QuickBooks Q&A

We get deposits from our payment processor which sometimes includes refunds and so is less than the full payment amount. ie. there was a payment of R200 but also a refund of R50 on the same day. We then only get a deposit of R150. The R200 is created as a payment and linked to an invoice. The R50 refund is created as an expense (because there is no invoice or goods attached, and so can't be a refund receipt). The problem: how do I link the bank statement line of R150 with the payment (R200) and expense (-R50)? Note: it's important that the expense can be created outside of the bank recon as a separate action (since it will be automated via the API), and so we don't want to use the "Resolve" option on the bank recon to create the expense there - we need a way of linking already created documents. I appreciate any help. Thanks.

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Good day all. At first we thought it was our internet, then we worked from home and still the same issue and now our clients started contacting us on the matter as they have the same issue Quickbooks is very slow, just lags and then eventually does not respond at all. Data is not available nothing.  Is QBO having issues with the servers at the moment? We don't know what to tell our clients?

By "Your Practice", I mean the books of the Accounting Firm. I now have a number of Clients that are not clients, but purely Debtors/Customers.

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Is QBO Advanced available for the UK?

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Hi! Someone outside my company was kind enough to loan money to me to help start and run my business. We agreed that I will start repaying after 12 months.How do I log this money? The loan was calculated for an amount that will help keep my business going for 12 months, so it was not a specific amount for specific equipment or payments that needed to be made. Kind regards

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It's coming for a month now. Neither QB nor Nedbank has offered much support other than troubleshooting the same processes with me over and over. Surely I cannot be the only one having this problem?

I cannot input my country into my address in settings.

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If a client has already subscribed to QBO+, how can I migrate him from QBDT in view of the following extract from the complex conversions training:"Note: if you don’t create a new company subscription before initiating the conversion, the QuickBooks Desktop conversion tool will automatically create a QuickBooks Online Advanced subscription." 

Can I change the statement layout to customers

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online backup process

Hi, I have been using a 2004 Quickbooks since 2004 for my business which I need to put onto nother computer with Windows 7 as the old computer is getting slower, I have managed to install it but I need to refresh the license, but I cannot seem to find a way to do it. I have called the help desk to no avail. I have the product and installation keys so there should be a way as its a legitimate Quickbooks product. I still have the CD. Can anyone help?

We use classes to specify cost centres and do reporting. However, importing classes is not possible and therefore requires duplication and potential human error. When will this field be included in the import format?

Namely Botswana and Zimbabwe. I have put in the request. I'm just being fobbed off and redirected in circles.

Tried to edit on Custom form styles but it appears as if the option is not available.

Hi there, i need help with an urgent problem! I bought a copy of QB 2013 a couple of years ago but i was still working on my version 5. But now the PC that i had the version 5 on crashed and i cannot get it to work again, so I installed the 2013 version but i cannot transfer my data from 5 to 2013. I checked and i need version 2006 as a go between to open and save the files again so that i can import into 2013. I found a copy of 2006 simple start online which i downloaded but now i need the key code to install it. Please please help this is all my data from 2005 till now!!! Kind RegardsHein Conradie

Hello, since opening my business last year I have been using a total daily sales receipt to record daily income in QBO and it has been working fine. My business uses a POS system which has its own inventory feature which keeps track of my stock. Since I started with QBO essentials I didn't have a good way to keep track of my inventory in QB and so my inventory total (via totals from invoices, not individual stock items) just kept going up and of course was not reflecting my actual inventory. I just upgraded to QBO Plus and went back to the opening of the business and retroactively added all of the items in the inventory to the existing invoices. So I now have all of the inventory items I have bought since I opened entered.  My question is how do I now retroactively adjust the numbers and set up a process to adjust it going forward?  I don't want to enter individual client receipts because that would be redundant to my clinic POS software. I just want to be able to say th

Is QBO suitable for keeping books for a school?Are any apps required?

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