Other Questions

I am trying to "use" the recurring transaction I have set up but I have no idea what it means by "use".  I see the action button and it re-opens the journal entry, but I don't know what it means by posting the recurring transaction. if that makes sense. I need to "use' the recurring journal entry and post them up to a certain date. 

How can I import banking transactions to the second QB account? I've tried importing the .qbo files but it keeps giving me an error that the bank account is already linked to another account... there are 2 separate bank accounts but the 2nd one is a sub-account to the 1st. So I guess it is recognizing it from my other QB business account?? Help!

Hi, I have been using QBO payroll function to run semi-monthly payroll for two companies since April 2022. I always check payroll deduction (CPP, EI, Tax) amount with the payroll deduction online calculator (PDOC) of CRA website. For April month, the tax deduction on QBO is same as on PDOC.But when I do the May1-15 period payroll, I find that the tax deduction on QBO is different from PDOC, QBO deduct more CPP and Less tax than PDOC. This make a big difference in net pay amount.  I checked all the possible factors such as pay period frequency, Federal and provincial amount, Max CPP reached etc. Everything is right, so I couldn't find the cause...  I can only  manually correct all employee's  CPP and tax amount on the payroll of May 15th based on PDOC's calculation, this took me a lot of timeAlso, I haven't changed any payroll settings since April, so I wonder why the April payroll deduction on QBO is correct and May's are not. And the two companies have same the iss

I have recently formed an single-member LLC. During the formation process, I had to use my personal credit card to pay for business licenses, etc. I now have a business bank account and will be using that going forward. I have entered the transactions and categorized them as appropriate - here is a snippet.   How can I reimburse my personal account from the business account without having an issue of double-booking the expense? Or, is there a way I could classify the total amount as owner's equity or something along those lines?

Client came in with a file from QB2005, how can i update it to a more modern verison? I keep getting errors when trying to update it.

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Is there any way that when you have a line with just text in the description column (used as a header) to have the 0.00 not show up on your invoice (see example attached). I also used a (.) in the description column  create a gap in between lines to make it less cramped up. 

Our default tax rate selection in setting is set to "Exclusive of Tax" and when I go to enter a bill it comes up as default.  But we use a construction management software that is integrated to QBO and when a bill comes over it is always "Inclusive of Tax".  We are entering invoices into the software as pre-tax and wanting QBO to calculate the tax on top of the amount that comes from the software.  How do I get QBO to receive the bills exclusive of tax?

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How do I make all the ads for things I am not interested in signing up for stop?! You would think they would go away after closing them or saying no thanks a 1000 times a day but they never do. 

I came across this bug when I was trying to import DOCX Invoice Template into QBO. The field is not recognized even on the sample template downloaded from QB Custom Style Samples (found in Help File).

Hello,Just wondering if ONLINE anyone has the same issues is that my customers have reported that the invoices do not add up.    I do have proof.   What happens is that you make a invoice,  and it does add up prior to printing.  when you print somethings are missing and then it does not add up  it is out by the supplies some how.  automated system closed without contacting me with a answer,    Can anyone help.   case for reference is 1580830079   

The employer/owner is now providing benefits to his employees. Benefits are a completely tax free benefit to the employees and are fully tax deductible to the company. Any time an employee submits a claim directly to the provider, the employer is charged the amount from a preset Health Spending Amount and a 10% admin fee. I have tried asking the question a lot of different ways but can't find the proper answer as to how to post these transactions. Can someone assist?

We currently use QuickBooks Enterprise and have over 20 users at any given time using the software.  We recently experienced issue with our data so we were instructed by Intuit to submit our data file to them.  We are now on day 6 of waiting for a diagnosis.  Is this typical waiting time?  Also, we were told that once a fix is found, that they can't schedule a specific time frame for us to get our current file fixed.  As a company with more than 200 employees, we can't afford any downtime.  Is this also typical?  Do technicians work on weekends?

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We made a vendor payment and took the early payment discount. Later I noticed the account that was entered to post the discount to was incorrect. How do I change this? So far the only thing I have found is to delete the entire check transaction and re-enter it correctly. This method is a hassle since there were several from a few months ago and the bank has been reconciled.

Quickbooks Premier 2020 Desktop I processed our monthly PST for April and yet, while I can manually close the report window, whenever I open the company file again, that same PST Tax Agency Report for April window opens automatically. This is new behaviour and has never happened before. Any insight as to how to reset the window or otherwise resolve this would be appreciated.

How do I record the employer portion of a DPSP during a 2 year vesting period.  The monies are paid to the investment company on behalf of the employee but the employee does not actually receive the benefit until after a 2 year vesting period.  Thanks for any help.

I am switching from Sage50 to QBO for our new fiscal year which has started this month. I planned to wait until I received closing entries from our accountant before importing the company to QBO from Sage50. However our accountant just informed me that it may take a couple of weeks as they are moving. Would you recommend I import the company without the closing entries, or is it much less complicated if I wait for closing entries first, and continue in Sage50 for now? 

I purchased a product from a retail vendor and sold it to my customer. How do I recoup that tax money without overcharging my customer sales tax? or make sure Im not overpaying sales tax to state? 

Why is quickbooks online adding my bills from one of my vendors togetherExample  bill 1 is 5.13                bill 2 is 15.45                bill 3 is 1011.00 so when i go to pay say bill one it has all bills listed but I have put the bills into the system separately and the amount is 1031.58 but the original amount is not correct. I am confused

It looks like maybe a portion of sales transactions are being synched under Expenses, “Uncategorized Expense” as credits. This began last year and I only noticed now at tax time. Still occurring now.  There have been no synching error notifications and my sales reports on QBO match Square reports, but this is throwing my accountant off. Help?

Thank you for help meRecently in my main page of self-employ has disappeared and search engine not workingopen the attachment  you will understand what I mean?I believe I have problem with setting or I have to redownloads QuickBooksPLEASE ADVICE 

There is an official post stating that Quickbook Desktop is no longer being supported in UK in 2023 because they want to keep the software compliant (https://quickbooks.intuit.com/uk/desktop/)Would this be the same case with Quickbook Dekstop in Canada where they will phase the product out in the future because of the compliant issue? Is there any information on this or place where I can find this information?

I need a program that syncs with QB to have a particular QB file open for it to work.  I can automate everything but I need a QB file open in QB for it to work.  I don't want to have to sign in to the computer, open QB and then open the file ever time that system reboots. Is there a way to automatically open a QB file without opening QB and manually opening the file?