QuickBooks Q&A

I want to track expiry dates of products/each line item when products are being received for products like food/supplements. The same SKU of products can have different expiry dates based on when/which batch we receive. Is there a way for me to add a custom field within Quickbooks to enter the expiry date of each line item when I am receiving, and then generating a report whenever needed of products/SKUS based on whatever is expiring soon and the quantity of them?

I need to record a different GST number in QuickBooks. Where do I go to do that?

How is this different from recording an owner using personal funds to pay for a business expense (recording the expense to the appropriate account and offsetting with owner investment account and then recording the reimbursement)? Is it different?

When i'm using the Time Activities by Employee Detail Report, all the employee rates are at 0,00$ but all my employees have rates... Also when i'm clicking to the 0,00 to see the detail, the system show the adequate rate

I get an error message from quickbooks that says try later. I am trying to add email address that can forward reciepts to quickbooks. 

I was on the review page for t4s and went to get a glass of water and when I came back my cat was laying across my keyboard and my screen was going nuts. She managed to put my T4s into preview and populated them for 2024, I have not filed with CRA yet. HELP how do I fix it so its for 2023!!!

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If i have an employee with different hourly rates and i want to link the different payroll items to different expense accounts, can this be done?

We receive monthly donations and also have fundraiser events throughout the year. We may have received 12-15 donations from people through out the year. I issue one tax receipt per donator at the end of the year for all the donations.

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I am a service provider in BC, therefore my invoices only include GST.  However, here in BC we pay GST and PST on materials that we purchase.  I want to keep my tax configuration set to BC so that when I buy materials the system will properly calculate my materials cost, PST and GST portions.  However when I send invoices to clients I only want GST applied. In a web browser I have the ability to select which taxes I want applied, but in the QB Self-Employed app I can only toggle a 'tax' option that, when I am set to BC tax settings, will apply both PST and GST to the invoice.  Basically it's "all or nothing".  Is there a solution to this?  I do almost all of my bookkeeping via the app, having to use a browser for all invoicing would be a non-starter for me. I have been keeping my tax settings set to Alberta for the last 2 years and then every tax season I have to manually adjust all of the QB reports about my expenses to properly  account fo

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I have a client trying to give me access to their QBO plus, the email link contains the "Let's go" link, to accept access. When clicking on the link, the link is invalid. Any suggestions? Or is this a bug?

Lets say I want to send automatic invoice reminders to customers. Can I use custom fields in the body? Example I want to email a customer saying :Your Invoice [Invoice Number] is due on [Due Date]Here are the details of your invoice :Invoice Number: [Invoice Number]Invoice Date: [Invoice Date]Due Date: [Due Date]Total Amount: [Total Amount]Is there a way for QuickBooks to populate these fields as it corresponds to the invoice ?

All of the transactions are listed on the report, but the total is simply wrong. It's a standard report. I have not made any changes

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I have customers that pay via bank deposits and some that pay via quickbooks online. Is it possible when recording the payment in quickbooks by clicking "Receive payment" or selecting the invoice as paid that QuickBooks will automatically send the customer a sales receipt?

Some customers have less than $1 of balances showing off in the customer statements and I wanted to clear that off. I read an article similar to my situation but I found that the steps there weren't the same in Quickbooks Online (e.g. creating the charge off account, etc.) Can someone help me out on these? Thank you

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I am using Quickbooks Desktop Premier.How do I track what I have paid against a purchase order to a Vendor?I have not been able to find a report, or anything related to giving this information.Trying to avoid overpaying on purchase orders or duplicate payments.There must be a way of seeing what balance is outstanding to a vendor for a PO. 

I have a QB Pro 2021 desktop version with an up to date subscription.  All updates appear to be done.  I sent an accountants copy to someone who uses QBD 2023 and they can’t open my file.  What do I need to do

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I pay salary once a year and do NOT have quickbooks payroll for 1 employee once a yearI need to accrue the salary and income taxes and cpp employer at year end so that my business deduction ends up in the right year  I need to accrue the money I withhold for employee portion of cppThen once a year I write a check to the employee and deduct from the salary the income tax and the employee cppand another check to revenue canada   both sides of cpp and income taxno matter what I do with liability accounts I cannot seem to get it all to zero out at the end of the cycle Any suggestions?? franks 

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I have a new employee who is trying to get access to Workforce. While he has no recollection of using an Intuit program, when he goes to accept the invitation to Workforce, it asks him to sign in instead create a log in. So we requested that a code be sent to his email address. Once we have that, we are being asked for a 2nd verification. However the employee does not have access to the phone number anymore that it wants to send a code to. Next up is trying to verify it another way. However it is asking for personal information as if the employee is American instead of Canadian (ie asking for SSN instead of SIN and only gives states to select from instead of provinces). What are our next steps to get the employee access to Workforce? Thanks,