Help Articles topics https://quickbooks.intuit.com/learn-support/help-articles/misc/02/help-articles-ca Help Articles topics Fri, 18 Oct 2019 12:29:04 GMT help-articles-ca 2019-10-18T12:29:04Z Mobile Troubleshooting Quick-Start Guide https://quickbooks.intuit.com/learn-support/en-ca/help-articles/mobile-troubleshooting-quick-start-guide/01/395167#M1529 Here are some quick steps to fix most app-related issues. Tip! Contact the support team using a different device from the one we will be helping you with. 1. Network Change Change the data connection on your phone. If connected to Wifi, turn it off and use cellular data. If connected to cellular data, connect to Wifi. 2. Close and Restart App 3. Clear App Data There are two places to clear app data and remove cached data: In the QuickBooks Online app: Android - Select the menu at the top right and choose Settings. Then select Refresh Data and choose Yes. iOS - Select the menu at the top left and then choose Help &amp; Feedback. Then select Refresh Data and Refresh. In your Phone Settings: Android - From your phone's settings, select Apps (varies by device). Choose the QuickBooks app from the list and select Storage. Select clear data. iOS - From your phone's settings, select Settings&gt;General&gt;iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App. 4. Power Cycle Power down and restart phone. 5. App Reset Uninstall and reinstall the app. Tue, 15 Oct 2019 18:51:20 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/mobile-troubleshooting-quick-start-guide/01/395167#M1529 QuickBooksHelp 2019-10-15T18:51:20Z Write off bad debt in QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-ca/help-articles/write-off-bad-debt-in-quickbooks-desktop/01/261348#M1528 Learn how to handle a customer you can’t collect money from in QuickBooks Desktop. QuickBooks helps you manage Accounts Receivable balances you can’t collect on. Here’s how to write off unpaid invoices and declare them as bad debt. &nbsp; Tip: Stay on top of your customers' open balances with the Accounts Receivable Aging Detail report. Step 1: Add an expense account to track the bad debt Go to the Lists menu and select Chart of Accounts. Select the Account menu and then New. Select Expense, then Continue. Enter an Account Name, for example, Bad Debt. Select Save and Close. Step 2: Close out the unpaid invoices Go to the Customers menu and select Receive Payments. Enter the name of the customer in the Received from field. For Payment amount, enter $0.00. Select Discounts and credits. In the Amount of Discount field, enter the amount you'd like to write off. For Discount Account, select the account you added in step 1, and select Done. Select Save and Close. Thu, 17 Oct 2019 15:46:30 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/write-off-bad-debt-in-quickbooks-desktop/01/261348#M1528 QuickBooksHelp 2019-10-17T15:46:30Z Create a billing statement https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-a-billing-statement/01/394744#M1527 A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. A reminder statement can be created and sent to your customers to show how much they owe on each invoice. To create a billing statement: From the Customers menu, go to Statements/Create Statements. Choose the appropriate A/R account. Note: QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R. Check the statement date. Select the date period of the transactions. Note: You can specify the dates or you can include all open (unpaid) transactions as of the statement date. Choose the customers you want to print statements for. Choose additional options. Select Print or E-mail depending on how you want to send the statements to your customers. Creating billing statements is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, refer to Accounts Receivable workflows in QuickBooks Desktop. When creating statements and the Email button doesn't work (no error message, the email simply does not send), follow the steps below: Ensure all preferences are appropriately selected to generate a statement. The appropriate customer should be selected. The cu... Mon, 14 Oct 2019 23:57:46 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-a-billing-statement/01/394744#M1527 QuickBooksHelp 2019-10-14T23:57:46Z Transfer app ownership or disconnect apps https://quickbooks.intuit.com/learn-support/en-ca/help-articles/transfer-app-ownership-or-disconnect-apps/01/393568#M1526 Learn how to transfer app ownership or disconnect an app in QuickBooks Online. If you find yourself needing to disconnect a third-party app or transfer the ownership to another user, you can quickly do this in QuickBooks Online. Here’s how. How to transfer an app connection If you’d like to continue using the app, you’ll need the administrator to transfer the ownership. This allows you to take over the app connection for your company. From the left menu, select Apps. Search for the app you're transferring. Select the app, then select Get App Now. Review the message details and select Connect anyway. Adjust the settings as necessary, then make sure the app is now associated with the new user ID. How to disconnect an app If you’d like to disconnect an app from your company and stop the app’s functionality: From the left menu, select Apps. Select My Apps, then find the app you’d like to disconnect. Select the Action ▼ dropdown, then select&nbsp;Disconnect. Complete the short questionnaire. Select Disconnect. Sat, 12 Oct 2019 05:48:58 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/transfer-app-ownership-or-disconnect-apps/01/393568#M1526 QuickBooksHelp 2019-10-12T05:48:58Z Set up time off policy in Online Payroll https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-time-off-policy-in-online-payroll/01/349267#M1525 Paid time off, Unpaid time off,&nbsp; sick pay, vacation pay&nbsp;and holiday pay&nbsp;are pay types you can use to compensate employees while they aren't at work according to their hourly rates. Use the steps below to create and assign time off policies, and to answer specific questions about how these pay types are accrued. Use the information below to answer common questions about time off pay types in Quickbooks Online Payroll and Intuit Online Payroll. How do employees earn time off? For each policy, you can choose how you want employees to accrue paid time off, unpaid time off, sick pay and vacation or holiday hours. At the beginning of the year We'll credit the total hours you enter for the employee on the first pay cheque of the following year (typically in January). Enter your employees' current balances as part of their setup. Each pay period Each pay period We'll automatically calculate accruals each time you create a pay cheque based on the number of pay periods in the year. The following table shows the hours accrued per pay period for the common number of hours earned per year: Hours earned per year Weekly Biweekly Twice a month Monthly 40 hours 0.7692 1.5385 1.6667 3.3333 80 hours 1.5385 3.0769 3.3333 6.6667 120 hours 2.3077 4.6154 5.0000 10.0000 160 hours 3.0769 6.1538 6.6667... Sat, 12 Oct 2019 02:40:45 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-time-off-policy-in-online-payroll/01/349267#M1525 QuickBooksHelp 2019-10-12T02:40:45Z Take-home pay explained https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/392122#M1524 Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable&nbsp; expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period). Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections. Wed, 09 Oct 2019 23:12:45 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/392122#M1524 QuickBooksHelp 2019-10-09T23:12:45Z Take home pay explained https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/391886#M1523 Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period.) Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections. Wed, 09 Oct 2019 21:06:29 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/391886#M1523 QuickBooksHelp 2019-10-09T21:06:29Z Update your payment information with Apple Billing https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payment-information-with-apple-billing/01/391222#M1522 On your iPhone, iPad, or iPod touch Go to Settings &gt; [your name] &gt; iTunes &amp; App Store. ​Tap your Apple ID, then tap View Apple ID. You might be asked to sign in. Tap Payment Information. Edit your payment information to reflect what's current with your financial institution. Then tap Done. On your Mac or PC On your Mac or PC, you can edit your payment information using iTunes or on the web. You can also edit your payment information in System Preferences on a Mac. If you have a PC, you can use iCloud for Windows. iTunes To open iTunes and sign in to your Account Information page, follow these steps: From the menu bar at the top of your computer screen or at the top of the iTunes window, choose Account &gt; View My Account. Sign in with your Apple ID. On the Account Information page: To the right of Payment Type, click Edit. You can see which payment methods the iTunes Store accepts in the Payment Method section. If you're using Family Sharing, and purchase sharing is turned on, only your family organizer can update your payment information. Change or remove your information. To remove the payment method, select None. Get help if you don't see None or can't select it. Click Done. On the web You can change to a different credit or debit card by signing in to your Apple ID account p... Tue, 15 Oct 2019 16:45:15 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payment-information-with-apple-billing/01/391222#M1522 QuickBooksHelp 2019-10-15T16:45:15Z Supported pay types and deductions explained https://quickbooks.intuit.com/learn-support/en-ca/help-articles/supported-pay-types-and-deductions-explained/01/390868#M1521 Here are descriptions of the supported pay types and deductions in QuickBooks Online Payroll as well as how each impacts federal taxes and forms. Pay types A common question new employers have when hiring employees is about compensation. Should the employee be salaried, hourly, or commission? What other pay should be included in the employee's overall compensation? Salary A salaried employee is hired based on a prearranged compensation for work performed, usually as an annual amount. Salaried employees are&nbsp;occasionally&nbsp;exempt from overtime pay and minimum wage requirements(depending on your province's labour laws)&nbsp;and often have managerial or professional responsibilities. Hourly An hourly employee is paid for each hour worked and is generally a non-managerial, service, retail, or part-time employee. Most hourly employees are considered non-exempt from federal labour laws, which means they receive&nbsp;overtime&nbsp;pay whenever they work more than 40 hours a week. Commission Commission is a form of compensation that's typically based on an employee's sales performance or completion of a task. Commission can be paid in addition to a salary or instead of a salary. Hourly employees who also receive a commission must be paid at least the minimum wage for hourly workers. You can add multipl... Fri, 18 Oct 2019 10:41:00 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/supported-pay-types-and-deductions-explained/01/390868#M1521 QuickBooksHelp 2019-10-18T10:41:00Z Your business dashboard details in mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/your-business-dashboard-details-in-mobile/01/390789#M1520 Learn how the dashboard works in QuickBooks Online for mobile. You can use the dashboard to see at-a-glance the health of your business. Or if you need to take action on an account or invoice. In this article, we'll take you through its key features. The dashboard cards provide shortcuts to the information you need to scan swiftly. Last month's Profit and Loss. This way know what you're making and spending (if you connected your bank accounts). The Net profit total is based on money deposited and added for the last month. Minus the last 30 days of expenses. Review and accept bank transactions. Last 30 days of expenses by category. How many invoices are open. And which ones are overdue. Your latest account balances.&nbsp; Tue, 15 Oct 2019 16:46:03 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/your-business-dashboard-details-in-mobile/01/390789#M1520 QuickBooksHelp 2019-10-15T16:46:03Z View your balance sheet (iPhone, iPad) https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-your-balance-sheet-iphone-ipad/01/390628#M1519 Learn how to view your balance sheet using your QuickBooks Online mobile app. Do you want to check out your balance sheet quickly? You can easily view it using your mobile app&nbsp; We'll show you how. On the mobile app, the Balance Sheet is only "As of Today." To see a different date range log in to your QuickBooks Online from a web browser. To view today's balance sheet, follow these steps. iPhone Select the hamburger icon (☰). From the left menu, choose Balance Sheet under Reports Scroll to see your assets and liabilities iPad&nbsp; Select the hamburger icon (☰). Select&nbsp;Reports. Profit &amp; Loss opens by default. To switch to Balance Sheet, select the title of&nbsp;the report. Then select Balance Sheet. Tue, 15 Oct 2019 16:46:05 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-your-balance-sheet-iphone-ipad/01/390628#M1519 QuickBooksHelp 2019-10-15T16:46:05Z QuickBooks Online Advanced Payroll - Getting started https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickbooks-online-advanced-payroll-getting-started/01/390484#M1518 &nbsp; Welcome to QuickBooks Online Advanced Payroll Using&nbsp;standard QuickBooks Online Payroll? See&nbsp;Turn on and set up payroll. Follow this&nbsp;guide to&nbsp;complete your payroll setup quickly and accurately Company info Payroll tax Banking info Payroll settings Employees Chart of Accounts Required documents Having the below information handy will make the setup process&nbsp;easier: Your payroll registration notice from the Canada Revenue Agency (CRA)&nbsp;which&nbsp;has important company information&nbsp;like your legal name, business address and CRA payroll account number.&nbsp;You'll also need the letter from the CRA indicating&nbsp;your remittance frequency A cheque from your business bank account&nbsp;or another document that&nbsp;contains all the banking details required to complete your bank setup Any documents you’ve received from provincial tax agencies or labour boards, such as your Workers' compensation&nbsp;account details or applicable provincial taxes, like the Employer Health Tax in Ontario Your employees’ federal and provincial TD1 forms with all relevant personal details such as&nbsp;full name, birth date, and Social Insurance Number (SIN) completed A copy of voided cheques from each of your employees or contractors to set up direct deposit If you're switching payroll providers, you should also generate a report of all emp... Mon, 07 Oct 2019 17:40:09 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickbooks-online-advanced-payroll-getting-started/01/390484#M1518 QuickBooksHelp 2019-10-07T17:40:09Z Employee payroll schedules in QuickBooks Online Payroll Enhanced https://quickbooks.intuit.com/learn-support/en-ca/help-articles/employee-payroll-schedules-in-quickbooks-online-payroll-enhanced/01/263330#M1517 Learn about the pay schedules you can use and set up in your online payroll service. Select a pay schedule for your employees Each pay schedule consists of a pay date and a work period. The&nbsp;pay date is the day employees receive their pay. It can be received via cheque or direct deposit to their bank accounts. The&nbsp;work period or pay period is the time during which the work is performed. Our online payroll service can determine an employee's pay period as long as you have set up the correct pay frequency and the pay period end. You can change the pay period when setting up or editing a pay schedule. See the steps for how to accomplish this further down in this article. Here are the pay schedules that QuickBooks Online Payroll supports, with the number of payouts per year. Pay schedule No. of payouts (per year) Weekly 52 Every other week 26 Twice a month 24 Monthly 12 As an employer, you will&nbsp;need to choose how often to pay your employees. To help you choose, here are a couple of pay schedule scenarios: Weekly: An example of a weekly pay schedule is having the pay period as Sunday - Saturday and the pay date as the Friday of the following week.&nbsp;Employees will be paid every Friday for the work performed in the previous week. Twice a month: On this pay schedule, there will be two s... Tue, 15 Oct 2019 23:03:36 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/employee-payroll-schedules-in-quickbooks-online-payroll-enhanced/01/263330#M1517 QuickBooksHelp 2019-10-15T23:03:36Z Verify and Rebuild Data in QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-ca/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/389186#M1509 Verify Data self-identifies the most commonly known data issues within a company file while Rebuild Data self-resolves most data integrity issues that the Verify Data finds. Common reasons to use the Verify and Rebuild features: Fatal errors when you use QuickBooks Desktop. Discrepancies on reports, such as invoices or bills that post with a negative values. Deposited payments show up in the Payments to Deposit window. Balance sheet reports do not show all accounts. Names are missing from lists. Transactions are missing. Run a well-data checkup to make sure your company file is error free. Verify data Choose Window then Close All. Verify Data. Choose File then Utilities. Select Verify Data. If you see: "QuickBooks detected no problems with your data," no further action is needed. A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions. "Your data has lost integrity," indicates there is data damage in the file.&nbsp; Continue to the steps below to Rebuild Data to correct the problem. Rebuild data Choose File, Utilities then Rebuild Data. You will receive a warning message to backup your company file, press OK. A rebuild requires a company file backup beforehand because in rare cases the p... Mon, 07 Oct 2019 19:45:54 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/389186#M1509 QuickBooksHelp 2019-10-07T19:45:54Z Fix bank upload errors https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-bank-upload-errors/01/389085#M1508 Learn what to do if you have issues when you manually upload bank and credit card transactions into QuickBooks Online. In QuickBooks Online, you can manually upload your bank transactions. If you can’t upload them, or you get an error, don’t worry. These are usually temporary and easy to fix. Follow the specific steps below for the message you see. "The uploaded file contains invalid transaction amount information.” This can happen if one of your transactions has 12 or more digits. QuickBooks can’t upload transactions this large. To fix this, remove the transaction from the file. Then, enter the transaction as an individual sales receipt or expense in QuickBooks. Then upload the file again. If you need, you can also reformat your CSV before you upload them. “The uploaded file is of a different type than these accounts.” This can happen if you’re uploading a file for a different type of account than the one you selected. For instance, if you chose checking but you’re uploading transactions from your savings account. You can select Cancel to go back and select another account. You can also OK to continue with the download. "Errors with Sub/Parent account download,” “(Parent Account Error),” or “(Sub-account Error).” You can upload transactions into parent or subaccounts. However... Thu, 03 Oct 2019 22:53:23 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-bank-upload-errors/01/389085#M1508 QuickBooksHelp 2019-10-03T22:53:23Z How to align preprinted pay cheques https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-align-preprinted-pay-cheques/01/262482#M1507 You can adjust alignment of and print preprinted pay cheques in QuickBooks Online&nbsp;Payroll Enhanced. Align and print your preprinted cheque stock Note: QuickBooks supports voucher-style preprinted cheque stock, with the check in the upper third and a stub in the bottom two thirds. You can order cheque stock from Intuit preprinted with your bank and company information. Here's how to align and print your preprinted cheque stock: Go to Settings, then select Payroll Settings. In the Preferences section, select Pay cheque Printing Select Preprinted QuickBooks-compatible voucher cheque stock. Select Print 2 stubs or Print 1 stub, then OK. To start aligning the cheques, select Open Alignment Window. A PDF opens with a sample check to print. Follow the instructions in the PDF and then close it. Select Align Cheques. Another PDF opens. Print and then close the window. Follow the instructions then enter best fit letter and number. Select Update Settings and OK. Re-do these steps as needed to properly align cheques. Printing troubleshooting tips The following are some of the scenarios that you may encounter when printing preprinted pay cheques. Printing too high Choose a letter further down the list to move the information down the page. For example, if the current letter in the field fo... Thu, 03 Oct 2019 20:47:01 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-align-preprinted-pay-cheques/01/262482#M1507 QuickBooksHelp 2019-10-03T20:47:01Z Record payroll transactions manually https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-payroll-transactions-manually/01/263459#M1506 Journal entries are a good way to record the accounting information&nbsp;for your payroll in QuickBooks Online if you are not using our payroll service. Below is an example of how to record a payroll journal entry transaction. Example: Fred's Residential Remodeling Company has five employees.&nbsp;&nbsp;For the Journal entry, you&nbsp;would take the gross pay for the employees.&nbsp; In this example $4055.00 is the total amount. Go to the&nbsp;Plus Sign Icon&nbsp;and select&nbsp;&nbsp;Journal Entry Under&nbsp;Date, select the pay cheque(s) date. (Optional) Input&nbsp;Entry #&nbsp;for journal entry. Debit and Credit accounts: a. Debit expense account used to track gross wages. ($4,055.00) b. Debit expense account used to track Company Contribution (eg. CPP, QPP, EI&nbsp;etc.). ($251.41) c. Credit Bank account payroll is deducted from. ($4306.41)Note:&nbsp;To make entry easier next time, the next two steps go over how to save the transaction. If you only wish to do the transaction once, or have the QuickBooks Online EasyStart version,&nbsp;please skip these steps. Click&nbsp;Make Recurring. Enter a memorable&nbsp;Template Name&nbsp;and set&nbsp;Template Type&nbsp;to&nbsp;Unscheduled;&nbsp;click&nbsp;Save Template. Click&nbsp;Save.Note:&nbsp;To&nbsp;access this template&nbsp;depending on the interface you see go to the&nbsp;Gear Icon&nbsp;and select&nbsp;Recurring Transactions. Make sure to change amounts and/or accounts as ne... Thu, 03 Oct 2019 15:31:49 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-payroll-transactions-manually/01/263459#M1506 QuickBooksHelp 2019-10-03T15:31:49Z Why do I occasionally notice penny rounding differences? https://quickbooks.intuit.com/learn-support/en-ca/help-articles/why-do-i-occasionally-notice-penny-rounding-differences/01/263460#M1502 In this article you will learn about a variety of circumstances that can cause temporary penny differences. These differences are usually due to rounding in pay cheque or tax calculations.&nbsp; Net pay for a salaried employee You may notice that the net pay for a salaried employee changes by a few pennies from pay cheque to pay cheque, even though there are no changes to the employee's pay rate, tax setup, or deductions. These differences are due to rounding for taxes that are calculated at exact rates (such as Social Insurance and Medicare). Our system ensures that the employee's YTD totals for those taxes are always exactly correct. You and the employee don't need to be concerned about these small variations. Amounts on reports or forms You may occasionally see penny differences in the amounts shown on payroll reports and tax forms. You don't need to be concerned about those differences. The tax agencies generally only care about amounts rounded to the dollar. Filing a form Our system generally requires any tax discrepancies (even penny differences) to be resolved before you can file a form. Contact us for assistance in resolving those discrepancies. Prior payrolls and tax payments When setting up your payroll account, you may enter payrolls from earlier in the year that were pr... Tue, 01 Oct 2019 17:21:46 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/why-do-i-occasionally-notice-penny-rounding-differences/01/263460#M1502 QuickBooksHelp 2019-10-01T17:21:46Z Accountant tools: Reclassify your client’s transactions https://quickbooks.intuit.com/learn-support/en-ca/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387274#M1498 Learn how to use the Reclassify Transactions tool in QuickBooks Desktop Accountant, Enterprise, or Accountant Enterprise. Make it easy to get your client’s books ready for tax purposes. Use the Reclassify Transactions tool to find and correct transactions assigned to wrong accounts or classes in your client’s books. You can reclassify transactions one by one or all at once. Here’s how. Step 1: Select the fiscal year you want to review If you haven’t yet, set the fiscal year or date range of transactions you want to check. From the Accountant menu, select Client Data Review. Select Client Data Review. In the Review Date Range section, select the date range of transactions you want to review. In the Review Basis section, choose Accrual or Cash. Select Modify Review. In the Account Balances section, find Reclassify Transactions. Select the Status ▼ drop-down and then set it to In Progress. Select Close. Step 2: Review the transactions You can now start reviewing your client’s transactions. From the Accountant menu, select Client Data Review. Select Reclassify Transactions. In the Accounts section, select the View ▼ drop-down. Then, select the account type. Select an account to view the transactions in the right pane. In the Transactions section, select a name from the Name ▼ drop... Tue, 01 Oct 2019 01:28:47 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387274#M1498 QuickBooksHelp 2019-10-01T01:28:47Z Giving an employee a refund for a payroll deduction https://quickbooks.intuit.com/learn-support/en-ca/help-articles/giving-an-employee-a-refund-for-a-payroll-deduction/01/387095#M1495 If you've deducted too much for a non-tax payroll deduction, such as health insurance, you need to give the employee a refund. If the employee is still on your payroll Write a pay cheque to the employee. In the Review or Change Pay Cheque window, leave the Earnings section empty.&nbsp;You can delete salary payroll items by pressing <CTRL> + <DEL>. For hourly payroll items, do not enter any hours. In the Employee Summary section, enter a positive amount for the appropriate payroll item. Click Yes in the message that QuickBooks displays and record the pay cheque. QuickBooks adjusts the liability for the payroll item when you write the pay cheque. Do not enter a liability adjustment in addition. If the employee no longer works for you Use the Write Cheques window to write the employee a "regular" cheque. Adjust the liability for this employee for the appropriate period.</DEL></CTRL> Mon, 30 Sep 2019 21:15:50 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/giving-an-employee-a-refund-for-a-payroll-deduction/01/387095#M1495 QuickBooksHelp 2019-09-30T21:15:50Z Principal officer verification for AML OFAC holds https://quickbooks.intuit.com/learn-support/en-ca/help-articles/principal-officer-verification-for-aml-ofac-holds/01/263386#M1492 We are continuing to improve security by mandating that every employer enter their principal officer's information (Name, Social Insurance number, and date of birth) along with their bank information. This is in compliance with the Office of Foreign Asset Control (OFAC) that falls within the Executive Branch of the US. Treasury Department and the Anti-Money Laundering Act (AML). &nbsp; &nbsp; Why is this being required? This is a check required by the U.S. Government to fight the funding of terrorism and money-laundering activities. Federal law requires us to obtain, verify, and record information that identifies the principal officer listed on an account used for Electronic Services, including direct deposit.