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QuickBooks News

QuickBooks News

QuickBooks News

463 Topics
651 Replies

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463 Topics

QuickBooks News

Where can i do a soft credit check on my customers? can i do this through quickbooks somewhere? or what programs do you use to do a soft credit check?

No text available

QuickBooks News

Is there a shortcut to select the same customer if you have many payments to enter from the same customer?

No text available

QuickBooks News

Why have the us to cdn exchange rate disappeared this morning

My quick books is not giving USD translations this morning why

QuickBooks News

Bug Report & Work Around : Match Foreign Currency Deposit with Payments. If match doesn't find the transaction, fiddle the exchange rate. Match it, then fix exch.

Bug Report & Work Around : Match Foreign Currency Deposit with Payments.I am in Canada but do business in both CDN and USD.I downloaded my USD bank transactions and tried to match the deposit with a Payment, but it didn't come up in the list.  So I edited the payment and cranked up the exchange rate to reduce the CDN amount.  Then the Match was able to find it.  After it was matched, I went back to the Payment and fixed the exchange rate.

QuickBooks News

How do I edit a customers name on desk top version ?

No text available

QuickBooks News

What is best practice for tracking conversion gain for multi currency invoicing

I invoice in USD - then funds sit in a USD holding account until I transfer at chosen conversion rate. Do I need to insert conversion for invoice and payment OR can I track the gain on the bulk transfer conversion from USD to CAD.

yuew906-gmail-co

QuickBooks News

Where is the file menu

where is the file m enu

LwhittyNew Member

QuickBooks News

Why don't my bank deposit amounts appear in the Customers transaction history.

The customers name was used in the deposit.

gg-podiumscanada

QuickBooks News

Why is QB always changing their online platform? We constantly have to redo our email templates. Very annoying when we have more than one language to manage.

No text available

hjulien-powershi

QuickBooks News

Can I switch the home currency from CAD to USD?

No text available

QuickBooks News

I'm not receiving an email when a customer approves an estimate online

my customers are telling me that they are responding to my estimates sent by QB but i'm not receiving the email to let me know that they've approved the estimate. can someone give me next steps to follow?

info-ocbookkeepi

QuickBooks News

Recently setup a customer on quickbooks online, however they have not received the email from quickbooks. does anyone have a solution to this issue?

I double checked to see if the email they provided was different however this dose not seem to be the issue.

QuickBooks News

Need to change the category of payee from employee to supplier. How do I do that?

My hygienist started as an employee and then as an independent contractor.  I need to generate T4A and found some cheques to be issued under employee.  I need to change that to supplier.

QuickBooks News

I need to enable QB online for e-commerce features. Is there anyone whom is able to assist? It is for a wholesale rep's handheld daily inventory and sales tracker

No text available

QuickBooks News

I need help categorizing 3 e transfers that were sent to business, but was supposed to be sent to personal

No text available

beckyfinley-shaw

QuickBooks News

If the import customers name field doesn't have a name and only has a company name, why does it give an error.

eg.  first record is Bob Mills, Big Book Company, etc. and second record is just Little Hill Inc with no person name. second record gives error

QuickBooks News

My client has a - in her first name, it's on the CC, but your system won't accept it as a valid entry into the CC payment.

Seems like a bit of a ridiculous oversight...

QuickBooks News

What tax category to I use for Accounts/Receivable?

When I'm trying to categorize an accounts/receivable, and error message pops up regarding the tax.

QuickBooks News

Transfer cash from one category to another category in the same account

No text available

bibin.binu@terra

QuickBooks News

Can we change the home currency in QBO, if yes will the previous data get automatically changed to the new currency or do manually we have to do it(Ex: USD to CAD)

No text available

uservickitimmons

QuickBooks News

will having 4 cashiers checking out customer orders using quickbooks be an issue?

No text available

QuickBooks News

I would like to delete all things done in qb today

No text available

sam-greenwoodsup

QuickBooks News

How to transfer customer data(name, company name, phone and email) between two companies in quickbooks online?

transferring data from one company to another in quickbooks online

waynedrew@rogers

QuickBooks News

How do I categorize myself as a shareholder QBO Essentials? I only have the option to categorize myself as a supplier or a customer. I am neither!

I am keeping the books for a corporation so dividend payments will be made to shareholders.

javagirl786-yaho

QuickBooks News

I requested an obboarding call for Thursday. What time is it at? Where is the zoom link? Am I suppose to get an email with this information?

I requested an onboarding call for Thursday. What time is it at? Where is the zoom link? Am I suppose to get an email with this information?

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