QuickBooks Q&A

Go to Sales and select Products & services (Take me there).Select the More ▼ dropdown, then Manage categories.Select New category, then enter the name of the category.Note: If you need a create a sub-category, select the Is a sub-category checkbox, then select the main category from the ▼ dropdown.Select Save.

Hi thereThis is probably a stupid question - I'm just getting started so bear with me.When I have a transfer between two of my bank accounts, I don't know if I'm supposed to use "Match" (suggested by QB) or record it as a transfer. The aim is to make sure that the money going from one account to another is not seen as an income or expense, but a transfer.The terminology is also confusing me.  I think of a bank "account" as an account with my bank, but QB refers to "accounts" as an income or expense category, for example like "subscriptions".So when I refer to transfer between accounts, I mean my bank accounts. I hope this makes sense. I'd appreciate some assistance! 😥

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The payment is recorded as "revenue income" and not as a payment made that needs to be matched to a client. I want all payments to require me to "match" them to specific invoices of the client paying?

My customer name does not appear in the invoice

the background of my invoice is black

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What amount should i use for the adjustment in output vat on my return.  I need to add to sales but not sure if i only use the amount that i need to add in the adjustment amount or should i use the new amount as a total output number?

When i enter a supplier bill ,it automatically brings up the same items that were last entered. how do i stop that?

Is there a way to use the Customer Transaction List report or another report to filter by all invoices, payments, credit notes, etc. with open balances, and hide ones that have zero balance? Thank you.

Can supplier PO be displayed when i create po for suppliers

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can i how do I add n new salesman

how do I get into template I created for invoice so that I can edit it?

i do have daily sales set up that goes into the clearing account / undeposited funds. Should I include it here as a seperate product? however i do not want it to be included in my profit / loss statement as technically the funds are not mine.

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HiI’ve been trading now for 10 months and using QBO during this time. I am now VAT registered. Can i just turn on the tax function and start using it from the date i became VAT registered? Or do i need to do something special/different to compartmentalise the pre-VAT period i was trading from the post-VAT period? I just don’t want to cause any problems with the system setup.Any guidance would be gratefully appreciated.  

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