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QuickBooks Q&A

QuickBooks Q&A

Getting Started
Manage Your Account
VAT
Banking
Manage Customers and Income
Manage Suppliers and Expenses
Importing and Exporting Data
Reports
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3175 Topics

Why does the sales snapshot not equal profit and loss sales?

No text available

6 years ago

accounts321

Manage Customers and Income

I am trying to do a partial payment. I want to match the transaction to the invoice, however the invoice doesn't show - please could you assist me with this?

No text available

6 years ago

varley-janine

Reports

Why does the A/R and A/P Ageing reports reflect different figures whe n I choose "current" and "report dates"

No text available

6 years ago

cecil-everson

Banking

How often does Quickbooks update bank balance directly with the Bank? We get messages from bank that someone is logging on think it is Quickbooks, therefore need to know

No text available

6 years ago

wierdapark

Banking

How do I move payments in undeposited funds to bank deposit?

No text available

6 years ago

Marion3

Manage Customers and Income

I dont want to migrate the desktop inventory

No text available

6 years ago

mamellopropertie

Manage Customers and Income

How do I record an interest charge to my clients on their arrears? Sometimes there are multiple unpaid or partially paid invoices for one client.

No text available

6 years ago

accounts319

Manage Customers and Income

How do you apply - clients credit if a refund is done by cash. - refund receipt is done, but the credit is still available?

No text available

6 years ago

priyankac

Banking

Can we connect the Investec bank account onto Quickbooks online?

No text available

6 years ago

saimporting

Manage Customers and Income

Can I enter product cost into the Product information field as USD, when my home currency is ZAR? We Buy all our products in USD

No text available

6 years ago

lee36

Manage Your Account

How do I cancel my quickbooks account as I have no need for it now?

No text available

6 years ago

gabbydewet

Manage Customers and Income

How can I flag a customer account as a bad payer to avoid further goods being issued ?

No text available

6 years ago

thorusha

Importing and Exporting Data

Hi Please advise how do i capture cashbooks manually without connecting to my bank or using the csv / txt upload file option. thank you

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6 years ago

iggyviljoen

Manage Customers and Income

Can you personalize the quotation email to be more welcoming?

No text available

6 years ago

gert1

Manage Customers and Income

How can I delete a customer from my customer list?

No text available

6 years ago

r-govender

VAT

Does anyone know how I add VAT to my quotes. I am based in South Africa.

No text available

6 years ago

mandtpower01

Manage Customers and Income

My vat nr is correct on my company profile. when i print my invoices it shows a different vat nr. how do i fix this

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6 years ago

info1082

Importing and Exporting Data

Can I migrate from Sage business cloud to Qbo how do I import transactions for the current year in detail; I dont want to loose detail for mgnt accounts purposes?

No text available

6 years ago

tcaptyltd

Manage Your Account

I sign up for this on the 1st of June can I cancel it?

No text available

6 years ago

MandydeMoet

VAT

How does one switch off VAT on QBO? A client is not VAT registered but VAT column shows on Invoices and Quotes etc.?

A client is not VAT registered but VAT column shows on Invoices and Quotes etc.?This is annoying as every line item has to be changed.  The client was previously VAT registered, but has not been for more than 5 years.  The import file would have included these old transactions which included VAT.ThanksMandy

How do I process a transfer from my chq a/c to my savings a/c

No text available

6 years ago

sian4

Manage Customers and Income

I cant understand how my one income transaction is not able to link to the associated invoice?

No text available

6 years ago