QuickBooks Q&amp;A

Importing and Exporting Data

How do I record the stock my consignors have with them

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How do I set up a connection to Nedbank?I use the Nedbank Money App that handles the authorisation of request now and there are not OTPs.Can it be fixed?

When doing the bank account setup to Nedbank, the process prompts for an OTP.I am using the Authorise-It security feature of Nedbank on which you authorise login request via the Money App.The request comes through when setting up the account, and I authorise it, but QuickBooks asks for an OTP. There is no OTP to enter, so it is impossible to complete the bank account setup.Is there a way to get past this without compromising on security settings of my online banking?If not, can this be fixed?It is really inconvenient.

101

If I run my transaction list by customer, it show the payments as a positive figure and adds it to the total due along with all the invoices. Can I change this somehow?

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181

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automactrading-h

HOW DO I ADD MY BANKING DETAILS TO ESTIMATES

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Quickbooks Online and Power BI

How do I connect to the Quickbooks service or dataset after I launch the Power BI app from Quickbooks?

201

Process supplier refund for bill that was already paid

I have a bill from a supplier for a service that was already paid. Now, 2 months later, this supplier has issued a refund for the bill. How do I process and categorise the deposit as a refund for the previous bill?

251

Added same bank account twice, now my figures are showing double.

Hallo, I accidentally added the same bank account twice now all my transactions are showing double income and expenses. I removed the duplicate account, but figures are still showing.Can someone please assist

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How to fix an incorrect year end date that shows on my management reports?

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When i connect the bank it only shows my personal account and not my business account which it needs to connect to

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Hi - when creating an invoice - how do I change the setting to display the company name in stead of the customer name when searching for the company to invoice

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111

We receive bulk receipts from Global and Stripe, who have taken their commission out  already.  How do I match up these receipts with the customer invoices? Thanks:)

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Ask the QuickBooks Online Accountant- October 2022

samaliaCommunity Manager

Getting Started

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

91

Can i add a quotes pending view on the dashboard under Business overview?

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Is it possible to generate payslip s on Quickbooks?

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61

When i enter a transaction i have to close the program before it allows me to enter the next transaction

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Page Error"We can't connect right nowTry refreshing. If that doesn't work, check back later."

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181

Can I add a custom field to a bill to track that customised fields' data entry

i need to track water usage (in kilo-liters) shown on a municipal bill

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Importing and Exporting Data

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userzafinance

The export as pdf button is not showing on the cash flow planner page?

I need to download a cash flow planner, however the export to pdf button is not showing

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annetjie-sataxpr

Hi - when is the next QuickBooks Online training webinar? I'd like to refer a friend to learn

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71

How do I add a line of credit specifically for a supplier that is giving me an account with them? I need to add bills and payments at times.

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151

Custome Quote Help

My Custom Quote does not print my Bank Details and it print over 2 pages, how do I fix this?

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I want to thank Angelyn T for her assistance. The advice she gave me was spot on and now my problem is fixed

Angelyn T helped me very much

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