QuickBooks Q&A

Hi there,I have a partially paid invoice that was later refunded. The original payment was reconciled and I've now added a refund receipt to show the refund, however I can't figure out how to link the refund receipt to the original invoice so that I can see the refund transaction within the invoice view. So whilst the refund does show, for someone who doesn't know it would be impossible to tell which invoice the refund is connected to. Is there a way to do this? Thanks!

No text available

What is the most efficient method to accrue long service leave only for casual staff

SMSF uses Quickbooks Online for its own general ledger. It is not registered for Superstream because it only receives concessional contributions from employers. A member wants to leave the fund and roll his accumulated benefits to another fund. This must now be done via Superstream

I have a mountain of them and a lot of $$$$ outstanding. Does anyone else have this issue?

No text available

I am trying to better integrate my payroll, timesheets and quickbooks accounts. I have successfully linked keypay and QBO but when I try to integrate time, I still see the message "click here to launch Quickbooks Time" when I click on the time tab in QBO. What am I doing wrong? Shouldn't I be able to see timesheets in the time tab without having to open Time in a separate browser tab?Any advice or guidance would be greatly appreciated. 

No text available

Journal entry  for MV purchase dated 01/01/2022. GST on purchase of $5521 allocated to GST liabilities account which I can see in the account. When I prepare the March BAS using the GST centre in QB, this amount is not included in the GST purchase reporting. Therefore do I have to manually include this figure? Can I manually adjust the IB figure in the GST centre? And what is the flow on affect into Lodgeit? Thank you

I am working on creating my excel file for my chart of accounts to import into Quickbooks Online. I have a chart of accounts that's supposed to be acceptable for DCAA audits. I am wondering how the detail type should be done when it comes to chart of accounts for federal contracting. I can give you a link to the source of the COA if it helps.  On the DCAA chart of accounts, you have various expenses that are considered unallowable. Right now, the account type is set as Expense for those items. Are unallowable expenses still shown as expenses for the chart of accounts? What do you use for Detail Type for those?  You also have direct and indirect costs on the federal chart. How does the account type and detail type vary when distinguishing direct and indirect costs?  One category is fringe benefits which includes your normal payroll and unemployment costs. Should you just use Payroll Expenses for everything or do you normally assign a more specific detail ty

For the last 5 months, my Bank Balance and transactions are not updating. An orange Exclamation Mark shows instead of the Green tick. even when i press the manual 'update' button, nothing happens.i have seen a suggestion about changing login details, but when i press 'edit' next to my bank account details, it only gives me one option - edit account info (see pic) 

No text available

No text available

They are membership fees with wrong $ amounts.

No text available

No text available

i could not add employee's super detail, i have tried use the super name, usi, abn, all does't work

she overpaid by $322.00 and I refunded her the money but then it cam back as invalid number so when i went to the bank onluine it match the refund and now where do I put the reversal . Because no I have to refund her the money again

Hi, We are trying to connect Azure Data Factory to QuickBooks for analytics and it works great. We can extract the information correctly from the Sandbox environment. When it comes to the production environment, it seems that we have to populate all the following options. These options don't apply to what we are trying to achieve (just analytics). Is there any other information we need to include here? (See picture attached) 

No text available

Today I exported an invoice and its filename is now only, "QBSE_Invoice.pdf". Two weeks ago when I exported an invoice its filename was, "QBSE_Vendor_Vendor_Vendor_Invoice_Number.pdf" How do I get the invoice export to name the file the way it was 2 weeks ago, and who decided to make this change without letting us who use Quickbooks know about it? The way it was, it would export the name of the vendor and the invoice number, now I have to take the time to put that detail back into the filename. I don't appreciate this change.

Hello..We are trying to integrate Quickbooks APIs in our POS application. We have some doubts regarding below queries. Please go through these and let us know the solution. 1. Can we have 2 different line items for Discounts? when synching the pos data for integration with quickbooks,is it possible to send multiple line item for sales (eg default income, sales services, sales retail, etc) andalso for discounts (eg default discount, discount 1, discount 2, etc) to same account or different? what APIs do we follow for this?2. while synching the reconciliation to quickbooks we realised that products were created with the same name eg variance, default income etc. why is that and how is that happening3. Can we store Quickbooks token for longer time?In development mode tokens are expiring every half an hour. Is there any way that the token can have longer expiry?4. What is the procedure to move from development mode to Production mode and if we move whether any of the API key name

HiI'm just wondering if there is a way that you can set up product budgets?? We are a Wine Distributor company Kind regardsJess

So im trying to seperate my sales so that my PnL statement shows total sales from each client, instead of it just showing all total sales. i.e Client 1 $15000Client 2 $20000Client 3 $7,500Client 4 $7,500 instead of just Sales $50,000. is there a way of doing this? Regards,Cameron   

I paid 2 invoices to wrong supplier by mistake (names are very similar).The supplier has then reimbursed me by way of bank transfer for the total amount of the two payments.In my bank feed I now have 2 outgoing payments with no invoice to match with, and one reimbursement.How do I record/reconcile these?