QuickBooks Q&A

I am a bookkeeper, and I have a client who uses Houzz Pro. Each month, more than 80 invoices are generated in PDF format. However, when I convert them to CSV to upload to QuickBooks , Qb platform reads the data incorrectly, and I can't correct the errors to properly add the invoices. Since Houzz Pro and QB do not sync in Canada, is there an efficient way to transfer this data from Houzz Pro to QB without having to manually enter the invoices, or is there a tool that can streamline this process?"

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I would like to see a "Profit and Loss by Cusom Field" to replace above. Exporting detailed transactions really is going backwards to accomplish this is backwards.

How do I record a GST payment made to Canada Border Services for an item purchased overseas? I'm assuming that I can claim this next time I file an HST return so want to get it right.Thanks

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I am trying to figure out why my Fixed Asset subaccounts come up on my balance sheet different from the set up. example:Account TypeON CHART OF ACCOUNTS  Auto, Hvy Equip, Trailer, Other Fixed AssetAuto Fixed Asset2007 Chev Silverado Truck LS Ex Fixed AssetAcc. Dep. - 2007 Chev Silverado Fixed AssetON BALANCE SHEETAuto, Hvy Equip, Trailer, OtherAuto2007 Chev Silverado Truck LS ExAcc. Dep. - 2007 Chev Silverado2007 Chev Silverado Truck LS Ex - OtherThe vehicle is subaccount of "Auto" and the Depreciation is a subaccount of the vehicle.But on the balance sheet the vehicle shows under the Depreciation account and shows as "other" after its name.I googled the question and AI says I have entered the information correctly in QB and gives me a list of checks to look at but as far as I can see, I have entered the set up correctly. It's become a pain because I have to pull the balance sheet into excel and make all the corrects and I have a long list a vehicle,

For clarification, the sale is happening for services provided off a reserve. It is not exempt or zero-rated, but should be charged at the full 13% with the provincial point-of-sale rebate being a separate line showing a reduction of 8% on the invoice and subsequent HST report.

My invoices won’t load on the QuickBooks app, how can I fix that ?

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No preview, doesn’t allow to print or export invoices

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In QB Online I push the "Save and Send" button after Receive Payment, but I'm not seeing this in the App and no receipt is sent. Apologies if it's obvious.

I'm know how to use the formatting tools in QBDT but is there any information of an advanced version of formatting a purchase order. What I'm trying to do is have a header for Project Name and have a drop down list of our customer jobs. You can get the customer in the columns but I don't want that to print because it takes too much space in the body of the PO. I want to be able to have it above under the Project Name. At the moment, we have to type the customer job name in when we produce a PO. Naturally in the "Add Data Field" there is no option to select customer job.Thank you for any help

Name of foreign country is not available to be selected.

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I have a client who had no business bank account or credit card setup and he used his personal accounts for the first year of business.  All of the expense transactions were charged to the payment account "Personal MC" which was set up as a Credit Card account. There are many transactions and I don't know how to reverse tem or close them correctly. All of the sales transactions were deposited to Undeposited Funds but the owner used the money to pay credit card bills or buy supplies as needed.  How would I go about fixing these? Thankfully there were only two dozen sales and not many more expenses but I'm at a loss how to fix this. I took accounting in college but that was ten years ago and this is my first client so I am very rusty.

Receipt snap photos are not showing up. The ones that were there have vanished. What do I do

I am trying to help a client integrate their square account to QBO. It seemed to be working until we changed the sales tax. Now I am getting these errors. We couldn't Add the transaction(s) due to "Make sure all your transactions have a GST/HST rate before you save.". Check account mapping in advanced settings and try again. We couldn't Add the transaction(s) due to "Uncaught in complete callback". Check account mapping in advanced settings and try again. Should I remove the sales tax? They do not use customers or items.

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Can you import chart of accounts with parent accounts into quickbooks online?

Been a while since I used QB but opening a new company and wanted to start tracking it.  I see my old company file up when I open the software but it tells me I need to register to start a new company (or open my old one for that matter).  I have previously registered the product and used it for years.  But when I click register it starts the process and takes me to a account login screen where all it does is spin some dots.  Never gives me the option of signing in.

How do I re-send a copy of an employee T4

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