Other Questions

Hello, I quoted a company a price to do a job which will also include VAT. They asked me to send a Proforma Invoice with a deposit price that they will pay to cover my costs to get the job started. Note this also includes deductions for VAT Reverse and CIS.  After issuing the Proforma Invoice they sent me a purchase order with the total I quoted. When they make payment. Do I need to reissue a invoice for just the deposit payment they made or do I deduct that from the final invoice? Thanks in advance!

I have all transactions before connect date, but no new transactions are being added, I see them in bank, but not in square.

Hello, There is a tax credit program in PA called EITC where whatever one gives is credit towards PA State Taxes for 90% of that tax. So, if I contributed $10,000, then $9,000 will be applied towards my taxes.How do I best categorize and input this in QBO? Is it via the Split option?

Can a different esign platforms beside adobe or docusign be used? If I have a different vendor and would like to integrate with them instead.

quickbooks account was canceled for a few months.He has paid Quickbooks charges this month and then tried to exportbank transactions from an online account. Unfortunately he's missing 6months transactions from Feb to Aug on his quickbooks bank transactiondetails. Is there a way to export the missing data again.

Yes, I know I am working with an ancient version of QB but it works for me.  I would like to change the fiscal year so it starts in September, not January.  I cannot find a way of doing that in Preferences.  Any ideas? Thanks for the help.

I have numerous customers that were sent to collections and now the agency has been able to collect. They have sent me a check but they have also deducted fees from it. I would need to post the payments to the customer accounts but how to I handle the fees so that the bank deposit would be correct?

I am using Quickbooks Desktop 2022. I received a credit invoice from a vendor that includes a rebate to a customer. The vendor sent me a check for the credit invoice. I have entered the credit & would usually attach that credit to my deposit. How do I also make sure the customer receives their rebate? Thank you!

Hello all,We have quickbooks enterprise and we have several client installs that are always trying to perform automatic backups.  I have checked the scheduled backups section on the client for any scheduled backups and none exist yet the clients continue to try to backup the file.  How can stop prevent this from happening?

I have a general contractor that carries liability and work comp insurance for his subcontractors.He withholds an amount each month from the first check that is issues to subcontractor.How do I expense the insurance in the deposit window to reflect in subcontractor business?example:  Gross due $5000 insurance ded $500  Net check amt $4500.  how do I correctly enter the $500?

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Good morning, I've customized a report in one of my QuickBooks company files and I'd like to use the same report in the subsidiary files.  How do I share/export it? I'm using QuickBooks Enterprise, but I can only find information for Quickbooks Online.Thanks in advance!

Only eleven out of several hundred transactions were unable to be "accepted" and there does not seem to be any clear pattern on why they were rejected.  Full error message: "Were sorry, QuickBooks encountered an error while calculating tax. Try reselecting the tax rate or reentering the product/service item and saving the form again.".  Quick help would be very appreciated. please(!)

It is driving me crazy to press next next next to see all my transactions. I'd like to see few hundred at a time. Help. How?

How do I add a vendor/contractor to our Time app so we can track their time?

Is it possible to close aged credits in QB without applying them to vendor invoices?We have a few aged credits in QB that should have been applied to previous vendor invoices that have now already been paid. We want the credit to still show in QB, however do not want them applied to our current outstanding invoices. Thanks 

Hello, So I have run into a problem and I have tried a couple of things to see if it fixes the issue. So I have entered our business PTO policy on the payroll side. I also went ahead and changed the account preferences to set up the PTO expense side of it. Now my problem is that when I go to the chart of accounts and try to run the PTO report and the PTO liability report nothing is coming up. I just recently run payroll and I checked that the hours accrued for each employee were showing in their pay stub. I am not sure what else to do because it is not linking to the accounts I have created. Now one thing I noticed under the Payroll settings>Accounting-Edit button all the way to the bottom there is another section labeled " Want to update existing transactions". So when I click on the edit icon I get a start date option. I am hesitant to enter a date because I don't know if that will solve my issue or make other unwanted changes. Please help, thank you in advance.

Just wondering if Inuit issues a receipt for the online processing fee when a client pays online.

I am trying to edit pricing on my items and the price box is missing. The word "Price" is there, but there is no data box. There is also a chart of accounts drop down next to Enable U/M, which we do not use. I have never seen this before. I was able to go to Add/Edit Multiple List Entries and update the price. I am signed in as the admin. I tried via another user and it was fine. Anyone have any thoughts on why it would be doing this?!

This issue has been ongoing since June. I see a QuickBooks US support issue that looks similar, INV-7346, but QuckBooks agents have been unable to help me. My subscription is active and paid monthly.

When creating invoices, it is generally easier for me and my team to enter the quantity first followed by the product. In Quickbooks desktop, the ability to change and move columns for invoices and the like was easily accessible and accomplished. The only thing that I have found remotely close is changing the columns on the invoice template, though that doesn't edit the view when they are created. Is there a way to move/swap the columns of the invoice layout when creating an invoice?

Hello Community, I have been using QB 2013 Premier US edition desktop and want to migrate to QB 2021 Pro Canadian edition desktop. I was supposed to do it a year ago after I purchased the 2021 edition but I could never find time to do it till now. Is there a way to do this with a simple backup and restore function? I seem to recall from the online searches I did last year that this was not possible. I unfortunately can't track the notes and emails I wrote on this matter. Could someone kindly tell me if this is possible and if not what options I have. I need to be able to retain my COA, invoices, payments/deposits, customers and vendors. I do not use other QB features, including payroll or inventory. Many thanks in advance to all those kind souls ... Carlos

I would like to use the automated payment reminders for customer statements but specify which AR account to pull from, to create statements for open invoices (like in the 'Create Statements' window, where you select the AR account). How do I do this?

It is a Tangerine Mastercard. We are regularly prompted to complete a security step to keep the card linked. We've tried updating the card several times, but there are still transactions that are not being uploaded.

For special pay runs, the CPP exemption amount for this special pay will be different. Is there a way to manually change the exemption amount in QB?