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How to Enter a Bill for HST and or GST only in QBO

At times we will receive invoices that only charge HST or GST.  An example would be a shipping bill that invoices for GST/HST on brokerage and customs.  This is the workaround in QBO for this entry....

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QBO Home Currency/Revalue Currency Bug

Please take time to give Intuit feedback on this  so they will fix it. When you use the Home Currency feature, it posts the entry to the day you are recording it on even though you enter the correct...

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Torkin Manes Marijuana in the Canadian Workplace

Marijuana in the Canadian Workplace by Peter Straszynski  While the possession of marijuana currently remains unlawful in Canada under the Controlled Drugs and Substances Act, its use for medical...

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Read More about Peter Straszynski at Torkin Manes

Peter Straszynski The post Read More about Peter Straszynski at Torkin Manes appeared first on Targeted Accounting.

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Enter a bounced check/cheque by invoice

Enter a bounced check/cheque by invoice To enter the bounced check/cheque by invoice: To enter by invoice, you must have a product service item that uses the bank account and one that uses either a...

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Plooto Way Pay Telpay Pricing Comparison

Click here to compare Plooto Way Pay Telpay The post Plooto Way Pay Telpay Pricing Comparison appeared first on Targeted Accounting.

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TA Tips June 2017

TA Talk July 2017 The post TA Tips June 2017 appeared first on Targeted Accounting.

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QBO Bank Rules

https://quickbooks.intuit.com/tutorials/lessons/qboa-bank-rules/   The post QBO Bank Rules appeared first on Targeted Accounting.

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Purchase Order Work Around

Note the PO should be copied before adding it to a bill. Using an  example of 3 lines ordered, 2 delivered, and invoiced, and needing to part receive this, is how to do the workaround. 1. Open original...

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To Change Settings for PDF Sales Invoices to Online Sales Invoices

To change settings for online sales invoices Click on the Clog, and then Account and Settings Click on the Sales tab on the left side Scroll down and click on the pencil to edit Online Delivery For...

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Updating Feeds

If the bank and credit card feeds in QBO don’t download, QBO will not say the bank or credit card failed.  It lists the date of last down load and number of days since last download.  You will need to...

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Bench Capital Alma Jones

Alma Jones is president of  Bench Capital Advisory Inc.,  a financial advisory firm, dedicated to helping Small and Medium-Sized business owners secure financing during the various cycles of their...

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Auto Post

The post Auto Post appeared first on Targeted Accounting.

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Protected: TA Talk July 2017

This content is password protected. To view it please enter your password below: Password: The post Protected: TA Talk July 2017 appeared first on Targeted Accounting.

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TA Tips July 2017

TA Tips July 2017 The post TA Tips July 2017 appeared first on Targeted Accounting.

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Multi Window Behaviour

Multi-window behavior One big customer feedback was making QBO work better when opened in multiple browser tabs. We have made some improvements in this area too. First you will notice that every...

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Transaction View

Transaction view When creating a new transaction, you will notice that it comes over / on-top of whatever (non-transaction) page you were previously working on. So that once you finish creating it, you...

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Report Tools

QBO Accountant will be working.  This allows for all reports and tools to automatically open with the needed date range, rather than with the client’s default report settings. Note: You must have...

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How To Take Pictures of Receipts

If you are finding it difficult to keep track of your business receipts, consider using the QBO Mobile app to take pictures of your receipts. First take a picture of the receipt then click on Create...

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Sharing Reports

QBO has the option to share reports.  However you can not share the report with individual users.  The option is to share ALL or share NONE.   Click on the Feedback link in your QBO and ask them to...

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