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Made for you, Quick-Look FAQ
Welcome to your South Africa Quickbooks Online Community!
We’re here to get you the help you need when you need it so that you can get back to business. We’ve put together a list of FAQs from South African customers that answer your most asked questions from the last quarter.
Help, I can’t sign in
We know how important it is to get the help you need, especially if you’re having trouble signing in. These troubleshooting steps will help you get you back on track.
I invited a user, but they haven’t received an email invitation?
Sometimes invitations can get misplaced. First, have the user check their junk folder. If the invitation is not in their junk folder, get them to add Intuit's service email addresses in their email list of accepted senders. If they are still not receiving the email, go to the gear icon, manage users, delete the user. When you re-send the invite, ensure all the spelling is correct. If you are still having trouble adding your user, we can walk you through what to check for next.
Can I Invite a client from another region to my South Africa QBOA file or add a QBO company from another region under my existing South Africa QBO email login?
You can add a company from any region under your QBO account using the same login credentials. This acts as a stand-alone QBO company, meaning it will not be a part of your client list in Quickbooks Online Accountant. Please note, every company added to your account, counts as a separate company and subscription.
How do I delete a client?
Currently, we can only make client or customer profiles inactive. QuickBooks doesn't want to delete any data that might help you in the future when managing your business. For now, you can leave the wrong client profile inactive. By the time you want to add a new one, you can go back to the inactive profile and make it active. From there, you can edit the profile and enter the new client information.
How do I view sent emails?
You can set up your BCC field so you'll get a copy every time you send an invoice. Activate the ‘Email me a copy’ feature to enable this functionality. . Here are the steps:
- Go to the Gear icon.
- Choose Account and Settings.
- Click Sales.
- Under Messages, check the option that says Email me a copy at.
- Enter the email address in the Copy (CC) new invoices to address or Blind Copy (Bcc) new invoices to address field.
- Click Save and Done.
How do I import data from another software or Quickbooks Desktop into Quickbooks Online?
For help with converting data in bulk, our friends at EasyBiz are here to help you convert your data from Quickbooks desktop products to Quickbook Online, as well as bulk conversations from competitor software to Quickbooks Online. You can also convert your data to Quickbooks Online via the Lists and Opening Balances method. This method brings across open transactions and Chart of Account (General Ledger) balances as of a specified date, usually the end of an accounting quarter and, if possible, the end of your financial year. For instance, if you wanted to migrate as of 1st June 2020, then you would migrate any open transactions and account balances as of that date. Using this method, your Balance Sheet is brought over as of 31st May 2020. We are here to help make things easy, check out Common Questions about importing data into Quickbooks Online.
I can’t find my bank account listed when I go to connect my bank or credit card account
Ensure you have entered the correct URL into the search. For example, search for "https://www.fnb.co.za." for First National Bank. If the spelling and URL are correct and it is still not showing up, you can request support for your bank. In the meantime, you may still be able to download transactions from your bank's website and manually upload bank transactions to QuickBooks Online.
Help, I am new to accounting and need some help with managing my books in QBO
We are always here to help you navigate QBO and how our software works. However, it is always important to consult an accountant for any bookkeeping or accounting-related questions. If you are not familiar with accounting best practices we can help you find a trusted Quickbooks proadvisor who can help keep your books clean, so you can get back to business.