QuickBooks Q&A

The users with higher permissions do not experience the same issues when using the app.  We do not want to increase the access of our Sales staff.

customer details do not appear on my payment window if i use an invoice numer to do the payment

How to do a cash sale?

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I can see the invoice under sales invoices as outstanding, yet it doesn't come up when trying to match the invoice to the payment

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Any suggested alternatives?

Hi there I've looked at this article and it still doesn't resolve my issue. I have reconciled my credit card statement and everything balances.  When I go to add a credit card payment in my cheque account, a duplicate is created in the credit card.  It is not visible in transactions, but the duplicate is found under chart of accounts.  One memo has the cheque memo and the other has the credit card memo. If I delete the duplicate, the balance is corrected.  However, the transaction is then unresolved in the cheque account.  If I add it, the same happens.  I've tried unmatching them, but that doesn't help. Could someone guide me?Thanks!

This Accounting app is not allowing to me link within the app. How can I link to Capitec?

I have sent a wrong sales receipt and i will like to cancel it how di i cancel the transaction on it?

Good day, we are having trouble with connecting Nedbank Business Hub to Quickbooks.  There is only an option to connect Nedbank Personal & Business Banking. This poses a problem because it keeps on connecting to my personal Nedbank account.

Can anyone help me to find my account?

Not getting anywhere with these chats, they dont understand what I am trying to explain????

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Hi thereCould someone let me know whether rules are case sensitive?I've used "Bank text" CONTAINS "xxxx" and it appears that the reason I'm not catching all the instances is that it's case sensitive.I've added another condition for UPPERCASE text, but there's no option to untick "case sensitive' as I would expect. 

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Hi , I created a new due date payment term, called " due date" it should be "Due Date 7th"  i cant seem to delete or edit the due date term that I created  please help  

the chat bot is rather irritating! all i want to know is how to print a payslip?

Hi there I've encountered a tricky problem - I hope someone can advise me.  I have looked at this article but I'm still unsure.  I haven't made use of suppliers in my QB setup yet and I am a QB beginner, so bear with me! Scenario 1I buy a piece of equipment from Takealot using my credit card.  If I return it and they apply a refund to my credit card, there's no issue - I can do a simple reversal, so this purchase doesn't show as an expense.Scenario 2When I return an item, my Takealot account is credited.  The next time I buy a piece of equipment, a portion of the credit might be used, so the amount debited from my credit card will not match the invoice. To make it even more complicated, the same purchase also uses a portion of my eBucks balance. Could anyone point me to some articles or resources to help me out?🧐

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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