&nbsp;If the principal officer is a nonresident alien, the employer needs to provide additional documentation for review by the Compliance Team. Turnaround time for verification varies from the time all updates have been made and documentation is received. Errors, inaccurate or missing information will delay the verification process. &nbsp;Generally, it takes 48 business hours, but please note that it can take longer. For more information on AML: <A href="https://www.treasury.gov/resource-centre/terrorist-illicit-finance/Pages/Money-Laundering.aspx&nbsp;" target="_blank">https://www.treasury.gov/resource-centre/terrorist-illicit-finance/Pages/Money-Laundering.aspx&nbsp;</A> This site is currently only available in English&nbsp;&amp; ... Fri, 11 Oct 2019 19:18:52 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/principal-officer-verification-for-aml-ofac-holds/01/263386#M1492 QuickBooksHelp 2019-10-11T19:18:52Z How to check your direct deposit setup status https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-check-your-direct-deposit-setup-status/01/263308#M1491 If you recently set up direct deposit know that it takes two to three business days to confirm and activate your bank account. You'll receive an email from us to confirm your direct deposit status. You can also follow these steps: Check the status of your direct deposit QuickBooks Online Payroll Go to Settings and select Payroll Settings. Select Company under Bank Accounts. Depending on the status, this is what will appear: Connected/Active: Bank account details connected to send payroll with QuickBooks Online and option to Update it. Pending:&nbsp;"We're getting your bank account ready." Information about test transaction will also show. Waiting for verification: You have the option to enter test transaction. Failed: "Update your bank account. We couldn't verify this bank account." Why does my employee's pay method say pending or direct deposit pending? A pending direct deposit means one of the following: We haven't verified your account information yet. Funding bank account is verified but is needed to go back to direct deposit setup. You haven't yet entered the employee's bank information. To enter the employee's bank information, see Set up an employee for direct deposit for assistance. Now you know how to&nbsp;check your direct deposit status. Fri, 11 Oct 2019 19:18:44 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-check-your-direct-deposit-setup-status/01/263308#M1491 QuickBooksHelp 2019-10-11T19:18:44Z Form TD1 overview https://quickbooks.intuit.com/learn-support/en-ca/help-articles/form-td1-overview/01/349822#M1486 Learn how to enter a TD1 form in Online Payroll. Form TD1, Personal Tax Credits Return, is used to determine the amount of tax to be deducted from an individual's employment income or other income, such as pension income. We tell you how to enter and print an employee's TD1 in online payroll. We also answer some important questions. Enter TD1 information QuickBooks Online Payroll Select&nbsp;Employees. Select the name of the employee. Select Edit ✎ beside What are [employee's] tax withholdings?. Enter the employee's TD1 information, provincial taxes, and tax exemptions. Select Done to save. Print a TD1 form for an employee You can print a TD1 form from the Government of Canada Revenue Agency site. Who fills out the TD1? The TD1 has a series of worksheets to help employees complete the form on their own. A completed TD1 would then need to be provided to the employer so that the employer knows how much to withhold from each pay cheque. Do I have to file the TD1? Employers do not need to file the TD1. However, the CRA does require employers to keep the TD1 in their records for at least 6 years. What if I don't have a TD1 for my employee? Per the CRA&nbsp;guidelines, if you don't receive a completed TD1 from an employee, you still must deduct taxes, allowing the basic personal amount only. Sun, 29 Sep 2019 10:38:38 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/form-td1-overview/01/349822#M1486 QuickBooksHelp 2019-09-29T10:38:38Z Import journal entries from your accountant https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-journal-entries-from-your-accountant/01/380289#M1450 Learn how to import journal entries from your accountant. QuickBooks Desktop makes it easy for you and your accountant to keep your books accurate. Your accountant can create journal entries in a copy of your company file. Then, they can send the journal entries to you so you can add them to your books. This gives you room to work while your accountant makes minor bookkeeping adjustments. If your accountant sent you new journal entries, here’s how to import them to your company file. Import a general journal entry file From the email your accountant sent you, download the attached file. Your accountant’s journal entries are saved as a QBJ file. Save the file in a folder you can quickly access, like your desktop folder. Open your company file in QuickBooks Desktop. From the File menu, select Utilities then Import. Then, select General Journal Entries. Find and select the QBJ file you saved. On the Add General Journal Entries window, you’ll see all the journal entries your accountant sent. You can uncheck entries you don’t want to add to your books. Just be sure to let your accountant know. Note: If you can’t uncheck them, this means your accountant wants you to add all the journal entries to your books. Select Add GJEs, then OK. Wed, 09 Oct 2019 19:00:49 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-journal-entries-from-your-accountant/01/380289#M1450 QuickBooksHelp 2019-10-09T19:00:49Z Set up voluntary deductions in Online Payroll https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-voluntary-deductions-in-online-payroll/01/349823#M1447 Voluntary payroll deductions are amounts subtracted from an employee's net pay to cover the cost of things such as employee-paid benefits offered by the employer, or general deductions like a charitable donation. Note: Pre-tax deductions must come out of a taxable wage item.&nbsp;They will not deduct from a reimbursement type wage. For deductions such as retirement plans, health insurance, HSA plans, or FSA, your provider can help you decide on the amount to be withheld and determine the taxability. Deduction vs Contribution A deduction is an amount paid by an employee and deducted from each pay cheque. A contribution is paid by the employer and often counts as additional pay or wages. For example, an employee and an employer might pay some part of the cost for a health insurance plan. The employee-paid portion is called a deduction. The portion paid by the employer is called a contribution. Learn about the types of voluntary deductions Voluntary payroll deductions include medical, dental, and vision insurance premiums (both pretax and post-tax). The chart below explains which deductions are supported in QuickBooks Online Payroll. Category Types Health Insurance Medical, Dental, or Vision Insurance Retirement Plans RRSP, TFSA, CPP (QPP in Québec), OAS FSA Plans Pretax FSA HSA Plans... Fri, 18 Oct 2019 10:39:28 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-voluntary-deductions-in-online-payroll/01/349823#M1447 QuickBooksHelp 2019-10-18T10:39:28Z Ways to pay employees https://quickbooks.intuit.com/learn-support/en-ca/help-articles/ways-to-pay-employees/01/349824#M1446 When you add an employee to your Quickbooks Online Payroll account, you can choose one of these payment methods: Pay methods Helpful links Pay by direct deposit Set up direct deposit for employees and contractors Connect your bank to Online Payroll Pay with a personal or company cheque Create a paper pay cheque for a direct deposit employee in Quickbooks Online Payroll Pay by printing pay cheques on preprinted cheque stock Print pay cheques Tue, 24 Sep 2019 21:53:07 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/ways-to-pay-employees/01/349824#M1446 QuickBooksHelp 2019-09-24T21:53:07Z Edit a product or service https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-product-or-service/01/380166#M1444 Learn how to change product or service information. Edit information for the following items from the Product/Service panel: Product Service Bundle (the description, name, category, price, or income account) Edit a product, service, or bundle Select&nbsp;Settings ⚙on the toolbar, then choose Products and Services. Find the product, service, or bundle you want to change. From the Action column drop-down menu, select Edit. Make your changes as needed. Select Save and Close. Fri, 27 Sep 2019 03:07:18 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-product-or-service/01/380166#M1444 QuickBooksHelp 2019-09-27T03:07:18Z Handle a customer credit or overpayment https://quickbooks.intuit.com/learn-support/en-ca/help-articles/handle-a-customer-credit-or-overpayment/01/380147#M1443 Learn what to do in QuickBooks Online when a customer overpays you. Customers can pay you too much for several reasons. When this happens, you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip in QuickBooks. Option 1: Apply the credit to an invoice Apply the credit to an invoice you already created Go to the Create ⨁ icon and select Receive Payment. Select the customer, then the credit and the invoice. Select Save and New or Save and Close. Apply the credit to a new invoice Go to the Create ⨁ icon and select Invoice. Create the invoice, then select Receive Payment. Select the credit and then Save and New or Save and Close. Tip: Set up customer credits to apply to future payments by default. Go to Settings ⚙ and select Account and Settings.&nbsp; Select Advanced. In the Automation section, select Edit, and select Automatically apply credits. Option 2: Refund the customer for the overpayment If your customer overpaid you on accident, you can give them a refund. Option 3: Record the overpayment as a tip If your customer paid more than their total on purpose, you can record it as a tip. Wed, 02 Oct 2019 23:47:21 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/handle-a-customer-credit-or-overpayment/01/380147#M1443 QuickBooksHelp 2019-10-02T23:47:21Z Print a packet of new hire forms https://quickbooks.intuit.com/learn-support/en-ca/help-articles/print-a-packet-of-new-hire-forms/01/349268#M1441 Have you recently hired new employees? Every new hire must receive certain tax information. We'll show you how to print these forms for your new employee. Print employee packet Print a packet of new hire forms to give to employees. Remember, employers must keep forms on file for each employee. Select Employees, then select Taxes and Forms. Select Employee and Contractor Setup. Select Print a blank employee packet. Select&nbsp;View. Print out the forms and give them to your employees to fill out. Error message: "You have no new hires to report at this time" Did you receive the message "You have no new hires to report at this time"? This message indicates that you've marked each employee as having a new hire form on file. If you haven't actually filed a new hire form follow the steps below: Select Employees. Select the employee's name, then select Edit in the employee's Employment section. Uncheck the New Hire Report box. Select Ok. Select&nbsp;Taxes and Forms. Select&nbsp;Employee and Contractor Setup, then select&nbsp;the new hire form link. Select&nbsp;View. Print the form. Mon, 07 Oct 2019 22:55:19 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/print-a-packet-of-new-hire-forms/01/349268#M1441 QuickBooksHelp 2019-10-07T22:55:19Z Add notes and photos using QuickBooks Online for Android https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-notes-and-photos-using-quickbooks-online-for-android/01/378084#M1433 From the main menu, choose Notes &amp; Attachments, then select the plus icon (+). Choose Assign To and select the customer to assign this note to. Write the note text. If you want to add a photo or image, select the paperclip +, and then&nbsp;select Camera or Files. Select Done. Tue, 15 Oct 2019 16:45:12 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-notes-and-photos-using-quickbooks-online-for-android/01/378084#M1433 QuickBooksHelp 2019-10-15T16:45:12Z Add a new supplier on QuickBooks Online for Android https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-supplier-on-quickbooks-online-for-android/01/378082#M1431 Most businesses need suppliers, so we made it easy to add them. From the main menu, select Suppliers +. Add info, and select Done. Alternatively, from the Home Page&nbsp;select +&nbsp;and then select&nbsp;Supplier. Tue, 15 Oct 2019 16:45:09 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-supplier-on-quickbooks-online-for-android/01/378082#M1431 QuickBooksHelp 2019-10-15T16:45:09Z Delete an invoice payment using Android https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-android/01/378081#M1430 Learn how to remove an invoice payment using QuickBooks Online for Android. You may need to delete an invoice payment using your QuickBooks Online for Android app. The steps below will show you how. &nbsp; From the main menu, select Invoice Payments +. Select the payment you want to delete. From the three-dot menu, select&nbsp;Delete. Tue, 15 Oct 2019 16:45:14 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-android/01/378081#M1430 QuickBooksHelp 2019-10-15T16:45:14Z Attach a note to an existing transaction using QuickBooks Online for Android https://quickbooks.intuit.com/learn-support/en-ca/help-articles/attach-a-note-to-an-existing-transaction-using-quickbooks-online/01/378079#M1428 From the main menu, select a transaction (Invoices, Estimates, Sales Receipts, Invoice Payments). Select Add Attachment. Select Create Note or Attach existing Note. For a new note: Write something and an attachment if applicable. For an existing note: Choose your note, and select ATTACH. Thu, 17 Oct 2019 17:52:05 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/attach-a-note-to-an-existing-transaction-using-quickbooks-online/01/378079#M1428 QuickBooksHelp 2019-10-17T17:52:05Z Edit or delete a note using QuickBooks Online for Android https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-or-delete-a-note-using-quickbooks-online-for-android/01/378078#M1427 To edit a note: From the main menu, select&nbsp;Notes &amp; Attachments. Find the note you want to edit. Select Edit&nbsp;✏️ and then select Done. To delete a note: From the main menu, select&nbsp;Notes &amp; Attachments. Find the note you want to delete. Select the Trash can. Choose YES. Tue, 15 Oct 2019 16:46:28 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-or-delete-a-note-using-quickbooks-online-for-android/01/378078#M1427 QuickBooksHelp 2019-10-15T16:46:28Z Edit an Invoice Payment using QuickBooks Online for Android https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-an-invoice-payment-using-quickbooks-online-for-android/01/378077#M1426 From the main menu, select Invoice Payments +. Select the payment you want to edit. Select Edit&nbsp;. Make changes, then select Done. Tue, 15 Oct 2019 16:46:46 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-an-invoice-payment-using-quickbooks-online-for-android/01/378077#M1426 QuickBooksHelp 2019-10-15T16:46:46Z Add a new vendor using the iPhone or iPad https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-vendor-using-the-iphone-or-ipad/01/378074#M1423 Learn how to add a new supplier using the QuickBooks Online mobile app. Adding new&nbsp;suppliers using your iPhone or iPad is easy with the QuickBooks Online Mobile app. We show you how. iPhone: Add a supplier Using the iPhone you can add a supplier to your QuickBooks account. From the main menu, select Suppliers +. Add information. Select Save. iPad: Add a supplier Using the iPad, you can add a supplier to your QuickBooks account. From the main menu, select&nbsp;Suppliers. Select + and add information. Select Save. Additionally, on the iPad you can also add a new supplier by: From the&nbsp;Home Page, select +, then&nbsp;Supplier. Tue, 15 Oct 2019 16:46:38 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-vendor-using-the-iphone-or-ipad/01/378074#M1423 QuickBooksHelp 2019-10-15T16:46:38Z View customer location on map using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-customer-location-on-map-using-quickbooks-online-for-mobile/01/378073#M1422 All you do is choose a customer and select their address. The map pops up so you can see their location on the map, and from there you can get directions. It’s really that easy. Thu, 26 Sep 2019 07:36:54 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-customer-location-on-map-using-quickbooks-online-for-mobile/01/378073#M1422 QuickBooksHelp 2019-09-26T07:36:54Z Know when a customer is calling with QuickBooks for Android https://quickbooks.intuit.com/learn-support/en-ca/help-articles/know-when-a-customer-is-calling-with-quickbooks-for-android/01/378072#M1421 Note: You can do this on your Android phone. When a customer calls, you'll see the QuickBooks icon in the notifications bar at the top of your screen. Pull the notification bar down to see who’s calling you. Select the notification to open the Customer Details page (where you can call, text or email your customer). If a customer calls while you're using the QuickBooks Online app, you can go to Home &gt; Activity &gt; select the notification to see details. Unless you change it, this feature is ON so you won't miss an important call. To turn it off, go to Settings &gt; select Call-In Notifications &gt; OFF. Tue, 15 Oct 2019 16:46:44 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/know-when-a-customer-is-calling-with-quickbooks-for-android/01/378072#M1421 QuickBooksHelp 2019-10-15T16:46:44Z Add a new item using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-item-using-quickbooks-online-for-mobile/01/378071#M1420 Quickly add one now: From the main menu, select Product and Services. Select +, enter the item name, rate or price for each, and sales info. Select an account.&nbsp; Add a description. Select Done (Android) or Save (iPhone/iPad). Tue, 15 Oct 2019 16:46:40 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-item-using-quickbooks-online-for-mobile/01/378071#M1420 QuickBooksHelp 2019-10-15T16:46:40Z Review and update bank transactions https://quickbooks.intuit.com/learn-support/en-ca/help-articles/review-and-update-bank-transactions/01/378070#M1419 Learn how to review and accept bank transactions using the Quickbooks Online mobile app. Did you know you can update and accept any changes you make to bank transactions on your mobile device? In this article, we'll show you how. To review and accept bank transactions in the mobile app follow these steps. From the mobile app's main menu, select Banking.(Note: On the iPad if you have multiple accounts select the drop-down arrow to see your list of bank accounts, can choose the one you want.) Select New Transactions. Select Recognized to review transactions QuickBooks has already recognized, categorized, and matched for you. If the transaction is correctly categorized and matched, swipe right to accept it. If the transaction is incorrectly categorized and matched, select the transaction and make changes if necessary. Select Accept. Select All to see any remaining, uncategorized transactions. Select the transaction, review and add categories as necessary. Then Accept. Tue, 15 Oct 2019 16:46:42 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/review-and-update-bank-transactions/01/378070#M1419 QuickBooksHelp 2019-10-15T16:46:42Z Assign a new currency to a customer or supplier using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/assign-a-new-currency-to-a-customer-or-supplier-using-quickbooks/01/378067#M1416 After you turn on multicurrency (which you can do from a web browser by following the steps here), you can choose who pays you with a foreign currency. From the main menu, select Customers +. Fill out the customer's details. Under Customer Pays Me With, and choose the currency. Select Done. Read more about multicurrency here! Note: Use the same steps to assign a foreign currency to a supplier, select I Pay This Supplier With, and choose the currency. Thu, 03 Oct 2019 18:41:32 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/assign-a-new-currency-to-a-customer-or-supplier-using-quickbooks/01/378067#M1416 QuickBooksHelp 2019-10-03T18:41:32Z Can’t see custom transaction numbers or fields in QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/can-t-see-custom-transaction-numbers-or-fields-in-quickbooks/01/378066#M1415 To see custom transaction numbers, custom fields, class, location or service date fields on your sales forms, you'll need to go to QuickBooks Online on the web to turn these options ON. Log in to your QuickBooks Online account using web browser. Go to Settings ⚙️ and select&nbsp;Company Settings. Select Sales Form Entry. Once turned on, you will see them in the mobile app going forward. Tue, 08 Oct 2019 16:45:57 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/can-t-see-custom-transaction-numbers-or-fields-in-quickbooks/01/378066#M1415 QuickBooksHelp 2019-10-08T16:45:57Z Add a note to a transaction (iPhone or iPad) https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-note-to-a-transaction-iphone-or-ipad/01/378064#M1413 Learn how to add a note to a transaction using QuickBooks Online mobile app for iPhone or iPad. It's easy to include a note with an existing transaction in the QuickBooks Online mobile app. In this article, we'll show you the steps to do that using an iPhone and iPad. iPhone Here's how to add a note to an existing transaction in an iPhone. From the main menu in the QuickBooks Online mobile app, select Invoices, Estimates, Sales Receipts, or Invoice Payments. Whichever has the transaction to attach a note to. Select the transaction. Select Add notes or attachments. To create a new note, choose Create New.&nbsp;&nbsp;Write something and select Save. To attach an existing note, choose Add existing Note. Select the note to attach, and then select Attach. To see the attached note, select Activity. iPad Here's how to add a note to an existing transaction in an iPad. From the main menu in the QuickBooks Online mobile app, select Sales. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down&nbsp;▼ list. Select the transaction you want to attach a note to. Select&nbsp;Add notes or attachments. To create a new note, select Create a note. Enter the info, and select Save. To attach an existing note, find the note to attach in the list. Select Att... Tue, 15 Oct 2019 16:46:36 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-note-to-a-transaction-iphone-or-ipad/01/378064#M1413 QuickBooksHelp 2019-10-15T16:46:36Z Categorizing bank transactions on mobile devices https://quickbooks.intuit.com/learn-support/en-ca/help-articles/categorizing-bank-transactions-on-mobile-devices/01/378063#M1412 Learn how to group bank transactions on your iPhone, iPad or Android device. You can quickly categorize bank transactions in batches from any mobile device. We show you how. From the main menu, select Banking. If multiple banks are connected, select the bank to work with. (Tip:&nbsp;Use the list icon to get a better view of all connected accounts.) Select New Transactions. Select the transaction to categorize. iPhone/iPad: Select the Class&nbsp;it belongs to. Android: Select the category icon, and choose a category. Select Accept. Tue, 08 Oct 2019 16:45:48 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/categorizing-bank-transactions-on-mobile-devices/01/378063#M1412 QuickBooksHelp 2019-10-08T16:45:48Z Cancel my QuickBooks Online subscription using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/cancel-my-quickbooks-online-subscription-using-quickbooks-online/01/378062#M1411 You must cancel your subscription for your QuickBooks Online subscription the same way you originally paid. If you paid through QuickBooks Online on the web, follow these steps from your computer (not a mobile device). Otherwise, select your mobile device: iPad or iPhone Android iPad or&nbsp;iPhone Go to Settings. Tap iTunes &amp; App Store Tap your Apple ID. Tap View Apple ID Enter your password. Select&nbsp;Manage. Tap QuickBooks Online Swipe Automatic Renewal off. Once you turn auto-renewal off, Apple will stop&nbsp;charging you on a recurring basis. Your company will remain in the current state until the End Date.&nbsp;If you don't have access to your iPhone or iPad, you can cancel from your computer. Launch iTunes on your computer. Click&nbsp;Store. Sign in from the iTunes menu. Choose Store &gt; View My Account.&nbsp;You may be asked to re-enter your Apple ID and&nbsp;password. Click View Account. From the Manage Subscription screen, click QuickBooks Online. Click Off&nbsp;to turn off auto-renewal and cancel the subscription. Android Open the Google Play Store on your Android device. Touch the menu icon on the top left. Touch My Apps. Touch QuickBooks Online. Touch Cancel to cancel your subscription. If you lost your Android device or don't have access to it, you can cancel from your computer. Go to <A href="https://play.goog" target="_blank">https://play.goog</A>... Tue, 15 Oct 2019 16:46:33 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/cancel-my-quickbooks-online-subscription-using-quickbooks-online/01/378062#M1411 QuickBooksHelp 2019-10-15T16:46:33Z Data and privacy safety using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/data-and-privacy-safety-using-quickbooks-online-for-mobile/01/378059#M1408 We take your data seriously! The same security that protects your QuickBooks data applies when you use the app. For more about how we protect your data, see our Online Security Centre. We participate in the TRUSTe certification program and keep your data and privacy safe. Tue, 15 Oct 2019 16:46:30 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/data-and-privacy-safety-using-quickbooks-online-for-mobile/01/378059#M1408 QuickBooksHelp 2019-10-15T16:46:30Z Approve bank transfer records from the bank https://quickbooks.intuit.com/learn-support/en-ca/help-articles/approve-bank-transfer-records-from-the-bank/01/378058#M1407 Learn how to approve bank transfer records from the bank. With online banking you can easily accept bank transfer records from the bank. We show you how. You must have your bank account set up with Online Banking before you follow these steps. From the main menu select Banking. If multiple banks are connected, select the bank you want. (Tip:&nbsp;Use the list icon to get a better view of all connected accounts [it looks similar to the main menu icon]). Select New Transactions to see transfers. If the transfer to / from accounts are correct, swipe right to accept. Or select the transaction name to see the details. Select the account if you need to change it. Enter a memo about why you changed the account. When you're done, select Accept. Tue, 15 Oct 2019 16:46:32 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/approve-bank-transfer-records-from-the-bank/01/378058#M1407 QuickBooksHelp 2019-10-15T16:46:32Z Customize sales forms https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-sales-forms/01/378057#M1406 Learn how to customize sales forms. Do you want to customize your sales forms? We show you how. The first time you create a transaction, the details you add to your invoice will automatically show up on other forms such as estimates, invoices or sales receipts. You can further customize your forms by following these steps. Sign in to QuickBooks Online on a web browser at <A href="https://qbo.intuit.com/" target="_blank">https://qbo.intuit.com/</A>. Select the Gear, then choose&nbsp;Custom Form Styles. Tailor headers, fields, and columns, and add customer messages on your invoices. Things to know You can preview your changes before you save them. Changes such as your logo, apply styles, adjust fields, and messages. Sales forms can't be created in the QuickBooks Online mobile app. To add more fields, you'll need QuickBooks Essentials or QuickBooks Plus. Thu, 26 Sep 2019 05:59:10 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-sales-forms/01/378057#M1406 QuickBooksHelp 2019-09-26T05:59:10Z Customize forms on mobile devices https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-forms-on-mobile-devices/01/378056#M1405 Learn how to create custom forms on your mobile device. Do you want to update a form quickly from your mobile device? In this article, we'll show you how. The first time you create a transaction, the details you add to your invoice show up on other forms like estimates, invoices or sales receipts. You see these custom fields and the data when you preview the estimate or invoice. To set up a custom form, follow these steps. Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company. From the Custom Form Styles page, you can edit the Standard/Master template to customize. Fri, 27 Sep 2019 02:01:52 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-forms-on-mobile-devices/01/378056#M1405 QuickBooksHelp 2019-09-27T02:01:52Z Delete an invoice payment using iPhone or iPad https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-iphone-or-ipad/01/378054#M1403 Learn how to remove an invoice payment using the QuickBooks Online mobile app. You may need to delete an invoice on the go. In this article we'll show you how to do it using the QuickBooks Online mobile app either on an iPhone or iPad. iPhone: Delete an invoice payment Here's how to delete an invoice using the mobile app on an iPhone: In the mobile app, from the main menu, select Invoice Payments +. Select the payment you want to delete. From the 3dot menu, select&nbsp;Delete. iPad: Delete an invoice payment Here's how to delete an invoice payment using an iPad. In the mobile app, from the main menu, select Sales. Select the drop down ▼ from the filter options. Then choose&nbsp;Invoice Payments. Select the payment you want to delete. From the 3dot menu, select&nbsp;Delete. Tue, 15 Oct 2019 16:45:28 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-iphone-or-ipad/01/378054#M1403 QuickBooksHelp 2019-10-15T16:45:28Z Difference between an invoice and a sales receipt https://quickbooks.intuit.com/learn-support/en-ca/help-articles/difference-between-an-invoice-and-a-sales-receipt/01/378052#M1401 Learn the differences between an invoice and a sales receipt. Are you wondering when you should use an invoice instead of a sales receipt? It's easy. Let us explain. An&nbsp;invoice is used when your customer agrees to pay you later. You can set up terms to indicate how long the customer has to pay. If they don't pay within the specified time limit, their invoice is overdue. A sales receipt&nbsp;is used when your customer pays you on the spot for goods or services. &nbsp; &nbsp; Tue, 15 Oct 2019 16:45:26 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/difference-between-an-invoice-and-a-sales-receipt/01/378052#M1401 QuickBooksHelp 2019-10-15T16:45:26Z Edit a sales receipt or payment on mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-sales-receipt-or-payment-on-mobile/01/378051#M1400 Learn how to edit a sales receipt or payment made with GoPayment in QuickBooks Online. &nbsp; You can edit sales receipt or payment information that doesn't affect the charge or payment such as the date, reference #, and memo. In this article, we'll show you how. Note:&nbsp;For payments already processed, you can go to QuickBooks Online from&nbsp; a regular Web browser to make changes. Here's how to edit the information. Open the sales receipt or payment. Then select Edit&nbsp;✏️. Change the date, reference number, or memo. Select Save. If you try to change fields that affect the charge, just cancel the changes. You can't save them. Tue, 15 Oct 2019 16:45:25 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-sales-receipt-or-payment-on-mobile/01/378051#M1400 QuickBooksHelp 2019-10-15T16:45:25Z Edit details in a transaction using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-details-in-a-transaction-using-quickbooks-online-for-mobile/01/378050#M1399 From the main menu, select Invoices, Estimate, Sales Receipts, or Invoice Payments. Choose the transaction you want to edit. Select Edit ✏️. Make changes. Select Done (Android) or Save (iPhone/iPad). Tue, 08 Oct 2019 16:45:43 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-details-in-a-transaction-using-quickbooks-online-for-mobile/01/378050#M1399 QuickBooksHelp 2019-10-08T16:45:43Z Edit a tax rate using QuickBooks Online for iPhone or iPad https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-tax-rate-using-quickbooks-online-for-iphone-or-ipad/01/378049#M1398 You can change rates whether they are single and combined rate names, combined rate names, or single rates. You can't edit the name of a tax agency. iPhone From the main menu, select Settings &gt; Tax Rates. Select the rate you want to edit. Select Edit ✏️, make changes, and Save. iPad Note: You can't edit a sales tax rate on the iPad. However, you can edit one from QuickBooks Online on the web. From a Mac or PC, Sign in to QuickBooks Online. From the main menu, choose Sales Tax. Select Add/edit tax rates and agencies. Select the sales tax rate to edit. Select Edit. Make your changes, and Save. Tue, 15 Oct 2019 16:45:22 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-tax-rate-using-quickbooks-online-for-iphone-or-ipad/01/378049#M1398 QuickBooksHelp 2019-10-15T16:45:22Z Change an invoice payment using an iPhone or iPad https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-an-invoice-payment-using-an-iphone-or-ipad/01/378047#M1396 Learn how to update an invoice payment using the QuickBooks Online mobile app. You can easily make changes to an invoice payment using the QuickBooks Online mobile app on an iPhone or iPad. In this article, we'll show you how. iPhone: Change an invoice payment Here's how to update an invoice payment using the mobile app ion an iPhone. In the mobile app, from the main menu, select Invoice Payments +. Select the payment you want to edit. Select Edit&nbsp;✏️. Make any changes. Select Save. iPad: Change an invoice payment Here's how to update an invoice payment using the mobile app on an iPad. In the mobile app, from the main menu, select Sales. Select the filter drop down▼ and choose&nbsp;Invoice Payments. Select the payment you want to edit. Select Edit&nbsp;✏️. Make any changes. Select Save. Tue, 15 Oct 2019 16:45:20 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-an-invoice-payment-using-an-iphone-or-ipad/01/378047#M1396 QuickBooksHelp 2019-10-15T16:45:20Z Change or delete a note (iPhone or iPad) https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-or-delete-a-note-iphone-or-ipad/01/378046#M1395 Learn how to update a note using QuickBooks Online mobile app for iPhone or iPad. It's easy to change or delete a note using the QuickBooks Online mobile app. In this article, we'll show you how using your iPhone or iPad. Change a note You can easily change a note you've made on a transaction. iPhone From the main menu, select&nbsp;Notes &amp; Attachments. Find and select the note to edit. Select Edit&nbsp;✏️, make changes, and then select Save. iPad From the main menu, select&nbsp;Notes &amp; Attachments. Find and select the note to edit. Make your changes, and select&nbsp;Save. Delete a note Once you no longer need a note, you can quickly delete it. iPhone From the main menu, select&nbsp;Notes &amp; Attachments. Find and select the note to delete. Select the trash can. When the confirmation appears, select Delete. iPad From the main menu, select&nbsp;Notes &amp; Attachments. Hold and swipe the note left to delete. Tue, 15 Oct 2019 16:45:55 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-or-delete-a-note-iphone-or-ipad/01/378046#M1395 QuickBooksHelp 2019-10-15T16:45:55Z Exclude a bank transaction using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/exclude-a-bank-transaction-using-quickbooks-online-for-mobile/01/377979#M1393 If your list contains transactions you want to exclude from QuickBooks, such as non-business transactions or duplicates: From the main menu select Banking, then&nbsp;NEW TRANSACTIONS. Select the transaction to exclude then select the trash icon, then&nbsp;Exclude (iPhone/iPad) or CONFIRM (Android). Tip!&nbsp;Use the list icon to get a better view of all connected accounts (it looks similar to the main menu icon). Tue, 15 Oct 2019 16:45:50 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/exclude-a-bank-transaction-using-quickbooks-online-for-mobile/01/377979#M1393 QuickBooksHelp 2019-10-15T16:45:50Z Edit your customer details in QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-your-customer-details-in-quickbooks-online-for-mobile/01/377977#M1391 From the main menu, select Customers. Choose the customer name to edit. Select Details and then Edit✏️. Make your changes, and select Done (Android) or Save (iPhone/iPad). Tue, 15 Oct 2019 16:45:53 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-your-customer-details-in-quickbooks-online-for-mobile/01/377977#M1391 QuickBooksHelp 2019-10-15T16:45:53Z Fix permissions errors and missing data in QuickBooks Online for iPad https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-permissions-errors-and-missing-data-in-quickbooks-online-for/01/377976#M1390 For the best experience using QuickBooks Online on your iPad, make sure your account has Company Administrator privileges. If your administrator won't grant you full access, request both Clients and Sales and Suppliers &amp; Purchases access for the next best experience. If your account has limited access, you may see: The message "Sorry! You don't have permission to access this information. Ask your QuickBooks Online admin to fix your permission, and then try signing in again." The Company Activity screen contains incomplete data (for example, no expenses when there should be some, or no data at all). You may be able to download sales transactions by swiping down on the empty area to refresh your data. Tapping "Choose an Account" or "What was it for?" on a new expense shows an empty account list or expense category list. Here's how a Company Administrator can change privileges for other accounts: Sign in to QuickBooks Online on the web from a Mac or PC. Go to Company &gt; Manage Users. Click the user whose permissions you want to change. Click Edit&nbsp;✏️. Choose Company Administrator, and click Nextto conclude the mini-interview and save your changes. Note: Time-only and Reports-only user accounts cannot sign in to QuickBooks Online on the iPad. The mobile app currently offers basic re... Tue, 15 Oct 2019 16:45:48 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-permissions-errors-and-missing-data-in-quickbooks-online-for/01/377976#M1390 QuickBooksHelp 2019-10-15T16:45:48Z Using the mobile app and web version https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-mobile-app-and-web-version/01/377888#M1388 How to use the QuickBooks Online mobile app with QuickBooks Online. Connections between the QuickBooks Online mobile app and the web version When using the QuickBooks Online mobile app and the QuickBooks Online web version there are a few things you should know: The QuickBooks Online mobile app is always in sync with QuickBooks Online on the web. Any task you do or information you add in the app shows up on the web, and vice versa. Wherever you decide to work, your data is always up to date and available. Tue, 15 Oct 2019 16:45:45 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-mobile-app-and-web-version/01/377888#M1388 QuickBooksHelp 2019-10-15T16:45:45Z Get paid directly from an invoice using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-paid-directly-from-an-invoice-using-quickbooks-online-for/01/377887#M1387 Getting paid is always a good thing, and the easier the better. If you have a payments account, turn the online payments option ON in QuickBooks Online on the web. When you: Select Email on an invoice, you'll see available payment options (Credit Card, Bank Transfer, or Online Payment) depending on your version of QuickBooks. Send the invoice to your customer, they can select Pay now in the invoice email to pay you using the methods you specified in the payment options. Note: The second a customer pays an invoice that's payments-enabled, you'll be sent a notification. Tue, 15 Oct 2019 16:45:46 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-paid-directly-from-an-invoice-using-quickbooks-online-for/01/377887#M1387 QuickBooksHelp 2019-10-15T16:45:46Z Import your contact list in (iPhone, iPad) https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-contact-list-in-iphone-ipad/01/377886#M1386 Learn how to import contacts from an iPhone or iPad to QuickBooks Online. There's no need to add customers manually to QuickBooks Online if they're already in your device’s contact list.&nbsp;In this article, we'll show you how to easily import them into your app. To import customers to QuickBooks Online from your iPhone or iPad follow these steps. Open the QuickBooks Online mobile app on your iPhone or iPad. From the Customer list screen select the 3dots. Then select&nbsp;Import Customers. Choose who you want to add from your Contacts list. You'll see a checkmark next to each person or company you select. Select Add. Select OK when you see the Import Complete message. Tue, 15 Oct 2019 16:45:41 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-contact-list-in-iphone-ipad/01/377886#M1386 QuickBooksHelp 2019-10-15T16:45:41Z If your QuickBooks Online account gets suspended https://quickbooks.intuit.com/learn-support/en-ca/help-articles/if-your-quickbooks-online-account-gets-suspended/01/377885#M1385 Sign in to QuickBooks Online from a Mac or PC. If your credit card has expired, you'll be prompted to enter updated credit card information. If you still can't sign in to the mobile app or if you have a different issue with your subscription, please contact us online. Tue, 15 Oct 2019 16:45:43 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/if-your-quickbooks-online-account-gets-suspended/01/377885#M1385 QuickBooksHelp 2019-10-15T16:45:43Z Get the most out of your Settings in QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-the-most-out-of-your-settings-in-quickbooks-online-for/01/377884#M1384 You can tailor a bunch of things in the app for your business. For instance, you can turn&nbsp;invoice notifications on and off so you only get them if they are meaningful to you. When you go to Settings, here’s what you’ll see. Version. This is the version of the app that you're currently running. Company Information.&nbsp;This is where you'll set up contact details about your company, including your company name, address, phone number, and URL. This information appears on your sales forms. Call-In Notifications. (Android Phone only) This lets you know when a customer calls. It's is on by default, but you can turn it off. Invoice Notifications. You'll be notified when you have overdue invoices. It's on by default, but you can turn it off. (For iPhone: This is called “Overdue invoice alerts”.) Subscription.Here's where to see how much time is left on your QuickBooks subscription before it's time to renew it. You can also get subscription help if you need it. Sales Forms. You can create custom messages for estimates, invoices, and sales receipts. Select Default email message and the form you want to customize. You can create a different subject and message for each type of sales form. Taxes/Tax Rates. You can set up and add new tax rates and rates for your business. As your business expa... Tue, 08 Oct 2019 20:57:51 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-the-most-out-of-your-settings-in-quickbooks-online-for/01/377884#M1384 QuickBooksHelp 2019-10-08T20:57:51Z Quickly create a new transaction using QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickly-create-a-new-transaction-using-quickbooks-online-for/01/377883#M1383 To create a new transaction, select the&nbsp;+&nbsp;on the Home Page&nbsp;and choose a transaction type&nbsp;(Expense, Estimate, Invoice, Sale Receipt, or Invoice Payment). Alternatively, you can open the main menu&nbsp;and select the&nbsp;+&nbsp;next to the transaction type you want to create. Tue, 15 Oct 2019 16:45:37 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickly-create-a-new-transaction-using-quickbooks-online-for/01/377883#M1383 QuickBooksHelp 2019-10-15T16:45:37Z Matching your bank transactions for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/matching-your-bank-transactions-for-mobile/01/377881#M1381 Learn how to accept matching transactions in QuickBooks Online mobile. QuickBooks matches up transactions for you. For example, if an invoice payment matches a downloaded income transaction, QuickBooks suggests it as payment for the invoice. In this article we'll show you how to quickly scan matched transactions, and approve them using your mobile device. From the left menu, select&nbsp;Banking. Select a bank. (Note: Use the list icon to get a better view of all connected accounts.) Select New Transactions.This will bring up a list of suggested matches. If a match is correct, swipe right to accept. If you want to see transaction details, select the transaction. If there's just one match and it's correct, select Accept. If there are multiple matches, choose the correct one, and select Accept. If none are correct, search to find other possible matches. Choose the correct one, and select Accept. Tue, 15 Oct 2019 16:45:39 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/matching-your-bank-transactions-for-mobile/01/377881#M1381 QuickBooksHelp 2019-10-15T16:45:39Z Receive an invoice payment using iPhone, Android or iPad https://quickbooks.intuit.com/learn-support/en-ca/help-articles/receive-an-invoice-payment-using-iphone-android-or-ipad/01/377880#M1380 Learn how to receive an invoice payment using the QuickBooks Online mobile app. You can use the QuickBooks mobile app to receive an invoice payment from your mobile device. In this article, we'll show you the how. iPad: From the main menu, select Sales+.&nbsp;Then select&nbsp;Invoice Payment. iPhone/Android: From the main menu, select Invoice Payments +. Choose the customer who paid you and add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts. If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page. When done, select Save for iOS and Done for Android.Save. Tue, 15 Oct 2019 16:46:26 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/receive-an-invoice-payment-using-iphone-android-or-ipad/01/377880#M1380 QuickBooksHelp 2019-10-15T16:46:26Z Running a Profit & Loss report (iPhone, iPad) https://quickbooks.intuit.com/learn-support/en-ca/help-articles/running-a-profit-loss-report-iphone-ipad/01/377877#M1377 Learn how to run a Profit and Loss report using QuickBooks Online mobile app. Do you want to run a P&amp;L to get the latest update on your business's finances? You can easily do this using QuickBooks Online mobile app. We'll show you how. Run a profit and loss report To run a Profit &amp; Loss (P&amp;L) you'll need Admin or Accountant permission. iPhone From the main menu, select Profit &amp; Loss. Select points in the graph to see the income and expense details for the month. Select the report filter icon and choose a different date range or enter a custom range. Select View Report to see your income, expense, and gross profit breakdowns. Pull the arrow down to return to the graph. iPad From the main menu or the Home Page, select Reports. By default, the Profit &amp; Loss report displays. Select points in the graph to see the income and expense details for the month. Select the default date range to choose a different date range or enter a custom range. Select the drop-down arrow&nbsp;▼&nbsp; next to the title to choose between the different reports: Profit &amp; Loss, Balance Sheet, Invoices by Status, or Invoices by Month. Select the bulleted list icon to see your income, expense, and gross profit breakdowns. Tue, 15 Oct 2019 16:46:23 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/running-a-profit-loss-report-iphone-ipad/01/377877#M1377 QuickBooksHelp 2019-10-15T16:46:23Z See your latest data in QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/see-your-latest-data-in-quickbooks-online-for-mobile/01/377876#M1376 In case you can't see your latest data in the app, you can pull the page down to refresh the data. If you still don't see your latest data, you can refresh all the QuickBooks Online data on your device (it may take a few minutes). iPhone: From the main menu, select Help &amp; Feedback &gt; Refresh Data. iPad: From the main menu, select Settings &gt; About &gt; Re-download data. Android: From the main menu, select Settings &gt; Refresh Data. And, of course, make sure you’re connected to the Internet so that QuickBooks Online can update your data. Tue, 15 Oct 2019 16:46:21 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/see-your-latest-data-in-quickbooks-online-for-mobile/01/377876#M1376 QuickBooksHelp 2019-10-15T16:46:21Z Sign out of your QuickBooks Online mobile app https://quickbooks.intuit.com/learn-support/en-ca/help-articles/sign-out-of-your-quickbooks-online-mobile-app/01/377875#M1375 iPhone/iPad From the main menu, select Settings &gt; Sign Out. Android Select the 3 dots &gt; Sign Out. If you want to prevent others from picking up your mobile device and accessing QuickBooks, consider setting a PIN or using Touch ID to sign in. They're secure and faster than entering your password every time. Tue, 15 Oct 2019 16:46:20 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/sign-out-of-your-quickbooks-online-mobile-app/01/377875#M1375 QuickBooksHelp 2019-10-15T16:46:20Z Operating Systems for the mobile app https://quickbooks.intuit.com/learn-support/en-ca/help-articles/operating-systems-for-the-mobile-app/01/377874#M1374 Learn how to know if you're operating system is compatible with the QuickBooks mobile app. QuickBooks Mobile App and Operating Systems The QuickBooks mobile app is supported in the following Operating Systems: Android Operating Systems: 4.1&nbsp;and greater. iPhone/iPad Operating Systems: 9.3&nbsp;and greater. Tue, 15 Oct 2019 16:46:19 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/operating-systems-for-the-mobile-app/01/377874#M1374 QuickBooksHelp 2019-10-15T16:46:19Z Track status of your invoices in QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-status-of-your-invoices-in-quickbooks-online-for-mobile/01/377871#M1371 When you go to your invoice list, you’ll see that overdue invoices are listed first. This makes it easy to see who owes you. And that’s important when you’re trying to get paid. Paid invoices: Paid in full Overdue invoices: Invoices with open balances and passed their due dates (based on the terms you specified for the invoices) Open invoices: Invoices with open balances. You can track the status of these invoices using the invoice tracker. The invoice tracker shows you how your invoices are progressing, so you’ll know if you need to follow up with any customers to get paid. To&nbsp;see the tracker: From the main menu, select Invoices, and choose an invoice. You'll see the tracker showing the status of the invoice. What each status means Sent: You emailed the invoice to your customer Delivery Error: Your invoice was not sent. You can go to QuickBooks on the web for more info. These errors also appear in the feeds and invoice lists. Viewed: Your customer viewed the invoice (if you use eInvoicing) This includes any CC and BCC&nbsp;recipients&nbsp;of the email. Partially Paid: Your customer made a partial payment (the amount paid and balance due are shown below the tracker) Paid: Your customer paid the invoice in full (expect 2-3 days for this to deposit in your bank account) Deposited: Your de... Tue, 15 Oct 2019 16:46:16 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-status-of-your-invoices-in-quickbooks-online-for-mobile/01/377871#M1371 QuickBooksHelp 2019-10-15T16:46:16Z View a customer note added from QuickBooks Online on the web vs. on mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-a-customer-note-added-from-quickbooks-online-on-the-web-vs/01/377870#M1370 From the main menu, select Customers. Select the customer's name. Select Details and then scroll down to see your note. &nbsp; Tue, 15 Oct 2019 16:46:10 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-a-customer-note-added-from-quickbooks-online-on-the-web-vs/01/377870#M1370 QuickBooksHelp 2019-10-15T16:46:10Z Use the password manager app to sign in to QuickBooks Online for iPhone or iPad https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-the-password-manager-app-to-sign-in-to-quickbooks-online-for/01/377869#M1369 Before signing into QuickBooks Online, open your password manager app and add your QuickBooks username and password. The next time you sign into QuickBooks Online, you'll see the key icon where you enter your User ID. Select the key icon to open password manager. Select the password manager icon and enter your password, or use Touch ID to open password manager using your fingerprint. When the password manager opens, select your QuickBooks Online&nbsp;username. Tue, 15 Oct 2019 16:46:11 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-the-password-manager-app-to-sign-in-to-quickbooks-online-for/01/377869#M1369 QuickBooksHelp 2019-10-15T16:46:11Z View Dashboard and Activity feeds in QuickBooks Online for mobile https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-dashboard-and-activity-feeds-in-quickbooks-online-for/01/377868#M1368 Switching is easy! If you’re on the Dashboard, choose the Activity feed tab. You can go back and forth between them anytime you want. Tue, 15 Oct 2019 16:46:08 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-dashboard-and-activity-feeds-in-quickbooks-online-for/01/377868#M1368 QuickBooksHelp 2019-10-15T16:46:08Z Use a Passcode or Touch ID to sign on to QuickBooks https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-a-passcode-or-touch-id-to-sign-on-to-quickbooks/01/377866#M1366 Learn how to set up a PIN or Touch ID for your iPhone or iPad Save time signing into QuickBooks Online by using a Passcode or Touch ID instead of entering your username and password each time you log in. iPhone and iPad users can set this up by following the steps below. Set up Passcode For iPhone From the main menu, select Settings ⚙️, then&nbsp;Touch ID and Passcode. Slide the Passcode button right to turn it on. Select and Confirm the 4-digit code you'll use to open QuickBooks Online for mobile. Things to know: You can turn Passcode functionality on and off as well as change your Passcode. If you forget your Passcode, just sign in with your username and password, and reset your Passcode in Settings. If you have multiple devices (iPhone, iPod touch, and so on) you can use different Passcodes for each one. For iPad From the main menu, select Settings ⚙️,&nbsp;then choose&nbsp;Account&nbsp;, select&nbsp;Touch ID and Passcode. Slide the Passcode button right to turn it on. Select and confirm the 4-digit code. You'll use this code to open QuickBooks Online for mobile. Things to know: You can turn Passcode functionality on and off as well as change your App PIN. If you forget your Passcode, just sign in with your username and password, and reset your Passcode in Settings. If you have multiple devices (iP... Tue, 15 Oct 2019 16:46:14 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-a-passcode-or-touch-id-to-sign-on-to-quickbooks/01/377866#M1366 QuickBooksHelp 2019-10-15T16:46:14Z Capture signatures https://quickbooks.intuit.com/learn-support/en-ca/help-articles/capture-signatures/01/377865#M1365 Learn how to capture signatures using QuickBooks Online app. Let your customer sign an estimate or invoice with your mobile app for a fast and secure transaction. Open a new or existing estimate or invoice. Add any transaction info, if necessary. Tap Save (iOS) or Done (Android) to save the invoice. Tap Get Signature. Have your customer sign with their finger. Tap Done. Tue, 15 Oct 2019 16:46:00 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/capture-signatures/01/377865#M1365 QuickBooksHelp 2019-10-15T16:46:00Z Import your phone's contact list (Android) https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-phone-s-contact-list-android/01/377352#M1362 Learn how to import contacts from an Android device to QuickBooks Online. There's no need to add customers manually if they're already in your device’s contact list.&nbsp;In this article, we'll show you how to easily import contacts into Quickbooks Online from your mobile device. To import your contacts into QuickBooks Online using your mobile device follow these steps. Open the QuickBooks Online mobile app on your Android device. From the customer list screen tap the 3 dots, then tap&nbsp;Import customers. Choose who you want to add and the information you need. Then tap&nbsp;IMPORT. Thu, 17 Oct 2019 19:58:23 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-phone-s-contact-list-android/01/377352#M1362 QuickBooksHelp 2019-10-17T19:58:23Z Popular custom reports in QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/help-articles/popular-custom-reports-in-quickbooks-online/01/376974#M1358 Learn specific ways to customize your reports to get awesome insights. Your financial reports tell you a lot about your business. Customize your reports to focus on specific details and learn even more. Here are a few ways you can customize reports to fit your specific needs. See all customer or supplier payments Add filters to Transaction List reports to see transactions for your customers or suppliers. Go to the Reports menu, search for and open a&nbsp;Transaction List by Date&nbsp;report. Set the date range. From the Group by&nbsp;drop-down menu, select either Customer or Supplier. You can also select Employees as a group. Select Customize. In the window, select the Filter ▼ icon to open the section. From the Transaction Type drop-down, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All. To see specific customers or suppliers, select them from the Name drop-down menu. When you're ready, select Run report. Compare income or expenses by customer or supplier Want to know who's bringing in the most income? You can easily filter income or expenses by customers or suppliers. Run an income and expense report for all customers or suppliers: Go to the Reports menu. Search for and open a report, like a Profit and Loss... Thu, 03 Oct 2019 18:41:35 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/popular-custom-reports-in-quickbooks-online/01/376974#M1358 QuickBooksHelp 2019-10-03T18:41:35Z Record your bounced cheque https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-your-bounced-cheque/01/376650#M1357 Find out how to enter a bounced cheque transaction in QuickBooks Online. A cheque bounces when your bank account has non-sufficient funds (NSF) or doesn’t have enough money to cover the cheque amount. When this happens, your bank charges you an NSF or bank fee. Check out the different bounced cheque scenarios and ways to record them in QuickBooks. Scenario 1: Your cheque bounces but your bank covers it and charges you a bank fee. You only need to record the bank fee since your cheque was processed. To do this: Go to the Create ⨁ icon, then select Expense. From the Payee ▼ drop-down menu: Select the supplier if the bank charged it to them. Select the bank if they charged it to your account. From the Payment account ▼ drop-down menu, select the account you use to pay expenses. (Optional) To distinguish it from other expenses, enter “NSF fee” in the Ref no. field. Under the Category column, select Bank Charges. Enter the amount you were charged for. Select Save. Scenario 2: Your cheque bounces but your bank doesn’t cover it. The supplier returns the cheque without redepositing it. You need to record the bank fee and void the cheque since your supplier didn’t accept it as payment. To void a cheque and record the bank fee: Go to the Expenses menu, then select Suppliers. Select the ... Thu, 26 Sep 2019 05:56:58 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-your-bounced-cheque/01/376650#M1357 QuickBooksHelp 2019-09-26T05:56:58Z How to use alternate suppliers in QuickBooks Enterprise Solutions https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-use-alternate-suppliers-in-quickbooks-enterprise/01/375431#M1356 Learn how to compare alternate suppliers in QuickBooks Enterprise Solutions. If you’re working with multiple suppliers, keeping track of things like pricing or lead times can be tricky. Depending on the suppliers you use, these can also vary between them. Using alternate suppliers makes it easy to match your suppliers items with your inventory. When it’s time to make a purchase, you can easily compare and choose which supplier to purchase from at any given time. Note: To use alternate suppliers, you’ll need to turn on Advanced Inventory for QuickBooks Enterprise Solutions (QBES). How to view supplier items The supplier item list has the details of all inventory and non-inventory purchases from suppliers in the last 12 months. This includes the purchase price, purchase date, and quantity. Select Suppliers. Select Supplier Centre. Select the supplier, then select the Items tab. How to upload a supplier price list If you’re working with a new supplier, you can import their price list. The price list can include the item pricing, lead time, unit of measure, and part numbers. Select Suppliers. Select Supplier Centre. Select the Items tab. Select Excel, then select Import from excel. How to assign alternate suppliers for inventory You can assign up to 4 alternate suppliers to displa... Tue, 24 Sep 2019 16:39:58 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-use-alternate-suppliers-in-quickbooks-enterprise/01/375431#M1356 QuickBooksHelp 2019-09-24T16:39:58Z Email sales forms in QuickBooks Desktop https://quickbooks.intuit.com/learn-support/en-ca/help-articles/email-sales-forms-in-quickbooks-desktop/01/375430#M1355 Sending sales forms to your customer via email is easy, whether you’re sending one invoice to many customers or many invoices to a single customer. You don’t need to send forms one by one in QuickBooks. QuickBooks can hold your forms until you’re ready to send them all at once. To save the forms: For most sales and purchasing forms On the main tab at the top of the form, mark the Email Later checkbox. Save the form. For statements Go to the Customers menu, then select Create Statements… Under Select Customers, select the appropriate option. Select E-mail, then Send Later. Send many forms to a single