Other Questions

Hello I need some assistance please  So I've created my excel data sheets for importing as required and uploaded it into QBO, once I get to the data mapping fields, certain fields that need changing are marked in red and I have to now change these fields line by line, eg: income and expense accounts and qty etc. Is there a way to change this data for all the line items in one go, sort of like a "select all" feature instead of changing each line individually? I am importing split files to cater for all the inventory items and it's rather frustrating to change the required fields line by line as files can contain up to 900 lines at a time. Please advise if there is a work around this.

I have a question regarding how QuickBooks handles overpayments on invoices. When a customer makes an overpayment, the invoice reflects the payment amount as equal to the invoice total, and the owing balance shows as zero. However, this does not inform the customer that they have a credit. Wouldn't it be better for the customer to see the actual payment amount and the balance showing the credit difference on the invoice itself? As it stands, customers cannot see their credit when only viewing paid invoices. They need to receive a statement, but the statement doesn’t show which invoices generated the credit. Is there a setting I can adjust to display the actual payment and credit on the invoices directly?

Can we please have clarification on the popup menu stating:"Access to QuickBooks Desktop will be permanently terminated in May 2024.  UK Customers on QuickBooks Desktop (version 2016 - 2021) will soon permanently lose access to their account from May 2024 onwards as this service was terminated last year.  Therefor you'll soon be unable to login and use your Desktop product."We use Quickbooks Desktop Pemier 2020 UK in South Africa with an active License, no subscription.Will we still have access after May 2024? 

I hope you have a wonderful day! Sincerely, [removed].   Complete controlling is user(YOU). As preparing Taxes submissions to Turbo Tax Time and Coffee is the Results checking over checking also over shoulder views QuickBooks online expert for bests submitted accruals to file turbo tax   I hope you have a wonderful day! Sincerely, [removed].

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Hi there I have a South African based company and I've just purchased a QBO subscription and need assistance moving my company files from Quickbooks Pro 2019 desktop to QBO. My desktop version has just stopped working, I have a recent backup of my company files. I have tried the suggestions on the community without any luck, Please advise.Thank you

Is anyone able to identify which country hosts the quickbooks  data? 

Client started business in 2016 using Excel Spreadsheet for accounting records, have no financial statements. Please provide guidance on how to incorporate that in QBO to get all the information into the system and be up to date.

Hello  I have Quickbooks Pro 2019 desktop version. I am based in South Africa, I recently had a power failure which resulted in my PC shutting down incorrectly, after startup I got a 3371 error message on QuickBooks, I followed all the prompts with the hub to get it fixed. It does not go passed the online activation stage. There's an option to register by phone but apparently no South African support available, Can someone help get me passed this activation please?? Error message attached in pdf

Hello!  We recently connected our QB online account with Power BI.  We are missing data.  We are pulling in all invoices / payments from the QB Reports and missing some inside the Power BI tables.  Any thoughts on why some would be in the tables and others are not?  Thank you!  Jenn

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I am migrating from Excel to QuickBooks desktop 2021 accounting.My TB has multi-currency balances ie USD ad ZARHow do I best take the multi-currency balancies into QuickBooks desktop accounting?

Is it possible to setup a discount for each item in Quickbooks online and have a discount column represented on a quote or invoice alongside Qty, Rate, Amount etc.? 

How can I modify the settings in our system so that quotes sent for our workshop are delivered to the workshop's email address rather than the accounts department's email address which is currently set as the company email address? Currently, replies to the quotes go to the accounts department, but I need them to go directly to the workshop. Any guidance would be appreciated!

The users with higher permissions do not experience the same issues when using the app.  We do not want to increase the access of our Sales staff.

Hi there I've looked at this article and it still doesn't resolve my issue. I have reconciled my credit card statement and everything balances.  When I go to add a credit card payment in my cheque account, a duplicate is created in the credit card.  It is not visible in transactions, but the duplicate is found under chart of accounts.  One memo has the cheque memo and the other has the credit card memo. If I delete the duplicate, the balance is corrected.  However, the transaction is then unresolved in the cheque account.  If I add it, the same happens.  I've tried unmatching them, but that doesn't help. Could someone guide me?Thanks!

This Accounting app is not allowing to me link within the app. How can I link to Capitec?

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Hi thereCould someone let me know whether rules are case sensitive?I've used "Bank text" CONTAINS "xxxx" and it appears that the reason I'm not catching all the instances is that it's case sensitive.I've added another condition for UPPERCASE text, but there's no option to untick "case sensitive' as I would expect. 

Hi there I've encountered a tricky problem - I hope someone can advise me.  I have looked at this article but I'm still unsure.  I haven't made use of suppliers in my QB setup yet and I am a QB beginner, so bear with me! Scenario 1I buy a piece of equipment from Takealot using my credit card.  If I return it and they apply a refund to my credit card, there's no issue - I can do a simple reversal, so this purchase doesn't show as an expense.Scenario 2When I return an item, my Takealot account is credited.  The next time I buy a piece of equipment, a portion of the credit might be used, so the amount debited from my credit card will not match the invoice. To make it even more complicated, the same purchase also uses a portion of my eBucks balance. Could anyone point me to some articles or resources to help me out?🧐

Hi thereThis is probably a stupid question - I'm just getting started so bear with me.When I have a transfer between two of my bank accounts, I don't know if I'm supposed to use "Match" (suggested by QB) or record it as a transfer. The aim is to make sure that the money going from one account to another is not seen as an income or expense, but a transfer.The terminology is also confusing me.  I think of a bank "account" as an account with my bank, but QB refers to "accounts" as an income or expense category, for example like "subscriptions".So when I refer to transfer between accounts, I mean my bank accounts. I hope this makes sense. I'd appreciate some assistance! 😥

Is there a way to use the Customer Transaction List report or another report to filter by all invoices, payments, credit notes, etc. with open balances, and hide ones that have zero balance? Thank you.

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Good dayPlease can some one assistI'm getting a error "you have reached your email limit"I have seen the trial account gets 100 email's. Is this limit also applicable to annual subscription? Kind ReagardsFibertelVD

Hi,on a set of books I have inherited the person who was looking after the books had a different way of reconciling the credit card, instead of bringing the balance to zero each month they added the total from the current to the existing total and then reconciled, is there any way I can reverse practice to bring the account to zero each month?Best Regards,Noel