Other Questions

Foe example many clients need to allocate line in an invoice/Bill to program and a project. this will be location-class. However it only works for the whole invoice/Bill.

When the payroll is run, the process is manual and I cannot see any option to use epay.  

Has anyone have experience with exporting bills/expenses from Expensify to QBO? Even though there is a merchant name on the bill in Expensify, in the export to QBO the employee name who entered the bill is being used in QBO, not the merchant's name? How to get QBO to recognize the merchant name used in Expensify for payables?

Hi, I am trying to import invoices in USD to QBO by CSV files, but QBO doesn't let me and keep showing undefined errors. I think it might be something wrong with the exchange rate. The exchange rate isn't auto-filled as usual when I change the transactions' dates. I don't want to manually enter 100 invoices in QBO - it is a nightmare. Import invoices function in QBO sucks. Can't import with the negative amount (so how about the discount and credit memo???). Please help.

I received a tip as an over payment for a invoice.  To record the tip, I created a new invoice for it as per QBO instructions however it will not let me save the invoice without selecting a sales tax amount.  Which sales tax category should I select to not alter the tip amount?

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QUICKBOOKS 2021 PREMIER DESKTOP INSTA;;ED, ASK FOR MATHEMATICA5 FONT EVERY TIME PRINT

We use QB Desktop.  When creating an Invoice for a customer we have Billable Expenses via "Add time/Cost".  The "Expense" Tab is where we are picking up these billable items.  They originate from Journal Entries where line items are Ticked as billable to a specific Customer Job.  What is occurring is not only are these line items appearing in the Billable Expenses list but so are payments made by the Customer.How is this occurring?  When entering a Customer payment, we are not indicating it is a Billable item.  I don't even see the option to make it billable.  Somehow the system is doing this on it's own.  Does anyone know how to stop this?

We are using QBO multicurrency.  We invoice in USD, however, the customer is paying us in CAD.Here's how I've accounted for this;1) Determine FX actually incurred2) Received USD invoice into USD bank account using FX determined from 1)3) From bank feed, transfer the CAD funds actually received to USD bank account, again, using FX determined in 1)Using this method, there is no way to account for FX realized gain/loss.  Does anyone know how to do this correctly?   

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We currently have subcontractors working for us that we want to bill to clients as if they were staff, by tracked time by project.  We pay these subs as vendors by creating a bill based on the timesheets they have submitted. I have set up an item to use when inputting their time so that it is expensed when input but posted to income when we invoice them to the client. When I create a client invoice that includes a sub's time, I add their time using 'adding time and costs' and selecting their time from the 'time' tab, but because I've also created an invoice for the sub in order to pay them as a vendor, their invoice also shows up under 'items', which I assume I also have to import onto the client invoice. Because I don't want to double-bill the client, I delete line item showing the sub's invoice.  But should that invoice be showing up as billable to the client at all?  When I use the sub's time to create their own invoice to pay them, should I be using th

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When I'm doing estimate or invoice, I prefer to use description to find that item in item list. How can I do this? I know how to use name to get the items.

Just started the Free Trial for QB Essentials and have everything set up (payments, sales tax etc). But when I test out making an invoice, I can add a product but the Sales Tax drop down won't bring up anything.  When I make a product, I also can't add any sales tax in the drop down menu.  My sales tax is set up for Canada - ON and I have everything set up for it.  Any help? Is it just a free trial thing that won't let me? Thanks

I have a customer who is also a vendor.  How do I apply a vendor credit to a customer invoice with Quickbooks Online in Canada.  Step by step would be greatly appreciated!

I have tried looking everywhere for this but couldn't find it in any of the support articles. On a side note: Does QBO support transactions from different countries (+recurring from different countries?) Thank you!

im using network solution webmail host. how do i set up or link my web email in quickbook desktop?

I need to filter a report to know how much GST I paid for certain accounts by class.  I've tried a couple of different methods, but the one that's gotten me the closest is to run a detailed P&L, filter by "multiple accounts" and "class" then add the "sales tax amount" column.  However, this gives me the total sales tax amount including PST, and I need only GST.   How do I refine this to show GST only?

Hi: How to back up a 2020 year without backing up 2021 and 2022.  I have an audit and they want to see only 2020 files on the backup. I'm using QuickBooks Desktop Enterprise 2020

The connection issue was only temporary and has resolved ever since but the notice is there every time I go to that page. Is there a way to clear it permanently? Thanks

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When auto tracking turn itself on , it also undoes some trips that have already been reviewed - making for double the work.

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Hi there,I want to know if there is a way to enter PPE and supplies that we use on jobs but we don't want to charge our customers for them but we want to keep an actual cost for said materials per job project.  Helpppppp, is there a way to do this? 

My customers can’t see attachments. I attached pdf service reports to my invoices and the customer doesn’t see them but they are there when I open the invoice in qb.