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  • Undeposited funds balance in bank deposits does not match chart of accounts after importing from QuickBooks Desktop

    From the article: Undeposited funds can show a different balance in bank deposits than whats displayed in the Chart of Accounts.

  • Check for duplicate transactions

    From the article: QuickBooks experienced a delay downloading your bank transactions between 23 March to 17 April.... All transactions are now up to date in your QuickBooks company.

  • How do I record the withholding tax in QuickBooks Online?

    From the article: To record the withholding tax reduction in the invoice amount payable, you can create a credit note with an item that is mapped to a Tax Expense account.

  • Change Election to Apply Refund / Overpayment to Future Estimated Tax

    From the article: Can the application of refund to the next year's estimated tax be changed?... Solution Description Per (Internal Revenue Service (IRS) 2017 Individual Form 1040 instructions, page 74:           This election to apply part or all of the amount overpaid to

  • Upgrading QuickBooks Online in Salesforce

  • how create an open vendors bills

    From the answer: Click the + at the top, middle to Create Transactions, show more > Under Vendors > Bills.

  • where is open file - to open another company file

    From the answer: You would need to purchase another QuickBooks Online subscription.

  • my company is canadian

    From the answer: Hi there!... You can sign up for a Canadian version at If you need assistance canceling your current version please let us know.

  • how to post payment to invoice if already in register

    From the answer: See the article below....

  • convert quicken to quickbooks

    From the answer: Hi Maryb,  Quicken 2014 will not convert to Quickbooks Online directly.... You would need to purchase a 2014 version of Quickbooks software  to then import into Quickbooks Online.

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