Other Questions

I have updated, restarted, shut down etc and still dont have the CANCEL tab in Receive Payment section. Any ideas?

Not only does the feedback buttons do absolutely nothing, the search in QBOnline help doesn't search on any of my search terms. That's just one of the pieces of crappy functionality that  I want to leave feedback on. But no way to do that without wasting more of my precious time.

Using inventory, want inventory to automatically invoice out by percentage on sales invoice (ie: cost x 35%)

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My BMO Mastercard transactions are not updating in quickbooks self employed. It’s been over 6 months. Only the value updates the transactions remain stagnant. Support team is literally useless, Everytime I call they say issue is known we’re working on it. How long does it take ?? I’ve tried refreshing from app and online many times. 

I had to reinstall Quickbooks Desktop Pro on a new computer, and when I restored the company from my backup, the currency displayed on cheques, invoices etc. change to the British pound even though my home currency is the Canadian dollar and I do not use the multicurrency option. How can I correct this? I only do business in the Canadian dollar?

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EQ Bank has officially released their business banking accounts, and myself and some of my clients are interested in opening an account. However, QuickBooks still does not support an automatic connection with EQ Bank and it's making me hesitant to switch or recommend the switch to my clients since it requires extra work for me as a bookkeeper and my clients to manually upload transactions from a statement. I would love to know if this is actively being worked on and to know if other people are also frustrated that this isn't a feature in QuickBooks yet. EQ's banking model is very supportive for small business and I really want to use them and promote them, but this lack of functionality from QuickBooks' end is very annoying!

Hi all,I want to pay my entire home rent with my business account (this avoids potential bank fees, cash availability delays) and count it as an appropriate expense. However, I am only able to claim ~25% of my rent as a business expense. How can I facilitate this?No Matter

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Hi there, my company recently started using QuickBooks Time. I was able to login but it's been giving me this pop-up window with their QuickBooks Intro video. Nothing will happen if I click the top-right  to close it, or click to watch video. Anyone has answers to this? Please let me know, thank you! 

How can I accrue Revenue to Service or Product level within QuickBooks? Currently using QB Online Essentials.  Not certain upgrading will provide additional functionality, but open to that if it does. I would like for Journal Entries to allow for Service or Product detail in recording (I need to this to track margins and utilize accrual reporting at the service level detail).  Currently, I only see options for Account & Customer. I'm aware invoice estimates will do this, but they do not show up in reporting which I'd like to use an option that does. TIA

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Print function NEEDS to be improved.   We shouldn't have to push print FOUR times to get an invoice to print. When I ask it to print ONCE should be enough.So much waste of time in the online version and THE PRINT ONE is awful.

Printing seems such an inefficient method with QuickBooks. Multiple clicks to get to printing. It turns it into a PDF and then you have to download the PDF and then you have to open the PDF and then you have to print the PDF.   Is there not a better way? Like click on the PRINT Button and the printer prints?

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I am using QB self employed. I accept online credit card payments and that works well.  I want to change the bank account into which the deposits are made.  Any topics I find on this tell me to Create Invoice/ select Payments ..... no such thing on my screen.  Q: How do I change the bank account into which online credit card payments go? Quickbooks Self Employed. Thanks, Dennis

Hi all, I want to be able to edit my invoices to have a proper title. Currently, between my business address and my client address, the invoice just says, "INVOICE". I can find how to edit this field via template cusomization, but I would prefer to be able to change this title while making the invoice and not by customizing the template. Preparing multiple invoices at a time is a thing and I don't need to be changing the template (the obvious workaround) when switching back and forth. This can cause issues (mis-titling invoices) especially if preparing multiple invoices for the same client. I want to make the title a brief description of the job. The memo field at the bottom is far too out of the way and small in print. In the attached image of the sample invoice, I want to replace the circled "INVOICE" field with titles, such as, "Demolition of such-and-such at [address]" or "Baseboard Installation" etc. This becomes especially pertinent when I'm invoicing for addresses that

I have questions regarding custom fields for Customers. 1. Quickbooks Desktop only provides for a maximum of 7 custom fields by default.  Can this be increased?  My client needs a lot more. 2.  Is there a way to manage the data type in a custom field?  By default they are text, but I want to limit entries to specific formats such as date. 3.  Is there a way to reorder the custom fields after creation?  My client has fields created at different times and the display of the fields is out of practical usage order. Thank you!

Since Quickbooks will only accept a certain # of characters in the vendor name (or names in other list), the name will be truncated even in the cheques that we issue. Lately, the bank had rejected those cheques. Is there a way to enter names that are 46 characters (including blank space in the name) long? Thanks!PPMCKC

Hello All I want to reimburse different job payments say 4-5 payments some of bills and expenses and vendor payments too and all done by the owners and want to make one chq for all these payments any idea how do i record it in QBO plus and issue one chq also how to manage project expenses and reconcile against the project float from the project owners 10xA

Hello Everyone! I have inputted half of opening balances and stopped but now i want to retrieve to do the balance but i am not able to enter the opneing balances in quickbooks online pluscan anyone help me how can i input the opening balances in chart of accounts Much appreciated! 10xA

Hey All, Do we have instructions for setting up severance payments in QuickBooks Desktop? I’ve been unable to configure it correctly. When I try to set up severance pay, the system only gives me options to add wages, additions, deductions, company contributions, and other taxes. From my understanding, severance should not be reported on Box 14—only on Box 66 or 67. It should also be exempt from CPP and EI contributions, with only federal and provincial taxes applied. Additionally, since the severance will be paid as a lump sum along with wages and termination pay, the taxes should be calculated accordingly. How can I confirm if the taxes are being applied correctly in this scenario? Thanks in advance!