Other Questions

and toggle between open windows?

Good Morning, I would like to know: 1) What **specific** tasks and capabilities would you expect from an individual who has one years bookkeeping experience? HST Returns? Entire Month End Close? Call customers to pay? Payroll? Lets assume they were performing bookkeeping at a firm for one year using Quickbooks Thank You and have a great day!

We receive a lot of pre-orders from retailers for items that are not in our inventory or even on order yet.  These are entered in as new products and order estimates in QuickBooks and am looking for a way to pull all of these pre-orders into one PO for our manufactures.  Is there a way to view all these pre-order numbers or pull them into a purchase order?

Already tried manually removing and adding back accounts on QBO.

Hi, I have received and invoice for GBP at which I paid from my CAD account, my main currency in QB is USD and I have separate USD account.Currently I cannot record it in GBP because QB will not allow recording payment in currency different than invoice. If I attempt to go with invoice currency, I get this error "Payment Account must be in your home currency or the currency of the transactions you are trying to complete."   

Hello everyone, I need to Share my quick book license between my two office locations. I will NEVER need to use them at the same time. I would like to work at one site at the  end of day   back up my file,  drive to the other office and update those company files.  This way both desk tops have current invoices. I sit here today at office  #2  with my portable hard drive ( a back up of Quick books from office # 1 )  and there does not  seem to be a way for me to access the information to upload this current information , I know I must be missing it.  Any help would be greatly appreciated. Thank you  

Good morning!I'm trying to get ready for filing my HST and am having a problem. I thought I had fixed it, but now I have an "unpaid bill" with a credit amount. I'm not sure how to shorten this, so it might be a bit long.When I initially ran the "file sales tax option" it had a previous balance. I figured out that I had entered April 1 instead of March 31. This took care of the previous balance. Then when I was looking at the GJ entry, it had left 351 in the payable account. I double checked the payment, and we had paid it all, so I corrected that. Now I have a credit balance in my AP account. I want to verify the actual sales tax report, but it's not listed in the "Previous Sales Tax" reports. The last one is Dec 2020. If I try to "File Sale Tax" it says that I can't file a return that has already been completed. I'm not sure what I'm doing wrong. Any advice is welcomed. Thank you

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Hello,I'm trying to learn how to do a sales tax report, and I have a couple quick questions. When I run the report, there is a sizable "Sales Tax Exception" amount, however when I drill down, it opens a new report with a $100? Secondly, when I run the Tax Agency Detail Report for Line 103 and 106, there are balances in them to begin with? Shouldn't that be cleared from the last time the taxes were "filed" via QB? I did double check that they were previously filed as well. Any help is appreciated. Thank you

We have two EI premium rates and need to file payroll remittance for 2 CRA Payroll Accounts. How am I able  to do this? 

Hi There.  Is there a way I can pull a Contact List Report with only Customers that we have invoiced in the last 18 months (for instance)  I see that there is a "last modified" filter, what does this refer to?  Modified the contact details?  Then it wont pick clients that we have invoiced lately but the last time we updated their contact details are more than 18 months ago... thanking you in advance.

RE:  Product Number error message We attempted to download the 2021 Quick Books Desktop version and were prompted to enter a product number but the product number says invalid?  Are we suppose to receive a new product number upon a new version or continue to use the current product number ?Thank you for your assistance.  

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Hello, I have read many post on this subject but none has cleared this up for me yet. I'm a volunteer treasurer at our church. We are a small church. We do not have any credit cards. So from time to time I or other volunteers pay bills with our personal credit card and then get reimbursed by the church. How do I record this in Quickbooks Desktop 2021 (non-profit) ? I have read about creating a credit card account and pay the bill with that and then write a check to the volunteer with that credit card account to balance out or create a liability account or use an equity account...We are not owners. I'm a bit confused on which way to go or how to actually do it. Can you explain me how to do this in QB ? I'm aware that this is not a recommended practice but for now it is what it is. I'm working real hard to get a credit card for the church and start paying things with that instead... Thanks for your help !

Leaving the Name field blank results in an import error.

I have desktop premier 2019.  The option to assign a class to a GL account is not available.  Is this available in the 2021 version?

Any suggestions as to why the Tax Table will not update??the I have followed the instructions of going throughHELP menuUPDATE nowGET UPdates- it appears to updating but the tax table has not.

Hi¡In my company we received a loan from one of the partners. It was cash and it was delivered by hand, not through the bank. How can I record this in my QB without going to bank accounts?Thanks¡

Has anyone noticed that the Quickbooks Online Transfer process (+New: OTHER => Transfer) no longer defaults the cursor to the first enterable field (Transfer Funds From) which seems to be the standard for other processes?This change started around mid-June.It is not critical as it only affects high-volume, heads-down processing making significant use of the Tab key.It would be nice if the perceived standard of defaulting the cursor to the first enterable cells for all processes, regardless of platform, could be continued and maintained.

Hi, Trying to figure out how to do this in enterprise as much of the material I've found covers online. I have a vendor check that we wrote in a closed period; its currently an outstanding check on our bank recs. I need to void the check so its no longer an outstanding check on our bank recs, however I need it reversed in the current period (not the closed period) Can someone help? Thanks!

I have an employee wondering if the platform of quick books online is tied with Turbo Tax.  She said the desktop version was, but doesn't seem to be working with online version.  Does anyone know the answer to this? Thanks,  

We have enabled the Vend integration with Quickbooks so the sales and payment data is transferred daily. The same sales are being recorded 5 times every time the register is closing. I have been deleting the duplicates (in invoices), however, it can be cumbersome if I don't do it shortly after close.

Hello,We use Quickbooks Enterprise Desktop 2019 in a multi-user environment. Our company file is hosted on our server (in house). We are encountering the following issue:USER 1 is logged in and is working on a Sales Order. They have the Sales Order module open as well as the Item List open for adjusting pricing and such. USER 2 is logged in and is working on a Purchase Order. They have the Purchase Order module open. When USER 2 tries to save their work/transaction they receive the following message"Sorry, you cannot record or delete this Purchase Order now. USER 1 is currently doing a task that uses the data in this transaction. Try again in a few seconds" These two users are definitely not using the same records/data. The troubling thing is that when this issue occurs no other users can log into the company file. Also, any other users that happened to be logged in before the issue occurs cannot log out after it has occurred. We get "company file in use" message. A

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