QuickBooks Q&A

We have around 2500 customers.  We need a detailed listing of the transactions for each customer.  How do we do this?

Each customer has an Accounts Receivable account - how do we access the transactions on the account?

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Hi there QBOL SA,So, I'm new the the product, but am an I.T. guy and have worked with other Accounting packages.I've experienced a 'alleged' problem with the Import of Products using an .xls file as source data.Using the QB supplied sample layout, I flagged both 'Sales' and 'Purchases' Tax columns as "Standard" The 'Import' functioned without reporting errors.However, now when selecting a Product on an Invoice, the Tax column is blank and I have to select from the drop-down list.The solution is going to 'edit' the product and selecting "Standard (15%)" from the drop-down.   Then going back to New Invoice, selecting the edited product and the tax rate appears.QUESTION:  Why does the import not update the Product Tax rate?

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 Brand new to QBOL - Want to categorise Customers."Customer Type" not displayed at Sales>Customer page"Additonal Information" tab not displayed on Customer Information page.See screen shot attached.I've seen solution from US posts, is this an SA 'lack of feature'?Any help, much appreciated.

Solution for adding 'Customer Type' refer to both on US site.

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I have changed the heading as per the suggestions. However the suggestions on the community group are different to the error message i receive. Therefore I am not sure what the correct heading is.

Wanted to create a new customer from my hanheld QB online platform and noticed the VAT Number field is missing

Hello, I am the only person who uses QBO in our company. I am currently the Primary Admin user. I see that we do not have a Company Admin user.1) So I would like to know what is the difference between a Primary Admin user and a Company Admin user?2) Also, is it important to have a Company Admin user?3) And if So, how can I  become a Company Admin user?Please answer the first 3 questions and then this one: 4) The issue that led me to my questions is this: How do I turn off automatic downloading of banking transactions.? 5) And what level of user can turn it off?Thank you so much.Rick

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Documents are being emailed to clients?

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When I send a invoice or statement on whatsapp it arrives on customers dWhatsapp in dark mode. How do I change this so it goes in light mode?

Hi -- The business I use Quickbooks for is being funded by a line of credit. Each month I make draws on the line of credit. There is an interest rate being charged as I draw from the line. Although I am tracking separately how much interest I owe, I am not sure how to log the interest accrued on Quickbooks. My first instinct would be a debit to interest expense and a credit to accrued interest, but that doesn't seem like it is an option. Please let me know how to best utilize the program to accurate report the accrued interest. Thank you 

I have the POD but am not sure whether the delivery has been invoiced. How do I check whether the invoice has been made out?

I created a project. In this project I placed an order. I received the goods, paid the supplier, converted to a Bill and captured the payment. Why does the cost show zero and profitability reflect 100%

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