Other Questions

Good morning Guys, Please allow me to re-hash a question that I have seen asked a few times now but I'm hoping to confirm if I can handle this scenario in this fashion. I have a customer that was invoiced $72, they paid (via e-transfer) $74..giving them a $2 credit. This transaction has downloaded into QBO from the Bank and generally I would just match to existing invoice but the system obviously wants me to 'resolve' the difference. If I click on 'Resolve', an 'Add a Resolving Transaction' section opens. Can I use this, add the customer, class, etc. and choose 'accounts receivable' as the category? Thank you, and again, I apologize for bringing up a topic that has been asked before.

HiOur Visa gave us a credit in our Statement for $8.25However, when I enter it as a Credit Note, when I am reconciling the Credit Card, it shows up as a payment. I saw this post below.https://quickbooks.intuit.com/learn-support/en-us/other-questions/credit-balance-refund-from-credit-card-company/00/844197I followed it and entered it as a "Purchase/Charge", then I went back to my reconciliation, and looked only on the Credit / Payment side, and saw that the $8.25 is there. I was glad, and quickly clicked Reconcile now. I'm glad I was able to reconcile my Visa Statement.However, a $8.25 is still showing up on the left side (Payments/charges). Now, I don't know what to get rid of this. If I try to delete it says, Quickbooks does not like that, etc...So, I did a test, and apparently, when I created the same entry, I see that it shows up both on the left and right side of the reconciliation. Why is that so?I tried creating a "Credit Note", and that one only shows up on the left side (P

In QBO plus (global), when you attempt to create (say) 2nd & 3rd sales taxes (thru the regular tax set-up procedures) - the program insists on using the first agency for all three taxes! I've tried to edit this default during set-up (of the 2nd & 3rd), but the agency field doesn't allow changes. When you have to account to 3 different sales tax authorities, you need a payable & suspense GL account for each (i.e. a total of 6 accounts in your COA). And you need 3 separate reports (each filing period). Obviously I need to know if this is a fundamental flaw in the global edition. As, if I continue to help my client with this set-up, and they start entering live transactions - all their sales taxes will be merged into one report! If there's no simple solution in QBO, I'll need to recommend my client use QBDT instead (where setting-up multiple STs in quite easy). Mike

Quickbooks pro for Canadian 2019, all the VPN users are working properly, just VM users can not open the company file, the error shows quickbooks on server is fine, but quick on computer can not communicate to the company file, ans ask me to check firewall, I disable firewall, same error.All vpn users outside office and workstations in office are working, just Visual machines on the same server are now working. And on same server, it is running US 2018 quickbooks server, same error, just vm users could not open the company file.

Hello, How can I switch my QuickBooks Time account from English to French? Thank you,

And sorry my keyboard won't do question marks! The date range is Jan 2020 to August 2021...I'm a small biz owner, not a bookkeeper, so please include details on what goes where. Thanks!!

we have several credit cards for charging gas in vehicles. this makes about 100 transactions/monts. Need a easy way to capture them from credit card to quickbooks

I can't back up the company file. I now receive the warning message "Unable to back up company file" I've checked data integrity and no errors were found. What is causing this problem?

Everything is missing and it says my account was created in 1969?

The first payroll we did after switching to QBO (a few months ago) looks like it is not posted anywhere, though it does show up under the payroll tab...  Can I delete and redo without messing up source deductions, etc.?

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We need the account names to print on the cheque stub in QuickBooks Online for all cheques issued. We use voucher style cheques. I see that similar requests have been made in the past. Has QuickBooks addressed it yet?

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Hello, There any way that when I am entering a payment before customer invoice due date the discount automatically is creating and applying? I have only see two ways: - Apply manually the discount in the invoice when you receive the payment. Which is a problem if you receive the payment in the next month and the previous month when the invoice was issued is already closed. So, if you edit the invoice you are editing your sales in PL statement. - Or creating a journal entry or credit note for the discount. Thanks,

Hi, I want to pay an invoice supplier, send a remittance slip and another attached document to the payment. I tried but they only receive the remittance slip email with the attach remittance slip, but not the extra attach document. I would like in some cases that the vendor receives the remittance slip + another document of my preference. Is that possible? 

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Is there a way to automatically attached a pdf to all outgoing invoices (or paystubs for that matter ) I'm looking to have a rate change notification attached to all invoices for a month before the changes takes effect.  I am thinking that this should be available in preferences, email/forms - but I don't see where I can add an attachment there. I even tried to develop a new invoice template, thinking that I could add a page there - nope I have also wanted to add Employee news to outgoing paystubs.  I know that I can attached BY EMPLOYEE in the outgoing paystubs  - but there doesn't seem to be a way to "attach to all" - doing it for each outgoing email seems a bit ridiculous. Any suggestions? For the time being - I have added a note to the invoices "new rate changes in June"  but I can't include the detail - its too cumbersome. Is there a way to send out mass emails from out customer contacts? Thanks in advance 

I am looking to easily track sales for commissions. I have a set of products that are commissioned to 3 different sales people. I don't think that using the sales rep is my best option as we used Corrigo, and have other service technicians that may interfere with the reporting, as the sales rep is changed based on the assignment in Corrigo. Any tips are appreciated!

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I'm fed up of the stock reply from qbo 'support' change your browser, clear your cache, etc., and it also appears they don't fix an issue unless there are a lot of complaints about it, not from the same person :) I don't have two hours to spend with their 'support' to go over a recurring issue. Does anyone have a similar problem? It's only one bank account, the rest seem to be okay. Please and thank you

Hello,I'm working with a client that recently switched to QBO from Desktop. PayPal is one of the bank accounts that I have setup for the client, but I initially setup the PayPal bank account without connecting the PayPal account to QBO. I instead uploaded a month of transactions manually. I now want to connect the bank feed to this PayPal account, but when I connected the bank feed it created a new PayPal account in the COA.  I have attempted to merge the two accounts, but when I tried to merge them I received and error stating " You can't merge two accounts that are both setup for Online Banking or WebConnect", however the initial PayPal account wasn't connected to Online banking.  How can I merge the two accounts, or is there a way to remove the original PayPal Bank account that I uploaded transactions into? All the uploaded transactions have been categorized, so if I remove the original PayPal Bank account will it remove the transactions that have already be

We currently have QuickBooks Desktop 2019 Enterprise installed on our workstations and only Database server manger installed on the server. We are looking to upgrade to Desktop 2022 but i first wanted to check what are the steps. Do we just install the new Quickbooks Desktop app on the workstations and database manger auto updates or do we have to install the new version on the workstations and also install a new version of database manager? Thanks for any help. 

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I am trying to set up QBO for a construction company with a reno division.  Is there a sample, example, template chart of accounts that anyone knows of to make life easier?

Hi,could anyone help me out on how I  have to record the "occupancy tax" for my hotel bill? I am the first time had a business trip and now have to enter my hotel bill. I got charged:Room Charge                 166.47GST                                    8.74PST                                   11.65Occupancy Tax                   8.32Total:                             $195.18Thank you