the message "Error: Your timesheets have been submitted up to Dec 12, 2024. You may not change or create any timesheets before this date." Note our pay week ends on Dec 12. When I enter their time manually, the time is highlighted yellow. I have scanned time entries ahead of today and can't see any entered for this member. We do not have payroll set up. Note this team member did get a new mobile phone number and forgot his password. He had to be re-invited via a new email address that he had to set up on the advice of support. If anyone can please point me in the right direction it would be greatly appreciated.

it worked when I batched the super last fortnight

I want my money back and you can close my account! Your software is rubbish.

Hi All,I am using Quickbooks Online and captured receipts for my expenses.Some of these purchases/expenses I paid with my own funds. Not my business account.My questions are..1) In the Uploaded receipt screen what do I enter in the following fields Bank/Credit account & Account/Category2) How do I attribute and record this receipt as an expense to Owner's Equity (Owners expense)Also. Thanks for all contributions in the Community discussions that have helped me solve other issues in the past

Background: My client invoiced a customer who accidentally paid twice. Original amount was supposed to be only $200.00. The original payment went smoothly, I tied it to the invoice and it was a done deal. I saw the extra payment in the bank feed and tied it to the customer, but not the invoice as it wouldn't let me. I also saw the chargeback that was paid out already and tied it to the customer but set it to sales so it would cancel out.I found an article about how to record the refund, and I did so. It looks correct, but the customer profile still indicates a $200 credit even though I would have imagined it would cancel out and show zero. The overpayment still shows as an unapplied payment. Can someone tell me what I'm missing here? Thanks!

All my customers keep getting this error message when trying to pay by credit card. Is anyone else experiencing this at the moment? 

The dates are not showing in Google Calendar imports