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QuickBooks Q&A

QuickBooks Q&A

Getting Started
Manage Your Account
VAT
Banking
Manage Customers and Income
Manage Suppliers and Expenses
Importing and Exporting Data
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3185 Topics

I started a trial 160 days ago. I subscribed now but want to start over as all my books were done in quickbooks desktop up to now.How to I start over?

Could I delete online company and import from desktop again?

172

E

3 years ago

6

69designs-bikeriNew Member

Manage Customers and Income

Since upgrades the invoice logo on my phone app has gone back to a lold logo but on my computer its correct. how do i sync them

No text available

51

Two Factor Authentication enforcing it for all users of a company

It is becoming critical to ensure maximum security for any data online. As owner and responsible for risk management I want to force all users to use two-factor authentication. Yet this risk management feature seems to be missing from QBO. Does anyone know if it is possible how, and if not why? Thank you

61

If I cancel my subscription before the next billing date, do I get a refund for the remainder of the subscription?

No text available

21

Manage Customers and Income

How do I add the order number on my invoice?

I send the Quote to my customer then he send the order number If he award me the job. That order number must appear on the invoice.

71

Manage Customers and Income

Can one add a qr code to bottom of invoice?

No text available

21

Good day, I am trying to create staff as sales reps and then want to allocate them per invoice and thereafter pull a sales report per rep. Please assist soonest.

No text available

441

Importing and Exporting Data

I need to import about 100 purchase orders.

We are moving over from Desktop to Online QB.  Please help with the excel csv format to import purchase orders. Have about 100 to import.

92

Password Recovery Tool

Hi There  I been trying to download the Desktop password Recovery tool , but the link will not accept my South African Postal Code. I urgently need the tool I am locked outr of a account I need to work with. 

231

Made a mistake on the VAT return how do I fix it

Need to unfile my last VAT return

31

Manage Customers and Income

Our terms of Trade is COD, How do I change the terms on the invoice template to COD from 30 days net

No text available

41

Training courses online

certification for advisors

11

3 years ago

C

charlie-akohtadv

Manage Customers and Income

Can I upload invoices issued to clients?

I have invoices documents that were issued to customers and I have uploaded them, so I would like to match them to the receipt payments of those invoices

221

Account Summary for Tax Purposes

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?

202

Manage Customers and Income

Hi, how can I add my vat number to appear on a tax invoice?

No text available

51

Hi How do I turn off my VAT. I am not registered for VAT.

No text available

241

How do I track emails sent via QB?

We send emails to suppliers to quote of fabrics.  How do I see sent emails?

31

Unable to create a balance forward statement for certain customers even though there is invoices. Error message: Can’t create all statements customers have no statements

No text available

596

Since updating my QuickBooks and paying subscription I cannot access my company files it keeps on telling me it's deleted or cancelled please help

I have tried to phone the helpline that is QuickBooks helpline but the number does not exist

21

3 years ago

M

maryna-alpha-plu

Manage Customers and Income

How can I add a column to my customer list that displays the last time a customer used our services?

No text available

41

Manage Customers and Income

I can't seem to Sort my invoices with a custom field that I added to the Standard invoice template. I used to be able to. Is it an update? Can I change the settings?

I've added a custom field called "Order Number" on all my invoice templates. I wish to sort the invoices according the the order numbers, like I used to do. Now I can't?

11

If you encounter the error message "Sorry, we don’t currently support connecting to a client’s QuickBooks Online company from a different region" in QuickBooks Online

What is the next step to address the issue, I am from Philippines and my client is from US. I can't accept her invitation to her Quickbooks Online Accountant.Can someone give me the US Quickbooks online for me to create account. Much appreciated 

61

Importing and Exporting Data

Can anyone tell me how to transfer my desktop quickbooks to online quickbooks?

No text available

72

Can i work offline and get the app on my desktop, so that i dont have to connect on internet.

who can i contact to get help

51

ZERO BALANCE INVENTORY ITEM EFFECTING TRADING STOCK

I have an issue with trading stock. If you pull a stock take sheet the quantity of the item shows zero however Quickbooks online is still adding that item value into trading stock as  if there was a quantity on hand. How can i resolve this?

61

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