Notes on GST/HST, accounting records and back-office systems for small businesses in Canada. Every factual claim is cited to a primary source, usually the CRA's own publications, so you can check it rather than take our word for it.
It can answer a call you missed, quote a price and book the slot before the caller hangs up. Every word it says about price or time is read off your list and your calendar. What it does on a call, what it costs against a receptionist at the new $17.95 minimum wage, and the recording rule that applies in Canada.
ReadWhen the Difference will not go to $0.00, it is one of six causes, and QuickBooks already has a tool for finding each: timing, duplicates from the bank feed, payments never grouped into a deposit, edited reconciled transactions, a wrong opening balance, and fees nobody recorded.
ReadSuppliers will tell you Desktop has no way in. It does, and Intuit built it. The Web Connector runs on your own machine, starts every conversation itself, and nothing it does is real time. The dates Intuit has already set matter more than any of that.
ReadYour crew already writes every sale down the moment it happens. The official Groups API cannot join a group that already exists and caps you at eight people, which is why nobody has automated this. Three real options, and the one number that tells you whether any of them are worth buying.
ReadFour kinds of money arrive on one document with three different tax treatments. Duty is never recoverable. International freight is usually zero-rated, so claiming tax against it invents a credit out of nothing. And the Ontario 8% on imported goods is a liability most importers have never self-assessed.
ReadBeing named importer of record does not, by itself, entitle you to the input tax credit. The CRA applies a de facto importer test instead. Here is the rule, the four ways it goes wrong in small-business books, and how to check yours in ten minutes.
ReadKeplar's whole argument is that a confident wrong answer is worse than no answer, because somebody acts on it. That has to apply to our own writing too. If you find something here that is wrong or out of date, tell us at info@keplar.ca and we will correct it.