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I am situated in the Randburg area of Johannesburg.

Good Day, I want to add a "Unit" column to my quotation.  Is there an option to do this?  Thank You,Hani

Hello, Where can I find a list of available/recognized dynamic field codes such as: [Invoice No.][FullName]etc. I want to add to the invoice reminder email the ability to show open balance in the text along with the invoice number. [Balance] and [OpenBalance] dont do anything Thanks, 

Videos show the menu list to include client which I do not have on my menu list. Where some show Your books, mine does not.

I have changed accountants and would like to invite my new accountant. How do I do this?

Hi there I'm trying to add a transaction manually and found this help article: https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-transactions/manually-add-transactions-quickbooks-self-employed/L1obtgTBA_US_en_US?uid=ly05zigg It says:On a web browserGo to the Transaction menu and select Add Transaction. In my interface there is no such option under the "Transaction" menu (the flyout from the left hand menu) and there's nothing under the "New" menu on the left either. Am I missing something?  I must be looking in the wrong place. 😟

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The dashboard works in online accountant, but not the training page. Just says quickbooks online product training. But clicking on that, nothing happens.

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My school just upgraded from older QB program to QB online.  Older QB allowed us to run a transaction statement that included the school's EIN (tax ID number).  I went to Settings>Custom Form Styles but there is no field for Tax ID.  Any suggestions?

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I need to correct my client's incorrect VAT categories through "Reclassifying transactions" which is apparently found in the Toolbox.

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I have one Company (Optimum Beleggings Pty Ltd) but is using it as a parent company. I have 3 other "companies" thus 3 different client bases but all goes through 1 bank account (Optimum Beleggings)The companies are:Value FencingOptimum StorageReal BuddiesMy question is: How do I set up 3 different Invoice templates & email messages for each of them. ( i have made different templates but if i change 1 thing on the one it changes automatically on the other)Your assistance will be appreciated.RegardsMatthee

Good Day, how do I capture my trial balance for the previous financial year before starting a new financial year information.  

  Quick-Look FAQ South Africa: Ask the Accountant Edition    Meet Lauren du Plooy, a QuickBooks Proadvsisor from South Africa. Lauren is  full of localised, expert product knowledge and here to answer your top-of-mind accounting questions. As a small business owner using QuickBooks Online, an accountant can be the perfect pairing to make sure your books stay clean. If you would like to find a certified QuickBooks Proadvisor in your area you can do so here.    1. What are the biggest benefits of moving from QuickBooks Online desktop to Online?   Automation, wouldn't you love to save up to 60% of your processing time each month in your accounts department?   Also, accessing your books from anywhere on any device is an exceptional tool for any business owner and you will have up-to-date information at your fingertips.   No more server issues/network issues in your office. No more capital layout for new servers or data storage devices or worryi

Ask the QuickBooks Online Accountant Meet Lauren, a QuickBooks Online certified accountant who runs a family practice in South Africa founded 18 years ago, Rae and Associates.   “I have been in the accounting industry for more than 14 years, with a specific focus on bookkeeping services and Cloud accounting implementation and sales. I am extremely passionate about helping SME’s and owner managed businesses so we can relieve their financial pressures and let them focus on their businesses. I am very client experience focused and have a hands-on approach with all our projects. Some fun facts, I devour books at an alarming rate so my kindle is my best friend. I have a crazy, loud and fun family, thank goodness we all like each other as we work together every day. I love being a mom to a firecracker 11 yr old daughter. I'm obsessed with animals so I have a mini zoo at home and have a sort of Dr. Do-little vibe going on around me. “   As a small business owner using QuickBooks On

What’s New in QuickBooks Online South Africa   Stay in the know about what’s new in QuickBooks Online. We're here to share the latest and greatest developments personalised for our South African QuickBooks customers. Discover the latest features designed to make QuickBooks work even harder for you.    Move your QuickBooks Desktop clients to QuickBooks Online   Looking to move your QuickBooks Desktop clients to QuickBooks Online? We’ve made it easier with our new complimentary data migration service through MMC Convert.   Valid for: QuickBooks Online Essentials and Plus subscriptions   For full details please refer to the below website. https://www.mmcconvert.com/order-free-conversion-to-qbo-southafrica-ytd   Quick-Tip: MMC Convert is valid for Accountant wholesale files only   One Intuit Account Manager for QuickBooks Online Accountant   You can now manage your subscription billing info and details about your firm right from QuickBooks Onli

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How do we categorize reserves in our call account for VAT, PAYE & UIF that we transfer to our current account?

What’s New in QBO South Africa- Series 3 2022   We know it is important to stay in the know about what’s new in QuickBooks Online. That’s why we are here to share the latest and greatest developments personalised for our South African Customers.    Upload your receipts and bills to QuickBooks Online    Introducing Receipt Capture in QuickBooks Online South Africa. We make it easy to upload your receipts and bills from your computer or mobile device. After you upload your receipt or bill, QuickBooks extracts info from it and creates a transaction for you to review. Then, you can edit the receipt or bill, add it to an account, or match it to an existing transaction in the Receipts tab.   Quick-Tip: We don’t recommend uploading receipts or bills with sensitive or personal info, like credit card numbers and government identifiers. QuickBooks supports PDF,  JPEG, JPG, GIF, and PNG images. If you have a newer iPhone or iPad, your images might be in the HEI