Other Questions

I'm looking for a way to export the data so it can be imported to Sage 50.

Hi,I created a credit memo for a customer because they accidentally sent payment twice for the same invoice.  The cheques were sent 1 month apart, so both cheques were deposited before I realized they had paid twice for the same invoice.  The credit memo amount matches the amount of the extra payment received.  The credit memo was then applied to the next invoice I created for them.  When viewing that invoice, I can see that the credit memo was applied to it.  The Balance Due line on the invoice reflects the invoice total, less the payment applied.  All good.  However, when that invoice is printed, the invoice total does not show the credit memo being applied.   In other words, if the credit memo was for $150, and the invoice that the credit is applied to was $200, The Balance Due when viewing the invoice is $50, but the Balance Due when printing the invoice is $200, as if the credit wasn't applied to it.  Am I doing something wrong?Tha

This issue is frustrating. QuickBooks Desktop Pro 2022 frequently attempts to open without any direct keyboard actions. This action occurs even when QuickBooks is already open and in use. The usual pop-up window opens stating "Quickbooks already has a company file open". Thanks for any help or thoughts on this one.

The bank balance is correct.  However the balance in QuickBooks is not matching because the payments I have received are not showing up to match to my invoices on the bank feed in Transactions.  This has been going on for almost a week.

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Hi,I want to bulk import my mileage but I am getting the following error: Uh-oh, looks like we ran into some trouble importing this file. Http failure response for https://ca.selfemployed.intuit.com/secure/mileIq/import: 400 OK. Correct it and try again. MileIQ doesn't export an CSV for Canada, only XLS, and converting XLS to CSV directly isn't working either.  Can someone advise what fields are needed to successfully import?  A template would be even better.Thanks!

I received a check from a vendor, this vendor has a credit balance, how to remove? 

I want to pay/reimburse a person for a supplier payment made.   I need to be able to track the supplier bill by the supplier name....how do I write the cheque?   In desktop I can write a cheque to the person being reimbursed and book it to the supplier in accounts payable.  Can't do that in QBO??

I changed the category and now it says that portion of the split is unreconciled even though the entire entry says it is reconciled.  So even though the ending balance matched what was on the bank statement, the next bank statement is off by that amount with the opening balance.  Thank you! 

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I finished a session of manually matching some downloaded bank feed transactions. Once I see that all the automatically matched are good, I uncheck "show matched" transactions. I then matched all but one that somehow had already been matched previously. After hitting "done", a bunch of my already matched transactions reappeared in the review window (still leaves me nervous). I believe I can get rid of them by deleting the feed from the Bank Feed Center but I'm wondering why this is happening. It has happened before. 

Hello,I'm looking into integrating QB with a Shopify website. I would like to have a single account that manages two businesses though so I do have some questions on how this would work, if possible. If we say BUSINESS A is the main account, and BUSINESS B is the additional how would the following work?1. BUSINESS B receives a new order, is this customer inputted into the database?1a. Does the invoice show BUSINESS B or BUSINESS A?1b. What does an order look like for this?2. If I only do CUSTOM items, do I require a new SKU/Barcode for each one?Thank you!

HELP!  RE: QBDT Pro 2022 (Canada) on Windows 7 Pro (R10_66) - Update for Internet Explorer phase-out won't allow me to open QuickBooks now. * This is a second post because I needed to create a second (new) profile as kr_jacobsen1....   ...please refer to that account @kr_jacobsen when replying or commenting.QB automatically downloaded an update some time ago, which I ignored until today.RE: QBDT Pro 2022 (Canada) on Windows 7 Pro (R10_66) - Update for Internet Explorer phase-out won't allow me to open QuickBooks now. I started QBDT today after a long vacation and was prompted to install the MANDATORY update (no more ignoring it). It ran the update with two warnings (one of which was: "Error 1904.Module "C\Program Files (x86) \Intuit\QuickBooks2020\QBPrefs.dll" failed to register" ). After "retry"-ing to install the files it warned me about- which repeatedly failed - I "Ignore"-ed them. I received a pop-up that said: Your version of QuickBooks 2020 is

How to you add an accountant that uses Canadian Quickbooks Online Accountant when you have a client with companies from different regions?  I can add the accountant for the Canadian companies.  When the US companies invite the accountant, there is a message that says that it is not supported.  Does the accountant need to have a US subscription?  The client can see all of their companies from differnt regions in their portal but they can only give the accountant access to some of them.

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There was always the option in the dropdown of a current recurring transaction to "skip" the transaction.  Was this removed from the options?

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We are using QBO multicurrency and use tags also for different projects. We just noticed that in the Profit and Loss by Tag Group Report, we are unable to see the FX gain/loss transactions that we can see in the Profit and Loss Report. Most of the transactions that cannot be seen are Bill Payment (Check) that are related to invoices that have tags already. Is there a way we can show it also in the Profit and Loss by Tag Group Report? Also is there a way we can add a tag to a journal entry? Our end goal is to generate a report and use the Profit and Loss by Tag Group, that's why we want to see everything there.  

I waste ALOT of time rearranging my lists EVERY TIME I go in to them.  Example invoice list DOES NOT COME UP in  invoice order unless I make them every time.  Is there a way to stop QB online from rearranging them their way

Hello,We have created a bill approval workflow using Quickbooks Advanced. This works well. However, to see what bills have been approved, one has to open each of the open bills individually to see the flag. As the person responsible for accounts payable, I would like to create a custom report which lists the upcoming bills and include in each line the approval status of those bills. The custom report tool does not seem to have this as a data column, at the time of writing. Is there a way to do this that I am missing?

Hello community!Please assist with how do include hourly time costs in the project profitability report.Thank you!

I am trying to recall an invoice to add more details to it, and QB does not recall it. Instead I get the bottom part of a blank invoice. Why won't it recall the entire invoice? Thanks in advance for any assistance that can be offered! 

I frequently purchase things online from USA sellers for my Alberta-based business. Things such as tools, hardware and software. Very rarely am I charged GST by these USA businesses. When their invoices list the tax as $0.00, I'm not sure how to enter this in Quickbooks Online. How do I enter these expenses in Quickbooks Online and ensure I am selecting the correct tax code? Or do I need to set up a new tax code for these types of expenses?

An employee bought an item from the company and wants the payment taken out of their paycheck. I have created the invoice, an account in Chart of accounts, as well as a payroll item, but I'm not sure how to connect the money I took out of his paycheck to the invoice. I'm thinking a GE, but not very skilled with those.