customer (QuickBooks 2020 only) Go to the File menu, then select Send Forms… Using the checkbox, select all the forms you want to send. At the bottom of the box, select the checkbox for Combine forms to a recipient in one email. Select Send Now. NOTE:&nbsp; This feature only works in files without a Payments subscription. Send forms by batch Go to the File menu, then select Send Forms… Using the checkbox, select all the forms you want to send. Select Send Now. You can also edit or remove an email from the list while on the Select Forms to Send window. Edit an email Select the appropriate email, then Edit Email. Edit the email as needed in the Email Text box. QuickBooks automatically sav... Mon, 07 Oct 2019 15:33:48 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/email-sales-forms-in-quickbooks-desktop/01/375430#M1355 QuickBooksHelp 2019-10-07T15:33:48Z System requirements for QuickBooks 2020 and Enterprise Solutions 20.0 https://quickbooks.intuit.com/learn-support/en-ca/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/375429#M1354 Find out what your computer needs to run the best QuickBooks Desktop experience. Get the best experience in QuickBooks. Here’s helpful info about the operating system, hardware, software, and other requirements to run QuickBooks Desktop. QuickBooks Pro/Premier 2020 and Enterprise 20.0 Operating Systems Windows 10, all editions including 64-bit, natively installed Windows 8.1 (Update 1), all editions including 64-bit, natively installed Windows 7 SP1, all editions including 64-bit, natively installed (only supported until January 2020) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Note: QuickBooks requires you to use Windows natively and not through an emulator or virtual environment. Database Servers Windows (natively installed) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Server 2011 Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Windows 10 Windows 8.1 (update 1) Windows 7 SP1 (Enterprise and Professional editions only) Linux (when using QuickB... Wed, 09 Oct 2019 11:39:54 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/375429#M1354 QuickBooksHelp 2019-10-09T11:39:54Z What’s new in QuickBooks Desktop 2020 https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-new-in-quickbooks-desktop-2020/01/375428#M1353 Learn how the new features in QuickBooks Desktop Pro and Premier 2020 and Enterprise 20.0 can benefit you and your business. To run your growing business, the easiest and most productive QuickBooks is here. Check out the new features and improvements. QuickBooks Desktop Pro, Premier, and Accountant Automated Payment Reminders:&nbsp; If you spend a lot of time following up on accounts receivable, payment reminders automate the most painful part - identifying overdue invoices &amp; composing emails. You can schedule, review and send payment reminders to your customers for their due/overdue invoices. Automatically add customer PO# to Invoice emails: If you work with customers who need to connect purchase orders to their invoices, you can make life easier for them by adding their PO number as the first thing they see in the subject of invoice email. Combine multiple emails:&nbsp; You can improve customer service by combining all invoices meant for a single customer into one email just by checking a box. Company file search:&nbsp; Easily find and open your company files with the addition of a file search option on the No company open screen. Enhanced Accessibility:&nbsp; Accessibility enhancements to improve usability for vision-challenged users on the Bills, Invoice and Write Check screens. QuickBooks En... Thu, 10 Oct 2019 20:12:42 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-new-in-quickbooks-desktop-2020/01/375428#M1353 QuickBooksHelp 2019-10-10T20:12:42Z Release notes for QuickBooks Desktop 2020 https://quickbooks.intuit.com/learn-support/en-ca/help-articles/release-notes-for-quickbooks-desktop-2020/01/375427#M1352 Learn what’s new and improved in the latest updates to QuickBooks Desktop 2020 and Enterprise 20.0. We update QuickBooks regularly to give you a better experience and fix issues. These release notes explain what's new and improved. Note that each new update includes all the changes from earlier updates. If you have automatic updates turned on, QuickBooks will download updates for you. But you can check for updates manually at any time. Release R1 (R1) Here's what's new in this release: Bug Fixes Exporting a large report to Excel now supports more than 256 columns. Fixed exception handling issue when selecting the Statement Writer "Cancel" button. Performance enhancements for FIFO enabled company files (especially effective for large company files). Resolved issue where you had difficulties resizing the reports window when using multi-monitor mode with a vertical monitor. QuickBooks will now correctly install without internet connection. You can now modify a contact after converting a lead into a customer. Clicking back on Self-Help window now takes you back to the previous page, not the primary search screen. Resolved issue where you were unable to send general journal entries from QuickBooks. Mon, 07 Oct 2019 15:33:46 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/release-notes-for-quickbooks-desktop-2020/01/375427#M1352 QuickBooksHelp 2019-10-07T15:33:46Z How to customize and manage payment reminders https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-customize-and-manage-payment-reminders/01/375388#M1351 Learn how to automatically send custom payment reminders to your customers. Automated payment reminders let your customers know when they have invoices they still need to pay you for. Here's how to set up and customize your company's automatic email reminders. Once you're set up, QuickBooks will let you know when you have reminders available to send, and you can approve them before they go out. How to set up payment reminders Go to the Edit menu, then select Preferences. Select Payments, then select Company Preferences. Set the time you’d like to be reminded to review and approve reminders. How to schedule payment reminders Go to Customers, then select Payment Reminders. Select Schedule Payment Reminders. You’ll be walked through the process of creating a schedule, mailing list, and how often reminders are sent. You can also add reminders to be sent before or after the due date. How to review and send payment reminders While you’re working in QuickBooks, you’ll see a prompt to review and send your payment reminders. You can choose to: Close: This closes the prompt and nothing is sent. Send now: This sends the day’s scheduled reminders. Review and send: This allows you to review and send reminders. How to track payment reminders There are two ways you can see the details of the... Thu, 26 Sep 2019 15:19:04 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-customize-and-manage-payment-reminders/01/375388#M1351 QuickBooksHelp 2019-09-26T15:19:04Z Run reports by class https://quickbooks.intuit.com/learn-support/en-ca/help-articles/run-reports-by-class/01/372542#M1350 Learn how to run reports by class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and&nbsp;set a budget by class. To get started, go to Reports, then select Standard. Once you're there, here’s what you can do. See sales performance by class Go to the “Sales and customers” group of reports. Then, run these reports: Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance. Sales by Class Summary. This groups your total sales by class. See your business spending by class Go to the “Expenses and suppliers” group of reports, then run Purchases by Class detail. This groups your purchases by class. See your profitability by class Go to the “Business overview” group of reports, then run Profit and Loss by Class. This groups your income, expenses, and net income by class. See tran... Thu, 10 Oct 2019 16:00:26 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/run-reports-by-class/01/372542#M1350 QuickBooksHelp 2019-10-10T16:00:26Z Track your transactions by class https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-transactions-by-class/01/372509#M1349 Learn how to assign classes to transactions in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. Once you’ve set up your classes, you can start to organize your customer and supplier transactions by class. We’ll show you how, so you can get a clear picture of your profitability by business segment. Tag a class to a transaction Here’s how to tag a class to each row or item in any transaction. Tip:&nbsp;You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in "Change how you tag a class in customer transactions" section. Go to the Create ⨁ icon and select the type of transaction you want to record. Add the details of the transaction. Assign a class: To assign one to entire invoice or receipt, select the Class ▼ drop-down at the top. To assign one to each item (or row), add the class in the Class column. Tip: Need a new class? Select + Add new at the top of the drop-down list to quickly crea... Wed, 09 Oct 2019 16:53:32 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-transactions-by-class/01/372509#M1349 QuickBooksHelp 2019-10-09T16:53:32Z Set budget targets for each class https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-budget-targets-for-each-class/01/372482#M1348 Learn how to set budget targets for each class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to plan ahead for each segment. You can create a budget by class based on profit and loss from last fiscal year. This helps you set more manageable budget targets for each part of your business. Then, you can run reports to see your progress towards your goal, so you can stay on track. We’ll show you how. Step 1: Review your profit and loss by class If you haven’t yet, check your profitability by class from your last fiscal year. Make sure the numbers are right. When you’re ready to add a budget, these figures will help you base your targets on last fiscal year’s financial performance. Go to Reports and select the&nbsp;Standard tab. Search for and run the report Profit and Loss by Class. Go to the top of your report. Select the Report period ▼ drop-down. Then select Last year if your fiscal year starts in January. If not, select Last fiscal year. Select Run report. Step 2: Add a budget goal for each class Ready to plan ahead? Learn how to create a... Thu, 10 Oct 2019 16:00:23 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-budget-targets-for-each-class/01/372482#M1348 QuickBooksHelp 2019-10-10T16:00:23Z Create and manage your class list https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-and-manage-your-class-list/01/372481#M1347 Learn how to add, delete, or restore a class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. After you turn on class tracking, create a class for each segment in your business. You can organize your customer and supplier transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment. We’ll help you set up your classes. How to add a new class Remember, it’s best to keep it simple. Too many classes can sometimes become time consuming to work with. And the more straightforward your classes are, the easier it is to understand your reports. Note: Only admins in QuickBooks Plus and Advanced can create classes. If you don’t have Plus or Advanced, it’s easy to upgrade your plan once you’re ready to use class tracking. Go to Settings ⚙ and then All Lists. Select Classes. Select New. Give this class a name. To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes. Select Save. Once you’re all set up, you can start to track your transactions by class. Getting a usage limit message? This means... Wed, 09 Oct 2019 16:53:35 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-and-manage-your-class-list/01/372481#M1347 QuickBooksHelp 2019-10-09T16:53:35Z Reauthorize QuickBooks Desktop to keep using Gmail https://quickbooks.intuit.com/learn-support/en-ca/help-articles/reauthorize-quickbooks-desktop-to-keep-using-gmail/01/368807#M1346 Learn how to reauthorize QuickBooks Desktop to continue using Gmail. Google has recently updated its privacy policy. Any app accessing Google data needs to be reauthorized to make sure it remains compliant with their policy. Here's what to do. How to authorize QuickBooks Desktop to use Gmail If you've configured Gmail to use enhanced security, you'll be prompted to authorize QuickBooks Desktop when you send a transaction or report. Note: If you haven't updated to the latest release of QuickBooks Desktop, you might get the error "QuickBooks is unable to send emails due to network connection failure" when emailing a transaction or report. From any open transaction or report in QuickBooks, select Email. Select Send, you may be prompted to log in with your Intuit credentials. Select Continue in the Webmail Authorization window that opens. Select Allow. There's no need to uncheck any default permissions set by Google. Note: If you have QuickBooks Desktop 2016 or older, you can keep sending emails as usual. However, there was no enhanced security Gmail option in the older versions, so it's expected that Google might stop supporting this feature in the future. Fri, 11 Oct 2019 22:26:57 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/reauthorize-quickbooks-desktop-to-keep-using-gmail/01/368807#M1346 QuickBooksHelp 2019-10-11T22:26:57Z Delete or disable cache and temporary internet files in your web browser https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-or-disable-cache-and-temporary-internet-files-in-your-web/01/368196#M1344 Learn how to delete browser cache or cookies to easily access your QuickBooks Online account. You may experience the following issues when accessing your QuickBooks account. Each time you try to log in with the correct user ID and password, you see the login screen again. You are asked to log in when you go from screen to screen. You can't view forms and see a message indicating that the application is still trying to download forms. You are experiencing issues exporting to your accounting software. Note: To have the best and most secure experience with QuickBooks Online, use a supported, up-to-date browser. These can be caused by browser cache or cookies. The browser cache is designed to be a performance booster. When you go to a page, the browser looks in it's cache to see if it has recently downloaded the requested data and if it has, serves it up from the local machine's storage device instead of re-downloading. At times, the stored data can cause some odd errors and simply needs to be cleared from the browser. Browser cookies are small text based files that store some information about both the specific website and the user accessing that site. Cookies allow websites to store your preferences, such as your postal code for weather sites or profile specific information you ... Thu, 26 Sep 2019 02:35:18 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-or-disable-cache-and-temporary-internet-files-in-your-web/01/368196#M1344 QuickBooksHelp 2019-09-26T02:35:18Z Using the call-back feature https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-call-back-feature/01/368117#M1343 Note: if you are a National, Elite, or Platinum ProAdvisor you can still take advantage of our full-slate scheduled service appointments. Review the ProAdvisor Tiers and the&nbsp; benefits they unlock in QBOA by selecting ProAdvisor, then Benefits. What is the call-back feature? Call-back is a new feature that allows you to request a callback from Support instead of waiting on hold for an available agent. Who can use call-back? QuickBooks Online for Accountants (QBOA) customers QuickBooks Online (QBO) users How does call-back work? Simply enter your contact information and a support agent contacts you directly via phone within a few minutes. Why use call-back? The goal of the call-back feature is to improve your customer experience when seeking support. It increases your productivity because instead of waiting on hold you can schedule a callback and work while you wait. How to request a call-back Click the Help option in the top-right corner of your QuickBooks product. Enter your issue in the search bar (for example, “update credit card”) and review the results. If you don’t find a solution, select the Contact Us button: On the Ways we can Connect menu, select the Get a callback button. The contact information window displays. Enter your contact information and select the Call me b... Mon, 07 Oct 2019 17:40:15 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-call-back-feature/01/368117#M1343 QuickBooksHelp 2019-10-07T17:40:15Z Set up and use class tracking https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-and-use-class-tracking/01/365517#M1342 Find out how to track account balances using different classes in QuickBooks Desktop. Class tracking lets you track account balances by department, business office or location, separate properties, or any other meaningful breakdown of your business. This lets you track segments you want to keep a close eye on. For example, if your restaurant has 3 locations, you can create Uptown, Midtown, and Downtown class to track account balances by location. If you're a farmer, you can create a class for each enterprise: corn, hogs, and soybeans. At the end of an accounting period, you can create separate reports for the restaurant and the farm per location and enterprise, respectively. Step 1: Turn on class tracking Helpful tips! You only need to set up the withholding tax account and item once. Next time you have to charge off withholding tax, just use your existing withholding tax item. Set up classes based on the type of reporting you want to do and consider how you want to see your business segments on reports. Set up an “other” class to classify transactions that don't fit any class you defined. Open your company file. Go to the Edit menu, then select Preferences. Select Accounting, then go to the Company Preferences tab. Select the Use class tracking for transactions checkbox. If y... Sat, 12 Oct 2019 01:37:31 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-and-use-class-tracking/01/365517#M1342 QuickBooksHelp 2019-10-12T01:37:31Z Get your project labour costs in real-time https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-your-project-labour-costs-in-real-time/01/365443#M1341 Learn how&nbsp;to set up and run a Time Cost report to get your project labour costs in real-time. If you’re a few days away from running payroll and want to get your labour costs now, use your Time Cost report. Follow the steps below after you set up projects with payroll for the first time. You can do this any time between payroll periods to get your hourly cost rates in real-time. Step 1: Calculate your labour costs Select the Projects menu. Select Hourly cost rate. This opens the hourly cost rate window. Select + Add Employee (if you have not already added an employee) Select&nbsp;Add next to an employee’s name. Select the calculator icon to pull up the cost calculator. Add your employee’s hourly wage and employer taxes. For hourly employees If your employee is hourly, QuickBooks adds their hourly wage and employer taxes for you. For salaried employees If your employee is salaried, you’ll need to convert their annual pay and employer taxes to an hourly rate. A simple way to do this is to divide their annual wage by the number of weeks worked for the year. Then divide by the average hours worked per week. You can also enter data for their additional employer taxes, workers’ comp, and overhead&nbsp;to get even more accurate hourly cost rate info. When you’re done, select Add to save the co... Thu, 26 Sep 2019 02:37:26 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-your-project-labour-costs-in-real-time/01/365443#M1341 QuickBooksHelp 2019-09-26T02:37:26Z Track your services or non-inventory items https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-services-or-non-inventory-items/01/365061#M1339 Learn how to set up and track your services and non-inventory products. In QuickBooks Online, it’s easy to track what you make and spend on each product or service. To help you get started, here’s how to add the services you provide to customers, like design or bookkeeping services. You can also follow the same steps to add anything you buy or sell but don’t track as inventory. Note: If you track what’s on hand, here's how to set up your inventory products instead. Step 1: Add your service or product’s name, SKU, or category Tip: Already keeping track of your products and services in a spreadsheet? Save time and import them all at once. Go to Sales, then Products and Services. Select New or Add a product or service. Select Non-inventory or Service. Add a name, SKU, or category for what you're tracking. Tip: Categories let you group products and services so they’re easier to find. Learn how to use categories. Next, add the info you need for tracking what you make and spend on each product or service. Step 2: Add your service or product’s sales info Select I sell this product/service to my customers. This lets you track what you make on this product or service. Add this item's description on sales forms. This shows on invoices, sales receipts, and other forms you send to custome... Mon, 07 Oct 2019 17:40:00 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-services-or-non-inventory-items/01/365061#M1339 QuickBooksHelp 2019-10-07T17:40:00Z Update your Payments deposit account for QuickBooks Online https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payments-deposit-account-for-quickbooks-online/01/364870#M1338 If you use QuickBooks Payments for credit card processing, it's easy to update where your funds get deposited to. Go to&nbsp;Settings&nbsp;⚙&nbsp;at the top, then choose Account and Settings. Select Payments from the left menu. In the Deposits section, select Change bank. Select Add new bank account. Enter the account number and routing number, then select Done. To change the account you use for recording processed payments, update your Payments preferences in QuickBooks instead. This doesn't change your actual Deposit Account. Thu, 17 Oct 2019 22:04:49 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payments-deposit-account-for-quickbooks-online/01/364870#M1338 QuickBooksHelp 2019-10-17T22:04:49Z What's an opening balance? https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-an-opening-balance/01/364443#M1337 Learn about opening balances in QuickBooks. In QuickBooks, you use accounts to track your bank and credit card transactions. These accounts need to match the real-life accounts you're tracking. When you create a new account in QuickBooks, you pick a day to start tracking transactions. To do this, you enter the balance of your real-life bank account for whatever day you choose. Learn how it works An opening balance is the starting point for the account you create in QuickBooks. It summarizes all past transactions in your real-life account up to the opening balance date. Think of it as a snapshot of the account's history. Choose an easy date to start your opening balance. If you just opened a new account at your real-life bank, use the day you opened the account. If you've had the account for a while, set your opening balance for the end of the month when you get your next bank statement. Whatever date you choose, use your bank statement to get the account balance for that day. Check out a few examples Let's look at an example. You open a brand new account at your bank with $100. If you create a QuickBooks account and set the "as of" date for the same day, the opening balance is $100. You can start the opening balance on any day. Many of us choose a date that's in the middle of ... Wed, 16 Oct 2019 18:47:17 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-an-opening-balance/01/364443#M1337 QuickBooksHelp 2019-10-16T18:47:17Z Client list syncing FAQs https://quickbooks.intuit.com/learn-support/en-ca/help-articles/client-list-syncing-faqs/01/363919#M1336 As part of an ongoing goal to give our accountant community clean and accurate data, we’re cleaning up the client list. You’ll now have the most up-to-date status of your clients in QuickBooks Online Accountants. What’s changing? Client lists you can access should now all be the same. We’re taking the last time you made changes to a client and making sure it’s reflected everywhere. This will make the client list easier to maintain and updated. Will my experience be different? Due to possible status changes on your clients, there could be changes to your list. This depends on if the information was up-to-date before the change. A few things you may see: Clients missing from the list: If you’ve previously marked a client as inactive and it hasn’t changed in QuickBooks Online Accountant, the system upgrade will mark the client as inactive for you. To find the client, you’ll need to change your client list filter to see inactive clients. To change a client back to active: Select Clients. Select the small gear ⚙above ACTIONS. Select Make active. Additional clients showing up on the list: If you’ve added clients in the past and they didn’t show on your list, you might see them after the system upgrade. To change the client to inactive: Select Clients. Select the small gear ⚙above AC... Thu, 26 Sep 2019 08:46:00 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/client-list-syncing-faqs/01/363919#M1336 QuickBooksHelp 2019-09-26T08:46:00Z How to correct a customer's credit card payment that was processed twice by mistake https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-correct-a-customer-s-credit-card-payment-that-was/01/362306#M1335 When a credit card payment is accidentally charged twice for a customer, the resolution process will depend on whether the settlement cutoff time (3 PM PST on the same business day) has already passed for the charges.&nbsp;If the settlement cutoff time has passed for both charges, the customer's card&nbsp;will be charged twice. Refunding the customers credit card If the card is charged twice, you will first need to refund the customer's credit card. Select&nbsp;Create ⨁. Under Customers, select&nbsp;Refund Receipt. Select the name of the customer. From the Payment Method drop down menu, select the type of credit card your customer uses (Visa, MasterCard, etc.). Make sure Process&nbsp;Credit Card is checked. Go to the Product/Service column then select&nbsp;the product/service item you use for refunds. (If you don't have an item for refunds, select Add New to set one up). Enter the Amount as a positive number. Enter any other information you want saved with the refund. Select Save. If you voided the extra payment, you will need to re-enter it with the following steps: Select the&nbsp;Create&nbsp;⨁ icon, then select Receive Payment. Enter the customer's name and the amount of the payment. If there are invoices with open balances, clear any check marks&nbsp;next to&nbsp;them to un-apply the payment. Choose the credit card as the... Tue, 24 Sep 2019 16:03:42 GMT https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-correct-a-customer-s-credit-card-payment-that-was/01/362306#M1335 QuickBooksHelp 2019-09-24T16:03:42Z
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<title>Help Articles topics</title>
<link>
https://quickbooks.intuit.com/learn-support/help-articles/misc/02/help-articles-ca
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<description>Help Articles topics</description>
<pubDate>Fri, 18 Oct 2019 12:29:04 GMT</pubDate>
<dc:creator>help-articles-ca</dc:creator>
<dc:date>2019-10-18T12:29:04Z</dc:date>
<item>
<title>Mobile Troubleshooting Quick-Start Guide</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/mobile-troubleshooting-quick-start-guide/01/395167#M1529
</link>
<description>
Here are some quick steps to fix most app-related issues. Tip! Contact the support team using a different device from the one we will be helping you with. 1. Network Change Change the data connection on your phone. If connected to Wifi, turn it off and use cellular data. If connected to cellular data, connect to Wifi. 2. Close and Restart App 3. Clear App Data There are two places to clear app data and remove cached data: In the QuickBooks Online app: Android - Select the menu at the top right and choose Settings. Then select Refresh Data and choose Yes. iOS - Select the menu at the top left and then choose Help &amp; Feedback. Then select Refresh Data and Refresh. In your Phone Settings: Android - From your phone's settings, select Apps (varies by device). Choose the QuickBooks app from the list and select Storage. Select clear data. iOS - From your phone's settings, select Settings&gt;General&gt;iPhone Storage. Select an app that's taking up a lot of space. To free up the storage without deleting the documents and data for the app, select Offload App. 4. Power Cycle Power down and restart phone. 5. App Reset Uninstall and reinstall the app.
</description>
<pubDate>Tue, 15 Oct 2019 18:51:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/mobile-troubleshooting-quick-start-guide/01/395167#M1529
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<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T18:51:20Z</dc:date>
</item>
<item>
<title>Write off bad debt in QuickBooks Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/write-off-bad-debt-in-quickbooks-desktop/01/261348#M1528
</link>
<description>
Learn how to handle a customer you can’t collect money from in QuickBooks Desktop. QuickBooks helps you manage Accounts Receivable balances you can’t collect on. Here’s how to write off unpaid invoices and declare them as bad debt. &nbsp; Tip: Stay on top of your customers' open balances with the Accounts Receivable Aging Detail report. Step 1: Add an expense account to track the bad debt Go to the Lists menu and select Chart of Accounts. Select the Account menu and then New. Select Expense, then Continue. Enter an Account Name, for example, Bad Debt. Select Save and Close. Step 2: Close out the unpaid invoices Go to the Customers menu and select Receive Payments. Enter the name of the customer in the Received from field. For Payment amount, enter $0.00. Select Discounts and credits. In the Amount of Discount field, enter the amount you'd like to write off. For Discount Account, select the account you added in step 1, and select Done. Select Save and Close.
