QuickBooks Q&amp;A

How do I apply a settlement discount to an invoice at the time that I receive the payment? There is already a discount given to the invoice at the time of creating it?

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4 years ago

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Importing List with sub-categories to QBO. Error every time. I have tried with and without space after (:) as instructions are contradictory. Still no joy! Any Tips?

eg: Clothing Clothing:Fleece Clothing:Fleece:Top (6-7 yrs)

When posting an automated import bank transaction... I have a partial balance available for the transaction. I can`t seem to find the balance. ?

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The client cannot receive the verification code when signing in. How do we correct the CLIENT contact details and not the subscriber contact details?

Why can't you view the item list as in the Desktop Version, you could see the supplier as well?

You could view the cost and sale price as well as supplier, much easier.

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The phone number for one of my clients has chaged. The verification is going to the wrong phone number how do we change the client phone number?

QB Online uses a verification when the client logs into their profile. The verification code is going to a cell phone number that does not exist. How do we the cell phone number when there is no option to change client details?

QB Online imported the company details from QB desktop now I need to change addresses and telephone numbers but cannot find where to do it on the CLIENT details.

The CLIENT details on the Quickbooks data base at your control point are INCORRECT. We have to change passwords but the confirmation goes to a non existent telephone number

Good day, How to change the subject line to pull in from the <Custom> field instead of using the invoice number.

Can I restore my 2015 pro backup to quickbooks online?

I have signed up for 30 day free trial of qucikbooks online and want to restore my backup to it. can i do this?

"Your file does not contain the three required columns", this is the error message I get when I try to import bank transactions into quickbooks. Please assist

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How can do I format bank statement transactions to suitable to import into quickbooks? The bank statement is in excel format already but when I import i get an error.

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Why am I not able to see invoices and statements that I have emailed to clients

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We have a price increase from january. how do I adjust my prices ?

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Why can't I see all my customers transactions from previous years?

I have tried the filter option and chose All Transactions, still does not show

Rounding off to nearest rand/dollar/euro. eg R6099.89 to R6100?

Once tax is calculated the cents are out by tiny margins which is quite a frustration, how to round off in quickbooks without having to change each invoice separately

Rounding off to nearest rand/dollar/euro. eg R6099.89 to R6100?

Once tax is calculated the cents are out by tiny margins which is quite a frustration, how to round off in quickbooks without having to change each invoice separately

Standard Bank not updating again

Are there any other users who are also battling with the Standard Bank Link.We have tried everything!  Updating bank info...We have logged a call with Standard Bank and Quick Books - still no resolution.Any help will be appreciated This is the error message: Something isn't workingSorry, we can't update your account. Please wait a few hours and try updating again (101).We reported this and will notify you when it's fixed

Can you use multiple companies on one login

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What is the best way to record petty cash received from different clients? If you did not use all of the money and need to return how does one make record of this?

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Why does my company file from Desktop not export to Online?

Have tried several times and also asked QB to contact me twice which did not happen. I do not receive an email that it is successful and when logging into QBO the data is not there.

How do I suspend clients without transferring billing to them? I understand when I transfer billing, I cannot expect any future revenue for license fees

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Vendors and Expenses transactions in QuickBooks Online has been slow to load

Does anyone experience this issue? I have noticed this performance issue for about two weeks. 

I am trying to convert my QBO company data to QB Desktop but my "Export Overview" is not displaying...what can i do?

Im using Microsoft Edge and I selected the URL and replaced anything after /app/ with exportqbodatatoqbdt. The "Export overview" displays but i cant proceed from there.