QuickBooks Q&A

Looking for any type of Sent email audit reports

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First time using Quick Books Online. When using Quicken, I could enter payment to vendor under A/P and in the Bank registry will show my Credit Card was paid. How do I do that with QBO?

I recently had to change from Desktop Premier Contractor to a subscription service for same. I am no longer able to print to pdf because a component is missing. I have completed all the suggestions provided by the learning centre and still have the issue. Anything else I can do or do I need to uninstall the new subscription service and reinstall to get this to work?

Closing the books is an important year-end task for any business owner or accountant. It involves finalizing your financial records for one fiscal year and preparing for the next. With QuickBooks Online, closing the books is a straightforward process. In this article, we will guide you through the steps to close your books.   Step 1: Review your accounts Sign in to QuickBooks Online as a primary or company admin. Review your accounts and make sure everything looks good. Enter any outstanding invoices, expenses, and payments. Reconcile your accounts up to your closing date. Review your inventory quantities.   Step 2: Close your books Go to Settings and then select Account and settings. Select the Advanced tab. Select Edit in the Accounting section. Turn on the Close the books switch. Enter a closing date. Select Allow changes after viewing a warning and entering a password from the dropdown menu if you want to require a password. Select Save and then Done. Step 3: Prepare

Generating a Record of Employment (ROE) is a necessary task for employers in Canada. This document provides information about an employee's employment history, including their earnings and hours worked. We’ll guide you through an overview of the process of generating an ROE in QuickBooks Online.   Step 1: Change your employee’s status to terminated Go to Payroll and then Employees in the left navigation bar. Select the desired employee from the list. Under the employee profile, select Action and the select Change Status. Under Status, change the employee's status from Active to Terminated. Select a Reason for status change and enter the appropriate Termination date. Select Save. A pop-up will appear asking if you'd like to create the employee's Record of Employment. Select Continue.   Step 2: Generate the ROE Open Taxes and select Payroll tax. Select Filings and select Record of employment. Select the desired employee from the dropdown menu. Select ROE, then View. This ope

Occasionally, you may need to add or edit the payment method for your Intuit Account. You can do this on your own with a few steps. Here's how:   Step 1: Add or edit your payment method in QuickBooks Online Sign in to your QuickBooks account as the primary admin. Select the Settings (gear icon) menu, then select Account and settings. Select the Billing and subscription tab. Select Edit next to your payment method, then select Add new in the wallet listing. Select an appropriate payment method and add the payment method details. Select Save payment method to my Intuit profile. When you’re ready, select Save and use.   Step 2: Add or edit your payment method in QuickBooks Online Accountant Sign in as a primary or company admin. Select the Settings (gear icon) menu, then select Billing & subscription. Select the Billing details tab. Select Edit billing information, then choose Add new within the wallet listing. Choose the appropriate payment method and add the payment met

As a business owner, you may need to assign, remove, or change the primary administrator for your QuickBooks Online account. The primary administrator has full access to the account and can manage other users, so it's important to help ensure that the right person is in this role. Here's how to assign, remove, or change a primary administrator.   Note: If you’re using QuickBooks Online EasyStart, contact us to begin the primary admin transfer process.   Step 1: Find the Manage Users page Sign in to your QuickBooks Online account, select the Settings (gear) icon, and then select Manage users. This is where you'll manage all aspects of your users' access to your account.   Step 2: Assign a primary administrator To assign a primary administrator, in the User Type column, select Edit to change their role to admin. Select the small arrow in the Action section. Then, select Make primary admin. Select Make primary admin again to confirm the change.   Step 3: Remove a prima

As a business owner, you may need to grant access to your QuickBooks Online account to other users, such as your accountant or bookkeeper. Here's how to manage users in QuickBooks Online:   Step 1: Find the Manage Users tab Find the Settings (gear icon) menu in the upper-right corner and select it to expand the options. Select Manage users from the YOUR COMPANY column. This is where you'll manage all aspects of your users' access to your account.   Step 2: Add a user To add a user, select Add User ‌and enter their email address.  After entering their personal info, you’ll be asked to choose a role from the dropdown menu. When you select a role, you’ll be able to see a comparison of what level of access each role grants. Choose the role that best fits the desired level of access, then select Send invitation. QuickBooks will send them an invitation, asking them to join your account.   Step 4: Troubleshooting issues If you encounter any issues while managing users

As an accountant, you may need a team to help you manage clients in QuickBooks Online Accountant. Here's how to add and manage team members in QuickBooks Online Accountant:   Step 1: Add a team member Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to the Team menu, then select Add user. Enter your team member's info, then select Next. In the Access dropdown, select an access level. Then select Next. Choose the clients you want your team member to have admin permissions for. When you're done, select Save.   Step 2: Edit a team member Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to the Team menu, then select the Access tab. Find the team member and select Edit in the Action column. Make any changes you need. When you're done, select Save.   Step 3: Remove a member Sign in to QuickBooks Online Accountant as an admin, or as a user with full access permissions. Go to

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I can only see and assign unreviewed trips on Quickbooks app on my Android. But I cannot see or assign unreviewed trips on Quickbooks online.

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How to reconcile a foreign currency bank account that has never been reconciled since 2020 in QuickBooks Desktop?

When the budgets were entered manually it was easy to add a budget for each class and QBO would aggregate the totals into an overall budget. Does the Import function have the same ability?

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I have made modifications to numerous transactions, invoices, and bills in our QBO system, but unfortunately, I did not retain the backup data. Is it now possible to download the previous data (before modifications)?

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When I build my invoices, sometimes, I come in much cheaper than I quoted. I would like a markup option on the invoice to raise the price on a line item to whatever dollar amount I want.

I'm currently entering the sales reports as a journal entry. The items included in the POS sales reports are sales, cash deposits, visa collected, gift cards, sales tax etc so using an invoice isn't possible.

When I go to the detailed report there are like 6-7 transactions that show the amount way more than they are. For example, if I click on one of these the amount will be around 4k but when I close it shows around 98,352,330 in the list. Its not currency conversion, I checked.

I created a new QuickBooks account and imported the "Products and Services" from one to the pother thinking it would also import my bundles but it did not, has anyone been able to do that so I do not have to recreate hundreds of bundles into the new company?

I created a carry over emploee advance item for employees taking a long term loan.  The employee repaid the advance over a number of months.  The YTD amount is now showing negative on the payroll screen and paystub.  The employee did not over pay.  The correspinging GL balance sheet account is correct.  Just what is showing on the stub/payroll screen in incorrect.  How do I zero the balance on the payroll screen without affecting the G/L.

I created a post 3 years ago about this and it still hasn't been added as a feature. This is the link the my old post. Any reason why this hasn't been added??! Thanks! https://quickbooks.intuit.com/learn-support/en-ca/other-questions/applying-sales-tax-to-rules/01/481537#M3467