</description>
<pubDate>Thu, 17 Oct 2019 15:46:30 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/write-off-bad-debt-in-quickbooks-desktop/01/261348#M1528
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-17T15:46:30Z</dc:date>
</item>
<item>
<title>Create a billing statement</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-a-billing-statement/01/394744#M1527
</link>
<description>
A statement is a summary of your customer's account, listing recent invoices, credit memos, and payments received. A reminder statement can be created and sent to your customers to show how much they owe on each invoice. To create a billing statement: From the Customers menu, go to Statements/Create Statements. Choose the appropriate A/R account. Note: QuickBooks displays the A/R Account field ONLY when your Chart of Accounts contains more than one A/R. Check the statement date. Select the date period of the transactions. Note: You can specify the dates or you can include all open (unpaid) transactions as of the statement date. Choose the customers you want to print statements for. Choose additional options. Select Print or E-mail depending on how you want to send the statements to your customers. Creating billing statements is part of your usual A/R workflow in QuickBooks Desktop. To see the complete list of workflows and other customer-related transactions, refer to Accounts Receivable workflows in QuickBooks Desktop. When creating statements and the Email button doesn't work (no error message, the email simply does not send), follow the steps below: Ensure all preferences are appropriately selected to generate a statement. The appropriate customer should be selected. The cu...
</description>
<pubDate>Mon, 14 Oct 2019 23:57:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-a-billing-statement/01/394744#M1527
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-14T23:57:46Z</dc:date>
</item>
<item>
<title>Transfer app ownership or disconnect apps</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/transfer-app-ownership-or-disconnect-apps/01/393568#M1526
</link>
<description>
Learn how to transfer app ownership or disconnect an app in QuickBooks Online. If you find yourself needing to disconnect a third-party app or transfer the ownership to another user, you can quickly do this in QuickBooks Online. Here’s how. How to transfer an app connection If you’d like to continue using the app, you’ll need the administrator to transfer the ownership. This allows you to take over the app connection for your company. From the left menu, select Apps. Search for the app you're transferring. Select the app, then select Get App Now. Review the message details and select Connect anyway. Adjust the settings as necessary, then make sure the app is now associated with the new user ID. How to disconnect an app If you’d like to disconnect an app from your company and stop the app’s functionality: From the left menu, select Apps. Select My Apps, then find the app you’d like to disconnect. Select the Action ▼ dropdown, then select&nbsp;Disconnect. Complete the short questionnaire. Select Disconnect.
</description>
<pubDate>Sat, 12 Oct 2019 05:48:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/transfer-app-ownership-or-disconnect-apps/01/393568#M1526
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-12T05:48:58Z</dc:date>
</item>
<item>
<title>Set up time off policy in Online Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-time-off-policy-in-online-payroll/01/349267#M1525
</link>
<description>
Paid time off, Unpaid time off,&nbsp; sick pay, vacation pay&nbsp;and holiday pay&nbsp;are pay types you can use to compensate employees while they aren't at work according to their hourly rates. Use the steps below to create and assign time off policies, and to answer specific questions about how these pay types are accrued. Use the information below to answer common questions about time off pay types in Quickbooks Online Payroll and Intuit Online Payroll. How do employees earn time off? For each policy, you can choose how you want employees to accrue paid time off, unpaid time off, sick pay and vacation or holiday hours. At the beginning of the year We'll credit the total hours you enter for the employee on the first pay cheque of the following year (typically in January). Enter your employees' current balances as part of their setup. Each pay period Each pay period We'll automatically calculate accruals each time you create a pay cheque based on the number of pay periods in the year. The following table shows the hours accrued per pay period for the common number of hours earned per year: Hours earned per year Weekly Biweekly Twice a month Monthly 40 hours 0.7692 1.5385 1.6667 3.3333 80 hours 1.5385 3.0769 3.3333 6.6667 120 hours 2.3077 4.6154 5.0000 10.0000 160 hours 3.0769 6.1538 6.6667...
</description>
<pubDate>Sat, 12 Oct 2019 02:40:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-time-off-policy-in-online-payroll/01/349267#M1525
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-12T02:40:45Z</dc:date>
</item>
<item>
<title>Take-home pay explained</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/392122#M1524
</link>
<description>
Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable&nbsp; expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period). Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections.
</description>
<pubDate>Wed, 09 Oct 2019 23:12:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/392122#M1524
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T23:12:45Z</dc:date>
</item>
<item>
<title>Take home pay explained</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/391886#M1523
</link>
<description>
Take-home pay is the portion of your income remaining after all expenses and taxes have been deducted. To calculate, take your total gross income and deduct your expenses and estimated taxes. (total income +allowable expenses - disallowable expenses - estimated tax = take-home pay) Estimated tax is calculated from your gross income (for the selected time period.) Keep in mind, this number may differ from tax payments we show you because payments are calculated on annual projections.
</description>
<pubDate>Wed, 09 Oct 2019 21:06:29 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/take-home-pay-explained/01/391886#M1523
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T21:06:29Z</dc:date>
</item>
<item>
<title>Update your payment information with Apple Billing</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payment-information-with-apple-billing/01/391222#M1522
</link>
<description>
On your iPhone, iPad, or iPod touch Go to Settings &gt; [your name] &gt; iTunes &amp; App Store. ​Tap your Apple ID, then tap View Apple ID. You might be asked to sign in. Tap Payment Information. Edit your payment information to reflect what's current with your financial institution. Then tap Done. On your Mac or PC On your Mac or PC, you can edit your payment information using iTunes or on the web. You can also edit your payment information in System Preferences on a Mac. If you have a PC, you can use iCloud for Windows. iTunes To open iTunes and sign in to your Account Information page, follow these steps: From the menu bar at the top of your computer screen or at the top of the iTunes window, choose Account &gt; View My Account. Sign in with your Apple ID. On the Account Information page: To the right of Payment Type, click Edit. You can see which payment methods the iTunes Store accepts in the Payment Method section. If you're using Family Sharing, and purchase sharing is turned on, only your family organizer can update your payment information. Change or remove your information. To remove the payment method, select None. Get help if you don't see None or can't select it. Click Done. On the web You can change to a different credit or debit card by signing in to your Apple ID account p...
</description>
<pubDate>Tue, 15 Oct 2019 16:45:15 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payment-information-with-apple-billing/01/391222#M1522
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:15Z</dc:date>
</item>
<item>
<title>Supported pay types and deductions explained</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/supported-pay-types-and-deductions-explained/01/390868#M1521
</link>
<description>
Here are descriptions of the supported pay types and deductions in QuickBooks Online Payroll as well as how each impacts federal taxes and forms. Pay types A common question new employers have when hiring employees is about compensation. Should the employee be salaried, hourly, or commission? What other pay should be included in the employee's overall compensation? Salary A salaried employee is hired based on a prearranged compensation for work performed, usually as an annual amount. Salaried employees are&nbsp;occasionally&nbsp;exempt from overtime pay and minimum wage requirements(depending on your province's labour laws)&nbsp;and often have managerial or professional responsibilities. Hourly An hourly employee is paid for each hour worked and is generally a non-managerial, service, retail, or part-time employee. Most hourly employees are considered non-exempt from federal labour laws, which means they receive&nbsp;overtime&nbsp;pay whenever they work more than 40 hours a week. Commission Commission is a form of compensation that's typically based on an employee's sales performance or completion of a task. Commission can be paid in addition to a salary or instead of a salary. Hourly employees who also receive a commission must be paid at least the minimum wage for hourly workers. You can add multipl...
</description>
<pubDate>Fri, 18 Oct 2019 10:41:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/supported-pay-types-and-deductions-explained/01/390868#M1521
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-18T10:41:00Z</dc:date>
</item>
<item>
<title>Your business dashboard details in mobile</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/your-business-dashboard-details-in-mobile/01/390789#M1520
</link>
<description>
Learn how the dashboard works in QuickBooks Online for mobile. You can use the dashboard to see at-a-glance the health of your business. Or if you need to take action on an account or invoice. In this article, we'll take you through its key features. The dashboard cards provide shortcuts to the information you need to scan swiftly. Last month's Profit and Loss. This way know what you're making and spending (if you connected your bank accounts). The Net profit total is based on money deposited and added for the last month. Minus the last 30 days of expenses. Review and accept bank transactions. Last 30 days of expenses by category. How many invoices are open. And which ones are overdue. Your latest account balances.&nbsp;
</description>
<pubDate>Tue, 15 Oct 2019 16:46:03 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/your-business-dashboard-details-in-mobile/01/390789#M1520
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:03Z</dc:date>
</item>
<item>
<title>View your balance sheet (iPhone, iPad)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-your-balance-sheet-iphone-ipad/01/390628#M1519
</link>
<description>
Learn how to view your balance sheet using your QuickBooks Online mobile app. Do you want to check out your balance sheet quickly? You can easily view it using your mobile app&nbsp; We'll show you how. On the mobile app, the Balance Sheet is only "As of Today." To see a different date range log in to your QuickBooks Online from a web browser. To view today's balance sheet, follow these steps. iPhone Select the hamburger icon (☰). From the left menu, choose Balance Sheet under Reports Scroll to see your assets and liabilities iPad&nbsp; Select the hamburger icon (☰). Select&nbsp;Reports. Profit &amp; Loss opens by default. To switch to Balance Sheet, select the title of&nbsp;the report. Then select Balance Sheet.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:05 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-your-balance-sheet-iphone-ipad/01/390628#M1519
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:05Z</dc:date>
</item>
<item>
<title>
QuickBooks Online Advanced Payroll - Getting started
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickbooks-online-advanced-payroll-getting-started/01/390484#M1518
</link>
<description>
&nbsp; Welcome to QuickBooks Online Advanced Payroll Using&nbsp;standard QuickBooks Online Payroll? See&nbsp;Turn on and set up payroll. Follow this&nbsp;guide to&nbsp;complete your payroll setup quickly and accurately Company info Payroll tax Banking info Payroll settings Employees Chart of Accounts Required documents Having the below information handy will make the setup process&nbsp;easier: Your payroll registration notice from the Canada Revenue Agency (CRA)&nbsp;which&nbsp;has important company information&nbsp;like your legal name, business address and CRA payroll account number.&nbsp;You'll also need the letter from the CRA indicating&nbsp;your remittance frequency A cheque from your business bank account&nbsp;or another document that&nbsp;contains all the banking details required to complete your bank setup Any documents you’ve received from provincial tax agencies or labour boards, such as your Workers' compensation&nbsp;account details or applicable provincial taxes, like the Employer Health Tax in Ontario Your employees’ federal and provincial TD1 forms with all relevant personal details such as&nbsp;full name, birth date, and Social Insurance Number (SIN) completed A copy of voided cheques from each of your employees or contractors to set up direct deposit If you're switching payroll providers, you should also generate a report of all emp...
</description>
<pubDate>Mon, 07 Oct 2019 17:40:09 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickbooks-online-advanced-payroll-getting-started/01/390484#M1518
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T17:40:09Z</dc:date>
</item>
<item>
<title>
Employee payroll schedules in QuickBooks Online Payroll Enhanced
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/employee-payroll-schedules-in-quickbooks-online-payroll-enhanced/01/263330#M1517
</link>
<description>
Learn about the pay schedules you can use and set up in your online payroll service. Select a pay schedule for your employees Each pay schedule consists of a pay date and a work period. The&nbsp;pay date is the day employees receive their pay. It can be received via cheque or direct deposit to their bank accounts. The&nbsp;work period or pay period is the time during which the work is performed. Our online payroll service can determine an employee's pay period as long as you have set up the correct pay frequency and the pay period end. You can change the pay period when setting up or editing a pay schedule. See the steps for how to accomplish this further down in this article. Here are the pay schedules that QuickBooks Online Payroll supports, with the number of payouts per year. Pay schedule No. of payouts (per year) Weekly 52 Every other week 26 Twice a month 24 Monthly 12 As an employer, you will&nbsp;need to choose how often to pay your employees. To help you choose, here are a couple of pay schedule scenarios: Weekly: An example of a weekly pay schedule is having the pay period as Sunday - Saturday and the pay date as the Friday of the following week.&nbsp;Employees will be paid every Friday for the work performed in the previous week. Twice a month: On this pay schedule, there will be two s...
</description>
<pubDate>Tue, 15 Oct 2019 23:03:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/employee-payroll-schedules-in-quickbooks-online-payroll-enhanced/01/263330#M1517
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T23:03:36Z</dc:date>
</item>
<item>
<title>Verify and Rebuild Data in QuickBooks Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/389186#M1509
</link>
<description>
Verify Data self-identifies the most commonly known data issues within a company file while Rebuild Data self-resolves most data integrity issues that the Verify Data finds. Common reasons to use the Verify and Rebuild features: Fatal errors when you use QuickBooks Desktop. Discrepancies on reports, such as invoices or bills that post with a negative values. Deposited payments show up in the Payments to Deposit window. Balance sheet reports do not show all accounts. Names are missing from lists. Transactions are missing. Run a well-data checkup to make sure your company file is error free. Verify data Choose Window then Close All. Verify Data. Choose File then Utilities. Select Verify Data. If you see: "QuickBooks detected no problems with your data," no further action is needed. A specific error message, there may already be an article for it. Try searching for it in our QuickBooks Desktop support site for specific instructions. "Your data has lost integrity," indicates there is data damage in the file.&nbsp; Continue to the steps below to Rebuild Data to correct the problem. Rebuild data Choose File, Utilities then Rebuild Data. You will receive a warning message to backup your company file, press OK. A rebuild requires a company file backup beforehand because in rare cases the p...
</description>
<pubDate>Mon, 07 Oct 2019 19:45:54 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/verify-and-rebuild-data-in-quickbooks-desktop/01/389186#M1509
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T19:45:54Z</dc:date>
</item>
<item>
<title>Fix bank upload errors</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-bank-upload-errors/01/389085#M1508
</link>
<description>
Learn what to do if you have issues when you manually upload bank and credit card transactions into QuickBooks Online. In QuickBooks Online, you can manually upload your bank transactions. If you can’t upload them, or you get an error, don’t worry. These are usually temporary and easy to fix. Follow the specific steps below for the message you see. "The uploaded file contains invalid transaction amount information.” This can happen if one of your transactions has 12 or more digits. QuickBooks can’t upload transactions this large. To fix this, remove the transaction from the file. Then, enter the transaction as an individual sales receipt or expense in QuickBooks. Then upload the file again. If you need, you can also reformat your CSV before you upload them. “The uploaded file is of a different type than these accounts.” This can happen if you’re uploading a file for a different type of account than the one you selected. For instance, if you chose checking but you’re uploading transactions from your savings account. You can select Cancel to go back and select another account. You can also OK to continue with the download. "Errors with Sub/Parent account download,” “(Parent Account Error),” or “(Sub-account Error).” You can upload transactions into parent or subaccounts. However...
</description>
<pubDate>Thu, 03 Oct 2019 22:53:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-bank-upload-errors/01/389085#M1508
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T22:53:23Z</dc:date>
</item>
<item>
<title>How to align preprinted pay cheques</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-align-preprinted-pay-cheques/01/262482#M1507
</link>
<description>
You can adjust alignment of and print preprinted pay cheques in QuickBooks Online&nbsp;Payroll Enhanced. Align and print your preprinted cheque stock Note: QuickBooks supports voucher-style preprinted cheque stock, with the check in the upper third and a stub in the bottom two thirds. You can order cheque stock from Intuit preprinted with your bank and company information. Here's how to align and print your preprinted cheque stock: Go to Settings, then select Payroll Settings. In the Preferences section, select Pay cheque Printing Select Preprinted QuickBooks-compatible voucher cheque stock. Select Print 2 stubs or Print 1 stub, then OK. To start aligning the cheques, select Open Alignment Window. A PDF opens with a sample check to print. Follow the instructions in the PDF and then close it. Select Align Cheques. Another PDF opens. Print and then close the window. Follow the instructions then enter best fit letter and number. Select Update Settings and OK. Re-do these steps as needed to properly align cheques. Printing troubleshooting tips The following are some of the scenarios that you may encounter when printing preprinted pay cheques. Printing too high Choose a letter further down the list to move the information down the page. For example, if the current letter in the field fo...
</description>
<pubDate>Thu, 03 Oct 2019 20:47:01 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-align-preprinted-pay-cheques/01/262482#M1507
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T20:47:01Z</dc:date>
</item>
<item>
<title>Record payroll transactions manually</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-payroll-transactions-manually/01/263459#M1506
</link>
<description>
Journal entries are a good way to record the accounting information&nbsp;for your payroll in QuickBooks Online if you are not using our payroll service. Below is an example of how to record a payroll journal entry transaction. Example: Fred's Residential Remodeling Company has five employees.&nbsp;&nbsp;For the Journal entry, you&nbsp;would take the gross pay for the employees.&nbsp; In this example $4055.00 is the total amount. Go to the&nbsp;Plus Sign Icon&nbsp;and select&nbsp;&nbsp;Journal Entry Under&nbsp;Date, select the pay cheque(s) date. (Optional) Input&nbsp;Entry #&nbsp;for journal entry. Debit and Credit accounts: a. Debit expense account used to track gross wages. ($4,055.00) b. Debit expense account used to track Company Contribution (eg. CPP, QPP, EI&nbsp;etc.). ($251.41) c. Credit Bank account payroll is deducted from. ($4306.41)Note:&nbsp;To make entry easier next time, the next two steps go over how to save the transaction. If you only wish to do the transaction once, or have the QuickBooks Online EasyStart version,&nbsp;please skip these steps. Click&nbsp;Make Recurring. Enter a memorable&nbsp;Template Name&nbsp;and set&nbsp;Template Type&nbsp;to&nbsp;Unscheduled;&nbsp;click&nbsp;Save Template. Click&nbsp;Save.Note:&nbsp;To&nbsp;access this template&nbsp;depending on the interface you see go to the&nbsp;Gear Icon&nbsp;and select&nbsp;Recurring Transactions. Make sure to change amounts and/or accounts as ne...
</description>
<pubDate>Thu, 03 Oct 2019 15:31:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-payroll-transactions-manually/01/263459#M1506
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T15:31:49Z</dc:date>
</item>
<item>
<title>
Why do I occasionally notice penny rounding differences?
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/why-do-i-occasionally-notice-penny-rounding-differences/01/263460#M1502
</link>
<description>
In this article you will learn about a variety of circumstances that can cause temporary penny differences. These differences are usually due to rounding in pay cheque or tax calculations.&nbsp; Net pay for a salaried employee You may notice that the net pay for a salaried employee changes by a few pennies from pay cheque to pay cheque, even though there are no changes to the employee's pay rate, tax setup, or deductions. These differences are due to rounding for taxes that are calculated at exact rates (such as Social Insurance and Medicare). Our system ensures that the employee's YTD totals for those taxes are always exactly correct. You and the employee don't need to be concerned about these small variations. Amounts on reports or forms You may occasionally see penny differences in the amounts shown on payroll reports and tax forms. You don't need to be concerned about those differences. The tax agencies generally only care about amounts rounded to the dollar. Filing a form Our system generally requires any tax discrepancies (even penny differences) to be resolved before you can file a form. Contact us for assistance in resolving those discrepancies. Prior payrolls and tax payments When setting up your payroll account, you may enter payrolls from earlier in the year that were pr...
</description>
<pubDate>Tue, 01 Oct 2019 17:21:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/why-do-i-occasionally-notice-penny-rounding-differences/01/263460#M1502
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T17:21:46Z</dc:date>
</item>
<item>
<title>
Accountant tools: Reclassify your client’s transactions
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387274#M1498
</link>
<description>
Learn how to use the Reclassify Transactions tool in QuickBooks Desktop Accountant, Enterprise, or Accountant Enterprise. Make it easy to get your client’s books ready for tax purposes. Use the Reclassify Transactions tool to find and correct transactions assigned to wrong accounts or classes in your client’s books. You can reclassify transactions one by one or all at once. Here’s how. Step 1: Select the fiscal year you want to review If you haven’t yet, set the fiscal year or date range of transactions you want to check. From the Accountant menu, select Client Data Review. Select Client Data Review. In the Review Date Range section, select the date range of transactions you want to review. In the Review Basis section, choose Accrual or Cash. Select Modify Review. In the Account Balances section, find Reclassify Transactions. Select the Status ▼ drop-down and then set it to In Progress. Select Close. Step 2: Review the transactions You can now start reviewing your client’s transactions. From the Accountant menu, select Client Data Review. Select Reclassify Transactions. In the Accounts section, select the View ▼ drop-down. Then, select the account type. Select an account to view the transactions in the right pane. In the Transactions section, select a name from the Name ▼ drop...
</description>
<pubDate>Tue, 01 Oct 2019 01:28:47 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/accountant-tools-reclassify-your-client-s-transactions/01/387274#M1498
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-01T01:28:47Z</dc:date>
</item>
<item>
<title>
Giving an employee a refund for a payroll deduction
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/giving-an-employee-a-refund-for-a-payroll-deduction/01/387095#M1495
</link>
<description>
If you've deducted too much for a non-tax payroll deduction, such as health insurance, you need to give the employee a refund. If the employee is still on your payroll Write a pay cheque to the employee. In the Review or Change Pay Cheque window, leave the Earnings section empty.&nbsp;You can delete salary payroll items by pressing <CTRL> + <DEL>. For hourly payroll items, do not enter any hours. In the Employee Summary section, enter a positive amount for the appropriate payroll item. Click Yes in the message that QuickBooks displays and record the pay cheque. QuickBooks adjusts the liability for the payroll item when you write the pay cheque. Do not enter a liability adjustment in addition. If the employee no longer works for you Use the Write Cheques window to write the employee a "regular" cheque. Adjust the liability for this employee for the appropriate period.</DEL></CTRL>
</description>
<pubDate>Mon, 30 Sep 2019 21:15:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/giving-an-employee-a-refund-for-a-payroll-deduction/01/387095#M1495
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-30T21:15:50Z</dc:date>
</item>
<item>
<title>Principal officer verification for AML OFAC holds</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/principal-officer-verification-for-aml-ofac-holds/01/263386#M1492
</link>
<description>
We are continuing to improve security by mandating that every employer enter their principal officer's information (Name, Social Insurance number, and date of birth) along with their bank information. This is in compliance with the Office of Foreign Asset Control (OFAC) that falls within the Executive Branch of the US. Treasury Department and the Anti-Money Laundering Act (AML). &nbsp; &nbsp; Why is this being required? This is a check required by the U.S. Government to fight the funding of terrorism and money-laundering activities. Federal law requires us to obtain, verify, and record information that identifies the principal officer listed on an account used for Electronic Services, including direct deposit.&nbsp;If the principal officer is a nonresident alien, the employer needs to provide additional documentation for review by the Compliance Team. Turnaround time for verification varies from the time all updates have been made and documentation is received. Errors, inaccurate or missing information will delay the verification process. &nbsp;Generally, it takes 48 business hours, but please note that it can take longer. For more information on AML: <A href="https://www.treasury.gov/resource-centre/terrorist-illicit-finance/Pages/Money-Laundering.aspx&nbsp;" target="_blank">https://www.treasury.gov/resource-centre/terrorist-illicit-finance/Pages/Money-Laundering.aspx&nbsp;</A> This site is currently only available in English&nbsp;&amp; ...
</description>
<pubDate>Fri, 11 Oct 2019 19:18:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/principal-officer-verification-for-aml-ofac-holds/01/263386#M1492
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:18:52Z</dc:date>
</item>
<item>
<title>How to check your direct deposit setup status</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-check-your-direct-deposit-setup-status/01/263308#M1491
</link>
<description>
If you recently set up direct deposit know that it takes two to three business days to confirm and activate your bank account. You'll receive an email from us to confirm your direct deposit status. You can also follow these steps: Check the status of your direct deposit QuickBooks Online Payroll Go to Settings and select Payroll Settings. Select Company under Bank Accounts. Depending on the status, this is what will appear: Connected/Active: Bank account details connected to send payroll with QuickBooks Online and option to Update it. Pending:&nbsp;"We're getting your bank account ready." Information about test transaction will also show. Waiting for verification: You have the option to enter test transaction. Failed: "Update your bank account. We couldn't verify this bank account." Why does my employee's pay method say pending or direct deposit pending? A pending direct deposit means one of the following: We haven't verified your account information yet. Funding bank account is verified but is needed to go back to direct deposit setup. You haven't yet entered the employee's bank information. To enter the employee's bank information, see Set up an employee for direct deposit for assistance. Now you know how to&nbsp;check your direct deposit status.
