Other Questions

New to quickbooks online....Do you use QuickBooks Online to tender your estimates from trades to prepare your spec home budget?  Or do you use other software or ad-on software?  Thank you in advance.

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I am using QB Premier Accountant 2023 and am in Canada.  I am trying to set up taxes/TD1 for employees and while I can see there is a section for EI rate (it's called EI factor in QB), I however, am not seeing where I can enter the CPP rate/factor? I did check off the Canada Pension Plan but I'm still not seeing any field for me to enter the CPP rate/factor. The following is what I'm seeing on the screen: https://imgur.com/owPrW7o  

Customer disputed the credit card payment made against their invoice.  How do I record the payment reversal in QB Online so the invoice amount will show as outstanding?  We do not have automatic online payments.  Thank you for your assistance.  Enjoy your day.

When i upgraded the QBD 2024 for the new updates, it changed the font size on my memorized reports. how do i fix this so it stops.

When inputting invoices or bills the date field will automatically populate with the previous entry date.  I want to plug in my own date. How do I turn off the automatic date?

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Hi there,What would you suggest is the best way to record arrears interest on GST owing in QBO?  I have used the tax filing and am posting payments to the appropriate period but there is accumulating arrears interest.  I've been using the "add interest/penalty" feature to record monthly interest, but I'm wondering if it may be better to just make a journal entry?  Thanks!

I'm using QuickBooks Desktop Premier and encountering an issue when trying to save an invoice that includes a newly created sales tax code and sales tax group. The error message reads: "The transaction is not in balance. Make sure the amounts in the detail area on the form for this transaction equal the amount at the top of the form."I’ve already tried the suggested fix from QuickBooks Help, which was to manipulate the amount column by a penny, tab out, and change it back, but the issue persists. I’ve also manually calculated the totals, and all the numbers are correct. Any additional guidance on resolving this would be appreciated.

I have to manually upload a CSV file from the bank but there isn't one available since the Bank Account didn't have any transactions in it and just carried the balance from the previous year end. How do I deal with this situation? How do I enter $0.00 transactions each month or is it necessary?

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PLEASE CHANGE THE PHONE NUMBER xxxxxxxxxx

my accounts are being hacked by other.  i set up 2 factor authentication yesterday only to have my these removed and my hacker nightmare has come back

Android app on Google pixel 7aApp up to date. Tried logging out and back in again.

I imported my bank statements onto quickbooks online and they have the wrong year. All the data is entered correctly expect the year of the transaction. How can I edit this?

The function to upload CSVs keeps glitching every month when trying to upload transactions. It does NOT show any accounts. I have to log out of QBO and then log back in for them to show up - every month. It is becoming embarrassing/frustrating when trying to train clients. Cookies and Cache and every other possible area QBO will suggest has already been deleted.  The problem persists. Computer/Browser has been restarted/updated. Different browser is not an option for us since all our work is done through Chrome. This has been happening for months along with the tax module not loading and needing to log out and back in to fix that also. I really need some fixed for these problems since it has been happening for MONTHS.

Is there a way to get employment income into the “other information” area with code 71? Or does this need to be done outside of quickbooks?

Hi ThereI can't find any clear direction on how to do this, and I am sure I am not the first person to run into this.We have a VENDOR with a deposit that we have paid to them.  The deposit amount shows as a credit on their account.  When we pay their progress bill, we apply that credit in the pay bills screen.  Easy-Peasy!In error, we cut a cheque for this vendor and applied the credit from the deposit (for deposit entry-we enter the deposit as a bill-NOT against their PO, cut the cheque and then zero out the BILL amount so it will show as a credit on their account).  We now need to void that cheque cut in error.  How do I cancel/void/delete/reverse the cheque so that the credit re-shows on their account.I have tried a few things in the sample company to experiment.....If I just VOID or delete the cheque for the actual amount paid-the credit does not show. If I go into the bill payments/cheques screen and un-check the credit and save-the credit does not sh

Hello, We would like to create custom properties for projects. These properties will then be fields in QuickBooks Time timesheets, but the catch is that they will be auto-selected for the employee entering their time for the appropriate project. An example of this is whether a certain project qualifies for a bonus payment. We want to be have this as a toggle field. If the employee logs in hours for the project, one of the fields that will emerge on the timesheet will be the bonus qualification. However, its value (yes/no) has to be something that the admin can set, not the employees. Thank you very much!

When I import time entries from a project into an invoice for a certain month, all the entries for the month come in. Is there a way to aggregate the time entries by employee in the invoice? For example, let's say I have:EmployeeRateEntry 1Entry 2Employee A$100/hrSomething - 1 hrSomething else - 2 hrEmployee B$150/hrSomething further - 3 hrSomething even further - 4 hr On the invoice, entries show up something like this:RateQuantityDescription1001Something1002Something else1503Something further1504Something even further We want something like this: EmployeeRateQuantityEmployee A1003Employee B1507 Thank you in advance!

Keep getting this error  when click on Bank Transaction tab "Something’s not quite rightSorry, an unexpected error has occurred. Please try again."

Hello,We had a seasonal employee that finished last month and it was discovered the vacation pay wasn't had on pay cheque in error.  How do I create a  retro-active vacation pay cheque for the time they were employed?Thank you

I have a simple question. I have an employee who wants me to change the address she uses to access her Workforce account. Can I simply change the email address in her profile or do I need to resend a Workforce invite?

Hello,  I have used QBO very successfully with the integration of Hubdoc, do you know if there is a way to do this with QB desktop premier version. If not, do have any suggestions of other ways to upload invoices/receipts from a pdf file.