QuickBooks Q&A

I have made purchases with personal funds for the company and all articles i find seem like workarounds rather than correct methods. They all also happen to be different methods which is worrisome. I need to do the following. 1. record the purchase( expense ) 2. increase short term loan account under my name3. reimburse myself from the company bank account ( decrease bank and decrease current liability) what is the correct way to record this within quickbooks. the company is a pty ltd . 

Excel 2007

I'm using Quickbooks Desktop. Every now and then it saves files to the desktop. I'm not sure if I can delete these files or what but it is clogging up my desktop. How do I change the folder where QB stores temporary and permanent files?I have included a document which shows the type of files on my desktop.

Every time that I create an invoice I need to select for the field [Amounts are] "Inclusive of Tax" as the default value is "Exclusive of Tax", can I change this default setting? 

I disconnected then reconnect my bank account from Quickbooks Onnline. It now update with no errors, however I don't get any transactions feeding through and I know there are plenty of them. During connection I asked for the last 30 days transactions and none have pulled through. When I select Update, it updates then confirms that is has finished the updated - but not transactions come into Quickbooks. Band account is Standard Bank.

how do i create a new category in products?

I am trying to connect to my bank account with fnb.co.za and I get the following error message. The error say, "Looks like the connection to First National Bank (South Africa) isn’t available right now. Try again in a few hours. (101)".Can someone please help?

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When reconciling my bank account, the account is out with exactly the amount i have in a sub account, how do i fix this? I transferred one lump sum from the bank account into the sub account and a few weeks later transferred a smaller amount from this sub account, back in to the bank account. Since creating the sub account i have been having trouble with reconciling my bank account as it is always out by the amount in the sub account.

See 2 screenshots attached. Ageing Summary has the correct Balance but statement shows incorrect balance. Looks like if there is a credit on the Journal it doesnt include it on the statement. Can someone please help as this is urgent and support can't assist. Im using Quickbooks online. 

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I saw previous answer said we will have to use duel vat fields if this is so i need to set up the new VAT code & need help in doin so please 

Recently signed up for the trial version of QB online, and am a little concerned - I've connected my QB profile to my FNB account,but the transactions do not seem to download correctly. Specifically with regard to bank charges and prepaid airtime - some of these transactions seem to duplicate themselves, while others are not carried over to QB at all. Any ideas as to why this would happen and what I can do to correct it?

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We have to submit VAT Returns every 2 months. This is not an option when configuring the VAT Returns for SARS. How do you get past this? below the link to the various categories of returns and timeframes covered by a return cycle. http://www.sars.gov.za/TaxTypes/VAT/Pages/Tax-periods-for-vat-vendors.aspx

In Desktop version i can do backups. then if i make a mistake or huge errors, i can simply restore the previous version. how can i do this with Online, as i made an error by deleting a few transactions in teh bank statement. i dont want to have to go month by month for the last ten years of my data to look at it. i just want to restore to the previous point and continue?

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I reviewed all the posts related to wholesale billing but the options I have on the Quickbooks Online Accountant screens are not the same as the ones shown in the videos and step-by-step guides.