Other Questions

A client imported their QB Desktop data into QBO, which goes all the way back to 2010. I'm trying to do their first reconciliation in QBO for Jan 1st - 31st 2023, however the GL doesn't match the opening balance less outstanding checks. If I fix the GL, then the bank reconciliation is out by the same amount then. I'm a very experienced bookkeeper so I know what the GL should be and I know what the reconciliation should be. How can I basically reset this reconciliation module in QBO so I can get this going?NOTE: There's no reconciliations to Undo in QBO because all the previous reconciliations were done in Desktop (which they did the bookkeeping in themselves)

I have been trying to migrate payroll infor from QB desktop to QB online, but it will not work. I have tried the step by step instructions, I have just spent over 5 hours with 2 agents on the phone, and 3 with chat, and no-one is really helping. One agent suggested that I pay a fee of $1495 for them to fix my desktop data and transfer it. I am losing my mind with this, I was told it would be an easy transition, but it turns out it is a nightmare. Doing the transfer of info manually did not work, it still won't let me run a payroll. Does anyone have any suggestion?

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In my app, i create invoices using the PHP SDK. Then, I add those invoices to my QuickBooks company. The issue i face is how to properly populate the 'DocNumber' field. Since those must be unique i initially thought of simply using the id of the invoice which works great.... Until you manually add invoices in QuickBooks and enter a DocNumber other than the ID. For example, if the ID is 10, but i enter 15 as the DocNumber, when i will enventually transferts an invoice from my app with the ID 15, it will fail to set the DocNumber to 15 because it would already be in use. Is there any simple way to prevent this kind of issue? Thank you

The past week, my downloaded transactions are not correctly adding the exchange rates so the amount in quickbooks is not correct.  This has always worked, when I put in the correct US amount for a transaction on my credit card, it will adjust the exchange rate and show the correct CAD amount but when I select "Add" so that it goes into my chart of accounts, it is taking the CAD amount and adding the exchange rate on top of that so the amount is way higher than it should be and it doesn't match what was paid.  I then have to go into the chart of accounts after this transaction is categorized and fix the US amount so that everything balances.  This has never been an issue but just started recently so not sure if there was an update that messed things up but could someone please look into this and get it fixed.  Thanks.

Hi Intuit Community,I'm having an issue where Outlook in Office 365 is not appearing as an option for Edit > Preference > Send Forms, only webmail is showing.I have run all the steps in this article: https://quickbooks.intuit.com/learn-support/en-us/feature-preferences/outlook-is-missing-in-quickbooks-desktop-send-forms-preferences/01/201991 and it is still not appearing as an option. The user has Microsoft 365 apps, including Outlook. Outlook is set as the default mail client. I edited the win.ini file. I have repaired and uninstalled/reinstall both Office 365 and Quickbooks and Outlook is still not showing as an option. OS is Windows 10 Pro. If anyone could offer insight or assistance, that would be appreciated. Thanks! Jay

We are trying to setup our QuickBooks desktop to use classes/departments.  What is the best practice for using class/department, example by item, account, or customer?  We want to be able to run a P&L for all classes/departments and then run a P&L for each class/department.  Any suggestions are greatly appreciated.

Provide a setup guide on how to setup class/departments using quickbooks desktop.

I need help with reset password tools

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I have tried retyping the amounts but i cannot save the information as the error keeps coming up. I cant pay my employees without this info saved.

This morning I cannot log into my Quickbooks.. Nothing has changed from all my previous log ins over the last three years or more.. same username and password as always, but no go.. I need to log in as soon as possible as this is required for the daily operation of our business.. can someone assist?I tried calling Support but they are not open... with no hours posted anywhere..Thanks..

This morning I cannot log into my Quickbooks.. Nothing has changed from all my previous log ins over the last three years or more.. same username and password as always, but no go.. I need to log in as soon as possible as this is required for the daily operation of our business.. can someone assist?I tried calling Support but they are not open... with no hours posted anywhere..Thanks..

I'm having an issue with entering my HBP repayment I made this year, in February, for tax year 2023. I've attached screenshots, where I entered the amount, then by the last screen showing a summary it's putting my repayment amount ($1083) in the field of amount that hasn't be repaid, and the field showing "Less 2023 repayment amount" is $0. I've highlighted them.I can't get this to work, appreciate any help!!

