Other Questions

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Can I attach a new estimate to old an old invoice(s)? I know you can do it the other way around.I have Quickbooks Online Canada. We just got QBO and I want to put some of our invoices into estimates so we can progress invoice. I'm hoping I can attach them somehow and not have to delete and redo all the invoices. 

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In January 2020 I received a refund from CRA for HST assessment in December 2019. The cheque was for $1800 which I deposited into my bank account. Then I was reassessed and owed $1700 which I paid online. Now I’m doing my books for Q1 2020 and unsure how to record this correctly. Please help. 

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I am trying to filter my sales by item summary based on a custom field that I created on each item. I have created a custom field that is the name of the manufaterer and I called it "Brand", so that I can see only item quantities sold by that manufacterer for a certain time period. Whenever I use the filter that I created in Customize Reports and I add the Brand filter and then I enter the Brands Name in that field, everything gets removed. Am I doing something wrong or is there a way to filter items on a report to only show matching words from an items description? That way I could just get rid of the custom field all together.

Hi, I use standard payroll for one of my clients. Due to the current COVID situation, he has temporarily shut down his business and terminated most of his staff. He does not want a salary to be paid until the situation improves. If I temporarily turn off his payroll option will I lose the information for the existing and terminated staff when T4s are issued in 2021? Thanks

I have read many of the help articles but i guess my question is a newbie one and not covered. I am loading all the 2019 data for the first time.  I have a bank account where Square Payments are deposited. I have set up the bank account but I have not reviewed the Square Deposits. These are all after the Square credit card fee. I am in alberta so i have to set up tax first i guess too.  My question is; If i load the Square data also, my understanding is it bringing in the gross (not sure what else). How are the two records handled? does quick books merg them somehow so i don't have duplicate records?

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My transactions are being recorded showing a wrong date (one day earlier than the real date) , the date in the calendar is correct though, how can I correct this glitch?  Thanks!M Ensling

What are best ways to track all expenses and losses due to Covid-19 for a property management company? We are making arrangements with individual tenants, some requesting just deferrals, some requesting TMI forgiveness, some needing rent abatement.

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Hi there, I am new to Quickbooks. I just snapped photos of a lot of receipts on the app on my phone. I then went online to "review" the receipts. I added all the category info etc but then I don't know what to do. I tried to add the expense but I get a "something went wrong. You need to select a different type of account for this transaction".all I want to do is have somewhere to keep receipts and have them in categories. I have no idea what to do?

Currently have 14 pages of purchase orders that are open that go back a few years. PO's are no longer being used currently but we are asked if we want to use an available PO when we are posting an invoice. What would happen if we turned off the section for Inventory and Purchase Orders? Would it automatically close all open PO's? What would happen to the historical data that has PO's attached to invoices?

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Hi all, I called in to QB Sales to revert back to a single user license from 3-users for Desktop Pro. I was advised to cancel our current subscription and buy a new single-user subscription and will be sent a new license to install.Whare the best practices for this? Do I need to re-install Quickbooks or can I do an in-place downgrade somewhere in the settings? I'm asking for the easiest way as I am working remotely on the machine. Thanks!

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