QuickBooks Q&A

 I wanted to share a frustration regarding QuickBooks Desktop subscriptions and how they affect accountants.With the ongoing price increases for QuickBooks Desktop and the clear push toward QuickBooks Online, it’s disappointing that, as an accountant, I still need to maintain my own QBD subscription just to export a client’s data into CaseWare when that client is on Desktop. CaseWare is widely used for year-end and working papers, and this isn’t an issue with other software. For example, Sage 50 allows accountants to import data into CaseWare without needing an active Sage subscription themselves. That makes a lot more sense from a practitioner standpoint. It would be great to see Intuit offer a similar option. Requiring a full Desktop subscription just to access or export client data—when the client already has a valid license—adds unnecessary cost and complexity for accounting firms and doesn’t really benefit clients. I’m hoping this is something Intuit will recon

Hi there, I have clients in the UK and in the USA - and receive funds into my bank accounts in USD and GBP. These get pulled into QBO and my bookkeeper has them converting to CAD.I realise now at the end of the year, that each time the transaction was made, it converted to CAD at the rate back then. But most of the money has stayed in USD in my accounts, so the currency exchange wasn't actually done.  So now at year end, I look at my accounts and my invoices reflect around 20k LESS than what my QBO is showing. Because the currency has gone down, How do I reconcile for this at year end to avoid paying more taxes than I physically have in my account, because the currency exchange rates have changed? Thank you!

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Can I cancel direct deposit pay cheques before the submission deadline? Do I need to do anything else?

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Do they have to keep the subscription open until we finish the year end?

iliminer une carte bancaire de mon quickbook

Voiding payroll

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The only option is a phone call. I am abroad with no telephony. How do I contact support?

Stay ahead of the game and learn how to have a successful year-end with QuickBooks Desktop.  This post covers the highlights of year-end planning, but make sure to check out the linked article for a deeper dive into ending the year with QuickBooks Desktop.    In this article, you'll learn how to: Backup your company Review and reconcile your accounts Run your year-end reports Close your books Step 1: Backup your company file Create a full backup of your company file before and after making final changes, in case you need to restore.   Step 2: Review and reconcile your accounts Review and reconcile your accounts to make sure everything's correct before year-end. Review the first month of your fiscal year Select a month for your fiscal year to set up your ledgers in QuickBooks. Go to Company and select Company Information. In the Report Information section, select when your fiscal year starts. This is to make sure your financial reports use the right dates. Select

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Each time I open my quick books pro 2024 I am getting a message that there is a new quick books software update,  unfortunetly it will not update.     Any suggestions

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All my previous transactions are shown. This bank account has been working with QB for a year. I did the 2-step verification again. There is just no records after 2025-10-17

For a business owner, tax filing can seem overwhelming and intimidating. That's why many businesses turn to accountants to help them keep their books in order, especially at year-end. If you're using QuickBooks Online to manage your finances, you can invite and add an accountant to your account. Here's how:   Prerequisites To invite an accountant, you need primary admin or company admin access to your QuickBooks Online account. Invite your accountant Follow these steps to send an invitation to your accountant: Sign in to your QuickBooks Online account as a primary or company admin. Go to Settings ⚙ and select Manage users. Select the Accounting Firms tab. Select Invite firm. Enter your accountant's email address or their firm's user ID. Select Save.Note: If you have enabled two-step verification, enter the code you received on your mobile device and select Continue. Result Your accountant will receive an email invitation to access your QuickBooks Online company. Once your acco

Je ne vois pas la destination et je ne peux pas ouvrir les trajets pour les catégoriser

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Our fiscal year is December 01 to November 30th We need to report for Dec.01 2024 to Nov.30 2025 But the sales tax reconciliation tool wants to calculate Dec.01, 2025 - Nov.30 2026. How do I change the dates so it calculates the correct year?

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La date de fin d'emploi est le 5 décembre. La paie est due le 11 décembre. Je dois payer les vacances accumulées.