Other Questions

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Re: Unreconciling Last Bank StatementAfter unreconciling, random deposits and open checks are showing up from previous months and even years showing up. Had reconciled checks showing up from 2021.spent over 6 hours on the phone with customer support, without results, and said all they could do is turn into engineering. It’s been 2 weeks and nothing resolved. Any suggestions?

I'm looking to make a list to export contacts into Active Campaign, so I need a list of customer email address, but I want to do it for a specific product/service that I offer instead of every email for every customer.

How do I attach a file to a journal entry?

I'm trying to pull a report that shows sales by customer with paid date in the excel file. Currently I have to drill down on each invoice to see the paid date. Is there a reason that when I customize the report to include the option "paid date" it pulls in blanks on the detail file? Thanks! 

We are on QB Desktop. We filed the Apr-Jun HST/GST last month. However, we just received 2 substantial bills dated May 2023. Once these bills are entered into QB, on the Jul-Sep HST/GST filing, will QB recognize these 2 May bills and include in the next quarter's filing. I want to avoid adjusting the Apr-Jun HST/GST filing. Thanks!  

I am trying to delete or exclude three transactions from an old disconnected bank account that are messing up my profit and loss as expenses. I can only find 'categorize expense" in my batch actions. I'm on Quickbooks online. I do not want to have to relink that bank account to take the action. 

I am using Quickbooks Desktop. We give and properly record advances to employees at times. My account has a balance at the moment. How can I pull a report to see  who's balances those are? I know that I can look up individual advance balances for employees, but I am looking to generate a report that shows all current advance balances at a glance. Is there a way? Thank you

I have even tried accpepting these transactions and made offsetting with my clearing account in hopes to finally remove them but they just keep coming back for review. These are interest deposits over 3 months time.  I can not get these 3 transactions to stop re down loading for review.

How can I restrict access/viewing of certain Memorized Transactions to specific users?

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Je parle dans une facture client.

Can I change FONT size on reports permanently.  The reports are pathetic to read.

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Hello,Is that possible to have customer's phone number displayed on the printed estimates?I know this can be done on QBDT. Thank you.

I have a client who uses QBO as a "dumping ground" for all his business & personal numbers. For 10 years, data has been entered into QBO but nothing ever reconciled. I do his business bookkeeping on another software but I use QBO to "cross reference" transactions and get info about invoices & payments. I'd like to start doing the bookkeeping in QBO and suggested a clean up. I 'd like to inactivate all the personal stuff & accounts. But for the reconciliation, can I choose a date (say the first day of this fiscal year) and start reconciling from that day on and forget about all the years earlier? I have the opening balance of the accounts from the other software.Should I even attempt this big mess or recommend that the client start fresh with a new company in QBO?

Is there any way to change the team member's email address in QB Time from that in QB?  For payroll purposes, QB has the team member's personal email address but we require the team member's business email to be available for notifications in QB Time.

I sent a customer an invoice with an early renewal discount but he didn't pay within the required timeframe. Based on his payment history, I suspect he will eventually pay but I don't want him to have that discount anymore. How do I keep him from just clicking the payment link in the original invoice and paying the discounted amount? Is there a way to disable the payment link in the original invoice so that he has to request a new invoice?

Is there any way to retain my page setup between sessions? Everytime I get things set up the way I like it on my Customer page (eg. Type. Status and Date) it rests to the default as soon as I close the program. 

I have QBO Advanced and have my customers grouped by Customer Types for as a way to identify Annual Subscription rate.  I'm looking for a way to add an invoice (or bill, etc..) so that their annual subscription is automatically added to their account.   I'm looking to automate this (if possible) so same product / fee can be added to a specific Customer Type.  I have 6 different Customer Types in my system. Thanks

Hello,  Is it possible to have the aging period bar that we see in the Summary A/R report in the Detail A/R report ? Ideally I would like to see the breakdown of all my invoices under that aging period bar.  Thank you for your help.

I am using Quickbooks pro 2013, and I have been filling my taxes with the Tax Agency Report all those years. Lately, I did my report for the 2023-04 to 2023-07 period, but actually forgot to do it for the period 2023-01 to 2023-03. Don't worry, it's already been paid 😉 Trying to clic on the "File Return" with the period 2023-01 to 2023-03, gives me the error :"You cannot file sales tax for a period that has already been filed", but I actually never filed for that period. Confirming this, when I look at the Vendor Information transactions, I can see that the first quarter of 2023 was not filed. So, how can I force it to do so? Or should I just leave it there, and keep my receipts for future references? Thanks. 

The error i am getting is "We found ONTARIO in AB, but weren't able to match Edmonton or T5G 1V8. Try spelling out the county name or leaving it blank." when i try to edit other employees i do not get the same error.

It says my desktop is no longer available and I cannot access my quickbooks