QuickBooks Q&A

I am trying to publish my profile. I have been getting the same error for the past month "there was an error creating a case, please try again later." I have ensured that my verification document is under 1MB. I keep getting a technical error when I try to chat with support. How can I fix this?

Employee was first paid mid-month advance by cheque, but was changed to direct deposit at month end. Now mid-month advance does not recognize direct deposit information in his profile. How can I fix this?

Essentially can an employee access multiple workforce accounts with the same email

ROE, the BLK form puts M08 - Dismissal/Terminated within probationary period to just M Dismissal.  Can you please fix this?Thank you

Some construction businesses work across both residential and commercial projects — and the two can be quite different in terms of contract terms, billing cycles, tax treatment, and the level of documentation required.If that sounds like your business, how do you keep the two streams separate and reportable in QBO? Are you using Classes to separate residential vs commercial? Different customers/projects? Or do you keep them in separate QBO files altogether?Would love to hear what's working — and whether QBO gives you the visibility you need across both sides of the business.

Long construction jobs — whether it's a custom home build, a commercial fit-out, or a multi-phase renovation — need a sensible billing rhythm to keep cash flowing without overcomplicating the invoicing.How do you structure your progress billing in QBO? Do you invoice at fixed percentage milestones (30/60/10% for example)? Do you bill monthly against actual costs incurred? Or do you tie invoices to specific project milestones like 'foundation complete' or 'lock-up'?Also curious: how do you communicate progress to your clients — do you use the QBO estimate summary on the invoice, or do you supplement it with a separate schedule of values?

Ces colonnes apparaissent dans mon PDF que j'envoie aux fournisseurs, mais pas dans la page où je fais la conception du bon de commande

It's that time of year when construction businesses that pay subcontractors need to think about their T5018 (Statement of Contract Payments) reporting to the CRA.Are you extracting the data you need from QBO, or do you find yourself pulling it together manually from invoices and bank records? Is there anything in QBO that makes T5018 prep easier or harder?For anyone who hasn't come across this before: if your construction business pays subcontractors more than $500 in a calendar year, you're required to report those payments to the CRA — so it's worth making sure your vendor records in QBO are complete and accurate before you start.

GST/HST in construction isn't as simple as just adding 13% or 15% to every invoice. There are some real quirks that catch people out:- The holdback: HST doesn't become due on the holdback until it's actually payable, not when the main invoice goes out- New home builds vs renovations: different rules apply- Input Tax Credits (ITCs): are you claiming GST/HST back on all your eligible job costs?- Quebec: dealing with QST on top of GST adds another layerHave any of these caused you problems in QBO? Or have you developed a reliable process you'd like to share? We'd especially love to hear from bookkeepers and accountants who've worked out the best QBO setup for construction HST.

Pouvez-vous m’indiquer s’il existe une solution pour contourner cette limitation et obtenir une extraction globale ?

One thing that's easy to let slip in a busy construction business is tracking Workers' Compensation Board (WCB) or WSIB clearance certificates for your subcontractors. In most provinces you need to confirm a sub has a valid clearance letter before you pay them — or you could end up liable for their WCB premiums.Since QBO doesn't have a built-in compliance tracker for this, how are you managing it? Are you using vendor notes in QBO, a spreadsheet, a separate app, or something else?Extra question for anyone in multiple provinces: how do you handle the different WCB bodies (WorkSafeBC, WSIB in Ontario, WCB Alberta, CNESST in Quebec etc.)?

If you're doing construction work in Canada, you'll know all about the holdback — that 10% (or sometimes more) that clients are legally required to hold back under provincial lien legislation until the project is complete and the lien period has passed.The tricky part is reflecting this properly in QBO: the holdback affects your cash flow, it sits on your balance sheet as a receivable, and the HST timing rules around it are different from a regular invoice.How are you handling it? Have you set up a dedicated 'Holdback Receivable' account? Do you use a separate invoice line, a credit note, or something else entirely? Would love to hear what's working — especially if you've found a clean way to handle the HST timing too.

I had previously posted about my experience using Claude with QB. ...when I tried to post a response to Jocelyn QB employee's response I received an error message. There are videos on YouTube about how to connect Claude to QB. The level of executing a task or answering a question with Claude vs Intuit AI is like night a day. When I asked Claude a question I would get an answer. When I asked Intuit a question instead of answering the question it gave step-by step instructions on how to log on to the plat form and complete the task myself....

The feature worked a few weeks ago but now QB is saying the integration is not available. The Intuit AI doesn't complete the tasks that I ask it to do.

before I post I have to add the tax code. Can I set it up so that when I post to an expense it is already there?

error when integrating bank acct

When searching for estimates it keeps saying no results so I have to go online to search.

Anyone else managed to get their Island Savings CA account re-established with QuickBooks?Island Savings updated their system / login info and can't get QB reconnected.

My bank draft amount is higher than the final invoice amount (due to a shortage of product). Bank draft is for $77,100.61 whereas invoice totals $71,719.87 leaving a difference of $5,380.74. How do I "Pay the Bill" to make sure the payment matches the bank draft and bank statement?

two weeks ago, maybe more i changed my credit card for my monthly payment for quick books pro desktop, for my payroll account etc.This morning I got a notice saying that my payment did not go through, however,  they are trying to use an old card that was on the account.  Which is not even showing on my payments and billing anymore

when doing a back up of quick books pro 2024 desktop, i am getting an error code 303What does this mean?

I just want to change the estimate number

When I push "update" the bank wants a code I don't have

il n'est plus dans la barre à droite.

How do I ask workforce to repeat the invitation?