Other Questions

How do I close this box?The X in the top right corner does nothing, so this box sits on my bank reconciliation screen taking up valuable screen real estate. I'm not asking for help on the actual reconciliation, I know why there are uncleared transactions and it is expected for my purposes. Is there a more appropriate place to report this technical glitch in QBO's platform? Thanks 

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We have been using QB for payroll but this year we have added a 3rd party vendor to process payroll.  What is the best way to get the payroll figures into QB without using the payroll module?  Or, can I use the payroll module but just not print checks?  Also, how can I set up the calculation to remove RPP contributions before income tax is calculated? Thanks!

We would like to know about whether the result of Job profitability report filtering with "All ordinary income/cogs" can be synced to Salesforce using DBSync.We want to be synced only Income and COGS by JOB from Quickbooks to Salesforce.First of all, We thought this is the best way to sync the Income and COGS in Profit and Loss by JOBs. But unfortunately, we were not able to do it. Second, we were wondering if we could sync the result of the Job profitability report. but the result of the Job profitability report with default setting is different from the result of PL by JOB.We know the result of Job profitability report filtering with "All ordinary income/cogs" is the same as the result of PL by JOB. Do you have any idea to sync 

Hi. I am having trouble getting transactions from our Scotia Visa card. Scotiabank can't/won't help me...say they aren't trained on that. Any suggestions? Converting the pdf statement to CVS doesn't work either. I know that I need to reconcile this card because it's a corp credit card. I am just at a loss at how to get the transactions. I am showing Jan 2022, Dec 2022 and Jan 2023 in Quickbooks. I am missing Feb-Nov 2022 inclusive.

I have a client who paid off the remaining balance to an old AMEX credit card account at year end.The new account is made this year is reconciled and has no relationship to the previously closed account. Unfortunately, in order to reconcile December's checking account, I need to record the credit card payment made to the account that is not in Quickbooks.  What account should I record this credit card payment to? Is it an expense account? (if so which one) Thank you for all the future assistance.

My GST/HST owing has been paid through the tax payment page, which automatically recorded an entry. Although when looking at my Chart of Accounts or Balance Sheet it is showing the amount before I made the payment which is throwing off my books. If I make a journal entry for this amount to be applied as a debit to the GST/HST account and credit to Checking it puts my bank account out of balance but corrects the tax account. Why is the preauthorized payment recording, that I can't edit not linked to the GST account? 

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HI. I have matched some invoice to a transaction in bookkeeping but I hadn't received the remittance, it turns out that I matched the wrong invoices. How do I reverse this so I can match the correct ones. They are closed and paid. When I try to unmatch it comes up with an error because there is more than one invoice.

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After click submit bottom I got the messageError submitting filing electronically. Error reason: Employee street address is invalid or missing. It must contain an alpha character. Then I clicked to view which employee's street address in invalid It took different window then I got Gateway TimeoutThe proxy server did not receive a timely response from the upstream server.Reference #1.70fd017.1674673671.13809273 How do I find which employee's address invaild 

About mid-January our National Bank business chequing account bank text started downloading in French, not English, like it has been downloading since we first linked it (mid-2020, so approx. two years ago). Has this happened/Is this happening to anyone else? Specifically National Bank business chequing, but I assume it's something on NB's side so likely for anyone linking accounts to NB. If something like this has ever happened to you in the past, how long did it take to get resolved? If it took longer than a couple days, how did you deal with it? I have about 7-8 NB accounts I download and match in QBO, so it's going to be a pain anyway I deal with it in the meantime (i.e., manually uploading and then risking creating duplicates). I'm thinking my best bet is to exclude all the french transactions downloaded and then re-downloaded to beginning of Jan 2023, even if it might delay our closing a few days to catch up on the reconciliation. I fear it would get too dicey othe

Good afternoon,I am a fairly new QBO user (though not new to bookkeeping) and am having difficulty creating a monthly sales summary entry. I would like to do something along the lines of creating a daily sales receipt (as discussed in QuickBooks Help) in order to manually enter our ecommerce sales once a month. How do I do this when there are two separate sales taxes that we collect on some but not necessarily all of the sales? Sales taxes are set up in QBO. I tried to create a general journal entry; however, I found that if I did not choose an option for the sales tax field then no sales nor sales taxes would show up in the tax reports or if did then QBO would calculate it own incorrect tax amounts assuming that all the sales were subject to both taxes. Is there a way around this? 

Instructions has me wanting to print my Sales Tax Liability Report.  Under Reports, Vendors & Payables, I do not have the option to choose Sales Tax Liability Report.  What do I choose to print the report off before I migrate my information?

Hi there, I am entering my Etsy transactions into Month end journals on QB. Since July 2022, Etsy made changes to their tax collection that we now have to calculate ourselves depending on buyer's location. Now I have to separately show in the journal a US tax that is not collected by me but is retained by Etsy. How do I show this on the journal since this amount is not deposited into my account. I am calculating my GST/HST year end filing and I need to remove the US taxes from the total amount I have collected. Is this considered an Expense? Please and thanks

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Hi there, I am using QBO to do the bookkeeping for our bakery. Our POS system is Square, and at the end of the day Square deposits the day's earnings (including tips) into our bank account. QBO pulls this information and correctly tracks the deposit, and correctly creates an entry in a "Tips" liability account to track tips that have been collected but not yet paid out.At the end of the month, we pay our employees using QBO Payroll for their regular wages + controlled tips, either via cheque or etransfer. The problem is that QBO does not then update the Tips liability account with the controlled tips that were paid out on the paycheques. I am hoping someone has come across this issue and can help me sort it out. Thank you in advance.

I am having trouble trying to change the date format on invoices generated through QB. I have changed the date format via Preferences -> Reports -> date format. However this does not affect the date on the invoices. I would like to change the format so that it shows DD/MM/YYYY or 20 Jan 2023. Does anyone else have this issue? 

I am not getting any push notifications on mileage or transactions on my phone. Android S22 see photo attach

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Am I doing something wrong with QB online?TO PRINT A SINGLE CHEQUE:   - select the vender to make a payment on their accountTHEN PUSH - Print - Print cheque - Preview & print - Print - Print - PrintFINALLY WILL PRINT the cheque - 7 steps to ACTUALLY print a single cheque??

We are using QB Premeier installed on a server and the intention is to program something that automatically inputs some data. Is there an API for this or are we able to access the QB database via SQL Server Management Studio?

A client recorded about a year of payments all allocated to the wrong payment method. For example, all payments were recorded to a Current Asset account called Square Clearing instead of Undeposited Funds, now when I am trying to manually match the payments to bank feed, they don't show up. Is there a way I can bulk edit these transactions to make all of them go to Undeposited Funds? When I go into the Accountant Tools to Reclassify Transactions and enter the correct dates and select the Square Income Current Asset Account, the balance shows in the sidebar but none of the transactions appear.