Other Questions

I have a customer that will split the invoice payment onto 2 credit cards. Is there a way to add another field to save, and apply, the second CC to the customers contact details?

I have created a template that works and looks great when I open template, but doesn't print AT ALL the same, won't put in taxes and won't put CANADIAN tax lines correct (We are not in Ontario we have PST & GST, not HST) 

As the title says , my QB mobile app does not show the recent 3000 transactions I have imported on my QBO account. yea the banks refreshed, app redownloaded , account re synced , I have read every single forum on the site and no one has a answer. the ironic thing is if I sign into QBO on q browser or my phone ( or through the AI chat that brings a browser within the app ) they both show my updated transactions ( imported via csv on the QBO account ).  this is really really frustrating as I have A LOT of expenses to catogrize and at this point this company is failing me after year 5. 2 days ago i tried to get help with this and was hung up on whilst talking to a human in tech support. please fix this . I am happy to make sure to never recommend this to many other business owners …. I feel very ignored at this point .  and to boot, I pay every month for the self employed app and that does not have any of the transactions either ! fix this or r

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When did QBO stop providing a default chart of accounts for new clients added by accountants?  It's only with accounts added by an accountant.

Is there a way to add the data form for the "Ship To" address onto a Statement Template?

How to I create a new account type in the COA? I am looking to add an account type to align with other franchises. I have looked through many of the help answers and it consistently talks about setting up the COA but we have it set up already. We are needing to add a type.

I have an IT guru that I pay at the end of the year.  He wants me to pull his EI and other taxes.  I set him up last week.  The only option I could find was for commision as salaried employees were paid out as per their salary, whether it was weekly, biweekly or monthlyI use QBO essentials with their standard payroll.  Right now, as I ran payroll for everyone but him on Dec 16, it is showing I still need to run it for that payday. I didn't check his name.  Usually each pay cycle everyone gets a check.Could I possibly just do a journal entry for him?  If so, could someone share a screen shot?  Ontario, 40K gros wage for the year, no EI as he doesn't reside in Canada but does want his CPP pulled as he is a CAD citizen.

Why has quickbooks changed the tax category on Tax Exempt past invoices for a whole month. Now those invoices are showing a balance. Going by the audit trail in QB it looks like something happened with month end reco or tax calculation. Not sure what. Please help. Thanks in advance

Last thread on this got deleted by QBO... big shock. Today, case ID: 1580182424been on hold for over an hour now, just trying to report that once again, email delivery of invoices is failing in the back end.Asked for escalation, 1 minute into the call... an hour later (not joking!) and she's now asking me how many different browsers I have tried.Ugh.Can you PLEASE train some of these people?Twice in the last year, you've raised your prices... yet nothing improves. Not the code, not the support, there are bugs that I reported two years ago, that I can still see. Do something, please! For god sake.

HiI have not filed through QB, but I have a refund from purchases that I created a GST receivable from.  Now, when the refund hits my bank account, I cannot seem to offset the receivable.  I get error messages - see below.How do I record this? Thanks!

Hello, I have questions regarding to Pro Tax auto assigned WAC. For example, if have 7 companies that need to file T2 by Pro Tax, Will Pro Tax assign different and unique WAC to each company?Does each company's  WAC keep the same every year, it won't be changed?   

When I log in with the primary admin account the only columns shown are date changed, user, event and historythe original transaction date and amount columns are not shown on the audit log in the primary admin account but they are shown in the secondary account

Hello,Product: Quickbooks Desktop ProLocation: Canada I am trying to record a fixed asset purchase, computer equipment paid by credit card, but also account for sales tax (HST).Have created the fixed asset account (and associated depreciation account for later use) for the item. As I understand it, the full acquisition cost of the asset should be recorded in the asset account, including taxes, freight costs etc. For example, equipment was $100 + 13% HST, so asset account should show $113 as cost. When recording the purchase, how do I setup the transaction, either through the credit card purchase screen or general journal? The problem is the sales tax amount. I need to record full asset cost, but at the same time have the $13 included in the sales tax report. Typically, on that purchase screen we enter the expense value as $100 and HST column calculates the right amount and will update the HST account. Total expense to vendor is correct ($113), the asset cost is recorded

