Expenses & Suppliers

Hi there,  How do I record Prepaid Expenses (first and last studio rental payment) that was partially paid by our company and partially by an employee.And then later, how do I reimburse that employee for the amount he paid.Please advise. 

When I began with this company, I replaced the previous bookkeeper with no prior QBO experience. Somehow when the company was started, there was a shareholder loan account set up for the owner. It appears on QBO as a bank payment account if that makes sense. Importantly, right now the owner and business do not owe each other anything; this account was set up for the owner to loan money to the company to help with cash flow during the pandemic. It has all been repaid. A lot of transactions have been misassigned to this account - anytime the owner purchased something on his personal credit card for the business and was reimbursed, both the expense and reimbursement were assigned to this account.  My question - how do I keep track of employee expense reports? In this case, all of the personal credit card charges should have been assigned to an expense report and then the employees expense report would be paid off. Do I make another bank payment account for the owners expens

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Hi,I am looking for some advice. We have an account with Home Depot. Every quarter we are given a free gift card from Home Depot which accounts for 4% on every dollar we spent during that quarter. My first question is how I would record this gift in Quickbooks. (Would it be a Credit Card Credit?) Also, I was wondering how this would affect HST. As we will purchase tools and such with this gift card and pay HST on those items. (Do I need to account for the HST when we receive the gift card?) I am based in Ontario Canada.Thanks for your help!

Hello, I need to set up a role for my sales team that is similar to the time tracking only and expenses. They don't need to track time, however they do need to be able to submit reimbursable expenses. Within the existing role the expense submission is completely free hand, which unfortunately is useless. Similar to the existing function under Expenses to "Create a New Expense" they need to be able to select a category, write a description, assign a customer that exists in QBO,  select a class that exists in QBO, add tags, split the expense, add photo of the expense, etc... That expense then needs to be approved by the administrator and then reimbursed back to the employee. That employee should not have access to any other company information. If anyone can help with this it would  it would be very much appreciated. 

I cannot get the desktop version to load up.  says it doesn't support the browser.  I have edge and now downloaded firefox.  getting the same answer.  Could it be because my online version is still operating somehow?

How do I transfer an expense account list to excel as in equipment expense, etc.

Hello, I work for a small company and they pay 100% of our benefits from Blue Cross. How would I properly expense this in QB Online? Thank you in advance!

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Any solution for blurry receipt captures in QB app? Of course other than refreshing data lol

Can we charge our customer the 'custom entry' and 'custom tax' that we have been charged for importing COG?We buy vehicle/hirail parts from the US and install the parts on the vehicles in Canada. Thank you!

Is there a way to add the preferred payment method to a supplier in QB? We have some vendors we pay via credit card, ACH or cheque. Need to find a way to recognize how payment has been set up for each vendor. Also, need to have this viewed in a report.

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How do you change the payment account in an expense?

When searching for an item to insert into the PO, the drop down doesn't show the purchase description, only the sales description.  Because this is a PO, it should show the purchase description.

Which field would I use to update in an IIF file to upload Class into this section in a Bill?

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I pay most of my bills via Direct Bill payment or EFT.  I print maybe 2 or 3 cheques a year.  Is there any way to change the QBO default for payment from Print Later to "EFT"?  It is rather annoying that in QBDT if I changed the payment type, it remembered what I used for the next payment.  QBO however, seems to insist that I will print a cheque, whether I want to or not. Any thoughts?

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For example, it would be great to have a column in the expense transactions view for "Customer/Project" so I can quickly see if there are any expenses that are not currently assigned to a project that should have been.

We are a general contracting company and we purchased some barriers for a project. After the project finalized we sold them. How should we record this? Thank you

Hi all, When we pay our bills online, our banks here charge a fixed fee for every bill payment. Is it possible to pre-set this fee in Quickbooks Online, so with every Bill Payment the fixed fee will be booked to Bank Charges automatically?

We are a consulting firm.  We have subcontractor consultants who bill against projects.  We mark up the subcontractor's bill (so it cannot be directly billable to the customer, who does not see the subcontractor's rate or bill) and then then we invoice the customer based on the marked up subcontractors' bills.  In come cases, we have several projects for a single customer, and the customer requires us to submit separate invoices for each project.  Many consultants work on many different projects, some for the same customer, some for different customers.  Subcontractors itemize their hours against each project and customer on their invoices.  All good so far.  It looks like this: Subcontractor 1 Bill ---> ]Subcontractor 2 Bill ---> ] ---> Project X Invoice to Customer ASubcontractor 3 Bill ---> ]  Subcontractor 1 Bill ---> ]Subcontractor 3 Bill ---> ] ---> Project Y Invoice to Customer ASubcontractor 4 Bill

I am an interior designer who purchases items for my client's. I purchase these items at wholesale and sell them to my client with a markup. I'd like to know how to organize this within my Quickbooks Online. 1) I receive payment from my client upfront for the items2) I purchase the items from my vendorI have currently made my client's payment as a sales receipt but its showing up as a negative balance. So clearly something its organized properly. Thank you! 

I downloaded the transactions from the bank and they are all showing as opposite the actual transaction.  For example, a purchase I make is showing as income, not as an expense.