Other Questions

I'm trying to efile my T4s thru the Web Forms link in Quickbooks and I get to the upload file. I upload the file and it tells me "that the account number in the file does not match the account number I used to sign in. Please verify your file and try again" What am I verifying? The account number is the same. Anyone have this and found a solution or do I call CRA in the morning and listen to music for an hour. Appreciate any help.  Thank youJanice

I use QB Self-Employed and I am trying to set up payments for my invoices. How can I add or change my bank about information that is linked to my invoices that I send to clients? I am NOT trying to change the billing details for my subscription to QBSE. 

Need to record in QB online the return of unused retainer funds to customer. The info I have found using QB search topics is not helping.

Hi!!I was using Quickbooks Desktop Pro 2018 for many years without issues. My drive started failing, so I had to get a new one. Now when reinstalling I am unable to activate 😞 Is there anyone that can assist?Thanks so much!!!

I'm not even sure anyone from Intuit reads these... My account manager has been MIA for about a month. I have some very pressing issues that I need to contact someone other than "technical support" for. I've spent the last 2 hours getting bounced between online chats and phone calls. One saying they can't help me but the other can and so forth. I tried going through the sales phone number but the voice menu won't recognize any issue I tell to it. I'm at the point where I'm seriously considering moving my firm to another software. The support with Intuit is to be blunt, disgusting. Everytime I have an issue it's a fiasco to try and find someone to help.

Up until recently, when I printed a Previous Reconciliation, it would open the normal white pages it does when you print a normal reconciliation.  However, now when I click on Display, the previous reconciliation sheets open in landscape mode in QB's internal browser window.  I do not want them in landscape mode, I want them in portrait mode and I have searched high and low for a way to stop this behaviour, and get it back to opening normally like it used to.  Has anyone else come across this and if so, were you able to stop it opening in the browser?

I have a situation my Bookkeeper and Accountant have not run into before, our vendor finances our inventory, and offers financing to the customers directly.  When a customer finances with them we only get paid the profits, which is leaving a large sum unpaid in quickbooks on each of these transactions. Example:Customer buys a $25K item, finances it through our vendor, our cost on it was 20K, so only 5K gets deposited to our account, vendor keeps the 20K they were owed on the item.  But our invoice out to the customer would have been for the full 25K so now our books show an unpaid amount of $20K.

HelloI would like cancel a cheque (never cashed) that was posted in a previous year.  What is the best way to do this so we have a "paper trail" and it is recorded in the current year?   If I void or delete it, it will use the original dateWe are using QuickBooks desktopThank you  

No text available

Hi Can anyone direct me how to set up a Gst exempt customer so that it always drops the gst ? Ive tried a few work arounds but still have some slip out with Gst included. 

All Capital one credit card expenses for one of my linked credit cards are incorrectly recorded by QBSE as US dollars. This has been going on for a year and a half and I just noticed it now. How can this be fixed?

I do not understand why I can source a report for a tax (GST). Source a report for another tax (PST in my case) but cannot get a report with both taxes individual on one report? It just does not make sense. I need to see both taxes (individually) charged  for a vendor and/or individual client. If the data fields are there (which they are) they should be accessible to create the report. Please think like a business owner not a coder. If this could be provided in the future it would be greatly appreciated.

i cannot enter the code in box (case O) box of form releve 1 in quickbooks desktop because the box does not appear. how do i fix the margins so the box appears.  

After migrating from desktop to online, my beginning balance is incorrect. I have tried to contact QB but have just been sent on a wild goose chase and sat on hold for over an hour! Can someone please help.

I have a workforce account, that uses same log in as my payroll on. when I track time on workforce in projects it comes up as a new version of myself and I can’t approve time because it’s showing up as an employee that isn’t set up in payroll.

Hello, I started the Certification training and each time I watch a video, I cannot hit "Continue training" as it says "Watch the entire video to proceed - 99% has been watched". I did not pause or fast forward or even touch 1 button! I tried multiple times on the same video.  Thanks for your help!

I tried searching for an answer to this already & their seems to be multiple threads about this topic already in the past but none of them have any answers that work.I am trying to create an estimate & certain products are causing this error to come up. But if I try putting these items on a different estimate it will allow me to add them.I can add these products with 0% HST & it will work but as soon as I go to change it to + HST it causes the error to come back when I try to save. Any help would be great as this is very frustrating.

The owner of the company wants to be able to see everything, but I don't want him to accidently change anything. How do I set it so he can look but he can't touch?

Is there a setting that keeps the customer from previous shift for my team? I noticed that the last customer they select carries over to the next day, even if I go in and change it to the proper assigned customer. This is very time consuming to change every employee every day, any help would be much appreciated. For more context, we recently changed our permissions to have only a few generic options assigned to staff (shop, no customer, unknown) so they aren't viewing customer addresses and other sensitive information. Now, any customer that was previously selected by staff before this switch is carrying over onto every new timesheet they enter. If there is a way to have the job I assign to them carry over instead that would be amazing so I don't have to change it everyday for long term jobs.  Example: Employee had selected "Customer ABC" as their job for the day when we switched our permissions. I manually switched it to the proper customer "Customer XYZ", but everyday

Hey, I'm from Canada and when I travel to the US for business and make purchases they are in USD. To account for this I just take the amount in CAD from the CC transaction and use that for the expense. What tax category do I use for purchases like this? Thanks - Ian 

Hi, I am wondering if I can apply an expense (which has already been reconciled and is part of last year's closed books) to clear a bill (which is also from last year and was paid in that same year in real life). I want to apply it as a credit in order to clear the bill from the AP balance for a vendor. Is that a suitable means of clearing the bill? Or is there another way?

I have a unique situation that I need to address.  I have a customer that I invoice for 3 different scenerios.  The customer rents 2 properties from us, so I decided to add 2 more customers, with the invoices split into 3 different customers.   1 customer for each property, and then the 3rd customer is the original for any other type of invoices. This customer is having an ongoing dispute with rent and tmi the 2 properties and he has also stopped paying some of the other invoices for the original customer invoices. They have either short paid invoices and or not paid some others. In the past I assessed Finance Charges through Quickbooks Desktop Pro Canada. Now I have changed all the invoices for the 2 properties, to the appropriate Customer for each property. This is so I can produce separate statements for Property Managers.   However, how do I reverse the FC and re-assign the finance charges for all the short payments they made o

Contacting QBO help just say they're working on it. but there is no timeline, no help, no hope. It seems easier to just switch to another product, or switch banks entirely?

HI!While ago I decided to change the default to Inclusive of Tax for Bills and Expenses, since I often enter bill totals or invoice total before I have the actual paper copy in my hand. Unfortunately I got a frantic call that day about invoicing getting "messed up" due to line items being Inclusive of Tax. Is there no way to set these two completely unrelated items to have different defaults?! To summarize, I want Invoices to default to Exclusive of Tax and bills and expenses to default to Inclusive of Tax.

Is anyone else having issues with T4's - the company address is not posting on the T4, and therefore CRA rejects the submission.  I can't figure out how to get the address on the T4's.  Address is correct under company information.  But it's not showing up on T4's - 2 of my clients are having this isssue.