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Good day to all,Is it possible to retrospectively update the 'Tracking Number' field on an Invoice via an .xls or .csv file import containing:Inv No, Tracking Number9999, XXXXXXXXXXXXXXXSecond field alpha/numeric(15)
Hey everyone,We send all our QB quotes, invoices etc via Outlook.When sending a quote, you can copy the text in the quote in the sent PDF.When sending a invoice, its not allowing you to copy the text in the invoice in the sent PDF.Any idea why?Some of our invoices are VERY lengthy in terms of work done OR its 2 - 3 pages and client then has to manually sit every month to type it out.When you open the physical invoice in QB, print it to PDF then it allows you to copy the text.Its like its a safety feature or something that gets created when getting sent out?
Good day I am new to Quickbooks Online. Please assist me with the following. I had mistakes in my Products and Service List. I exported the list and I made the necessary changes. I now want to import this back into quickbooks online. If I import it directly, will it create duplicate items and if so, how do I avoid it? Thanks Carel Smith
HiI change over from quick books desktop to online as we had to.I would like to know how do we email from our email account in outlook on online quick books or can't you? I use quick books online.
I added a new customer while creating an invoice. The invoice appears on the sales list, but the customer does not appear on the customers list, so that I can't invoice the customer again.
I started a Migration from QBDT to QBO on Thursday afternoon, it is now Sunday and the Migration is still not complete. Each time I call i get told "just wait a little longer" and now the Automated agent on the phone just hangs up on me when I try to call. How am I supposed to work on Monday and do payroll for 50 people? I was told 15 mins, then 2 hours, then 24 hours, then 36 hours, and now its been almost 72 hours. No one can give a progress update, or give me any information on when it will be complete. This is absolutly ridiculous
YES
Greeting to all,I'm trying to run the above report, having created and saved a Budget. The report shows 'Actuals' but no 'Budget' figures. Am I missing something fundamental?Any clue would be appreciated.
I am looking for a way to include the PO# on the subject line after Invoice# when I am sending invoices so that it would be easier on my customers end to search on email.
Good day, I have paid forty visa application in US$, the payment went through a day later on my bank account now I am out by R0,01. How do I fix this?
Good day Is there a way to mark multiple accounts inactive at once instead of doing it one by one?Our client changed their chart of accounts and now have multiple active accounts that was never used. Thanks in advance.
There is an issue with Purchase Order quantity not reflecting correctly for a product. Please advise when this will be sorted ?
Anyone else pulling their hair out trying to get bank statements into csv, then to match csv columns with QB requirements for imports? Any human assistance would be appreciated since QB shut down their help center
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Hi, I wonder if anyone can assist. A fully depreciated asset suffered storm damage (asset was purchase in 2014). The suppliers replaced the asset as the repairs cost exceeded the replacement cost. Insurance paid for the replacement. What would the journal entries be?
NOT managing users.I am an accountant and have an existing QB profile with an old email, I'd like to switch it to a new email. How do I do this?
It is becoming critical to ensure maximum security for any data online. As owner and responsible for risk management I want to force all users to use two-factor authentication. Yet this risk management feature seems to be missing from QBO. Does anyone know if it is possible how, and if not why? Thank you
Hi There I been trying to download the Desktop password Recovery tool , but the link will not accept my South African Postal Code. I urgently need the tool I am locked outr of a account I need to work with.
What is the next step to address the issue, I am from Philippines and my client is from US. I can't accept her invitation to her Quickbooks Online Accountant.Can someone give me the US Quickbooks online for me to create account. Much appreciated
who can i contact to get help
I have an issue with trading stock. If you pull a stock take sheet the quantity of the item shows zero however Quickbooks online is still adding that item value into trading stock as if there was a quantity on hand. How can i resolve this?
I am a QB Pro Advisor and have been for many years. Apparently QBO just changed it's platform for users. If I sign up a new client I am linked as the "accountant" and I can no longer invite a second accountant. In addition, my accountant user is filling one of the three billable user slots for the client as well. So basically, I can't invite my bookkeeper who helps with my clients. AND if I invite her as a user, that leaves one slot available for the owner of the company and no one else within their organization. I could understand if my one accountant slot was used by me, but leave the other three for the client and a potential bookkeeper. I PAY intuit to be a ProAdvisor but I assumed they would want me to encourage my clients to sign up for QBO vs. other cloud based accounting platforms out there. At this rate, even with a small wholesale discount, it would be better to encourage my clients to sign up on their own, invite me as a user an
Where can I find somebody who can assist me with my queries?I have basically taught myself Quickbooks and I made some errors in the initial setup. I cannot seem to rectify these mistakes and need someone who knows what they are doing.
how do you enter start up cost? i have different cost including website creation, rent, furniture, utility for about 6 months before we actually started our business. how do i enter all this in quickbook?
Good day I want to send customer statements that reflect their payments only.Having each transaction displayed is unnecessay. Please advise how I can do this. Thank you.
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