QuickBooks Q&A

Thankyou

How do I change the GST amount on taxi receipts? For example - the charges are: Sale $88.29Service Fee $4.82GST $0.48Total $93.59 The system calculates the GST on the total rather than just on the service fee. How do I adjust the GST - do I need to do two transactions?

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GsT is not showing on my invoices how do I set it up

We have altered the standard message to customer when sending out the invoice but now need to view what was sent. Is there anywhere that emails are stored as there is nothing in the audit log. Just a record of the time and date it was sent.

I am wanting to provide access to our external accountants as "read only", but it according to note at bottom of screen it states: Your accountant and members of their firm will have admin access to your company data My understanding is that admin access will allow them to have write access too? I looked at potentially granting them access as a user instead, QBO only gives the option to set as company admin? Is there any way I can grant them just "read only" access?

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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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