QuickBooks Q&A

I am having an ongoing issue between QB and RBC that I cannot seem to get a resolution for - both sides are quick to point the finger at the other and I am left with no solutions. I have no problem connecting my RBC accounts in QB, but when my bookkeeper logs into the account and tries to pulls the transactions from their end in everything disconnects.  I have 2FA and personal verification questions turned on for RBC which I have been told are likely the culprits - when the Intuit server is sending the query to RBC (either from bookkeeper or daily updating) it is being flagged because it is unable to complete the 2FA correctly, as the notification gets sent to my cellphone. RBC says QB is aware of the issue but has not yet provided a solution. I think its absurd that I would need to turn off 2FA/PVQ and compromise my accounts in order to get this to work.  Any help would be appreciated! I am using Quickbooks Online Essentials

When creating an E-transfer from my bank, the customer's email was wrong. I corrected the mistake. The customer did not receive the funds, but the bank registered the payment. It is canceled now but the bank shows 2 payments made and 1 refund.

QBO's project profitability reporting has always felt pretty thin to me — decent for basic P&L but not great for real-time visibility into whether a specific job is actually making money while it's still in progress, especially once change orders or scope creep enter the picture.For those of you managing this (bookkeepers, controllers, owners) — are you supplementing QB with a spreadsheet, a separate job-costing tool, or something else? What's the actual workflow, and what's the most annoying part of keeping it accurate?Trying to understand how common this gap is and how people are patching it in practice.

I want to redo a GST report, can I delete it?

j'ai un restaurant. les serveuses ont déja reçu le pourboire en argent. je dois juste les déclarer pour les impots

I upgraded because I need Making Tax Digital. As soon as I started the new subscription, my QuickBooks Self-Employed account was blocked. I now have no access to my 2025/26 records. My new QuickBooks account is almost empty, my mileage has disappeared, and it contains incorrect cash transactions totalling around £24,000. I need my historical Self-Employed data restored or migrated urgently so I can meet my HMRC obligations

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how to make the payment for wsib

Does anyone have any ideas of any workarounds for converting estimates to invoices while Quickbooks Online is broken? We’re going on almost two weeks without being able to convert any estimates to invoices. We have customers calling asking for their invoices, ready to pay us, and we can’t do anything because Quickbooks is broken. It’s hard to make money when Quickbooks won’t let us invoice customers. Please somebody help me! QB is just telling me we have to wait until July 31 for any updates, let alone getting it fixed, and we need to make enough money to pay our employees this week. Help!

how can i make the pay bill

"I've already recorded it through a Bill, but this payment wasn't made by me through the bank — it was paid on my behalf by the head office. When I pay the bill, instead of selecting the bank, can I select the intercompany (related) company account?"

Can someone help?  I am not a new user to Quickbooks but have never really had formal training.  I am having difficulty reconciling.  When I launch RECONCILE, Quickbooks tells me that my starting balance is off and prompts me to “FIX”.  When I do, it list a number of transactions but I do not know what to do from here.

hi, can i still generate ROE now for employees on vacation last payroll, but has working hrs today?

How to add or change currency? I followed other steps from the forum but I don't see it. Is it because im using the simple start? 

This sales tax filing transaction was created by the system and can't be edited.

I asked this question and I did receive an answer however unable to respond to their answer for some reason…   Recently only some of our team were requested to update their workforce app and those now have the billable option available and unknown to them this creates a bit of a hassle for myself.  I can not seem to turn it off and the option in our tsheets platform has this option off…  Has anyone experienced this and has figured out how to turn it off? 

I would like to change the Service coding nothing else

Recent update has a billable option for my employees - how do you turn this option off?

Verification code not received

I purchased a motor under warranty to get it shipped to my customer and then took the old motor out and filled out their paperwork and got refunded everything except for some shipping. How do I record the credit back onto the vendor or all I can do is go in as an expense and there’s no negative number and I don’t know where to put to add a credit.

I saw there is an app by Intuit for a direct Stripe integration to QBO that's available for US QBO customers. When will this be available in Canada?

How do I print a payment receipt for my customer after they have paid their invoice? They don’t pay all at once so I only want to send after the final payment is received. I can’t seem to find a print / email later button for the payment receipt. I would like to do this in a batch for all my customers, is that possible?Also, I can’t seem to find in my invoice template anywhere to turn on the print paid stamp on my invoice. I am using Quickbooks desktop Accountant version.Thank you

There is a $4,000 debit balance in the HST account that does not get included in the filings. This traces back to A/P bills from 2024, entered subsequent to the final 2024 HST filing. How can I claim these input tax credits now?

How do I skip to a specific line when entering a return in pro tax

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