</description>
<pubDate>Fri, 11 Oct 2019 19:18:44 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-check-your-direct-deposit-setup-status/01/263308#M1491
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T19:18:44Z</dc:date>
</item>
<item>
<title>Form TD1 overview</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/form-td1-overview/01/349822#M1486
</link>
<description>
Learn how to enter a TD1 form in Online Payroll. Form TD1, Personal Tax Credits Return, is used to determine the amount of tax to be deducted from an individual's employment income or other income, such as pension income. We tell you how to enter and print an employee's TD1 in online payroll. We also answer some important questions. Enter TD1 information QuickBooks Online Payroll Select&nbsp;Employees. Select the name of the employee. Select Edit ✎ beside What are [employee's] tax withholdings?. Enter the employee's TD1 information, provincial taxes, and tax exemptions. Select Done to save. Print a TD1 form for an employee You can print a TD1 form from the Government of Canada Revenue Agency site. Who fills out the TD1? The TD1 has a series of worksheets to help employees complete the form on their own. A completed TD1 would then need to be provided to the employer so that the employer knows how much to withhold from each pay cheque. Do I have to file the TD1? Employers do not need to file the TD1. However, the CRA does require employers to keep the TD1 in their records for at least 6 years. What if I don't have a TD1 for my employee? Per the CRA&nbsp;guidelines, if you don't receive a completed TD1 from an employee, you still must deduct taxes, allowing the basic personal amount only.
</description>
<pubDate>Sun, 29 Sep 2019 10:38:38 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/form-td1-overview/01/349822#M1486
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-29T10:38:38Z</dc:date>
</item>
<item>
<title>Import journal entries from your accountant</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-journal-entries-from-your-accountant/01/380289#M1450
</link>
<description>
Learn how to import journal entries from your accountant. QuickBooks Desktop makes it easy for you and your accountant to keep your books accurate. Your accountant can create journal entries in a copy of your company file. Then, they can send the journal entries to you so you can add them to your books. This gives you room to work while your accountant makes minor bookkeeping adjustments. If your accountant sent you new journal entries, here’s how to import them to your company file. Import a general journal entry file From the email your accountant sent you, download the attached file. Your accountant’s journal entries are saved as a QBJ file. Save the file in a folder you can quickly access, like your desktop folder. Open your company file in QuickBooks Desktop. From the File menu, select Utilities then Import. Then, select General Journal Entries. Find and select the QBJ file you saved. On the Add General Journal Entries window, you’ll see all the journal entries your accountant sent. You can uncheck entries you don’t want to add to your books. Just be sure to let your accountant know. Note: If you can’t uncheck them, this means your accountant wants you to add all the journal entries to your books. Select Add GJEs, then OK.
</description>
<pubDate>Wed, 09 Oct 2019 19:00:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-journal-entries-from-your-accountant/01/380289#M1450
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T19:00:49Z</dc:date>
</item>
<item>
<title>Set up voluntary deductions in Online Payroll</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-voluntary-deductions-in-online-payroll/01/349823#M1447
</link>
<description>
Voluntary payroll deductions are amounts subtracted from an employee's net pay to cover the cost of things such as employee-paid benefits offered by the employer, or general deductions like a charitable donation. Note: Pre-tax deductions must come out of a taxable wage item.&nbsp;They will not deduct from a reimbursement type wage. For deductions such as retirement plans, health insurance, HSA plans, or FSA, your provider can help you decide on the amount to be withheld and determine the taxability. Deduction vs Contribution A deduction is an amount paid by an employee and deducted from each pay cheque. A contribution is paid by the employer and often counts as additional pay or wages. For example, an employee and an employer might pay some part of the cost for a health insurance plan. The employee-paid portion is called a deduction. The portion paid by the employer is called a contribution. Learn about the types of voluntary deductions Voluntary payroll deductions include medical, dental, and vision insurance premiums (both pretax and post-tax). The chart below explains which deductions are supported in QuickBooks Online Payroll. Category Types Health Insurance Medical, Dental, or Vision Insurance Retirement Plans RRSP, TFSA, CPP (QPP in Québec), OAS FSA Plans Pretax FSA HSA Plans...
</description>
<pubDate>Fri, 18 Oct 2019 10:39:28 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-voluntary-deductions-in-online-payroll/01/349823#M1447
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-18T10:39:28Z</dc:date>
</item>
<item>
<title>Ways to pay employees</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/ways-to-pay-employees/01/349824#M1446
</link>
<description>
When you add an employee to your Quickbooks Online Payroll account, you can choose one of these payment methods: Pay methods Helpful links Pay by direct deposit Set up direct deposit for employees and contractors Connect your bank to Online Payroll Pay with a personal or company cheque Create a paper pay cheque for a direct deposit employee in Quickbooks Online Payroll Pay by printing pay cheques on preprinted cheque stock Print pay cheques
</description>
<pubDate>Tue, 24 Sep 2019 21:53:07 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/ways-to-pay-employees/01/349824#M1446
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-24T21:53:07Z</dc:date>
</item>
<item>
<title>Edit a product or service</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-product-or-service/01/380166#M1444
</link>
<description>
Learn how to change product or service information. Edit information for the following items from the Product/Service panel: Product Service Bundle (the description, name, category, price, or income account) Edit a product, service, or bundle Select&nbsp;Settings ⚙on the toolbar, then choose Products and Services. Find the product, service, or bundle you want to change. From the Action column drop-down menu, select Edit. Make your changes as needed. Select Save and Close.
</description>
<pubDate>Fri, 27 Sep 2019 03:07:18 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-product-or-service/01/380166#M1444
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-27T03:07:18Z</dc:date>
</item>
<item>
<title>Handle a customer credit or overpayment</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/handle-a-customer-credit-or-overpayment/01/380147#M1443
</link>
<description>
Learn what to do in QuickBooks Online when a customer overpays you. Customers can pay you too much for several reasons. When this happens, you can use the credit toward an invoice, refund the customer, or enter the overpayment as a tip in QuickBooks. Option 1: Apply the credit to an invoice Apply the credit to an invoice you already created Go to the Create ⨁ icon and select Receive Payment. Select the customer, then the credit and the invoice. Select Save and New or Save and Close. Apply the credit to a new invoice Go to the Create ⨁ icon and select Invoice. Create the invoice, then select Receive Payment. Select the credit and then Save and New or Save and Close. Tip: Set up customer credits to apply to future payments by default. Go to Settings ⚙ and select Account and Settings.&nbsp; Select Advanced. In the Automation section, select Edit, and select Automatically apply credits. Option 2: Refund the customer for the overpayment If your customer overpaid you on accident, you can give them a refund. Option 3: Record the overpayment as a tip If your customer paid more than their total on purpose, you can record it as a tip.
</description>
<pubDate>Wed, 02 Oct 2019 23:47:21 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/handle-a-customer-credit-or-overpayment/01/380147#M1443
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-02T23:47:21Z</dc:date>
</item>
<item>
<title>Print a packet of new hire forms</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/print-a-packet-of-new-hire-forms/01/349268#M1441
</link>
<description>
Have you recently hired new employees? Every new hire must receive certain tax information. We'll show you how to print these forms for your new employee. Print employee packet Print a packet of new hire forms to give to employees. Remember, employers must keep forms on file for each employee. Select Employees, then select Taxes and Forms. Select Employee and Contractor Setup. Select Print a blank employee packet. Select&nbsp;View. Print out the forms and give them to your employees to fill out. Error message: "You have no new hires to report at this time" Did you receive the message "You have no new hires to report at this time"? This message indicates that you've marked each employee as having a new hire form on file. If you haven't actually filed a new hire form follow the steps below: Select Employees. Select the employee's name, then select Edit in the employee's Employment section. Uncheck the New Hire Report box. Select Ok. Select&nbsp;Taxes and Forms. Select&nbsp;Employee and Contractor Setup, then select&nbsp;the new hire form link. Select&nbsp;View. Print the form.
</description>
<pubDate>Mon, 07 Oct 2019 22:55:19 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/print-a-packet-of-new-hire-forms/01/349268#M1441
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T22:55:19Z</dc:date>
</item>
<item>
<title>
Add notes and photos using QuickBooks Online for Android
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-notes-and-photos-using-quickbooks-online-for-android/01/378084#M1433
</link>
<description>
From the main menu, choose Notes &amp; Attachments, then select the plus icon (+). Choose Assign To and select the customer to assign this note to. Write the note text. If you want to add a photo or image, select the paperclip +, and then&nbsp;select Camera or Files. Select Done.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:12 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-notes-and-photos-using-quickbooks-online-for-android/01/378084#M1433
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:12Z</dc:date>
</item>
<item>
<title>
Add a new supplier on QuickBooks Online for Android
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-supplier-on-quickbooks-online-for-android/01/378082#M1431
</link>
<description>
Most businesses need suppliers, so we made it easy to add them. From the main menu, select Suppliers +. Add info, and select Done. Alternatively, from the Home Page&nbsp;select +&nbsp;and then select&nbsp;Supplier.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:09 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-supplier-on-quickbooks-online-for-android/01/378082#M1431
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:09Z</dc:date>
</item>
<item>
<title>Delete an invoice payment using Android</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-android/01/378081#M1430
</link>
<description>
Learn how to remove an invoice payment using QuickBooks Online for Android. You may need to delete an invoice payment using your QuickBooks Online for Android app. The steps below will show you how. &nbsp; From the main menu, select Invoice Payments +. Select the payment you want to delete. From the three-dot menu, select&nbsp;Delete.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:14 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-android/01/378081#M1430
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:14Z</dc:date>
</item>
<item>
<title>
Attach a note to an existing transaction using QuickBooks Online for Android
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/attach-a-note-to-an-existing-transaction-using-quickbooks-online/01/378079#M1428
</link>
<description>
From the main menu, select a transaction (Invoices, Estimates, Sales Receipts, Invoice Payments). Select Add Attachment. Select Create Note or Attach existing Note. For a new note: Write something and an attachment if applicable. For an existing note: Choose your note, and select ATTACH.
</description>
<pubDate>Thu, 17 Oct 2019 17:52:05 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/attach-a-note-to-an-existing-transaction-using-quickbooks-online/01/378079#M1428
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-17T17:52:05Z</dc:date>
</item>
<item>
<title>
Edit or delete a note using QuickBooks Online for Android
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-or-delete-a-note-using-quickbooks-online-for-android/01/378078#M1427
</link>
<description>
To edit a note: From the main menu, select&nbsp;Notes &amp; Attachments. Find the note you want to edit. Select Edit&nbsp;✏️ and then select Done. To delete a note: From the main menu, select&nbsp;Notes &amp; Attachments. Find the note you want to delete. Select the Trash can. Choose YES.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:28 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-or-delete-a-note-using-quickbooks-online-for-android/01/378078#M1427
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:28Z</dc:date>
</item>
<item>
<title>
Edit an Invoice Payment using QuickBooks Online for Android
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-an-invoice-payment-using-quickbooks-online-for-android/01/378077#M1426
</link>
<description>
From the main menu, select Invoice Payments +. Select the payment you want to edit. Select Edit&nbsp;. Make changes, then select Done.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-an-invoice-payment-using-quickbooks-online-for-android/01/378077#M1426
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:46Z</dc:date>
</item>
<item>
<title>Add a new vendor using the iPhone or iPad</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-vendor-using-the-iphone-or-ipad/01/378074#M1423
</link>
<description>
Learn how to add a new supplier using the QuickBooks Online mobile app. Adding new&nbsp;suppliers using your iPhone or iPad is easy with the QuickBooks Online Mobile app. We show you how. iPhone: Add a supplier Using the iPhone you can add a supplier to your QuickBooks account. From the main menu, select Suppliers +. Add information. Select Save. iPad: Add a supplier Using the iPad, you can add a supplier to your QuickBooks account. From the main menu, select&nbsp;Suppliers. Select + and add information. Select Save. Additionally, on the iPad you can also add a new supplier by: From the&nbsp;Home Page, select +, then&nbsp;Supplier.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:38 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-vendor-using-the-iphone-or-ipad/01/378074#M1423
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:38Z</dc:date>
</item>
<item>
<title>
View customer location on map using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-customer-location-on-map-using-quickbooks-online-for-mobile/01/378073#M1422
</link>
<description>
All you do is choose a customer and select their address. The map pops up so you can see their location on the map, and from there you can get directions. It’s really that easy.
</description>
<pubDate>Thu, 26 Sep 2019 07:36:54 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-customer-location-on-map-using-quickbooks-online-for-mobile/01/378073#M1422
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T07:36:54Z</dc:date>
</item>
<item>
<title>
Know when a customer is calling with QuickBooks for Android
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/know-when-a-customer-is-calling-with-quickbooks-for-android/01/378072#M1421
</link>
<description>
Note: You can do this on your Android phone. When a customer calls, you'll see the QuickBooks icon in the notifications bar at the top of your screen. Pull the notification bar down to see who’s calling you. Select the notification to open the Customer Details page (where you can call, text or email your customer). If a customer calls while you're using the QuickBooks Online app, you can go to Home &gt; Activity &gt; select the notification to see details. Unless you change it, this feature is ON so you won't miss an important call. To turn it off, go to Settings &gt; select Call-In Notifications &gt; OFF.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:44 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/know-when-a-customer-is-calling-with-quickbooks-for-android/01/378072#M1421
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:44Z</dc:date>
</item>
<item>
<title>Add a new item using QuickBooks Online for mobile</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-item-using-quickbooks-online-for-mobile/01/378071#M1420
</link>
<description>
Quickly add one now: From the main menu, select Product and Services. Select +, enter the item name, rate or price for each, and sales info. Select an account.&nbsp; Add a description. Select Done (Android) or Save (iPhone/iPad).
</description>
<pubDate>Tue, 15 Oct 2019 16:46:40 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-new-item-using-quickbooks-online-for-mobile/01/378071#M1420
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:40Z</dc:date>
</item>
<item>
<title>Review and update bank transactions</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/review-and-update-bank-transactions/01/378070#M1419
</link>
<description>
Learn how to review and accept bank transactions using the Quickbooks Online mobile app. Did you know you can update and accept any changes you make to bank transactions on your mobile device? In this article, we'll show you how. To review and accept bank transactions in the mobile app follow these steps. From the mobile app's main menu, select Banking.(Note: On the iPad if you have multiple accounts select the drop-down arrow to see your list of bank accounts, can choose the one you want.) Select New Transactions. Select Recognized to review transactions QuickBooks has already recognized, categorized, and matched for you. If the transaction is correctly categorized and matched, swipe right to accept it. If the transaction is incorrectly categorized and matched, select the transaction and make changes if necessary. Select Accept. Select All to see any remaining, uncategorized transactions. Select the transaction, review and add categories as necessary. Then Accept.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/review-and-update-bank-transactions/01/378070#M1419
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:42Z</dc:date>
</item>
<item>
<title>
Assign a new currency to a customer or supplier using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/assign-a-new-currency-to-a-customer-or-supplier-using-quickbooks/01/378067#M1416
</link>
<description>
After you turn on multicurrency (which you can do from a web browser by following the steps here), you can choose who pays you with a foreign currency. From the main menu, select Customers +. Fill out the customer's details. Under Customer Pays Me With, and choose the currency. Select Done. Read more about multicurrency here! Note: Use the same steps to assign a foreign currency to a supplier, select I Pay This Supplier With, and choose the currency.
</description>
<pubDate>Thu, 03 Oct 2019 18:41:32 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/assign-a-new-currency-to-a-customer-or-supplier-using-quickbooks/01/378067#M1416
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T18:41:32Z</dc:date>
</item>
<item>
<title>
Can’t see custom transaction numbers or fields in QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/can-t-see-custom-transaction-numbers-or-fields-in-quickbooks/01/378066#M1415
</link>
<description>
To see custom transaction numbers, custom fields, class, location or service date fields on your sales forms, you'll need to go to QuickBooks Online on the web to turn these options ON. Log in to your QuickBooks Online account using web browser. Go to Settings ⚙️ and select&nbsp;Company Settings. Select Sales Form Entry. Once turned on, you will see them in the mobile app going forward.
</description>
<pubDate>Tue, 08 Oct 2019 16:45:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/can-t-see-custom-transaction-numbers-or-fields-in-quickbooks/01/378066#M1415
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T16:45:57Z</dc:date>
</item>
<item>
<title>Add a note to a transaction (iPhone or iPad)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-note-to-a-transaction-iphone-or-ipad/01/378064#M1413
</link>
<description>
Learn how to add a note to a transaction using QuickBooks Online mobile app for iPhone or iPad. It's easy to include a note with an existing transaction in the QuickBooks Online mobile app. In this article, we'll show you the steps to do that using an iPhone and iPad. iPhone Here's how to add a note to an existing transaction in an iPhone. From the main menu in the QuickBooks Online mobile app, select Invoices, Estimates, Sales Receipts, or Invoice Payments. Whichever has the transaction to attach a note to. Select the transaction. Select Add notes or attachments. To create a new note, choose Create New.&nbsp;&nbsp;Write something and select Save. To attach an existing note, choose Add existing Note. Select the note to attach, and then select Attach. To see the attached note, select Activity. iPad Here's how to add a note to an existing transaction in an iPad. From the main menu in the QuickBooks Online mobile app, select Sales. To select the type of transaction, select Estimates, Invoices, Sales Receipts, or Invoice Payments from the drop-down&nbsp;▼ list. Select the transaction you want to attach a note to. Select&nbsp;Add notes or attachments. To create a new note, select Create a note. Enter the info, and select Save. To attach an existing note, find the note to attach in the list. Select Att...
</description>
<pubDate>Tue, 15 Oct 2019 16:46:36 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/add-a-note-to-a-transaction-iphone-or-ipad/01/378064#M1413
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:36Z</dc:date>
</item>
<item>
<title>Categorizing bank transactions on mobile devices</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/categorizing-bank-transactions-on-mobile-devices/01/378063#M1412
</link>
<description>
Learn how to group bank transactions on your iPhone, iPad or Android device. You can quickly categorize bank transactions in batches from any mobile device. We show you how. From the main menu, select Banking. If multiple banks are connected, select the bank to work with. (Tip:&nbsp;Use the list icon to get a better view of all connected accounts.) Select New Transactions. Select the transaction to categorize. iPhone/iPad: Select the Class&nbsp;it belongs to. Android: Select the category icon, and choose a category. Select Accept.
</description>
<pubDate>Tue, 08 Oct 2019 16:45:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/categorizing-bank-transactions-on-mobile-devices/01/378063#M1412
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T16:45:48Z</dc:date>
</item>
<item>
<title>
Cancel my QuickBooks Online subscription using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/cancel-my-quickbooks-online-subscription-using-quickbooks-online/01/378062#M1411
</link>
<description>
You must cancel your subscription for your QuickBooks Online subscription the same way you originally paid. If you paid through QuickBooks Online on the web, follow these steps from your computer (not a mobile device). Otherwise, select your mobile device: iPad or iPhone Android iPad or&nbsp;iPhone Go to Settings. Tap iTunes &amp; App Store Tap your Apple ID. Tap View Apple ID Enter your password. Select&nbsp;Manage. Tap QuickBooks Online Swipe Automatic Renewal off. Once you turn auto-renewal off, Apple will stop&nbsp;charging you on a recurring basis. Your company will remain in the current state until the End Date.&nbsp;If you don't have access to your iPhone or iPad, you can cancel from your computer. Launch iTunes on your computer. Click&nbsp;Store. Sign in from the iTunes menu. Choose Store &gt; View My Account.&nbsp;You may be asked to re-enter your Apple ID and&nbsp;password. Click View Account. From the Manage Subscription screen, click QuickBooks Online. Click Off&nbsp;to turn off auto-renewal and cancel the subscription. Android Open the Google Play Store on your Android device. Touch the menu icon on the top left. Touch My Apps. Touch QuickBooks Online. Touch Cancel to cancel your subscription. If you lost your Android device or don't have access to it, you can cancel from your computer. Go to <A href="https://play.goog" target="_blank">https://play.goog</A>...
</description>
<pubDate>Tue, 15 Oct 2019 16:46:33 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/cancel-my-quickbooks-online-subscription-using-quickbooks-online/01/378062#M1411
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:33Z</dc:date>
</item>
<item>
<title>
Data and privacy safety using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/data-and-privacy-safety-using-quickbooks-online-for-mobile/01/378059#M1408
</link>
<description>
We take your data seriously! The same security that protects your QuickBooks data applies when you use the app. For more about how we protect your data, see our Online Security Centre. We participate in the TRUSTe certification program and keep your data and privacy safe.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:30 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/data-and-privacy-safety-using-quickbooks-online-for-mobile/01/378059#M1408
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:30Z</dc:date>
</item>
<item>
<title>Approve bank transfer records from the bank</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/approve-bank-transfer-records-from-the-bank/01/378058#M1407
</link>
<description>
Learn how to approve bank transfer records from the bank. With online banking you can easily accept bank transfer records from the bank. We show you how. You must have your bank account set up with Online Banking before you follow these steps. From the main menu select Banking. If multiple banks are connected, select the bank you want. (Tip:&nbsp;Use the list icon to get a better view of all connected accounts [it looks similar to the main menu icon]). Select New Transactions to see transfers. If the transfer to / from accounts are correct, swipe right to accept. Or select the transaction name to see the details. Select the account if you need to change it. Enter a memo about why you changed the account. When you're done, select Accept.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:32 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/approve-bank-transfer-records-from-the-bank/01/378058#M1407
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:32Z</dc:date>
</item>
<item>
<title>Customize sales forms</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-sales-forms/01/378057#M1406
</link>
<description>
Learn how to customize sales forms. Do you want to customize your sales forms? We show you how. The first time you create a transaction, the details you add to your invoice will automatically show up on other forms such as estimates, invoices or sales receipts. You can further customize your forms by following these steps. Sign in to QuickBooks Online on a web browser at <A href="https://qbo.intuit.com/" target="_blank">https://qbo.intuit.com/</A>. Select the Gear, then choose&nbsp;Custom Form Styles. Tailor headers, fields, and columns, and add customer messages on your invoices. Things to know You can preview your changes before you save them. Changes such as your logo, apply styles, adjust fields, and messages. Sales forms can't be created in the QuickBooks Online mobile app. To add more fields, you'll need QuickBooks Essentials or QuickBooks Plus.
</description>
<pubDate>Thu, 26 Sep 2019 05:59:10 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-sales-forms/01/378057#M1406
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T05:59:10Z</dc:date>
</item>
<item>
<title>Customize forms on mobile devices</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-forms-on-mobile-devices/01/378056#M1405
</link>
<description>
Learn how to create custom forms on your mobile device. Do you want to update a form quickly from your mobile device? In this article, we'll show you how. The first time you create a transaction, the details you add to your invoice show up on other forms like estimates, invoices or sales receipts. You see these custom fields and the data when you preview the estimate or invoice. To set up a custom form, follow these steps. Select the Gear icon on the Toolbar, then Custom Form Styles under Your Company. From the Custom Form Styles page, you can edit the Standard/Master template to customize.
</description>
<pubDate>Fri, 27 Sep 2019 02:01:52 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/customize-forms-on-mobile-devices/01/378056#M1405
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-27T02:01:52Z</dc:date>
</item>
<item>
<title>Delete an invoice payment using iPhone or iPad</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-iphone-or-ipad/01/378054#M1403
</link>
<description>
Learn how to remove an invoice payment using the QuickBooks Online mobile app. You may need to delete an invoice on the go. In this article we'll show you how to do it using the QuickBooks Online mobile app either on an iPhone or iPad. iPhone: Delete an invoice payment Here's how to delete an invoice using the mobile app on an iPhone: In the mobile app, from the main menu, select Invoice Payments +. Select the payment you want to delete. From the 3dot menu, select&nbsp;Delete. iPad: Delete an invoice payment Here's how to delete an invoice payment using an iPad. In the mobile app, from the main menu, select Sales. Select the drop down ▼ from the filter options. Then choose&nbsp;Invoice Payments. Select the payment you want to delete. From the 3dot menu, select&nbsp;Delete.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:28 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-an-invoice-payment-using-iphone-or-ipad/01/378054#M1403
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:28Z</dc:date>
</item>
<item>
<title>Difference between an invoice and a sales receipt</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/difference-between-an-invoice-and-a-sales-receipt/01/378052#M1401
</link>
<description>
Learn the differences between an invoice and a sales receipt. Are you wondering when you should use an invoice instead of a sales receipt? It's easy. Let us explain. An&nbsp;invoice is used when your customer agrees to pay you later. You can set up terms to indicate how long the customer has to pay. If they don't pay within the specified time limit, their invoice is overdue. A sales receipt&nbsp;is used when your customer pays you on the spot for goods or services. &nbsp; &nbsp;
</description>
<pubDate>Tue, 15 Oct 2019 16:45:26 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/difference-between-an-invoice-and-a-sales-receipt/01/378052#M1401
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:26Z</dc:date>
</item>
<item>
<title>Edit a sales receipt or payment on mobile</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-sales-receipt-or-payment-on-mobile/01/378051#M1400
</link>
<description>
Learn how to edit a sales receipt or payment made with GoPayment in QuickBooks Online. &nbsp; You can edit sales receipt or payment information that doesn't affect the charge or payment such as the date, reference #, and memo. In this article, we'll show you how. Note:&nbsp;For payments already processed, you can go to QuickBooks Online from&nbsp; a regular Web browser to make changes. Here's how to edit the information. Open the sales receipt or payment. Then select Edit&nbsp;✏️. Change the date, reference number, or memo. Select Save. If you try to change fields that affect the charge, just cancel the changes. You can't save them.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:25 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-sales-receipt-or-payment-on-mobile/01/378051#M1400
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:25Z</dc:date>
</item>
<item>
<title>
Edit details in a transaction using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-details-in-a-transaction-using-quickbooks-online-for-mobile/01/378050#M1399
</link>
<description>
From the main menu, select Invoices, Estimate, Sales Receipts, or Invoice Payments. Choose the transaction you want to edit. Select Edit ✏️. Make changes. Select Done (Android) or Save (iPhone/iPad).
