QuickBooks Q&A

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Apologies for all the questions on forms but it represents our business and hence we are very fussy! :-) Statements It appears as though we cannot create our own and have to use the QB template. Is there any way we can change shading in the heading from blue to another color Purchase ordersCan we change the shading from blue to another colorCan we remove the approved by and date signature block And  on both forms.. can we change the position of our company logo from right to left?and select different logos Thank you!. Sorry once again for inundating you with messages. Appreciate all the support    

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    We’d love to support you on your journey with bookkeeping processes.   If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.   Hopefully, you’ll help other QuickBooks users with the same questions out in the process!  

  Running a business is exciting, but it also comes with its fair share of challenges. One of those daunting tasks can be setting up your accounting software, like QuickBooks Online.   If you're a small or medium business owner who's new to QuickBooks Online, don't worry, you don't have to navigate the setup process alone. QuickBooks offers a free 45-minute Guided Set Up Session to help you get started.   Schedule a time that works for you. You'll get an email from our experts inviting you to your 1:1 live session. They'll also follow up with curated articles to help you feel even more confident using QuickBooks.   Benefits of the Free Guided Set Up Session: Personalised Guidance: During the session, a QuickBooks expert will walk you through the key features of QuickBooks Online and answer any questions you have. Tailored to Your Needs: The expert will work with you to understand your specific business needs and tailor the training accordingly. This ensures that y

Hi  I have a scenario where the business uses lightspeed POS and lightspeed payments. The lightspeed payments terminal automatically adds on the surcharge to each transaction. There is no automatic integration between QBO and Lightspeed and the business has just been posting the net amount sent to the bank account (minus fees & GST) to an income account in QBO. Is there a better way to handle this? 

  We’d love to support you on your journey with all things sales receipts.   If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.   Hopefully, you’ll help other QuickBooks users with the same questions out in the process!

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Hey there,I need to make a transaction take place between two of my accounts that don't show up under the transfer thing. I've been asked to put the money I was supposed to pay to someone towards something else they owed money for but the accounts for those two things aren't among the ones listed if I try to do it as a transfer (one is expense and one is income). I think when I had to do this last year it involved the Receive Payment function but I don't recall and forgot to write it down (and googling hasn't helped at all). This is for a volunteer position and I'm getting a little overwhelmed. If anyone can suggest something, that would be greatly appreciated

My bank keeps asking to re-connect straight away. I do that; and it still shows the same re-authentication error. It’s Unity Trust Bank. Please help, or we’ll need to request a refund and move to a genuine accounting product. The lack of support is appalling, to be quite frank.

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the codes I received to link paypal are not being accepted

I can get a column that show me the status of a quote, and a column that shows me the date of the quote. And the sales list shows me the date that the quote was last emailed out. But I can't find a way to show the day that a quote is marked accepted, or otherwise has a status change. Even looking at the Estimate Acitvity section of the quick view popup sidebar doesn't show the date that the status was changed, just that it was changed. Is there no way to determine when quote status were updated? This is a basic requirement to evaluate conversion rates of estimators when most estimates don't get approved in the month (or even quarter) so that approvals in a given month can be compiled alongside quotes in that month. The system prints "Accepted Date" on the quotes, but the system doesn't actually keep track of that anywhere?

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HiI am trying to finalise a pay run in quickbooks and it is not processing - circle keeps going round as if it is but it is not moving through the steps. When I refresh the page the pay is still in finalised and I need to start again. Can anyone please advise what to do? Thanks.

Why does QB have payg payable and a payg witholding payable in the chart of accounts? In the pay run payg is allocated to payg payable account but the bas journal is allocated against payg withholding payable so you end up with a debit in 1 account and a credit in the other. They dont match up without another journal

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Dear QuickBooks Support Team,   I am reaching out for assistance regarding an issue we are encountering while attempting to add EUR and NZD bank accounts in QuickBooks using the Get Direct Bank Feeds feature.   Currently, we have successfully set up our Australian bank accounts using the standard BSB + Account Number format. However, when trying to enter the account numbers for our EUR and NZD accounts, we receive the following errors: "Only numbers allowed for account number." "That account number is too long." (when including the currency code, e.g., 908178EUR00001)"That account number is too short." (when entering only the numeric portion, e.g., 90817800001)Our client has provided us with these account numbers, but they seems do not match the format QuickBooks requires.   We have tried the following solutions without success:- Removing the currency code (EUR/NZD) from the account number.- Padding the account number with leading zeros to match the expected length.

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How do i receive payment in USD to my USD fx bank account and transfer it to my AUD bank account for receiving as a payment for an AUD invoice in QBO, so it reconciles correctly? Currently I am invoicing my Canadian customer in AUD who pays me in USD into my FX Cash and cash equivalents account, which I then exchange for AUD in that account and transfer it to the Cash and cash equivalents AUD home currency account and Categorised as Accounts Receivable (A/R) AUD to then be applied to specific Invoice as payment.Currently when I receive USD into my FX Cash and cash equivalents account I categorise as Accounts Receivable (A/R) - USD which can't be reconciled to the associated AUD invoice.Therefore I have an unreconcilable amount in my Balance Sheet in Accounts Receivable (A/R) - USD. Can I create a Clearing Account as Unapplied Cash Payment Income USD or Uncategorised Income USD instead of Accounts Receivable (A/R) - USD and when FX exchanged from USD to AUD in FX Account it co

I have two employees that were previously contributing to a SMSF until end of December. Now the contributions wont process due to ABN being incorrect and the fund not being a complying fund. I have checked the ABN it is correct and it is a complying fund. Nothing has changed between end of December and now. How do I fix this problem.

  We are thrilled to introduce Employment Hero Work (EH Work), the latest self-service app for employees. EH Work (formerly Swag) replaced the WorkZone app on September 26, 2024. This update is a big step forward in our goal to make your experience better and make things easier for you. EH Work has all the features employees need, along with a new interface and more features to make your daily tasks easier and faster.   What You Need to Know: No Extra Cost: EH Work is included as part of the existing QuickBooks Payroll subscription without any additional fees. Seamless Migration: Data from WorkZone was transferred automatically to help ensure there are no disruptions in your workflow, and no data changes have been made for Swag users, just the app name has changed. Login Information: Previous WorkZone customers can sign in to EH Work using their WorkZone credentials. Simply download the EH Work app from the Google Play or Apple App Store and sign in using you

What in the smoking hec is wrong with this software? Why cant I import the single most popular file format IN THE WORLD? Is there any workaround of which you are aware that doesnt involve me spending hundreds of dollars? All the other accounting software allows me to import a qif file Why is Intuit so awkward? Kr 

  Let's look at one of the most common questions the Support Team get - “How do I record Public Holidays in QuickBooks Online?”   If you’re using QuickBooks Payroll, powered by Employment Hero, then here are the steps to get set up for public holidays! Follow along below and check out the full Self-Help Article.   If you're using QuickBooks Payroll Standard, you will need to manually record Public Holiday pays for each employee on the pay run. In my next post we will look at how to automate Public Holidays in QuickBooks Payroll Advanced.   To track public holiday pay in a pay run, you'll need to configure two things in Payroll Settings: 1. Create Public Holiday Categories 2. Create a Work Type tied to the Public Holiday Category   To manage a public holiday that wasn't worked, ask your employee to submit a timesheet with the work type "Public Holiday (Not Worked)" selected. Once you approve the timesheet, it'll show up in the pay run.   Navigate via t