Other Questions

- what are the "procedures/steps"? is there a tutorial? or a comprehensive article?

No text available

No text available

Hello, Any way to  get the Pay Bills window to show the payment terms? Getting into trouble with bills that are credit card. We do not "pay" them until we reconcile with the credit card statement so they show up on the screen and we have to remember if they are credit card terms so we do not accidentally send a cheque. That has proven to not be 100% effective.

When I email paystubs from QB Desktop Pro, the PDF of the paystubs are fine as long as I don't send them to a Gmail address -- when they are sent to a Gmail address, the attachment is converted to a Windat file which can't be opened.  (This doesn't happen though when I email a customer invoice to a Gmail address; those attachments stay as PDF's and open fine).  I've read online that this is an issue caused by Google and that if email messages are sent in Plain Text instead of HTML format, this issue doesn't happen.  As a work around, I changed my Outlook defaults to always send messages in Plain Text but this didn't solve the issue with the paystubs because they are sent directly from QB versus being sent from a new message window which opens when a customer invoice is sent.  Other than have my employees stop using their Gmail accounts, is there some other setting I can change?

No text available

No text available

HelloWe are new to QB and we are using the accrual method in our books. My question becomes when entering invoices should they be entered with the order date , invoiced date or paid date to meet the accrual? we have several vendors that split the billing across months so orders placed between 15th to the 30th are paid the next month on the 10th. in this case I believe we would use the invoice date as the bill date and this would create the accrual in the correct month.

How would I enter a payment for a non-employed individual that does 1-2 deliveries per month.   He has only done one so far and we sent him an e-transfer.   Is this something we can still deduct as an expense?   Does he need to provide us an invoice for his service?    Thanks very much.  Peter

Hi all Is there any way export the data from QB Desktop 2021 (UK edition) from a specific date? I don't want to migrate the entire file. ThanksGordon

No text available

No text available

We have employees that work a lot of hours.  They often accrue their maximum hours of vacation time before the year is up.  If they use some of their vacation, the system restarts accruing vacation time.  How do I set the program up to not do that.

No text available

Update just 'spins' and then says 'we couldn't update your accounts right now. Please try again later.' Has been like that for 2 days and for 2 different banks, so I know it's not just a bank issue.

trying to reconcile credit card and all the transactions are reversed. credits are debits and vice versa. need to reconcile a whole years worth of entries.

Hi I am trying to issue an ROE for two of my staff that have recently left. I went to process & review their ROE's and happened to notice the insurable hours wasn't even close to the YTD amount on their last paystubs (due to layoff's in December both had new start dates in Jan 2021 so it should match up) When I went into the transaction detail of block 15B on the ROE review, I noticed it is missing all the Pay periods from Jan - end of April 2021. The start dates are correct (both have Jan star dates). I'm not sure why it would not be including 4 months worth of pay periods on this ROE.Any ideas on what is happening or how to fix this? Thank you 

My client only provides me with the info to finish his books once a year. I got his package and went to log in to QBO only to find all his information from last year is gone? No clients, no suppliers, no transactions - nothing. How do I get this information back?

I’m struggling with matching on bank statements. So please help. I created an invoice for US$5500. The customer paid the full amount. But when deposited there was a wire fee charged for US$17. I tried the following two options: 1. Mark the invoice paid in full amount to USD chequing account. But this option won’t let me reconcile with bank transaction as the amounts are not match.2. Mark the invoice partially paid for 5433 to USD chequing. This option would let me match with the bank transactions, however, the invoice can’t be closed.I see some people have the option of matching with other transactions but my account doesn’t have this option. can someone please help? 

No text available

No text available

I want to invoice my customers with all their dated transactions on one monthly invoice that I send to them at the end of each month (ie., each time we visit to clean at their store I want to invoice for the type of cleaning done and the date it was done).  Should I set up a delayed charge (non posting charge) for each dated transaction or does anyone have advice for me on the easiest way.    Thanks. 

Hello, I've noticed that QBO always sends my automatic/recurring invoices out to clients at an ungodly hour of anytime between about 1-4am MST. Because of this, some clients often swipe away the notification of an invoice then forget and I get overdue invoices because of that. I've also received some feedback from customers that are quite annoyed that I would send them invoices so late. Is there a way to change this so that it sends them say in the afternoon instead of the wee hours of the morning?  Thanks!Theresa

I am trying to match downloaded bank transactions to my quickbooks register  using Premium 2021 desktop. The register transaction is payroll but because the bank does payroll and automatic deposit it is listed in the bank transaction as 1 transaction but in register as 2 (2 employees) how can I match them

Hello, I have a couple of employees that have turned 18 and CPP is not being deducted.  Their birthdates are correctly input into QBO.  Any ideas how to get this fixed?  Thanks.