I have received the worst customer service from a QuickBooks online Supervisor. I have been trying to get a refund for our QuickBooks Online payroll subscription that they have been charging us since JANUARY, which never worked, we never even could set up payroll, and we filed multiple complaints and requested support multiple times QuickBooks did NOTHING but keep charging us for the payroll portion. Now, they tell me they CANNOT refund me the full amount, how is that even possible? We never used it, we never were able even to set our employees up, and they never helped or solved any issue, why should we pay for a product that does not work? After thousands of calls and follow-ups taking me nowhere, I receive a call from Debbie Cole, a supervisor who was VERY VERY RUDE, hung off on my face, and did not do the minimum effort to solve my issue, the only thing she did was close the case and told me to take the three months refund and run, she literally told me that just take it and be hap

Many of our suppliers offer split 30/60/90 day terms on their invoices, or offer spring terms with even amounts due over 3 or 4 months.e.g. invoice is for $300.00, $100 is due April 1st, $100 is due May 1st, $100 is due June 1st. Is there a way to create these split terms when entering a bill into QuickBooks Online?

Scenario: Small business/two partners in General Partnership - one partner needs to pay interim tax instalments a couple of times a year Q1: Using $5000 as the number, and two payments in 2022, to go towards 2023 income tax payment for the year 2022 –– how is this recorded when paid from the Business Account? Q2: Using $10,000 each and similar to above scenario, two people paying income taxes in 2023 for the year 2022  –– how is this recorded when paid from the Business Account?

All our employees are paid based on an hourly rate, not a set salary. With every pay cheque, the correct amount of CPP is deducted (7.0%), however at the end of the year, when I'm processing T4 slips, the basic exemption is not being taken into account. Basically, what QB should be doing is for every single employee, the first $3,500.00 in income should be considered CPP exempt, no?

Hi, We recently moved from Quickbooks 2020 to QuickBooks 2023.  I installed a fresh copy of QuickBooks 2023 onto Windows Server 2019 and copied the data file from the old server.  Everything is working as expected, except that custom forms and templates created by the team on the old server are unavailable on the new one. Is there a way to move the customizations from the old server to the new server? Thank you!

I am trying to create a QBJ file for a client to import my adjusting journal entries. I have confirmed that the information is correct, and that the relevant date range corresponds to the journals I am trying to send, but not all of the journals are on the list. I have run Verify Data and Rebuild Data from Utilities, 12 of 34 journals are not showing up on the list to select. 

I received an email from intuit with the message: Here is your Intuit Research reward. Included is an electronic Tango gift card for $50.Does anybody know if it is real?

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Hello, When I went to file my HST today, the report had the wrong figures on it. After speaking with support we were able to adjust all the lines except line 101. The support agent said that line 101 does not include any sales figure that doesn't have HST assigned to it. From all my past experiences and from the CRA website line 101 is to include all HST and non HST sales. How can I figure out why my line 101 in quickbooks online is incorrect? TIA

We are moving from QBO to Desktop Premier Canadian 2021 Edition. Any suggestions to ease the move? We have 3 years of accounting data to bring over.We have no paid employees.We are funded by our own income - no donations or grants so farThank you!

I have two businesses that I have access to in QBO.  In one, when I use the "+" and "-" keys to affect the date, they work as expected and either increase or decrease the date by one day.  However, in the other, when I press "-" to move to the prior day, the "-" is typed in the field, removing the date value and leaving the "-" in red in the field with a dialogue bubble pointing at it saying, "Please make a valid entry". Is there a way to fix this in settings?  It makes no sense to me that the two clients do not work the same way.