Other Questions

I accidentally imported a client into my accountant account instead of as a client. I have since added them as a client but I need to delete all their files out of my accountant account. Is there an easy way to do this????

I have in my bank statements every month a single line of collected pre autorized debit from multiple customers. Each customer is part of the Account Receivable account, I need to split that single line and associate the specific amount each customer paid within that single bank transaction. It can be done manually but is impossible when its hunders of customers. So I would like to exclude that line and import a journal entry, I've downloaded the template to import journal entries but I only see an ACCOUNT NAME field, how can I also import the Payee (customer) name? the result should be that when I access the customer account I will see the amount credited in his account. Thanks!

getting error - Multiple memos found for the following journal entries. Go back to your CSV file and correct the info before trying again.

Hi There, I have QBO Advanced and make use of the Projects feature.  I can't seem to find a Permission that would allow a custom role to create/edit a Project. Does this exist?  Or is the only way to allow a user the ability to create projects to give them access to everything as a "standard user"

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I am just here to vent my frustration about this so-called accounting software. I've been using QB Self-Employed for 3 months and I've spent WAY more time trying to solve issues than the time QB has saved me. There was that time when clients were not receiving invoices, I was bounced between two chats and two support lines where only one person managed to tell me what was going on. It was QB's problem and I just needed to wait.Now I need to change the bank account where credit cards payments are being deposited. All QB tutorials refer to QBO and there is no way to change this setting on QBSE. The chat support tells me to call their merchant services, I try another chat because I don't have time to waste my time on a call. This other person from QBO support (because that's the only one you can reach directly) tells me it's out of his scope and transfers me to QBSE support, where they also tell me it's out of their scope and to call their Payment specialists. Desperate, I give in and cal

I've purchased some temporary road signs as well as traffic cones and I'm just wondering if this would be considered an expense or an asset?

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Hello all. Does anyone know if the almighty QB developers have allowed us Canadians to get access to the QuickBooks Payments features for QB desktop versions - or is this still exclusively for the Americans?I was praying that with the new Desktop 2022 versions it would be added, but I have upgraded and I can't seem to find any information on it that pertains to Canadians, unless it is QBO (<- tried and failed that miserably btw). If the answer is "not this year .." I do welcome thoughts, experiences and suggestions from others on -third party apps that will allow me to email invoices/statements with a pay now button. Daily struggle trying to keep my A/R account reasonable levels - this has been an extremely painful challenge. 

Just wondering if anyone has any issues with  the T776 I have added a form to one spouse - and marked it 50% owner and share of profit - but it is not relaying that information over to the linked spouses account?    Do I have to add a new form on the spouses return, and re-add all the income/expenses to that return as well?   seems a  bit odd that it would be set up this way?If anyone has any knowledge of this - please send my way...Thanks 

We are using QuickBooks Time with QuickBooks Desktop and have set up the email alerts to a specific email address, we would like to change that email address and are unable to find out where this is coming from. It shows as linked with QuickBooks Desktop. Please help.

I can am able to click and open the top menu items (Edit, View, Lists, etc.) but not the File item. How can I fix this?(QB Premier Acct 2021)

I received an email from Intuit saying my credit card is expiring soon. When i click on fix it now it asked me for customer account number which i entered but then it ask for a Subscription code which i do not have. I also logged into my account and try to find credit card info there to see if i could up date it but my account does not have any information or products attached to it. I need to talk to someone to fix these issues but chat is not working and i can not fine a phone number. I use quickbooks desktop. 

GENERATE BARCODE ALONG WITH ESTIMATE NUMBERS

In the "create invoices" section at the top, is a print button. Why can I not name my invoice when printing? This button servers no purpose if it only does half the job. I am assuming (hoping) that I am missing something in the process to make this button functional. Any help regarding this would be much appreciated. I know I can go to QB Nav menu >file>and down to print pdf and name the pdf before printing but I cannot understand why I have a button to print on the invoice page that cannot do the same? Do I have something in prefrences turned off or some setting wrong because this does not make any sense to me to have a non-functional print button. Thanks in advance for any help.

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I'm the landlord - Amy, my tenant issued a security deposit cheque to his tenant's agent and both landlord and tenant's agents deducted their commission from the cheque and re-issue the remaining amount of a cheque to me by my real estate agent's company. How do I record this? 

Hello, I am working for a company that has recently been put in a difficult situation where the boss/owner has ended up in the hospital. All employees are trying to keep the company afloat as best we can in his absence but are running into issues with our signed cheques. The boss/owner is in the hospital in a different city, so every chance we get we send blank cheques with people visiting him for him to sign but he has a lot of difficulty doing so due to his medical issues. We saw that there was a way to upload a signature into QuickBooks desktop in the U.S to then automatically print it onto cheques but cannot find a way to do it on our own software. Just wondering if this is only a feature in the U.S or if we are missing something?

Hello,  We had a staff member who took multiple courses, but has since left the company. She is required to pay back the money at a pro-rated amount, which I have already calculated.  How and where do I put that into quickbooks? She is no longer an employee, so I cannot run it through payroll.  Any help is appreciated!

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I am trying to undo a filing but it continually tells me I can't until I undo the payment, I have deleted the payment and it still gives the same error.  I need to record PST commission that wasn't recorded when filing. How can I do this?

What is the journal entry to clear the opening balance in AR

We recently upgraded to Quickbooks Advanced and would like to leverage the ability to upload our budget in an excel/csv. We downloaded the sample csv but cannot find a way to specify the class/cost centre in the file. We input a dummy budget and uploaded to quickbooks to test and the budget screen does not seem to have any drop-downs/toggles to select the class/cost centre. How can we load our budget to quickbooks by class/cost centre?  EDIT: Also noticed the import file only lists the GL names, but not the GL number. Can we add the GL number too?