QuickBooks Q&A (CA)

I can only preview the T4s I can't prepare the xml for uploading

Je n'ai pas de solde d'ouverture dans l'historique et je n'ai pas de d'opération avant mes premières opérations, je n'ai pas de montant de 500$ en attente ni exclu.

When setting up 5000 COGS, and setting up Sub-accounts (ie: 5001, 5002, etc.) I noticed a flaw in the software engineering. How do we get around this flaw? The problem arises when going into Products & Services (gear icon - top right), and finding an inventory product. Go to edit, and scroll down to purchasing said product. There is a drop down menu that you connect to the COGS tracking. Well, it appears that the Sub-accounts (5001, 5002, etc.) that you have just set up, do not show in this window. If we can not track inventory the way it was meant too, then for Trades or inventory tracking companies, this is a MAJOR flaw. If we cannot track inventory and show it in reports, we can not properly see the coming and going of inventory properly. It literally turns Quickbooks Online into a paper weight. Can this BE FIXED please?  I troubleshooted with Claude AI scraping the forums to see how companies are handling this. Some are leaving Intuit all together, because the work around is we

I have a credit from an Insurance provider and recorded the credit in AP as per advice on this site.   Then I entered the Deposit choosing the Vendor name as Received from and Accounts Payable under From Account.  When I look at the Bills to be Paid, the credit is no longer there, now I’m seeing an actual invoice for the deposit.   However, under A/P for the vendor, its showing a zero balance but the credit and payment are still showing.  How do I get the Invoice to offset the credit and no longer have anything showing under AP and outstanding invoices.  Found Solution !!!I found the answer.  You have to go Pay Bills and then select the bill but then Choose the Credits button that looks like it’s greyed out below the select bills to pay area.  It brings up the credit and you can apply there.  Then you can complete the pay bills area.  Everything was cleared out after. 

I have updated all but still not letting me

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.