Other Questions

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Can anyone help me with field mapping the invoice "due date" on to a custom invoice template? This seems like it should be super simple (it is very simple when modifying a QBO standard template), but seemingly not easy when mapping to a custom invoice.In our use case, the due date is related to the starting date of the product, not the invoice date (think college tuition is due 30 days prior to the semester start date), so all invoices have two unique dates on them. When mapping the fields in the custom form upload interface there are five "date" fields, the most obvious of which is called "Due Date / Expiry Date" (presumably because it can be used on an estimate template too), but selecting this as the merge field returns no results... super frustrating, what am I doing wrong!?! The "Invoice Date" merge field works flawlessly but is not what we want to display. I guess I could use a custom field, just to get it on the invoice, but that seems like a terrible hack. Help!

Hi, I would like to ask, on how can I ask new SOURCE CODE for my Quickbooks Premier 2015 registrations? Thanks

I am currently running QB Pro Desktop 2015 and have purchased QB Pro Desktop 2020 to upgrade.  My accountant still has the "accountant's copy" for previous tax year.  Can I upgrade to 2020 before I get that copy back or should I wait?

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Hello, I am using Quickbooks desktop Pro, I often use the quick report feature as it is quiet helpful. However one key feature I am not able to capture in this report  Memo field from the Make Deposit form. There 2 Memo Fields on the Deposit form, Memo Field#1 is listed on the header beside the date field and Memo Field#2 is in the body of the deposit form. The quick report only picks up Memo Field#2 and we are interested both fields as they hold critical information. In order t get the details of Memo Field#1 we would have to click on the transaction which would open up the deposit form and we can view the the data for Memo Field#1. This can be time consuming if you have many transactions listed on the Quick Report. As work around what we have been doing is manually entering the data from Memo Field#1 into Memo Field#2, this is creating more work for us.  See my attached sample copies of the Deposit Form and Quick Report that provides the details of my issue.   In

Is it possible to convert books in Newview to QBO and if so, what is the process?

I want to move to another qbo provider/hosting which is cheaper, would you please share the process, do i need to transfer data from one company to another and how to make this process smoother and avoid duplication I heard others had? Thanks!

My previous GST return showed a refund of $84.19, however the CRA sent me a cheque for only $80.74. I've entered the $80.74 as a refund but how do I deal with the $3.45 that the CRA kept? I need to file my next GST return but Quickbooks shows I have a credit of $3.45, when in reality it was paid as GST owing.

Hi there, I just have a question regarding the Employer Health Tax in Ontario.Is it something that can be paid annually or is to be paid monthly/quarterly?And is it dependent on whether or not you are a small business or a large one?  Appreciate the feedback, Thanks  

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I received a payment from a customer as a deposit in 2015 and are now ready to use it on a current invoice. How do I apply the payment from a closed period to current period?

I've been unable to get a problem fixed for a client. They do construction jobs and often have credit amounts going in and out of AR related to retainage and DOT withholding. Normally these things will clear out to zero once the job finalizes but we've had one get stuck and nothing I do fixes it. Currently the way things are showing in QB is:A/R Aging shows -23,484.12Total A/R Aging balance is 995,638.36A/R Ledger and TB balance is 1,019,122.48Balance on job in customer center is currently zero Detail on the A/R Aging shows a mix of 3 unapplied payments and 2 credit memos. If I go to fix unapplied customer payments and credits, I can see all 5 of those but the amounts in this module do not agree with the A/R detail - in particular one credit memo is way off. Aging shows -11,742.06 for that memo. The fix unapplied payments module shows 3,446.85 available to apply for a difference of 8,295.21. But the credit memo itself was only issued for 1,495.44. Ultimately, this job is

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We are starting a new line of business. The business setup is different than our current company Quickbooks setup. The manager of the new line of business has been using Quickbooks for his former business and it has all the templates items etc needed for the new line of business. Does it make sense to export his company file to a into our Quickbooks using a new company rather our existing company to allow for a clean setup of the templates. Or can this be done efficiently just exporting files into our current company. Can we setup a new company int Quickbooks even though its just another line of business

Hi, I want to use the Sales receipt for a donation receipt. It shows a "balance due" in the example. But every donation is fully paid. How do I remove the balance due?

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I want to ensure that my clients are tracking sales tax on each sale and purchase in QuickBooks, I am thinking about adding a tax rate somewhere. Should I add it to Products and Services? Customers? Suppliers? or Expense Accounts?

Can the QuickBooks mobile app either reconcile bank accounts or categorize bank feed items?

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Where can I access Downloaded transactions?

I provide services and I create one single invoice for the service with a down payment which follows with recurring payments on the same invoice. How do I create reminders for the following installments?