QuickBooks Q&A

I can't select my bank g/l in the drop down

pretty fed up with this shitty program

Reverse payment on invoice

we received an email stating that our credit card was charged over 6K for quickbooks. we pay monthly for the accountant pro version. looking at the name, we don't have this company as a client (the name was on the email). we tried calling over the weekend and no one was in the office. we then asked for a call back from them. we received a call back and after talking to a lovely person, realized that i was talking desktop and she was talking online. so she transferred me to desktop . that call was disconnected and i don't remember how i booked the call appt so i could do it again. i need two things done. 1. give my new cc for our file, 2. have security figure out how our cc was charged for an unrelated party. just need a call please 

My books don't balance cause the credit is not being deducted from the original paid invoice? How do I resolve this?

No text available

I don't know if this is possible, but we'd like to show a supplier credit being deducted from a payment but not applying it to an invoice.  Last month we received the credit note.  But the invoice that the credit goes with is from last year.  So I'd have to apply the credit to a current invoice in order to claim it, but that's not actually what has happened. It would be more helpful if the cheque stub showed the credit note number and amount rather than paying a lesser amount on an invoice that has nothing to do with this credit.  Has anyone found a way around this?

Wondering if it possible to create a report that will tell me when a customer account was added to the customer/job list.

No text available

I need to fix a payment entered in a invoice

No text available

Hi there, I have a large gap in transaction history in my Self-Employed QBO account - not sure why, perhaps a changed banking password? I am now looking at having to convert my e-statements to CSV. I know there are a bunch of different apps, but I'm hoping to find feedback on which is best. I would love to not have to do a bunch of reformatting. I bank with BMO, so perhaps there is a converter that works well specifically with their e-statements? Also, would be great if it was free, or had a trial that allowed me to get through enough statements to cover about 10 months for 2 accounts. I have access to Adobe Acrobat, however it looks like I will have to use Adobe to convert to an Excel file, then use Excel to convert to CSV - I do not use Excel, I use OpenOffice, so I'm assuming that I will be creating a bunch of formatting issues during that last step. Any advice would be greatly appreciated - and if I have to pay for a good converter that will save me a tonne

We receive Gift cards fro local businesses rather than cash. When we record them as donations, quickbooks includes them on the deposit slip - problem is they do not get deposited to the bank. They are kept in our safe and then used to purchase supplies.How do I recognise the donations and not have them show up on the deposit slip?

No text available

When creating/editing invoices QBO used to sort the list on the left alphabetically. ALL customers would be displayed. The display now only shows "recent customers" and sorts by most recent instead of alphabetically. To me, the functionality has been greatly diminished. I have many Parent companies where there are dozens of Sub-companies. Come billing time I cannot simply go down the list, A-Z, it's pretty much a random gong show. This is time consuming and prone to errors (Missed billing for example). I don't know that everyone will agree with me but having to hunt by having to manually type in a customer name is not efficient or intuitive. It is not clear why Intuit went backwards in terms of useability but I am wording if anyone has found a workaround for this problem?

QBO does not allow you to change the order of a Custom Drop Down Field list to something meaningful or useful. The lists don't even default to alphabetical.

When you migrate Tags to Custom fields QBO migrates everything, including ones you may not want to be migrated. Also, if your Tags are in Tag Groups the migration merges them into one list. e.g.: One group of tags of Employees and another group of tags of accounting issues, your new Custom Field is going to end up with both. You can make those unwanted items inactive but the inactive items count towards your 100-item limit.

Can I find expenses over 12 months old?

Is the new weekly timesheet a nightmare. Where can I see the total number of hours in a day? It was at the bottom before. I need to see the total number of hours an employee has worked for all his clients in a single day.

No text available

No text available

How can I access T4 Summary from previous years.  In Reports, it will only allow me to choose the current year and prior year.  I would like to get the T4 summary from the 2 years prior to last year (ie 2022,2023)

No text available

Jobber

I am having issue with Jobber and QB showing different payroll hours after syncing. Has anybody else experienced this and figured out a fix?