QuickBooks Q&A (CA)

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?

I issued T4 a week ago via the workforces. Now I would like to cancel the payroll subscription and wonder if it will affect my former employee download T4 from the workforce.

How to change employee pay from paycheque to direct deposit

We use Nektar for our time sheets and I'd like to have them uploaded in my quickbooks payroll. Can quickbooks do this or do I need a third party app?

Hi, I’m having an issue with the QuickBooks app on my iPad. When I open a customer profile and try to review older invoices, I can only scroll back to April 30. I have many older invoices before that date, but the app does not let me go further back. I already checked the customer account and the invoices should still be there. It seems like the iPad app is limiting the invoice history or not loading older invoices properly. Can you please help me fix this issue?

can someone add a subcontractor in the workforce intuit

My QBO shows that the payroll direct deposit has been processed for payment on May 29th, 2026. However, there was a payroll run on May 28th 2026 but the bank account was not properly funded at the time. Now the account is properly funded, when will my employees expect to receive their payment? Would it still be on May 29, 2026 or on a different day.

I'm trying to connect to quickbooks through claude but it looks like it's only available in the US. Do you know when it will be available in Canada?

Is this just me? If so, why might that be? I have many recurring invoices and all have been working well for over a year. Until last week. Since then, every time I open one to edit it, quickbooks freezes and eventually I get a popup telling me the page is unresponsive. I have tried deleting cookies and cache, two different browsers, an incognito window, and two different devices (a laptop, and a tablet).   I've also tried twice to get qbo to resolve this. The first time, I made it to second level support and it actually worked - for about an hour. when I tried to call back, the ticket had been closed and the agent knew none of the details of the first round, so had me go through the entire process again (which still didn't work). Does anyone have insights either into this problem, or into how I can get customer support from qbo without having to go through the same long process a 3rd time? Is there a way to get back to the second level support without havi