</description>
<pubDate>Tue, 08 Oct 2019 16:45:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-details-in-a-transaction-using-quickbooks-online-for-mobile/01/378050#M1399
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T16:45:43Z</dc:date>
</item>
<item>
<title>
Edit a tax rate using QuickBooks Online for iPhone or iPad
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-tax-rate-using-quickbooks-online-for-iphone-or-ipad/01/378049#M1398
</link>
<description>
You can change rates whether they are single and combined rate names, combined rate names, or single rates. You can't edit the name of a tax agency. iPhone From the main menu, select Settings &gt; Tax Rates. Select the rate you want to edit. Select Edit ✏️, make changes, and Save. iPad Note: You can't edit a sales tax rate on the iPad. However, you can edit one from QuickBooks Online on the web. From a Mac or PC, Sign in to QuickBooks Online. From the main menu, choose Sales Tax. Select Add/edit tax rates and agencies. Select the sales tax rate to edit. Select Edit. Make your changes, and Save.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:22 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-a-tax-rate-using-quickbooks-online-for-iphone-or-ipad/01/378049#M1398
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:22Z</dc:date>
</item>
<item>
<title>Change an invoice payment using an iPhone or iPad</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-an-invoice-payment-using-an-iphone-or-ipad/01/378047#M1396
</link>
<description>
Learn how to update an invoice payment using the QuickBooks Online mobile app. You can easily make changes to an invoice payment using the QuickBooks Online mobile app on an iPhone or iPad. In this article, we'll show you how. iPhone: Change an invoice payment Here's how to update an invoice payment using the mobile app ion an iPhone. In the mobile app, from the main menu, select Invoice Payments +. Select the payment you want to edit. Select Edit&nbsp;✏️. Make any changes. Select Save. iPad: Change an invoice payment Here's how to update an invoice payment using the mobile app on an iPad. In the mobile app, from the main menu, select Sales. Select the filter drop down▼ and choose&nbsp;Invoice Payments. Select the payment you want to edit. Select Edit&nbsp;✏️. Make any changes. Select Save.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-an-invoice-payment-using-an-iphone-or-ipad/01/378047#M1396
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:20Z</dc:date>
</item>
<item>
<title>Change or delete a note (iPhone or iPad)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-or-delete-a-note-iphone-or-ipad/01/378046#M1395
</link>
<description>
Learn how to update a note using QuickBooks Online mobile app for iPhone or iPad. It's easy to change or delete a note using the QuickBooks Online mobile app. In this article, we'll show you how using your iPhone or iPad. Change a note You can easily change a note you've made on a transaction. iPhone From the main menu, select&nbsp;Notes &amp; Attachments. Find and select the note to edit. Select Edit&nbsp;✏️, make changes, and then select Save. iPad From the main menu, select&nbsp;Notes &amp; Attachments. Find and select the note to edit. Make your changes, and select&nbsp;Save. Delete a note Once you no longer need a note, you can quickly delete it. iPhone From the main menu, select&nbsp;Notes &amp; Attachments. Find and select the note to delete. Select the trash can. When the confirmation appears, select Delete. iPad From the main menu, select&nbsp;Notes &amp; Attachments. Hold and swipe the note left to delete.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:55 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/change-or-delete-a-note-iphone-or-ipad/01/378046#M1395
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:55Z</dc:date>
</item>
<item>
<title>
Exclude a bank transaction using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/exclude-a-bank-transaction-using-quickbooks-online-for-mobile/01/377979#M1393
</link>
<description>
If your list contains transactions you want to exclude from QuickBooks, such as non-business transactions or duplicates: From the main menu select Banking, then&nbsp;NEW TRANSACTIONS. Select the transaction to exclude then select the trash icon, then&nbsp;Exclude (iPhone/iPad) or CONFIRM (Android). Tip!&nbsp;Use the list icon to get a better view of all connected accounts (it looks similar to the main menu icon).
</description>
<pubDate>Tue, 15 Oct 2019 16:45:50 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/exclude-a-bank-transaction-using-quickbooks-online-for-mobile/01/377979#M1393
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:50Z</dc:date>
</item>
<item>
<title>
Edit your customer details in QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-your-customer-details-in-quickbooks-online-for-mobile/01/377977#M1391
</link>
<description>
From the main menu, select Customers. Choose the customer name to edit. Select Details and then Edit✏️. Make your changes, and select Done (Android) or Save (iPhone/iPad).
</description>
<pubDate>Tue, 15 Oct 2019 16:45:53 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/edit-your-customer-details-in-quickbooks-online-for-mobile/01/377977#M1391
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:53Z</dc:date>
</item>
<item>
<title>
Fix permissions errors and missing data in QuickBooks Online for iPad
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-permissions-errors-and-missing-data-in-quickbooks-online-for/01/377976#M1390
</link>
<description>
For the best experience using QuickBooks Online on your iPad, make sure your account has Company Administrator privileges. If your administrator won't grant you full access, request both Clients and Sales and Suppliers &amp; Purchases access for the next best experience. If your account has limited access, you may see: The message "Sorry! You don't have permission to access this information. Ask your QuickBooks Online admin to fix your permission, and then try signing in again." The Company Activity screen contains incomplete data (for example, no expenses when there should be some, or no data at all). You may be able to download sales transactions by swiping down on the empty area to refresh your data. Tapping "Choose an Account" or "What was it for?" on a new expense shows an empty account list or expense category list. Here's how a Company Administrator can change privileges for other accounts: Sign in to QuickBooks Online on the web from a Mac or PC. Go to Company &gt; Manage Users. Click the user whose permissions you want to change. Click Edit&nbsp;✏️. Choose Company Administrator, and click Nextto conclude the mini-interview and save your changes. Note: Time-only and Reports-only user accounts cannot sign in to QuickBooks Online on the iPad. The mobile app currently offers basic re...
</description>
<pubDate>Tue, 15 Oct 2019 16:45:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/fix-permissions-errors-and-missing-data-in-quickbooks-online-for/01/377976#M1390
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:48Z</dc:date>
</item>
<item>
<title>Using the mobile app and web version</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-mobile-app-and-web-version/01/377888#M1388
</link>
<description>
How to use the QuickBooks Online mobile app with QuickBooks Online. Connections between the QuickBooks Online mobile app and the web version When using the QuickBooks Online mobile app and the QuickBooks Online web version there are a few things you should know: The QuickBooks Online mobile app is always in sync with QuickBooks Online on the web. Any task you do or information you add in the app shows up on the web, and vice versa. Wherever you decide to work, your data is always up to date and available.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:45 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-mobile-app-and-web-version/01/377888#M1388
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:45Z</dc:date>
</item>
<item>
<title>
Get paid directly from an invoice using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-paid-directly-from-an-invoice-using-quickbooks-online-for/01/377887#M1387
</link>
<description>
Getting paid is always a good thing, and the easier the better. If you have a payments account, turn the online payments option ON in QuickBooks Online on the web. When you: Select Email on an invoice, you'll see available payment options (Credit Card, Bank Transfer, or Online Payment) depending on your version of QuickBooks. Send the invoice to your customer, they can select Pay now in the invoice email to pay you using the methods you specified in the payment options. Note: The second a customer pays an invoice that's payments-enabled, you'll be sent a notification.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-paid-directly-from-an-invoice-using-quickbooks-online-for/01/377887#M1387
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:46Z</dc:date>
</item>
<item>
<title>Import your contact list in (iPhone, iPad)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-contact-list-in-iphone-ipad/01/377886#M1386
</link>
<description>
Learn how to import contacts from an iPhone or iPad to QuickBooks Online. There's no need to add customers manually to QuickBooks Online if they're already in your device’s contact list.&nbsp;In this article, we'll show you how to easily import them into your app. To import customers to QuickBooks Online from your iPhone or iPad follow these steps. Open the QuickBooks Online mobile app on your iPhone or iPad. From the Customer list screen select the 3dots. Then select&nbsp;Import Customers. Choose who you want to add from your Contacts list. You'll see a checkmark next to each person or company you select. Select Add. Select OK when you see the Import Complete message.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:41 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-contact-list-in-iphone-ipad/01/377886#M1386
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:41Z</dc:date>
</item>
<item>
<title>If your QuickBooks Online account gets suspended</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/if-your-quickbooks-online-account-gets-suspended/01/377885#M1385
</link>
<description>
Sign in to QuickBooks Online from a Mac or PC. If your credit card has expired, you'll be prompted to enter updated credit card information. If you still can't sign in to the mobile app or if you have a different issue with your subscription, please contact us online.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:43 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/if-your-quickbooks-online-account-gets-suspended/01/377885#M1385
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:43Z</dc:date>
</item>
<item>
<title>
Get the most out of your Settings in QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-the-most-out-of-your-settings-in-quickbooks-online-for/01/377884#M1384
</link>
<description>
You can tailor a bunch of things in the app for your business. For instance, you can turn&nbsp;invoice notifications on and off so you only get them if they are meaningful to you. When you go to Settings, here’s what you’ll see. Version. This is the version of the app that you're currently running. Company Information.&nbsp;This is where you'll set up contact details about your company, including your company name, address, phone number, and URL. This information appears on your sales forms. Call-In Notifications. (Android Phone only) This lets you know when a customer calls. It's is on by default, but you can turn it off. Invoice Notifications. You'll be notified when you have overdue invoices. It's on by default, but you can turn it off. (For iPhone: This is called “Overdue invoice alerts”.) Subscription.Here's where to see how much time is left on your QuickBooks subscription before it's time to renew it. You can also get subscription help if you need it. Sales Forms. You can create custom messages for estimates, invoices, and sales receipts. Select Default email message and the form you want to customize. You can create a different subject and message for each type of sales form. Taxes/Tax Rates. You can set up and add new tax rates and rates for your business. As your business expa...
</description>
<pubDate>Tue, 08 Oct 2019 20:57:51 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-the-most-out-of-your-settings-in-quickbooks-online-for/01/377884#M1384
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-08T20:57:51Z</dc:date>
</item>
<item>
<title>
Quickly create a new transaction using QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickly-create-a-new-transaction-using-quickbooks-online-for/01/377883#M1383
</link>
<description>
To create a new transaction, select the&nbsp;+&nbsp;on the Home Page&nbsp;and choose a transaction type&nbsp;(Expense, Estimate, Invoice, Sale Receipt, or Invoice Payment). Alternatively, you can open the main menu&nbsp;and select the&nbsp;+&nbsp;next to the transaction type you want to create.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:37 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/quickly-create-a-new-transaction-using-quickbooks-online-for/01/377883#M1383
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:37Z</dc:date>
</item>
<item>
<title>Matching your bank transactions for mobile</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/matching-your-bank-transactions-for-mobile/01/377881#M1381
</link>
<description>
Learn how to accept matching transactions in QuickBooks Online mobile. QuickBooks matches up transactions for you. For example, if an invoice payment matches a downloaded income transaction, QuickBooks suggests it as payment for the invoice. In this article we'll show you how to quickly scan matched transactions, and approve them using your mobile device. From the left menu, select&nbsp;Banking. Select a bank. (Note: Use the list icon to get a better view of all connected accounts.) Select New Transactions.This will bring up a list of suggested matches. If a match is correct, swipe right to accept. If you want to see transaction details, select the transaction. If there's just one match and it's correct, select Accept. If there are multiple matches, choose the correct one, and select Accept. If none are correct, search to find other possible matches. Choose the correct one, and select Accept.
</description>
<pubDate>Tue, 15 Oct 2019 16:45:39 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/matching-your-bank-transactions-for-mobile/01/377881#M1381
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:45:39Z</dc:date>
</item>
<item>
<title>
Receive an invoice payment using iPhone, Android or iPad
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/receive-an-invoice-payment-using-iphone-android-or-ipad/01/377880#M1380
</link>
<description>
Learn how to receive an invoice payment using the QuickBooks Online mobile app. You can use the QuickBooks mobile app to receive an invoice payment from your mobile device. In this article, we'll show you the how. iPad: From the main menu, select Sales+.&nbsp;Then select&nbsp;Invoice Payment. iPhone/Android: From the main menu, select Invoice Payments +. Choose the customer who paid you and add payment details. The payment amount you enter is automatically applied to the oldest open invoice first, followed by the next oldest invoice, and so on. You can enter different amounts for any open invoices. Or choose the radio buttons to quickly auto-fill the balance due amounts. If the payment amount exceeds all of the open invoice balances, the Unapplied Amount is shown at the bottom of the page. When done, select Save for iOS and Done for Android.Save.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:26 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/receive-an-invoice-payment-using-iphone-android-or-ipad/01/377880#M1380
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:26Z</dc:date>
</item>
<item>
<title>Running a Profit & Loss report (iPhone, iPad)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/running-a-profit-loss-report-iphone-ipad/01/377877#M1377
</link>
<description>
Learn how to run a Profit and Loss report using QuickBooks Online mobile app. Do you want to run a P&amp;L to get the latest update on your business's finances? You can easily do this using QuickBooks Online mobile app. We'll show you how. Run a profit and loss report To run a Profit &amp; Loss (P&amp;L) you'll need Admin or Accountant permission. iPhone From the main menu, select Profit &amp; Loss. Select points in the graph to see the income and expense details for the month. Select the report filter icon and choose a different date range or enter a custom range. Select View Report to see your income, expense, and gross profit breakdowns. Pull the arrow down to return to the graph. iPad From the main menu or the Home Page, select Reports. By default, the Profit &amp; Loss report displays. Select points in the graph to see the income and expense details for the month. Select the default date range to choose a different date range or enter a custom range. Select the drop-down arrow&nbsp;▼&nbsp; next to the title to choose between the different reports: Profit &amp; Loss, Balance Sheet, Invoices by Status, or Invoices by Month. Select the bulleted list icon to see your income, expense, and gross profit breakdowns.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/running-a-profit-loss-report-iphone-ipad/01/377877#M1377
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:23Z</dc:date>
</item>
<item>
<title>
See your latest data in QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/see-your-latest-data-in-quickbooks-online-for-mobile/01/377876#M1376
</link>
<description>
In case you can't see your latest data in the app, you can pull the page down to refresh the data. If you still don't see your latest data, you can refresh all the QuickBooks Online data on your device (it may take a few minutes). iPhone: From the main menu, select Help &amp; Feedback &gt; Refresh Data. iPad: From the main menu, select Settings &gt; About &gt; Re-download data. Android: From the main menu, select Settings &gt; Refresh Data. And, of course, make sure you’re connected to the Internet so that QuickBooks Online can update your data.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:21 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/see-your-latest-data-in-quickbooks-online-for-mobile/01/377876#M1376
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:21Z</dc:date>
</item>
<item>
<title>Sign out of your QuickBooks Online mobile app</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/sign-out-of-your-quickbooks-online-mobile-app/01/377875#M1375
</link>
<description>
iPhone/iPad From the main menu, select Settings &gt; Sign Out. Android Select the 3 dots &gt; Sign Out. If you want to prevent others from picking up your mobile device and accessing QuickBooks, consider setting a PIN or using Touch ID to sign in. They're secure and faster than entering your password every time.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:20 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/sign-out-of-your-quickbooks-online-mobile-app/01/377875#M1375
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:20Z</dc:date>
</item>
<item>
<title>Operating Systems for the mobile app</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/operating-systems-for-the-mobile-app/01/377874#M1374
</link>
<description>
Learn how to know if you're operating system is compatible with the QuickBooks mobile app. QuickBooks Mobile App and Operating Systems The QuickBooks mobile app is supported in the following Operating Systems: Android Operating Systems: 4.1&nbsp;and greater. iPhone/iPad Operating Systems: 9.3&nbsp;and greater.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:19 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/operating-systems-for-the-mobile-app/01/377874#M1374
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:19Z</dc:date>
</item>
<item>
<title>
Track status of your invoices in QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-status-of-your-invoices-in-quickbooks-online-for-mobile/01/377871#M1371
</link>
<description>
When you go to your invoice list, you’ll see that overdue invoices are listed first. This makes it easy to see who owes you. And that’s important when you’re trying to get paid. Paid invoices: Paid in full Overdue invoices: Invoices with open balances and passed their due dates (based on the terms you specified for the invoices) Open invoices: Invoices with open balances. You can track the status of these invoices using the invoice tracker. The invoice tracker shows you how your invoices are progressing, so you’ll know if you need to follow up with any customers to get paid. To&nbsp;see the tracker: From the main menu, select Invoices, and choose an invoice. You'll see the tracker showing the status of the invoice. What each status means Sent: You emailed the invoice to your customer Delivery Error: Your invoice was not sent. You can go to QuickBooks on the web for more info. These errors also appear in the feeds and invoice lists. Viewed: Your customer viewed the invoice (if you use eInvoicing) This includes any CC and BCC&nbsp;recipients&nbsp;of the email. Partially Paid: Your customer made a partial payment (the amount paid and balance due are shown below the tracker) Paid: Your customer paid the invoice in full (expect 2-3 days for this to deposit in your bank account) Deposited: Your de...
</description>
<pubDate>Tue, 15 Oct 2019 16:46:16 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-status-of-your-invoices-in-quickbooks-online-for-mobile/01/377871#M1371
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:16Z</dc:date>
</item>
<item>
<title>
View a customer note added from QuickBooks Online on the web vs. on mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-a-customer-note-added-from-quickbooks-online-on-the-web-vs/01/377870#M1370
</link>
<description>
From the main menu, select Customers. Select the customer's name. Select Details and then scroll down to see your note. &nbsp;
</description>
<pubDate>Tue, 15 Oct 2019 16:46:10 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-a-customer-note-added-from-quickbooks-online-on-the-web-vs/01/377870#M1370
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:10Z</dc:date>
</item>
<item>
<title>
Use the password manager app to sign in to QuickBooks Online for iPhone or iPad
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-the-password-manager-app-to-sign-in-to-quickbooks-online-for/01/377869#M1369
</link>
<description>
Before signing into QuickBooks Online, open your password manager app and add your QuickBooks username and password. The next time you sign into QuickBooks Online, you'll see the key icon where you enter your User ID. Select the key icon to open password manager. Select the password manager icon and enter your password, or use Touch ID to open password manager using your fingerprint. When the password manager opens, select your QuickBooks Online&nbsp;username.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:11 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-the-password-manager-app-to-sign-in-to-quickbooks-online-for/01/377869#M1369
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:11Z</dc:date>
</item>
<item>
<title>
View Dashboard and Activity feeds in QuickBooks Online for mobile
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-dashboard-and-activity-feeds-in-quickbooks-online-for/01/377868#M1368
</link>
<description>
Switching is easy! If you’re on the Dashboard, choose the Activity feed tab. You can go back and forth between them anytime you want.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:08 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/view-dashboard-and-activity-feeds-in-quickbooks-online-for/01/377868#M1368
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:08Z</dc:date>
</item>
<item>
<title>
Use a Passcode or Touch ID to sign on to QuickBooks
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-a-passcode-or-touch-id-to-sign-on-to-quickbooks/01/377866#M1366
</link>
<description>
Learn how to set up a PIN or Touch ID for your iPhone or iPad Save time signing into QuickBooks Online by using a Passcode or Touch ID instead of entering your username and password each time you log in. iPhone and iPad users can set this up by following the steps below. Set up Passcode For iPhone From the main menu, select Settings ⚙️, then&nbsp;Touch ID and Passcode. Slide the Passcode button right to turn it on. Select and Confirm the 4-digit code you'll use to open QuickBooks Online for mobile. Things to know: You can turn Passcode functionality on and off as well as change your Passcode. If you forget your Passcode, just sign in with your username and password, and reset your Passcode in Settings. If you have multiple devices (iPhone, iPod touch, and so on) you can use different Passcodes for each one. For iPad From the main menu, select Settings ⚙️,&nbsp;then choose&nbsp;Account&nbsp;, select&nbsp;Touch ID and Passcode. Slide the Passcode button right to turn it on. Select and confirm the 4-digit code. You'll use this code to open QuickBooks Online for mobile. Things to know: You can turn Passcode functionality on and off as well as change your App PIN. If you forget your Passcode, just sign in with your username and password, and reset your Passcode in Settings. If you have multiple devices (iP...
</description>
<pubDate>Tue, 15 Oct 2019 16:46:14 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/use-a-passcode-or-touch-id-to-sign-on-to-quickbooks/01/377866#M1366
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:14Z</dc:date>
</item>
<item>
<title>Capture signatures</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/capture-signatures/01/377865#M1365
</link>
<description>
Learn how to capture signatures using QuickBooks Online app. Let your customer sign an estimate or invoice with your mobile app for a fast and secure transaction. Open a new or existing estimate or invoice. Add any transaction info, if necessary. Tap Save (iOS) or Done (Android) to save the invoice. Tap Get Signature. Have your customer sign with their finger. Tap Done.
</description>
<pubDate>Tue, 15 Oct 2019 16:46:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/capture-signatures/01/377865#M1365
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-15T16:46:00Z</dc:date>
</item>
<item>
<title>Import your phone's contact list (Android)</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-phone-s-contact-list-android/01/377352#M1362
</link>
<description>
Learn how to import contacts from an Android device to QuickBooks Online. There's no need to add customers manually if they're already in your device’s contact list.&nbsp;In this article, we'll show you how to easily import contacts into Quickbooks Online from your mobile device. To import your contacts into QuickBooks Online using your mobile device follow these steps. Open the QuickBooks Online mobile app on your Android device. From the customer list screen tap the 3 dots, then tap&nbsp;Import customers. Choose who you want to add and the information you need. Then tap&nbsp;IMPORT.
</description>
<pubDate>Thu, 17 Oct 2019 19:58:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/import-your-phone-s-contact-list-android/01/377352#M1362
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-17T19:58:23Z</dc:date>
</item>
<item>
<title>Popular custom reports in QuickBooks Online</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/popular-custom-reports-in-quickbooks-online/01/376974#M1358
</link>
<description>
Learn specific ways to customize your reports to get awesome insights. Your financial reports tell you a lot about your business. Customize your reports to focus on specific details and learn even more. Here are a few ways you can customize reports to fit your specific needs. See all customer or supplier payments Add filters to Transaction List reports to see transactions for your customers or suppliers. Go to the Reports menu, search for and open a&nbsp;Transaction List by Date&nbsp;report. Set the date range. From the Group by&nbsp;drop-down menu, select either Customer or Supplier. You can also select Employees as a group. Select Customize. In the window, select the Filter ▼ icon to open the section. From the Transaction Type drop-down, select Payment. You can also select other transaction types you want to see on the report. If you want to see everything, select All. To see specific customers or suppliers, select them from the Name drop-down menu. When you're ready, select Run report. Compare income or expenses by customer or supplier Want to know who's bringing in the most income? You can easily filter income or expenses by customers or suppliers. Run an income and expense report for all customers or suppliers: Go to the Reports menu. Search for and open a report, like a Profit and Loss...
</description>
<pubDate>Thu, 03 Oct 2019 18:41:35 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/popular-custom-reports-in-quickbooks-online/01/376974#M1358
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-03T18:41:35Z</dc:date>
</item>
<item>
<title>Record your bounced cheque</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-your-bounced-cheque/01/376650#M1357
</link>
<description>
Find out how to enter a bounced cheque transaction in QuickBooks Online. A cheque bounces when your bank account has non-sufficient funds (NSF) or doesn’t have enough money to cover the cheque amount. When this happens, your bank charges you an NSF or bank fee. Check out the different bounced cheque scenarios and ways to record them in QuickBooks. Scenario 1: Your cheque bounces but your bank covers it and charges you a bank fee. You only need to record the bank fee since your cheque was processed. To do this: Go to the Create ⨁ icon, then select Expense. From the Payee ▼ drop-down menu: Select the supplier if the bank charged it to them. Select the bank if they charged it to your account. From the Payment account ▼ drop-down menu, select the account you use to pay expenses. (Optional) To distinguish it from other expenses, enter “NSF fee” in the Ref no. field. Under the Category column, select Bank Charges. Enter the amount you were charged for. Select Save. Scenario 2: Your cheque bounces but your bank doesn’t cover it. The supplier returns the cheque without redepositing it. You need to record the bank fee and void the cheque since your supplier didn’t accept it as payment. To void a cheque and record the bank fee: Go to the Expenses menu, then select Suppliers. Select the ...
