QuickBooks Q&A

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When I try to save an invoice, I get an error that the invoice number already exists. But I chose the ‘let us pick one for you’ option. No matter what number I put in it gives me the same error. 

We would like to direct Quickpoints payments to different bank accounts depending on the invoice.

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My bank site is right, my account number and the password are right. But I cannot download the transactions. Why?

QuickBooks online, how can i turn off the reminder emails for one customer?

How do I add a partial payment to an invoice

Has anyone else been experiencing issues with their QBO and BMO banking integration? It's been down for us for about a month now with "Error 103 - username/password not working" error message (while we can log in directly to our bank profile with no issues). Numerous attempts to sign back in via QBO results in errors (and can even lock our banking profile account up as they see it as suspicious activity).  2FA doesn't seem to be the issue as it does ask for either the SMS code or our RSA code and results in the same error message. 

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I received an email from [email address removed] offering a free onboarding session is this legit? They ask you to go into your quickbooks aappend hit the gears symbol to provide them with your Company ID ???

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Unfortunetly I still can not get the payroll update.I have been doing the payroll manuallyHow do I go about making sure that all year to date figures are correct? 

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i need to this this in the employee t4 in box 40

When I open quick books pro desktop It says that there is an update.  I have tried several times, but I can not get the update.  Is this update something that is needed in order to get the July 2025 payroll update, which I still can not get. Thanks

I don't know how to make a work order... some service industries typically follow a particular flow (in this case I'm referencing general contracting): Create ESTIMATE for prospective client --> prospective client accepts estimate --> WORK ORDER generated --> work completed --> INVOICE sent to client --> get paid --> produce RECIEPT The program is clearly missing a critical function. You have customers who have been begging for the function for the better part of 3 years... And before someone suggests it... No "delayed charge" is not a proper work around. No I will not integrate Jobber or some of the other incredibly pricey app. After a monthly fee for QBO I'm not forking over more money for an integrated app when the one I'm paying for already isn't cheap and SHOULD BE DOING IT. Stand up a scrum team and start implementing some of the most basic yet critical functions your customers have been begging for for years.  

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I am trying to import chart of accounts in QBO using excel spread sheet. In fact I am using the sample spread sheet provided in QB help and just overriding it with my data. Although I have kept the date format as YYYY-MM-DD related to the opening balance however when I upload it automatically changes to MM/DD/YY and then throws an error that the date must be in the format YYYY-MM-DD. Does anyone else had similar problem and was able to find a solution. On a related note, the article on QB help for the "Import your chart of accounts to QBO" is as confusing as it could be. In step 4, it expects to complete import chart of accounts and then it expects you to manually enter opening balances in step 5. This is not feasible if you are importing hundreds of accounts. It also contradicts the fact when the sample spread sheets provides fields for opening balance and the related date.

Need to add % of sales column in P & L

We have an employee who was accruing vacation pay and we allowed them to use more vacation than they had accrued, but then they left with an amount still owing. We wanted to use an item in our payroll item list called "Vacation Accrual Adjustment", but it doesn't appear to affect the actual vacation accrual on the employee's account. When looking at the payroll item list, I can see it's listed as "Deduction" under "Type", whereas our regular "VacPay-Paid Out" is listed as "Vacation Pay" under "Type". Is there a way to either change this existing item to "Vacation Pay" type or to either create a new payroll item with "Vacation Pay" as the type? I tried and it didn't seem possible.

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Error: The exchange rate is null or empty.. But see no field to enter the exchange rate. On Desctop I see that field and it is prefilled.

You said Hey im having trouble making a new invoice, it says thw name already exists. I have used the same name before and its fine, I did try changing things but it won't let me

Currently with Tangerine, I need to log in several times a day to make sure transactions are not missed.   Currently I cannot login to Tangerine via quickbooks due to process change with Tangerine. Quickbooms has been slow to react.  These challenges have made bookkeeping difficult, quickbooks hasn't provided reasonable solutions.  I have two questions...1. What bank institutions have a more positive experience with Quickbooks 2. Is there a more positive response with business accounts compared to personal chequing accounts? - Yes I am aware of having the importance of having a separate business account for transactions.  Any insights to making a possible change is appreciated 

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