QuickBooks Q&A

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Since Standard bank upgraded their software, i can't link to the bank

Can you please advise how I add an additional column to my invoices?QB online

Can I import a CVS file of products?

Quick-Looks FAQ: Multicurrency   Multicurrency is a feature available within QuickBooks Online Plus and QuickBooks Online Essentials. This feature tracks your foreign currency transactions including any exchange gains or losses you might incur.   How does Multicurrency work?    If you have transactions in different currencies, QuickBooks' Multicurrency feature helps you record them easily without worrying about exchange rate conversions.   Quick-Tip: Once you turn the multicurrency feature on you cannot turn it off again, so be absolutely sure you want to turn it on. Check with your accountant if you are not sure.  How do I assign a foreign currency to a customer?   QuickBooks Online makes it easy to assign a foreign currency to your customers to record transactions in the currency they pay you with.  How do I add a foreign currency account?   With the multicurrency feature in QuickBooks Online,  we make it easy to assign a currency

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I need a report that shows all transactions for a specific customer over a given period. In Sage accounting it is 2 clicks of a button, but I cannot find it in QB.

Move your Data into QuickBooks Online South Africa Moving to QuickBooks Online Changing the way you manage your business can seem like a big step. By importing your data from Excel, Xero, MYOB and Reckon into QuickBooks in bulk, you can get up and running faster.   Review this guide to learn how to import your data into QuickBooks, so that you can find the freedom and flexibility you need to run your business anytime, anywhere.   There are two main ways to import your data:    Import your data using a 3rd party There are several Intuit-approved Apps that will convert your data into QuickBooks Online. This is a great option if you’ve got a lot of data to import and would like it done for you. To find a list of available Apps, more, visit https://app.qbo.intuit.com/app/appcenter/findapps To move from QuickBooks Desktop to QuickBooks Online South Africa, visit this page.  There may be a fee for using a 3rd party App to migrate your data. Many Apps offer free t

payment was received with reference number of bank statement number Please can you help me find this number and who it belongs to?

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Customer Paid in advance. I credited the account with the amount, and as per invoices the amount was deducting correctly, however now on my next invoice it is adding an amount which I cannot seem to fix. Im not sure if I put the deposit in the wrong account or captured payments incorrectly but also the balance column isn't displaying any amounts.

We've already filed 2 VAT returns, but need to file a number of older returns as we imported historical data in Quickbooks. How do we do this, since I can't change the dates on the current return to do a previous period?

We made a sale on our new eShop via PayFast. They issued an invoice, which we then duplicated in QBO. When the payment arrived from PayFast, it was R161-odd short due to charges. How should I deal with this short payment in QBO? Thanks.

Invoice is ready to be sent, no send button is found

I am a electrical contractor and do my invoicing through QB, I need to be able to have a “bill to” address but then want to put the address where he work was done like a service address. Is this possible? I don’t want to use the “ship to” as my service address as it looks cheap and unprofessional. Not sure if I need to find another invoicing company to do that or not.

How do I remove employees from my QuickBooks account?

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I have to make a reacuring invoice for a customer. One is for monthly and one is for once a year. How do I do it?

Hi, When making a VAT adjustment it asks for a "Tax rate". What exactly should be selected here, since there shouldn't be VAT on a VAT adjustment? The two changes I'm making is increasing the following lines with adjustments: VAT on Standard Rate Goods and Services - Block 4Other Adjustments - Block 12 Also, why are the percentages shown invalid? South Africa's VAT rate is 15% and not 14%. Thanks. 

Hi Is it possible to import a purchase Order from Excel or a CSV file into QBO? I have large Purchase Orders of approx 80 - 100 lines at a time and  would like to be able to pull this data into QBO instead of manually typing the Stock codes and then the Quantities. Many ThanksGraham

in one of my supplier account. there are multiple payments and bills that were captured. i need to reconcile the account. how to i capture the corerct payment to the correct bill in order to clear the account

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