</description>
<pubDate>Thu, 26 Sep 2019 05:56:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/record-your-bounced-cheque/01/376650#M1357
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T05:56:58Z</dc:date>
</item>
<item>
<title>
How to use alternate suppliers in QuickBooks Enterprise Solutions
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-use-alternate-suppliers-in-quickbooks-enterprise/01/375431#M1356
</link>
<description>
Learn how to compare alternate suppliers in QuickBooks Enterprise Solutions. If you’re working with multiple suppliers, keeping track of things like pricing or lead times can be tricky. Depending on the suppliers you use, these can also vary between them. Using alternate suppliers makes it easy to match your suppliers items with your inventory. When it’s time to make a purchase, you can easily compare and choose which supplier to purchase from at any given time. Note: To use alternate suppliers, you’ll need to turn on Advanced Inventory for QuickBooks Enterprise Solutions (QBES). How to view supplier items The supplier item list has the details of all inventory and non-inventory purchases from suppliers in the last 12 months. This includes the purchase price, purchase date, and quantity. Select Suppliers. Select Supplier Centre. Select the supplier, then select the Items tab. How to upload a supplier price list If you’re working with a new supplier, you can import their price list. The price list can include the item pricing, lead time, unit of measure, and part numbers. Select Suppliers. Select Supplier Centre. Select the Items tab. Select Excel, then select Import from excel. How to assign alternate suppliers for inventory You can assign up to 4 alternate suppliers to displa...
</description>
<pubDate>Tue, 24 Sep 2019 16:39:58 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-use-alternate-suppliers-in-quickbooks-enterprise/01/375431#M1356
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-24T16:39:58Z</dc:date>
</item>
<item>
<title>Email sales forms in QuickBooks Desktop</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/email-sales-forms-in-quickbooks-desktop/01/375430#M1355
</link>
<description>
Sending sales forms to your customer via email is easy, whether you’re sending one invoice to many customers or many invoices to a single customer. You don’t need to send forms one by one in QuickBooks. QuickBooks can hold your forms until you’re ready to send them all at once. To save the forms: For most sales and purchasing forms On the main tab at the top of the form, mark the Email Later checkbox. Save the form. For statements Go to the Customers menu, then select Create Statements… Under Select Customers, select the appropriate option. Select E-mail, then Send Later. Send many forms to a single customer (QuickBooks 2020 only) Go to the File menu, then select Send Forms… Using the checkbox, select all the forms you want to send. At the bottom of the box, select the checkbox for Combine forms to a recipient in one email. Select Send Now. NOTE:&nbsp; This feature only works in files without a Payments subscription. Send forms by batch Go to the File menu, then select Send Forms… Using the checkbox, select all the forms you want to send. Select Send Now. You can also edit or remove an email from the list while on the Select Forms to Send window. Edit an email Select the appropriate email, then Edit Email. Edit the email as needed in the Email Text box. QuickBooks automatically sav...
</description>
<pubDate>Mon, 07 Oct 2019 15:33:48 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/email-sales-forms-in-quickbooks-desktop/01/375430#M1355
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T15:33:48Z</dc:date>
</item>
<item>
<title>
System requirements for QuickBooks 2020 and Enterprise Solutions 20.0
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/375429#M1354
</link>
<description>
Find out what your computer needs to run the best QuickBooks Desktop experience. Get the best experience in QuickBooks. Here’s helpful info about the operating system, hardware, software, and other requirements to run QuickBooks Desktop. QuickBooks Pro/Premier 2020 and Enterprise 20.0 Operating Systems Windows 10, all editions including 64-bit, natively installed Windows 8.1 (Update 1), all editions including 64-bit, natively installed Windows 7 SP1, all editions including 64-bit, natively installed (only supported until January 2020) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Note: QuickBooks requires you to use Windows natively and not through an emulator or virtual environment. Database Servers Windows (natively installed) Windows Server 2019, and Essentials Windows Server 2016, and Essentials Windows Server 2012 R2, and Essentials Windows Server 2012, and Essentials Windows Server 2011 Windows Small Business Server 2011, Standard and Essentials Windows Server 2008 R2 SP1 Windows 10 Windows 8.1 (update 1) Windows 7 SP1 (Enterprise and Professional editions only) Linux (when using QuickB...
</description>
<pubDate>Wed, 09 Oct 2019 11:39:54 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/system-requirements-for-quickbooks-2020-and-enterprise-solutions/01/375429#M1354
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T11:39:54Z</dc:date>
</item>
<item>
<title>What’s new in QuickBooks Desktop 2020</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-new-in-quickbooks-desktop-2020/01/375428#M1353
</link>
<description>
Learn how the new features in QuickBooks Desktop Pro and Premier 2020 and Enterprise 20.0 can benefit you and your business. To run your growing business, the easiest and most productive QuickBooks is here. Check out the new features and improvements. QuickBooks Desktop Pro, Premier, and Accountant Automated Payment Reminders:&nbsp; If you spend a lot of time following up on accounts receivable, payment reminders automate the most painful part - identifying overdue invoices &amp; composing emails. You can schedule, review and send payment reminders to your customers for their due/overdue invoices. Automatically add customer PO# to Invoice emails: If you work with customers who need to connect purchase orders to their invoices, you can make life easier for them by adding their PO number as the first thing they see in the subject of invoice email. Combine multiple emails:&nbsp; You can improve customer service by combining all invoices meant for a single customer into one email just by checking a box. Company file search:&nbsp; Easily find and open your company files with the addition of a file search option on the No company open screen. Enhanced Accessibility:&nbsp; Accessibility enhancements to improve usability for vision-challenged users on the Bills, Invoice and Write Check screens. QuickBooks En...
</description>
<pubDate>Thu, 10 Oct 2019 20:12:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-new-in-quickbooks-desktop-2020/01/375428#M1353
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T20:12:42Z</dc:date>
</item>
<item>
<title>Release notes for QuickBooks Desktop 2020</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/release-notes-for-quickbooks-desktop-2020/01/375427#M1352
</link>
<description>
Learn what’s new and improved in the latest updates to QuickBooks Desktop 2020 and Enterprise 20.0. We update QuickBooks regularly to give you a better experience and fix issues. These release notes explain what's new and improved. Note that each new update includes all the changes from earlier updates. If you have automatic updates turned on, QuickBooks will download updates for you. But you can check for updates manually at any time. Release R1 (R1) Here's what's new in this release: Bug Fixes Exporting a large report to Excel now supports more than 256 columns. Fixed exception handling issue when selecting the Statement Writer "Cancel" button. Performance enhancements for FIFO enabled company files (especially effective for large company files). Resolved issue where you had difficulties resizing the reports window when using multi-monitor mode with a vertical monitor. QuickBooks will now correctly install without internet connection. You can now modify a contact after converting a lead into a customer. Clicking back on Self-Help window now takes you back to the previous page, not the primary search screen. Resolved issue where you were unable to send general journal entries from QuickBooks.
</description>
<pubDate>Mon, 07 Oct 2019 15:33:46 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/release-notes-for-quickbooks-desktop-2020/01/375427#M1352
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T15:33:46Z</dc:date>
</item>
<item>
<title>How to customize and manage payment reminders</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-customize-and-manage-payment-reminders/01/375388#M1351
</link>
<description>
Learn how to automatically send custom payment reminders to your customers. Automated payment reminders let your customers know when they have invoices they still need to pay you for. Here's how to set up and customize your company's automatic email reminders. Once you're set up, QuickBooks will let you know when you have reminders available to send, and you can approve them before they go out. How to set up payment reminders Go to the Edit menu, then select Preferences. Select Payments, then select Company Preferences. Set the time you’d like to be reminded to review and approve reminders. How to schedule payment reminders Go to Customers, then select Payment Reminders. Select Schedule Payment Reminders. You’ll be walked through the process of creating a schedule, mailing list, and how often reminders are sent. You can also add reminders to be sent before or after the due date. How to review and send payment reminders While you’re working in QuickBooks, you’ll see a prompt to review and send your payment reminders. You can choose to: Close: This closes the prompt and nothing is sent. Send now: This sends the day’s scheduled reminders. Review and send: This allows you to review and send reminders. How to track payment reminders There are two ways you can see the details of the...
</description>
<pubDate>Thu, 26 Sep 2019 15:19:04 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-customize-and-manage-payment-reminders/01/375388#M1351
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T15:19:04Z</dc:date>
</item>
<item>
<title>Run reports by class</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/run-reports-by-class/01/372542#M1350
</link>
<description>
Learn how to run reports by class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to keep a close eye on each segment in your business. You can run reports to see your sales, costs, or profitability by segment. Then, you can choose to use this info to plan ahead and&nbsp;set a budget by class. To get started, go to Reports, then select Standard. Once you're there, here’s what you can do. See sales performance by class Go to the “Sales and customers” group of reports. Then, run these reports: Sales by Class Detail. This groups your sales by class, and shows more info, like date, type, product or service, quantity, rate, amount, and balance. Sales by Class Summary. This groups your total sales by class. See your business spending by class Go to the “Expenses and suppliers” group of reports, then run Purchases by Class detail. This groups your purchases by class. See your profitability by class Go to the “Business overview” group of reports, then run Profit and Loss by Class. This groups your income, expenses, and net income by class. See tran...
</description>
<pubDate>Thu, 10 Oct 2019 16:00:26 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/run-reports-by-class/01/372542#M1350
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T16:00:26Z</dc:date>
</item>
<item>
<title>Track your transactions by class</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-transactions-by-class/01/372509#M1349
</link>
<description>
Learn how to assign classes to transactions in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. Once you’ve set up your classes, you can start to organize your customer and supplier transactions by class. We’ll show you how, so you can get a clear picture of your profitability by business segment. Tag a class to a transaction Here’s how to tag a class to each row or item in any transaction. Tip:&nbsp;You have the option to assign one class to an entire invoice, receipt, or any other customer transaction. This saves you time if you don’t need to track each product you sell by class. If you want to track your customer transactions this way, follow the steps in "Change how you tag a class in customer transactions" section. Go to the Create ⨁ icon and select the type of transaction you want to record. Add the details of the transaction. Assign a class: To assign one to entire invoice or receipt, select the Class ▼ drop-down at the top. To assign one to each item (or row), add the class in the Class column. Tip: Need a new class? Select + Add new at the top of the drop-down list to quickly crea...
</description>
<pubDate>Wed, 09 Oct 2019 16:53:32 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-transactions-by-class/01/372509#M1349
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T16:53:32Z</dc:date>
</item>
<item>
<title>Set budget targets for each class</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-budget-targets-for-each-class/01/372482#M1348
</link>
<description>
Learn how to set budget targets for each class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. If you track transactions by class, it’s easy to plan ahead for each segment. You can create a budget by class based on profit and loss from last fiscal year. This helps you set more manageable budget targets for each part of your business. Then, you can run reports to see your progress towards your goal, so you can stay on track. We’ll show you how. Step 1: Review your profit and loss by class If you haven’t yet, check your profitability by class from your last fiscal year. Make sure the numbers are right. When you’re ready to add a budget, these figures will help you base your targets on last fiscal year’s financial performance. Go to Reports and select the&nbsp;Standard tab. Search for and run the report Profit and Loss by Class. Go to the top of your report. Select the Report period ▼ drop-down. Then select Last year if your fiscal year starts in January. If not, select Last fiscal year. Select Run report. Step 2: Add a budget goal for each class Ready to plan ahead? Learn how to create a...
</description>
<pubDate>Thu, 10 Oct 2019 16:00:23 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-budget-targets-for-each-class/01/372482#M1348
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-10T16:00:23Z</dc:date>
</item>
<item>
<title>Create and manage your class list</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-and-manage-your-class-list/01/372481#M1347
</link>
<description>
Learn how to add, delete, or restore a class in QuickBooks Online Plus. New to class tracking? Classes represent meaningful segments in your company, like store departments or product lines. Check out our class tracking overview to learn if it’s the right tool for you and how to get started. After you turn on class tracking, create a class for each segment in your business. You can organize your customer and supplier transactions by class. This lets you get clearer insights on your sales, expenses, or profitability by business segment. We’ll help you set up your classes. How to add a new class Remember, it’s best to keep it simple. Too many classes can sometimes become time consuming to work with. And the more straightforward your classes are, the easier it is to understand your reports. Note: Only admins in QuickBooks Plus and Advanced can create classes. If you don’t have Plus or Advanced, it’s easy to upgrade your plan once you’re ready to use class tracking. Go to Settings ⚙ and then All Lists. Select Classes. Select New. Give this class a name. To add a sub-class, select Is a sub-class and select the main class. You can nest up to five classes. Select Save. Once you’re all set up, you can start to track your transactions by class. Getting a usage limit message? This means...
</description>
<pubDate>Wed, 09 Oct 2019 16:53:35 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/create-and-manage-your-class-list/01/372481#M1347
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-09T16:53:35Z</dc:date>
</item>
<item>
<title>Reauthorize QuickBooks Desktop to keep using Gmail</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/reauthorize-quickbooks-desktop-to-keep-using-gmail/01/368807#M1346
</link>
<description>
Learn how to reauthorize QuickBooks Desktop to continue using Gmail. Google has recently updated its privacy policy. Any app accessing Google data needs to be reauthorized to make sure it remains compliant with their policy. Here's what to do. How to authorize QuickBooks Desktop to use Gmail If you've configured Gmail to use enhanced security, you'll be prompted to authorize QuickBooks Desktop when you send a transaction or report. Note: If you haven't updated to the latest release of QuickBooks Desktop, you might get the error "QuickBooks is unable to send emails due to network connection failure" when emailing a transaction or report. From any open transaction or report in QuickBooks, select Email. Select Send, you may be prompted to log in with your Intuit credentials. Select Continue in the Webmail Authorization window that opens. Select Allow. There's no need to uncheck any default permissions set by Google. Note: If you have QuickBooks Desktop 2016 or older, you can keep sending emails as usual. However, there was no enhanced security Gmail option in the older versions, so it's expected that Google might stop supporting this feature in the future.
</description>
<pubDate>Fri, 11 Oct 2019 22:26:57 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/reauthorize-quickbooks-desktop-to-keep-using-gmail/01/368807#M1346
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-11T22:26:57Z</dc:date>
</item>
<item>
<title>
Delete or disable cache and temporary internet files in your web browser
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-or-disable-cache-and-temporary-internet-files-in-your-web/01/368196#M1344
</link>
<description>
Learn how to delete browser cache or cookies to easily access your QuickBooks Online account. You may experience the following issues when accessing your QuickBooks account. Each time you try to log in with the correct user ID and password, you see the login screen again. You are asked to log in when you go from screen to screen. You can't view forms and see a message indicating that the application is still trying to download forms. You are experiencing issues exporting to your accounting software. Note: To have the best and most secure experience with QuickBooks Online, use a supported, up-to-date browser. These can be caused by browser cache or cookies. The browser cache is designed to be a performance booster. When you go to a page, the browser looks in it's cache to see if it has recently downloaded the requested data and if it has, serves it up from the local machine's storage device instead of re-downloading. At times, the stored data can cause some odd errors and simply needs to be cleared from the browser. Browser cookies are small text based files that store some information about both the specific website and the user accessing that site. Cookies allow websites to store your preferences, such as your postal code for weather sites or profile specific information you ...
</description>
<pubDate>Thu, 26 Sep 2019 02:35:18 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/delete-or-disable-cache-and-temporary-internet-files-in-your-web/01/368196#M1344
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T02:35:18Z</dc:date>
</item>
<item>
<title>Using the call-back feature</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-call-back-feature/01/368117#M1343
</link>
<description>
Note: if you are a National, Elite, or Platinum ProAdvisor you can still take advantage of our full-slate scheduled service appointments. Review the ProAdvisor Tiers and the&nbsp; benefits they unlock in QBOA by selecting ProAdvisor, then Benefits. What is the call-back feature? Call-back is a new feature that allows you to request a callback from Support instead of waiting on hold for an available agent. Who can use call-back? QuickBooks Online for Accountants (QBOA) customers QuickBooks Online (QBO) users How does call-back work? Simply enter your contact information and a support agent contacts you directly via phone within a few minutes. Why use call-back? The goal of the call-back feature is to improve your customer experience when seeking support. It increases your productivity because instead of waiting on hold you can schedule a callback and work while you wait. How to request a call-back Click the Help option in the top-right corner of your QuickBooks product. Enter your issue in the search bar (for example, “update credit card”) and review the results. If you don’t find a solution, select the Contact Us button: On the Ways we can Connect menu, select the Get a callback button. The contact information window displays. Enter your contact information and select the Call me b...
</description>
<pubDate>Mon, 07 Oct 2019 17:40:15 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/using-the-call-back-feature/01/368117#M1343
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T17:40:15Z</dc:date>
</item>
<item>
<title>Set up and use class tracking</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-and-use-class-tracking/01/365517#M1342
</link>
<description>
Find out how to track account balances using different classes in QuickBooks Desktop. Class tracking lets you track account balances by department, business office or location, separate properties, or any other meaningful breakdown of your business. This lets you track segments you want to keep a close eye on. For example, if your restaurant has 3 locations, you can create Uptown, Midtown, and Downtown class to track account balances by location. If you're a farmer, you can create a class for each enterprise: corn, hogs, and soybeans. At the end of an accounting period, you can create separate reports for the restaurant and the farm per location and enterprise, respectively. Step 1: Turn on class tracking Helpful tips! You only need to set up the withholding tax account and item once. Next time you have to charge off withholding tax, just use your existing withholding tax item. Set up classes based on the type of reporting you want to do and consider how you want to see your business segments on reports. Set up an “other” class to classify transactions that don't fit any class you defined. Open your company file. Go to the Edit menu, then select Preferences. Select Accounting, then go to the Company Preferences tab. Select the Use class tracking for transactions checkbox. If y...
</description>
<pubDate>Sat, 12 Oct 2019 01:37:31 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/set-up-and-use-class-tracking/01/365517#M1342
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-12T01:37:31Z</dc:date>
</item>
<item>
<title>Get your project labour costs in real-time</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-your-project-labour-costs-in-real-time/01/365443#M1341
</link>
<description>
Learn how&nbsp;to set up and run a Time Cost report to get your project labour costs in real-time. If you’re a few days away from running payroll and want to get your labour costs now, use your Time Cost report. Follow the steps below after you set up projects with payroll for the first time. You can do this any time between payroll periods to get your hourly cost rates in real-time. Step 1: Calculate your labour costs Select the Projects menu. Select Hourly cost rate. This opens the hourly cost rate window. Select + Add Employee (if you have not already added an employee) Select&nbsp;Add next to an employee’s name. Select the calculator icon to pull up the cost calculator. Add your employee’s hourly wage and employer taxes. For hourly employees If your employee is hourly, QuickBooks adds their hourly wage and employer taxes for you. For salaried employees If your employee is salaried, you’ll need to convert their annual pay and employer taxes to an hourly rate. A simple way to do this is to divide their annual wage by the number of weeks worked for the year. Then divide by the average hours worked per week. You can also enter data for their additional employer taxes, workers’ comp, and overhead&nbsp;to get even more accurate hourly cost rate info. When you’re done, select Add to save the co...
</description>
<pubDate>Thu, 26 Sep 2019 02:37:26 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/get-your-project-labour-costs-in-real-time/01/365443#M1341
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T02:37:26Z</dc:date>
</item>
<item>
<title>Track your services or non-inventory items</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-services-or-non-inventory-items/01/365061#M1339
</link>
<description>
Learn how to set up and track your services and non-inventory products. In QuickBooks Online, it’s easy to track what you make and spend on each product or service. To help you get started, here’s how to add the services you provide to customers, like design or bookkeeping services. You can also follow the same steps to add anything you buy or sell but don’t track as inventory. Note: If you track what’s on hand, here's how to set up your inventory products instead. Step 1: Add your service or product’s name, SKU, or category Tip: Already keeping track of your products and services in a spreadsheet? Save time and import them all at once. Go to Sales, then Products and Services. Select New or Add a product or service. Select Non-inventory or Service. Add a name, SKU, or category for what you're tracking. Tip: Categories let you group products and services so they’re easier to find. Learn how to use categories. Next, add the info you need for tracking what you make and spend on each product or service. Step 2: Add your service or product’s sales info Select I sell this product/service to my customers. This lets you track what you make on this product or service. Add this item's description on sales forms. This shows on invoices, sales receipts, and other forms you send to custome...
</description>
<pubDate>Mon, 07 Oct 2019 17:40:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/track-your-services-or-non-inventory-items/01/365061#M1339
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-07T17:40:00Z</dc:date>
</item>
<item>
<title>
Update your Payments deposit account for QuickBooks Online
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payments-deposit-account-for-quickbooks-online/01/364870#M1338
</link>
<description>
If you use QuickBooks Payments for credit card processing, it's easy to update where your funds get deposited to. Go to&nbsp;Settings&nbsp;⚙&nbsp;at the top, then choose Account and Settings. Select Payments from the left menu. In the Deposits section, select Change bank. Select Add new bank account. Enter the account number and routing number, then select Done. To change the account you use for recording processed payments, update your Payments preferences in QuickBooks instead. This doesn't change your actual Deposit Account.
</description>
<pubDate>Thu, 17 Oct 2019 22:04:49 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/update-your-payments-deposit-account-for-quickbooks-online/01/364870#M1338
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-17T22:04:49Z</dc:date>
</item>
<item>
<title>What's an opening balance?</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-an-opening-balance/01/364443#M1337
</link>
<description>
Learn about opening balances in QuickBooks. In QuickBooks, you use accounts to track your bank and credit card transactions. These accounts need to match the real-life accounts you're tracking. When you create a new account in QuickBooks, you pick a day to start tracking transactions. To do this, you enter the balance of your real-life bank account for whatever day you choose. Learn how it works An opening balance is the starting point for the account you create in QuickBooks. It summarizes all past transactions in your real-life account up to the opening balance date. Think of it as a snapshot of the account's history. Choose an easy date to start your opening balance. If you just opened a new account at your real-life bank, use the day you opened the account. If you've had the account for a while, set your opening balance for the end of the month when you get your next bank statement. Whatever date you choose, use your bank statement to get the account balance for that day. Check out a few examples Let's look at an example. You open a brand new account at your bank with $100. If you create a QuickBooks account and set the "as of" date for the same day, the opening balance is $100. You can start the opening balance on any day. Many of us choose a date that's in the middle of ...
</description>
<pubDate>Wed, 16 Oct 2019 18:47:17 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/what-s-an-opening-balance/01/364443#M1337
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-10-16T18:47:17Z</dc:date>
</item>
<item>
<title>Client list syncing FAQs</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/client-list-syncing-faqs/01/363919#M1336
</link>
<description>
As part of an ongoing goal to give our accountant community clean and accurate data, we’re cleaning up the client list. You’ll now have the most up-to-date status of your clients in QuickBooks Online Accountants. What’s changing? Client lists you can access should now all be the same. We’re taking the last time you made changes to a client and making sure it’s reflected everywhere. This will make the client list easier to maintain and updated. Will my experience be different? Due to possible status changes on your clients, there could be changes to your list. This depends on if the information was up-to-date before the change. A few things you may see: Clients missing from the list: If you’ve previously marked a client as inactive and it hasn’t changed in QuickBooks Online Accountant, the system upgrade will mark the client as inactive for you. To find the client, you’ll need to change your client list filter to see inactive clients. To change a client back to active: Select Clients. Select the small gear ⚙above ACTIONS. Select Make active. Additional clients showing up on the list: If you’ve added clients in the past and they didn’t show on your list, you might see them after the system upgrade. To change the client to inactive: Select Clients. Select the small gear ⚙above AC...
</description>
<pubDate>Thu, 26 Sep 2019 08:46:00 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/client-list-syncing-faqs/01/363919#M1336
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-26T08:46:00Z</dc:date>
</item>
<item>
<title>
How to correct a customer's credit card payment that was processed twice by mistake
</title>
<link>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-correct-a-customer-s-credit-card-payment-that-was/01/362306#M1335
</link>
<description>
When a credit card payment is accidentally charged twice for a customer, the resolution process will depend on whether the settlement cutoff time (3 PM PST on the same business day) has already passed for the charges.&nbsp;If the settlement cutoff time has passed for both charges, the customer's card&nbsp;will be charged twice. Refunding the customers credit card If the card is charged twice, you will first need to refund the customer's credit card. Select&nbsp;Create ⨁. Under Customers, select&nbsp;Refund Receipt. Select the name of the customer. From the Payment Method drop down menu, select the type of credit card your customer uses (Visa, MasterCard, etc.). Make sure Process&nbsp;Credit Card is checked. Go to the Product/Service column then select&nbsp;the product/service item you use for refunds. (If you don't have an item for refunds, select Add New to set one up). Enter the Amount as a positive number. Enter any other information you want saved with the refund. Select Save. If you voided the extra payment, you will need to re-enter it with the following steps: Select the&nbsp;Create&nbsp;⨁ icon, then select Receive Payment. Enter the customer's name and the amount of the payment. If there are invoices with open balances, clear any check marks&nbsp;next to&nbsp;them to un-apply the payment. Choose the credit card as the...
</description>
<pubDate>Tue, 24 Sep 2019 16:03:42 GMT</pubDate>
<guid>
https://quickbooks.intuit.com/learn-support/en-ca/help-articles/how-to-correct-a-customer-s-credit-card-payment-that-was/01/362306#M1335
</guid>
<dc:creator>QuickBooksHelp</dc:creator>
<dc:date>2019-09-24T16:03:42Z</dc:date>
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