Reports & Accounting

I discovered that my client had under-recorded HST in prior periods. I now need to record this obligation, which is because we neglected to levy it in the first place is entirely the company's obligation. I tried as a JE: Dr. Expense, Cr. HST Collected. However, the Collected figure isn't showing in the HST report. How do I record this in QB? I'm using QB Online - Accountant version.

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issues reconciling bank statements

I need to get started on project as a beginner in QuickBooks. what should i do to achieve this?

There are rounding errors in my AR reports, how can I correct this?

they paid some tax instalments during the year already. thanks

The new version of QBO is so extremely glitchy that I have actually had to walk away from my laptop and do other tasks because I couldn't post JE's, the bank feeds would't let me select transactions, supplier tabs were so messed up that I couldn't find what I was looking for, bank feeds no longer alllows me to match a transaction to an expense, and I could go on and on. The new version is a literal nightmare and my productivity has hit rock bottom becasue I am having to duplicate or even triplicate my work in order to try to get transactions to save.

customer payments received through quickbooks

How can I view split transaction with six parts?

Me donner plus de détails sur comment sortir ce rapports il faut que le client voit les factures de son projet avec plusieurs fournisseurs et qu'on voit qu'ils sont payer et ceux non payer si il a lieu

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I need to generate a report that includes every supporting document. Short of filing the attachments manually some place else, I cannot figure out how to do this. Please help!

The Balance Sheet total shows -588.16; however, it should show $50.40. I'm trying to add $638.56 to the Undeposited account without having an entry that is "waiting" to be deposited.

I want to track expenses (paper receipts & Labor per invoice) How can I do this?

For some reason when I display my cash account on screen it displays 1st line Red, 2nd line White rather then the 1st line a little grey, 2nd line white.  The red  is obnoxious and I want to revert to the old colour scheme. Can someone tell me how to do this and also shed some light on why it changed?ThanksLee McQ

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No matter which type of Tax Summary I choose to generate, the Business Use of Home category isn't included. Anyone know how to fix this or what other workarounds I might employ?

I searched the resources (after traying and failing to reach an actual HUMAN) and saw something about migrating tags to something else. I never did this as I never received an email about it. What do I need to do in order to see all my 2025 journal entries?

I do not need those services and I don't want them showing on the products and services report. How do I remove them from showing in the report and also, when I try to create a sales invoice, these services that I do not need also show up. I need to remove them. Where can I do that?

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For a business owner, tax filing can seem overwhelming and intimidating. That's why many businesses turn to accountants to help them keep their books in order, especially at year-end. If you're using QuickBooks Online to manage your finances, you can invite and add an accountant to your account. Here's how:   Prerequisites To invite an accountant, you need primary admin or company admin access to your QuickBooks Online account. Invite your accountant Follow these steps to send an invitation to your accountant: Sign in to your QuickBooks Online account as a primary or company admin. Go to Settings ⚙ and select Manage users. Select the Accounting Firms tab. Select Invite firm. Enter your accountant's email address or their firm's user ID. Select Save.Note: If you have enabled two-step verification, enter the code you received on your mobile device and select Continue. Result Your accountant will receive an email invitation to access your QuickBooks Online company. Once your acco

Our fiscal year is December 01 to November 30th We need to report for Dec.01 2024 to Nov.30 2025 But the sales tax reconciliation tool wants to calculate Dec.01, 2025 - Nov.30 2026. How do I change the dates so it calculates the correct year?