Other Questions

Hello,For some reason, my CIBC VISA transactions on transaction date of April 1st (six of them) did not download.  Now, my transactions from June 1st to now are not downloading.  Also, I get the Transaction Dates downloaded instead of the Posted Date ( CIBC VISA uses the Posted Date to calculate balances month to month) so it messes with my reconciliation (I have to manually adjust dates).  CIBC has no option to adjust that in the user interface.  Finally CIBC VISA sessions last only 10 minutes ( a recent change) leading me to have to re-login 12 times in a half day.   I want to change.I tried calling RBC VISA twice.  The second time was promising but the guy hung up on me.  Then I tried calling Scotiabank with a wait time of 30 minutes - I gave up..  Anyone has any suggestion on the best Canadian bank VISA card to go with?  Or are all the Canadian banking cartel members all the same? 😞Martin

Hi There,I am trying to access the employer forms page and can no longer find it on my payroll tax page??  

Good afternoon All,I am really hoping that someone can shine some light on the many ways I have read about on how to handle the following scenario(s). Just to note I have my bank accounts linked into QB. My flow is as follows.invoice customercustomer e-transfers paymentwait for transaction to downloadmatch to invoice.Scenario 1; I invoice customer1 $100 and then pay $110, andScenario 2; I invoice customer2 $100, they send in payment but then send in a duplicate payment (requiring a refund)So in reading, one solution that seems to come up consistently is to us A/R to record either the overage or double payment and then create a cheque transaction to pay the customer backThe second solution (more for scenario 2) is to move the transaction to a 'Misc Income' account and then create a credit memo.The third solution was to create a suspense account (bank account, expense account?) - haven't tried this way yet.Solution 1, I have been told, from the bookeeping side, that I should never be boo

Hello all,I used CRA calculator for work space using this link   after calculation I got 20% used from current home. Now, how do I record these into QuickBooks properly since the transaction was paid with my personal checking account as the payment is pre-authorized?  all what I need is I want to do data entry for this.  Thanks in advance.

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We're running terminal servers with QuickBooks. Users login to the TS to use QuickBooks. On occassion, QuickBooks will give an error such as Update pending You don't have adminstrative rights. And then close. Administrator has to get everyone to log off, login and run the updates for all QuickBooks versions, and possibly reboot. How do we know their is an update pending so this can be scheduled. 

Quickbooks desktop prompts me to decide whether to delete backup files in excess of a designated number but it does not delete them from the device/folder I am saving them to.  It deletes them from another folder I no longer back up to.

I recently withdrew an amount from our Savings account and purchased a bank draft (the bank draft was then deposited in our Chequing account).  Both of our accounts are linked in QB online.  The amount in the bank transaction from Savings is the total of the amount of the draft and the service charge for the draft, and is not the same as the amount deposited to Chequing.  So I cannot match them as a "transfer".How do I account for the service charge and match these transactions?

Onboarding Tasks-New Client Checklist

Can anyone help me with exporting the data from Sage 50?? I am getting NO help from Quickbooks or data switcher. so frustrated. almost ready to give-up .

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Has anyone attempted to pull a report/data table using excel/ODBC driver to get inventory by bin location similar to the report in QB Enterprise? Example: The "inventory by bin location" report in quickbooks is a great report. However, it's not easily customizable, and even more so, in excel when you export the report. So, i am trying to pull this data into excel using the ODBC and microsoft query. However, I can't seem to find a table or multiple tables to use when performing the query. I.E. the "itemsite" table doesn't actually provide quantity on hand at all. the "itemInventory" table pulls in company-wide quantity on hand. We have multiple locations, and any inventory part might be in multiple bins/locations within that geographical location. So, is it possible to create a report or data table using this method to have matching data? I.e. i want my table to show the exact same quantity on hand for a given bin/location as quickbooks shows me in it's internal reporting.&nbs

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When running a report, the feature to narrow a column no longer works.  Is that a change in Quickbooks?

I am in Canada.  I get invoices from Fedex which are only for GST when I import product.If I want to input it as an Expense since the Courrier Expense is $0, I cannot input it as an expense.If I input it as a Journal Entry, then the GST is not records in the ITCsAny suggestions on how to input it.

I have wound up an idle opco, owned by my holdco, which had money owed to my holdco that will not be repaid. I filed a t2027 to report this, but need to know how to record the process in quickbooks to clear the "Due from Related Company" amount from my holdco's ledger.

 Hello All, HST payment: - Generally I record HST payment in Quickbooks online and and for actual payment I cut a check to CRA, and go to my Bank to pay the amount. Few weeks ago, in my QuickBooks online I saw that QuickBooks online has new feature for  HST payment - that QuickBooks can pay HST directly from your Bank account and pay CRA, there is no need a cut a check . I called support centre, the agent was not aware of this new feature. According to the agent this feature is not available yet. And I searched in online, could not validate this feature. Now, I must have misunderstood. Unfortunately I have not print out that information, so I am recalling from memory only.  Can some one please validate / verify this feature. I will be waiting for replies since today (05-31-2022) is the due date of my monthly HST payment.   Thanks Farzana 

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Does anyone know how to record a non-taxable deduction from an employee? This is a non-taxable deduction that needs to be deducted from an employee's net income (very similar I guess to a garnishment situation)

The journal entries have a name attached to them, but if I filter the report to that name, those transactions disappear, even though they show up under the correct name when I run the report grouped by Employee or Customer. For example, I have an employee who wants to see their accrued vacation pay history - but there were adjustments made by journal entry. If I filter by name, the journal entries disappear and the report is WRONG. The only way I can produce this report is to run it with no name filter, export to Excel, and then delete all the other staff (this results in a spreadsheet with thousands of lines and takes a lot of time.) Please fix this.

Something's not quite rightWhen you use Accounts Payable, you must choose a supplier in the Name field.

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