Other Questions

Hey QB dudes, Recently, when I have been trying to send off my estimates, the preview page isn't working correctly. When I click save and send, it automatically will download the preview but not display it all, see screenshot attached. I'd like to reverse this, Any ideas, Thank you

This is happening with Scotiabank

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Why does the credit balance account not show negative? If my bank account is overdrawn, it will be shown negative, but the liabilities or income account, they are credit balance, but it doesn't show the credit balance. Why? If we download an excel sheet, it will be very confusing. See my attachment, $540 should be ($540), but it is shown $540.

I was on phone w/ QB for over an hour 5 days ago.  Said it was engineering issue.  My data is a simple 300 rows by 7 columns spreadsheet.  

I am going from QB online to QB Desktop and need to create a company back up.

Hi there, I need to set up an account (or possibly more) that I can use when we have caused damage to a customer's home during installation of our product and also for when, through our own error, have to record a loss of our product due to inaccurate estimating. I don't currently have anything on the Chart of Accounts for these scenarios. Thanks in advance

How do I get the shipping address to show up on invoices?  In the template both "show on screen" and "print" are checked, and an address entered, but they don't show up.

I have an ongoing issue that, sadly, the language barrier with QuickBooks' customer service team is causing an issue with. I'm going around in circles and have no resolution. Ideally, I am looking to escalate this to a senior customer services rep/manager. Does anyone know is QB has a function/team for this?

The transactions associated to a secondary card on my credit card account are no longer syncing and downloading with a connected bank account.  The primary card transactions are downloading normally.  This is a new problem since January of this year.

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How would I complete the following: share holder loan ( injection) for new startup for expenses and down payments paid from personal account. The following were all paid from personal account 1. deposit and down payment for new property purchased under incorporated business 2  expenses incurred - lawyers, applications for startup, registration  wondering How I would complete for financials and  for documentation for tax purposes 

Does anyone have a list of the QB Export to MS Word fields that are available for use?IE: we have «MyCompanyAddrBlock» or «AddrBlock» however I can't seem to find what other fields might be available such as customer business name without the address.  It would seem logical this should be an available field and a list of these fields should be something we can refer to. In this example, the export is executed when on an invoice > Send > Prepare letter > select appropriate letter from the list.  

Hi.I am working in Desktop 2024.  I sent an e-transfer in July to an employee for an expense reimbursement (not set up as a vendor) and did this as per usual in the "create cheque" module.  I received notification this week that it had expired so I had to cancel it and will re-send it today.  I'm not sure how to go about recording this.  If the etransfer was to a vendor I know what to do but since it's an employee not set up as a vendor I am completely lost!Thanks

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Has anyone ever had an issue with entering an amount in a journal entry?  ex. you pick your account and then you put in the amount $500.50  and it wont let you move on cause it says it is an invalid entry?  one person in our office is having this issue and i am unsure why?

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Hi!so I purchased a truck for my business with a personal loan. It’s being used for both business and personal, but mostly business. The monthly payments are coming out of my business chequing account, and I am tracking business km for tax purposes. I already know how to add a loan and track payments in quickbooks. But my question is am I able to add a personal loan into QB or can it only be done with a loan that is through the business?

Hello, I have my inventory products set up as non-inventory because I don't need to track quantity on hand for my items. However, I do want to track cost of goods sold when I sell the items on an invoice. Do I need to set up my items as inventory items and turn on inventory tracking to get a cost of goods sold entry when creating an invoice?

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Hi,  We want to create a Quickbooks report to show the progress % invoiced for each line item on Estimate. We tried  to run report "Job Progress Invoices vs. Estimates", but it only shows the invoiced amount and progress % per estimate. How can we get the invoiced amounts and progress % for each line item?  Also, can we show the non-fee line items (as item description) on this report? Thank you!!

We run a small family owned and operated business and I currently use Quickbooks Desktop. I don't use Quickbooks Payroll at this time.I create separate sales receipts for cash/credit/check sales. The daily POS cash reconciliation credit/debit/check totals sometimes include gratuity/tips and these totals (including gratuity/tip amounts) are deposited into our bank account. However, our POS is currently set-up to do a gratuity cash out register adjustment, which converts debit/credit card gratuities/tips to cash and reduces our daily cash income by the total amount of gratuity/tips for that day (sometimes our gratuity/tips totals are higher than our cash income). The cash tips are then distributed as follows: i.e. MasterCard total deposited to bank account = $1,075.00 (MasterCard sales: $1,000.00; Gratuity/tips: $75.00); Controlled tips paid out in cash to employee: $25.00, Direct Tips paid out in cash to employee: $25.00, and the remaining $25.00 cash goes to the employer as business in

I am set up for auto updates but it has not updated the payroll for July 1.  I did go in and reset update and then exit out of quickbooks, back in again and still has not updated.

We intend to convert from QBDB to online in the middle of the year. I understand that the paycheck details will not be converted; there will only be the net payment amount. How will QB print T4s and the T4 Summary online at the end of the year if there is no detailed payroll information, including deductions and contributions, for each employee? I would greatly appreciate any help.

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