Other Questions

After dragging my heels on any move from QB desktop (premier 2021) to QBonline - I called support last week and they said I can test drive the online system for free so I set up an account and also logged into Movemybooks to import my desktop system so I could see what happens and play with it. The result is honestly such a disaster I do not know what to do next - I feel completely sick with worry. 1 - No stock items have moved .  We have hundreds of stock items with description and values  ...no value in at all for ANY of this on the balance sheet ? 2 - My foreign customers , suppliers and bank accounts have all been transferred in as GBP and its a complete mess.  Everything needs voiding  and re-creating .  No way to exclude FX entries in the movemybooks system - its all or nothing.3 - My balance sheet is out of whack by several hundred thousand pounds as something is wrong with the VAT total.  QBD shows VAT liability around £ 24000. 

i cannot access SL or my bank reconciliation

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Hello,I have connected QB to Mailchimp so that customers are updated to an audience, but how do I filter subscribers and non subscribers? I would expect a field in customer details - or is there a way of adding one... Any help greatly appreciated! Thank you!

Also the VAT centre just will not load but that's not a new problem. I just want to see if this is a known issue.

We are using QBD Enterprise Canada and we send batch statements each month. Some customers receive the standard PDF statement but others receive statements in a format that cannot be opened. Has anyone else run into this and how did you solve it?

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How do I categorise falled direct debit from my bank account

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Hi Since the display of the list of customers changed some of the columns are way too wide and I can't work out how to change the display to show everything I want to see. The Memo column on the attached is taking up almost all of the screen.  I've hovered over the far edge of the column but nothing shows up to be able to make it narrower. Can someone help please as I need to be able to see the content of the memo column but also see other columns.  

Dear Inuit ... I've just had a message saying1. Desktop will not be supported after 30 June 20232. the mechanism to migrate historical date will not be ready till June 2023 Are you kidding? Mu choices are 1. continue with unsupported Desktop version2. Plan for a switch to online version in June 2023 not knowing how and whether the data migration system works i am trying to run and plan a small business. I need to migrate data AHEAD of the switch so i can test and check before the switch over. This is not helpful!

How can I update "recurring transactions" (in this case estimate templates) after importing and overriding the new item data? The templates contain 30 articles and more. I can't update them all manually. Someone in the blog posted that it would work on songle items. You can choose "One time only" or "Update for all". But I want to update all articles in all unscheduled templates.

Once we get to 1st February 2023 will we still be able to do the following:a - open the company file and run various reports and export data?b - enter transactions?c - Submit MTD VAT returns? Can you please advise what the situation will be be both a pro-advisor licence and for our clients normal licences?  Will it be just the support that ends at that point (i.e. no telephone support and no software updates/patches) or will any of the above list also no longer work? The short 15 month notice is not enough to migrate clients to another product, especially with QBO still falling way short of what QuickBooks desktop can do even for basic clients.

I'm looking at whether we should move from QBO Plus to QBO Advanced, on the basis that when we first joined we wanted to be on Advanced but this was only available in the US, not the UK. One reason is that we are quite a complex charity and find ourselves restricted by the limits on classes, locations, chart of accounts, etc. For the US, Canada and other countries, visiting the page about limits includes information on the limits for each subscription type with lots of categories, including those above. (See https://quickbooks.intuit.com/learn-support/en-us/help-article/intuit-subscriptions/learn-usage-limits-quickbooks-online/L6THMltE4_US_en_US?uid=ljzx4fb4 or https://quickbooks.intuit.com/learn-support/en-ca/help-article/intuit-subscriptions/learn-usage-limits-quickbooks-online/L6THMltE4_CA_en_CA?uid=ljzx88go for examples.) However, the UK site only shows the limit on users, and none of the other limits (see https://quickbooks.intuit.com/learn-support/en

I am employed by a company where I get paid a wage and pay Tax on it.  I am also self employed and invoices customers how do I show these within quickbooks self employed online

Hi  I am having real problems getting the inventory from QB Desktop to QB online (Plus)  I had an old desktop system (2012) which is still working but only on Windows 7, so decided to finally upgrade  move my books took the data base and transferred it but none of the inventory came over  I then downloaded to excel CSV file and tried to upload it but now it will not take more than 1000 lines of data  I have over 4120 line items  can any one help? Many thanks  [Removed]

Why is it near on impossible to speak to someone at quickbooks?

HelloI want to be able to set up default tax codes for each of my customers, but when I choose one, edit details, go to the tax info tab, there are no drop down boxes to choose from which is what other posts on here have said to do.  Only areas where I can enter their vat and UTR numbers.I want to be able to set some to the new reverse charge codes, and some to the standard code to minimise errors when raising invoices.Thanks.

When I attempt to add an additional email address to the customer profile, I get a message saying '"Please enter a valid email". I believe the issue is because the email address I'm adding contains an apostrophe. Is there a way around this issue?

HiI have an issue with my invoices; Instead of numbers, it shows 'Clover 2023' and a date.I disabled the custom invoice numbering but to no avail. I have Clover merged with the QB online.Any suggestions? 

I have a client who sends some Warranty DDR recurring invoices monthly .They also send standard invoices due for payment.  If i go into customise template under emails and change the 'message to customer' it changes the message on all my templates.  If i create a new DDR template it does the same. The client would like specific email wording for recurring DDR warranty payments with a note not to pay this its for info only. Different to the standard emails. I dont seem to be able to do this at all, only one email to cover all options which isnt really suitable. Is there a work around?  

I can disconnect and reconnect so my account updates but then will not update after that initial reconnection

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I have used this feature for years. Since last week, this functionality has stopped working properly. I've spent hours on the phone to support, but to no avail. Payments are still being collected from customers it seems, however, the payment is showing as "overdue" in my invoices screen when it should be automatically marked as "paid". The usual process, is the recurring invoice is submitted and marked as "paid" at the same time (to undeposited funds). Days later, when the money actually arrives, the deposit gets matched automatically. It should also calculate the Gocardless fee automatically, but this has stopped happening too.  I've tried relaunching the Gocardless app (as instructed by support), but this didn't help. I was also advised to clear cookies/cache, but that made no difference either.  Nobody at support seems to understand this process. I'm finding the telephone support particularly poor in general lately. A simple glitch (caused my QB) seems

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