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Home
QuickBooks Q&A (ZA)

QuickBooks Q&A (ZA)

QuickBooks Q&A

Getting Started
- 67 topics
Manage Your Account
- 474 topics
VAT
- 132 topics
Banking
- 347 topics
Manage Customers and Income
- 861 topics
Manage Suppliers and Expenses
- 338 topics
Importing and Exporting Data
- 118 topics
Reports
- 256 topics
Other Questions
- 595 topics

All Topics
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3188 Topics

Hi, If I received a deposit, and I’d like to allocate funds to certain purchase orders, but we haven’t made the payment yet, to work out budgets - how can I do that?

Purchase order allocation without making the payment - to work out budgets

3 years ago

david@uprocs.co.

asked in Reports

Can l generate a customer statement in QBO?

No text available

3 years ago

Paul404

asked in Manage Customers and Income

How to record an increase in equity?

Deposit to bank by owner

3 years ago

Paul404

asked in Manage Suppliers and Expenses

Why does QB pre-populate Expenses screen with previous transactions already captured?

No text available

141

3 years ago

andre4

asked in Manage Customers and Income

The invoice number does not show on the actual invoice document

No text available

435

3 years ago

emasiderius-gmai

asked in Importing and Exporting Data

How do you migrate to online when you cannot open desktop app at all because it needs IE?

All the online advice starts with doing something in your current desktop program, but it doesn't open at all anymore (requires Internet Explorer)

182

3 years ago

mkalaluka

asked in Manage Customers and Income

Customer invoice sequence seems to have been lost or reset, need to carry on from last invoice. How do I fix this?

We had invoices 4 letters and 4 numbers now seems to have set itself to 5 number sequence only

3 years ago

retha-purplegem-

asked in Manage Suppliers and Expenses

Can I change the date to default to the last entered date?

The system defaults to todays date

3 years ago

neelsveearts

asked in Manage Customers and Income

App does not refresh . Last invoices about 2 weeks ago and I add new invoices daily. Unable to do and save new invoices on the app

No text available

3 years ago

elo

asked in Other Questions

Help Needed for Report for Income by Customer by Year

I need to run a report for Income by Customer by Year. I need each line item in the rows to be the Customer and each column to be the Year. I've searched and tried all the recommendations and am still not getting the report that I need. Any help is appreciated.  For Example: CustomerYear 2019Year 2020Year 2021Year 2022Customer A$$$ $$$ $$$ $$$Customer B $$$ $$$ $$$ $$$Customer C $$$ $$$ $$$ $$$

161

3 years ago

denny-gopal-char

asked in Manage Customers and Income

My purchase order is not showing on the inventory list

my stock is on zero

3 years ago

denny-gopal-char

asked in Manage Customers and Income

How to receive good and how does it go to the inventory list

why my purchase order does not update my inventory list after goods received

3 years ago

Paul404

asked in Banking

In QB Online, how do you view the bank account cash book?

No text available

3 years ago

kabarnard-01-gma

asked in VAT

Why is VAT captured in Journals not included in the VAT Dashboard for VAT Returns in Quickbooks Online?

All input and output VAT is calculated and included in the VAT Returns dashboard except for Journals.  Is there a specific Setting for this to also be included in the calculation? Otherwise, this feature is useless in QB Online as the VAT calculated therein is incorrect.

121

3 years ago

MMB_Malan

asked in Other Questions

Multiple SKUs are missing from Products and Services

Multiple SKUs are missing from Products and Services after editing prices in IOS Mobile App.  I see no SKU edit option on Mobile App when editing a Product or Service so I assume that 0 entry is synced after editing on Mobile which then deletes the SKU entry online.  Has anyone experienced this issue and if so, how does one have the dev team address this issue.

162

3 years ago

s_nieman

asked in Other Questions

User access

We are using Quickbooks Online Plus and I have set up a user. I don't want this user to have access to certain reports. How can I do this.

133