Other Questions

I've just been using Quickbooks for a month but now I'm thinking about quitting the platform because EACH TIME I try to access an invoice or a quote it takes FOR EVER! I get that green circle circling for 10, 15 or even 30 minutes before opening the requested document!!! Just search "green circle" in here and you will notice I'm not the only one complaining about this issue!! We are paying for a """""""""""professionnal""""""""" service and we should be able to acces our documents WHEN WE WANT. This is unacceptable and do frustrating!And don't tell me to clear my cache and all of that because I did, multiple times..!!!My old school spreadsheets and excel invoices/quote were maybe rudimentary, but I least I could access them on demand....!

the entire period from July 29 to August 17 (12 transactions) are missing from the list of transactions in one of the bank accounts in quick books - they are neither in "For Review" not in "Categorized" sections

The green swirl comes up and, unless the page is refreshed, it continues that way. Any thoughts/ideas would be appreciated.

help line needed

Hi team, my subitems are not showing indented in my item list under the parent item as it shows in pic 1 attached. can someone help on this issue to make it as it shows in pic 2? Thank you in advance.  

A customer sent his Interac e-transfer payment to the Quickbooks email address on the invoice notificiation.   The etransfer is password protected, but he is saying the transaction has been processed.  How is this possible and is there anything I can do to have it looked into?  Thank you! 

My wife and I are retiring and want to sell our shares to our partner. How do I sell shares in the company, get the funds out, and what accounts do I use?  Preferred or common? Can I use retained earnings as  a source account?

Hi,I am using QB Pro 2020 Desktop on a W 10 computer.  After a recent update I found that my templates had lost their logos, they had to be recopied back into QBs. All my e-mail info was lost and had to be re-entered, it has been replaced and mostly works fine.  Friday I sent an invoice by e-mail through QB, I haven't done this in a while but as I remember the sync between QB and my e-mail account (Thunderbird) allowed for a copy of the email and invoice to be placed in my e-mail inbox.  This did not happen, did I miss a setting?  Is there a way to have a copy in my sent folder with the invoice attached?

Hello,I'm super new to quick books, so please be patient. I have recently taken over an admin position, and am learning as I go.I'll explain our "process" and then explain where I need some help.I enter the time sheet info - > I use sales receipts to assign costs to jobs and the amounts go to WIP - > and then I invoice, taking it out of WIP. We have an account that had a WIP balance from 2020. It is a piece-work account, so I need to "write down" the WIP from last year. For the current year I usually use the Reduced fees (discount item) however, being a different year, I assume that it would be different? Any advice is appreciated. And if I didn't explain that well enough, please let me know so that I can clarify. Thanks in advance

I would like to know how I should handle both receiving and returning security deposits for a residential tenancy. I was advised to use an invoice to record receiving the payment, but that will include it in income and that's not how it works. I would like to record receiving the asset and creating the liability at the same time. I would then return the cash at a later date, perhaps creating an expense if repairs were required but how would I handle it for the purpose of covering late/missed rent or utilities? Finally, how would I return it to the tenant after they move out? I would need to decrease the liability and the cash held on hand? Thanks for taking a look.

Hi, how do I update my primary language setting to French (CAN)?

We recently used the condense function to condense the 2012-2016 data in our Quickbooks file.  Now, when I try to pull a report showing the value of our prepaid expenses account by vendor, the balances are incorrect.  Please see attached file for additional details.

I have a duplicate payroll tax payment amount entered, When I "mark it as paid" and then go into my payments history and delete it, it returns to my taxes due area in payroll taxes and is marked "past due".   The taxes were actually paid and are not past due (I pay my payroll tax payments manually through my bank).  They were both initially entered as previous tax history payments.  

I am a bookkeeper and have a new client who is a diesel mechanic.  He services equipment and needs to be able to track the hours & dates he spends on each piece of equipment he services.  He bills his clients for service work.  Is there a way to do this in QBO?

is there any way to copy what I have in My invoice to my delivery note for the same customer and same Job, without re-entering the same info in both, in QB Desktop ?thank you in advance

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Hi all, Does anyone have, know of or possess good working knowledge of how and which accounts are used by QBO when recording and paying GST/HST?  So, for example:- When I post a bill or expense and enter amount for GST, does this debit some ITC collection account and credit the GST liability account? - When I post an invoice and add tax, does that debit a GST collected on sales and credit a GST payable liability account? - When I use the tax module to file my retursn and record a payment, does recording the payment debit the GST payable and Cr the cash? Admittedly some of these questions are pretty basic and straight forward. What I'm after is the affirmation of it all and someone/some spelling out document actually which accounts are automatically set up by QBO as well as triggered by the software when the various inputs into the module are used (i.e., Tax input cell in expense/bill/invoice/bank downoads screens). I've been using QBO for a while

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How do you recommend streamlining the process in QBO of tracking accrued interest and receipt of payments against loans made to clients? Can you do it fully in QBO, or do you think you need the help of a third party importer app? And if the latter, do you know if you can import reoccurring transactions into QBO, or do you need to create and manage them all directly and only in the app? My understanding is there's no native nor third party app that both calculates the amortization schedule on loans to clients as well as provides the entries needed to accurately account for accrual of interest receivable and payments according to schedule put against both principal and interest.  Thank you.

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Hi, I have a question about square payments and deposits.  I have been researching this all day and found all different kinds of answers.  Very frustrating.  So I use square to collect payments from customers. I enter everything manually, so i do a sales receipt and mark it as paid and deposited to my bank account.  The customer actually pays through square so technically I don't receive the actual payment until later through a square deposit.  I have my bank account connected to quick books and the bank feed shows the square deposit as a lump sum.  I do not want to integrate my square account to quick books and would rather not use undeposited funds to hold my individual transactions in because apparently all transactions still show up in that account even when you do a bank deposit.  Is there another way to account for the square deposits shown on bank feed without using undeposited funds?   Please help!

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banking transaction rules not working properly, fails to match transaction in the banking list. occurs on a number of rules. other rules are applied properly.

The previous address did have a suite#, but once I made the edit it is no longer allowed for old or new.

Why is it not in the edit screen for the supplier?