Please correct me if I am mistaken, but I am trying to understand CRA Special EI Regulation for Barbers and Hairdresser. QuickBooks Blog provides some guidance with this calculation however I believe it is incorrect and is misguiding business owners. Given the Blog is using 2017 figures, my examples will contain the same. Link: https://quickbooks.intuit.com/ca/resources/running-a-business/employing-barbers-hairdressers/What You Need to Know About Employing Barbers and Hairdressers >Self-Employed Barbers or Hairdressers >At the time of posting this discussion it is written as such:“… If you don’t have those numbers, multiply the number of days worked that week times 1/390 of the maximum annual insurable earnings. Then, multiply the total by 1/78. Let’s say a self-employed barber works five days in 2017, and that year the maximum pensionable earnings is $55,300. In this instance, your calculation looks like the following: 5 * $51,300 * 1/390 * 1/78 = $8.43. That’s the EI payme

I am trying to load my backup from Quickbooks 2014 version to the Quickbooks Pro desktop version and then I want to upload the desktop version to the Quickbooks online I just purchased. I have tried to set up the desktop trial but don't have the correct file - says I need a QBA or QBW file and I have a QBB file.  I have the file saved from our accountant on a USB stick. 

CRA implemented what I interpret as punitive regulations to suck what little profit a Barber or Hairdresser can earn. Jump in the discussion if I am misunderstanding any specific point. Questions are underlined. The examples below are for a typical relationship where a Salon Operator provides a “Chair Rental” agreement to a self-employed barber or hairdresser. Refer to CRA link: https://www.canada.ca/en/revenue-agency/services/tax/canada-pension-plan-cpp-employment-insurance-ei-rulings/cpp-ei-explained/canada-pension-plan-employment-insurance-explained.html Assumption: CRA wanted a greater EI participation rate from Barbers and Hairdressers, therefore implemented mandatory participation for “self-employed” workers under the Insurable Earnings and Collection of Premiums Regulations (IECPR). 1. 140% EI Premium Increase:   a. Previously the self-employed barber or hairdresser could VOLUNTARILY participate in the EI for Self-Employed People program where they would

CRA implemented what I interpret as punitive regulations to suck what little profit a Barber or Hairdresser can earn. Jump in the discussion if I am misunderstanding any specific point. Questions are highlighted in BLUE. The examples below are for a typical relationship where a Salon Operator provides a “Chair Rental” agreement to a self-employed barber or hairdresser. Refer to CRA link: https://www.canada.ca/en/revenue-agency/services/tax/canada-pension-plan-cpp-employment-insurance-ei-rulings/cpp-ei-explained/canada-pension-plan-employment-insurance-explained.html Assumption: CRA wanted a greater EI participation rate from Barbers and Hairdressers, therefore implemented mandatory participation for “self-employed” workers under the Insurable Earnings and Collection of Premiums Regulations (IECPR). 140% EI Premium Increase:Previously the self-employed barber or hairdresser could VOLUNTARILY participate in the EI for Self-Employed People program where they would pay the E

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Hi out there.  Wondering if anybody can help me with recording Canadian Income tax payments properly in Quickbooks online. For Tax year 2018 I filed a T2 for my company in March of 2019.  It generated an amount owing which I payed to the CRA via my company bank account in March 2019.  I now have the transaction in my bank account and I'm confused as to how to categorize it in quickbooks. Is the payment an expense?  ie: should I enter an expense transaction for that amount, categorize it as "Taxes Paid" and match the record to the bank transaction and be done with it?  (Not that I am an accountant but my sense says no). What I tried to do was set up a liability account in the chart of records called "Taxes Owed".  I then created a Bill from Vendor CRA for the tax amount and categorized it under the "Taxes Owed" category.  So far so good.  Accounts Payable shows the amount, and the "Taxes Owed" account gets incremented by the transac

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Is there a report I can pull to view unbilled or partially billed projects? We ran into an issue where due to a miscommunication, there were a couple projects that were not billed or only partially billed. Looking for a report we can run so that we know the ongoing status. 

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How can i contact Quickbooks to update the credit card detail for the payment of Quickbooks subscription?As the administrator was passed away since a month ago, my account access is the accountant role in Quickbooks which does not access to update it.