Other Questions

Hi I recently enrolled as self employed with Quickbooks and I would like to know if I can change to a limited company within my subscription? 

Now QB Desktop is going to be discontinued we need to start looking at an alternative.QB Online seems to be the next logical step, however several features we used in Desktop are not available with the Online version, but these are a must for us: - sales orders (using estimates and renaming 'sales orders' is NOT an option)- need to have price level lists available which is very important to us (not available in the Online version)- multiple customs fields (only 3 available in the Online version)- assign jobs to customers- unable to assign a VAT code to a customer in the Online version (currently you have to manually change the VAT code for each order line) Does anyone know of an alternative package or the best bolt on app with QB online?

I have been using a trial version of QB Desktop 2020 in order to recover backups of my, now defunct, QB Desktop 2013. Several problems have reared their ugly heads during the process and this is the latest (see picture above). I have followed all routes suggested by Quickbooks and QB Tools Hub without success.Does anyone have any ideas how this can be resolved? All suggestions gratefully received.

Hi, We operate a number of brands in one Ltd company. Over the years we have updated logos etc a couple of times and we now have a list of 17 custom sales forms. We are about to add another 5. When raising an invoice and selecting 'customise' in the bottom black ribbon, all 17 forms appear in a jumbled order. The list will not 'sort' by letter or number and there is no way of making old forms inactive or deleting them (if they have been used in any transactions).  With a list of 23 forms, it will take quite a long time to select the correct form from this list. Does anybody have any advice please? Am I missing something?Thanks, Richard

Hi. We're considering moving to Quickbooks but need to check if it does everything we need. Does it keep track of part deliveries? We often create a purchase order for many items, lets say 10 and only 6 or 7 will arrive together. the other 4/5 will arrive at a later date and be billed separately. Is there a way to keep track of this and put the two different bills against the same purchase order? It would need to be clear what has already been delivered and billed. Thanks.

Hi there, We are a Cloud solution and host servers for our customers to connect to. This is a shared Windows 2016 server with Quickbooks Premier edition 2019. The users that connect to Quickbooks are not Windows Server admins. So they have to call in for us to login as a server admin and create the portable company file for them. My ask is - How can we allow the users that are not server admins to be able to create portable company files in Quickbooks?

On sage you could hard code suppliers and customers to a nominal, you could also highlight all customers and make the same change to all customers/suppliers in a matter of moments. Can this be done on quick books as well?

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Hi everyone, I've been searching around the forum and cannot find a post that solves my problem therefore I would be grateful if anyone can help. I have a UK company and we recently started selling in Euros (therefore using Multi currency option). We invoice our customer in Euros so for example...Invoice Dec 2021 for 100 Euros to out customerEuroE/RGBP€ 1,000.000.82775£827.75 When the customer pays we have a different exchange rateEuroE/RGBPE/R Gain / Loss€ 1,000.000.82920£829.20£1.45 In QBO the £1.45 is recorded as an exchange rate gain so that is all ok.The issue I have is the payment went to a Euro bank account and now we have transferred to our GBP account. Doing a straightforward transfer between accounts does not realise an exchange rate gain or loss but as I understand it from an accounting perspective this needs to happen.Bank transfer:EuroE/RGBPE/R Gain / Loss€ 1,000.000.84041£840.41£11.21 So the question i have is how do I record the transfer to

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HelloI noticed that I had entered a wrong end date to one of my bank reconciliations (instead of 31/12/20 I selected 31/01/2021).How can I amend the end date?  Thanks 

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I let my company borrow 3500.00 to pay for property taxes in cash. I have entered the loan into QuickBooks as a short-term loan (expect to pay back within the year). However, I would like to show I used this money to pay my company tax bill. How can I do this, if when I go to pay the bill I can only select a bank account or credit card payment option? When I entered the loan QB listed it as follow:Other Current Liability $3500Opening Balance Equity -$3500 (not sure how to get rid of this negative) 

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Hello, I have been trying to send an invoice to my client but they are not receiving it, I have a hotmail account that I’ve put in on my account and it’s saying that’s the email it’s coming from but it’s not letting me send directly the invoice to them from quick books directly once I’ve made the invoice nothing gets sent, please can I have some help because I don’t want to have to email my send the pdf to then forward it every time as with other apps I can choose who I want to send the invoice to type email in and then click send and it send directly once it’s been made and moon this evening if I send a reminder nothing sends even though it says that I have sent the person the invoice or reminder. 

Cant send accounts by email. Problem with in quick books

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I originally upgraded to qb online but no longer the the additional facilities and like to go back to self-employed.

Difficulty viewing invoices new PC fibre broadband

I have just realised i cannot perform quotes on self employed so have purchased simple start. How do i migrate?

New account and every time it sends me a verification code it tells me the code is wrong, i then try getting verification code via phone and it says this one is expired. Ive tried both ways 4 times each with no luck. The help section is also no good as it tells me to log in to get help but cannot login until verified. Also tried the skip button and that does nothing at all,Thanks Dave