Other Questions

Hello, I have multicurrency enabled on my QBO with CAD as the base currency. I raised an invoice to a US client in USD and they paid me in USD. I deposited the check to my USD account but when I open the bank transaction in QBO, I don't see the MATCH option. I am unable to match the bank transaction to the invoice. I spoke to QBO support and looks like the MATCH functionality doesn't work for foreign currency, it only works for your base currency. Has anybody else faced this similar situation.  Any suggestion and advise on how to handle this is appreciated. Thanks,B

What is correct QB version to install?    I am Self Employed & Incorporated- I am self-employed- I am a one-person corporation in BC   Canada- I need to create invoices, track expenses, deposit cheques & e-transfers, charge GST  & PST, pay taxes- I'd prefer -if possible-  to use my iPad (when on-job site)  & also use QB  w desktop when in home office ....or just use iPad if not possble

Hi there, I have a possible new client who has Desktop Pro 2019 - I have Desktop Premier 2019. He wants to give me an Accountant's Copy to do my work and then import it into his file. I know I can open Pro to Premier and back again, but do not know if that holds true for using an Accountant's copy from Pro to Premier and then back.  Can anyone help?Thank you!MB

I have been a QuickBooks Beta Tester for years, and I recently received an email telling me to contact the QuickBooks Care Team for my QB Premier 2022 Beta award. Unfortunately, the rep I connected with on chat, through the link provided in the email, had absolutely no idea why I contacted him or what to do.Here is a copy of the email:Hi ______,Thank you for being a part of the Quickbooks 2022 - Beta.  If you are receiving this email, congratulations! Your contributions to are product testing project has granted you an award, per the tester agreement. If you have already received your award, you may disregard this email.UpdatePer our previous notice, we have attempted to reach out to all award earners in order to process their QuickBooks subscriptions; however, it has been reported that this has not worked to the benefit of some of our testers due to their schedule, changed contact information, concerns over privacy, and other factors.We apologize for the inconvenience this h

As of today's date, November 6, 2021, I can no longer see any customers in my Timeclock. When I click on timeclock on the left hand side of the menu, it opens up this small box for literally starting a clock, with no options for customer billing. Yet when I want to clock out, the app says I need to choose a customer.  It worked fine yesterday! The attachment shows only the options available - I used to see all my customers and could choose them to clock into...now there's nothing.  What do I do?  

Hi,I am opening up a company file for a Scrap Metal Recycling company.  I am stuck on what industry to list this as.  It's kind of unique compared to anything currently listed.  Should I just choose a general merchandise industry? Thank you for all your help!

Hello, I imported a csv file which shows charges and balances. Under account history, it shows the outgoings as 'charges' but these are decreasing the credit card outstanding balance, not increasing. The running balance is going the wrong way. It seems to be because the opening balance is showing on the 'payment' side rather than the negative side. I'm not starting from a zero balance so need there to be an opening balance Any suggestions? thanks,

Hi. We have a US-based company that has been set up in Canadian QBO. However, we need to move the company over to US QBO. The company has not used any payroll functions in QB. Is there a simple way to get the company's data into US QBO?

I am not getting the update prompt my other colleagues are getting, when I try to check for updates all the updates are already installed and running the 22.0 install and using the license and product code it tells me that the product code is incorrect. Other colleagues have updated to 22.0 and now I am unable to open quickbook files

I am trying to create a packing slip for my orders with a signature section for a customer to sign when goods are picked up. I realized I can do this by using the footer on an invoice (packing slips essentially duplicate the invoice content except the msg section), but I want this only on a packing slip. I deal with many suppliers that have this on their packing slips but not on their invoice. Is there a way of doing this?

I created an estimate in QBD and used the grouped item function so i could see the pricing but the client wouldnt. Now the job is T & M and i need to be able to show everything. Is there an easy way to convert a grouped line item to be ungrouped? or show when printed/ emailed.  Or can i export my screens view to excel?

Hello community, Last year I found a copy of QB 2013 that my brother purchased for me in the US way back. I never got around to using it till one day last year I installed it because I was starting a new business and my old copy of QB 2006 didn't cut it any more. Everything was peachy till  I sent the bookkeeper a copy of my company file and was surprised to learn of a certain incompatibility between US and Canadian versions. Is this true? I purchased a Pro copy of the 2021 Canadian edition last week and would like to be able to use (restore) the data I already have in the 2013 US edition. Is there any way to do this? It would be a colossal pain to have to redo a year's worth of work again. Thanking you all in advance, Carlos

I am trying to create a backup and every time I start, it says there is an error with an employee SIN and we don't even do payroll with Quickbooks. The employee is from 10 years ago and when I try to go into the employee information, it closes the entire program.  Any idea how to fix this?

I need to keep track of items like sinks, light fixtures, plumbing fixtures etc. I buy in large amounts, and need to keep track of these items, but also need to be able to pull them from "inventory" and post the cost of the item to the project, when we use the item.

HiAnyone facing problem with Quickbooks premium version 2021with 16G of RAM on windows 10 HOME version 20H2 whensave invoice as pdf.It will first prompt "Could not print to printer - check your printer selection"Then it will prompt "Quickbooks can't complete the current action due to a missingcomponent". Please refer to the attachment file for details of the errors.We had tried the following without any help1. Repair the QB installation.2. Using the latest Tool Hubs to repair the printing issue.3. Rename the Qbprint.qpb4.Reinstall the XPS  Document writer5.Check the printer security setting6.Manual printing to XPS Document writer work fine.Please help to advise how to fix this issue.Thank you

Hello, We are in the process of switching to QB Enterprise.  We are developing a new site in Wordpress and plan on using Shipstation for our shipping.  We were wondering if anyone else in Canada has the same setup?  It's been difficult to find anyone with experience integrating all systems. Thank you!

on W2012R2 server, after upgrade to 2022 Premier, 3rd party app says 'Cant open Quickbooks'. App works fine on workstations, just not on the server itself.  Server installed to use Quickbooks and share data... Any idea's why it cant access the QB data file?  QB works fine on server and workstations, 3rd party app onlt on workstations 

If using leftover materials from previous jobs for a new customer... do we charge our customer HST on these materials ? Thanks

We receive gift cards from a supplier for purchasing a certain amount of items with them.Can we & how can we add these gift cards to be used towards our expense purchases?  Basically we want to put the gift card into the company and use it instead of our company money towards expenses.  Thanks

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Parts dept changed the rate for a particular item from the bulk price to individual portion price and back again a few times. This is throwing out the FIFO Cost and the ASSET Value. Every invoice shows the right amount, the customer paid the right amount. In the background the inventory valuation rate is wrong. How can I fix this?

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Hello….Is there a report that will give $$ amounts of deposits, efts, direct deposit, bills paid by check totals by date range?  I need this report for monthly finance reporting for my small church.  I’ve been using QB Desktop Pro for 4 months and still have so much to learn.  Any suggestions you have will be appreciated.  Carole Dunnam

I did some jewellery repairs and I need to record in QB I have Jewellery Repair Income which is set up in the chart of accounts as a service and I have charged $100 as a labour cost. When I record the sales receipt I have the sales of my services as $100 but I do not have COGS-Labour that will offset my income (100- 60=40) so my gross profit from this transaction is 40

Hello, I was having issues importing bank account details and set up a duplicate account. I deleted this, and QB online did a negative entry to delete the account. However as the date this was created was after the business year end, it is showing on the trial balance. Is it possible to change this? I tried editing and it won't let me. Thanks