Do More with QuickBooks
Recently active
Original commenter did not share additional details
Good Afternoon - We have a imported custom template in order to produce 'delivery tickets' for our customers however this custom template is not picked up when we preview the document - instead the standard invoice is shown.We cannot use the standard Delivery Note template as it is not fit for purpose in line with our requirements.We are currently dual processing but until this issue is resolved we cannot fully migrate over.
I'm have Acuity Scheduling and I'm hoping to integrate with Quickbooks. I also have iZettle POS and I'm wondering if all 3 will work together? Thank you.
Due to the discontinuation of QB Desktop we have have just transitioned from Desktop to Online. I have to say I am not impressed so far, it is not user friendly, it feels like a website rather than an accountancy package. Specific issues so far:1. First issue was that we couldn’t automatically transfer data from QB Desktop to Online. We called QB helpline and they told us we had to go through a third party (Move My Books) who then held our data hostage and made us pay £200 + to get our data for previous financial years.2. Batch invoice. Only available on the Advanced. You seem to have to go through each customer and enter the invoice line. On Desktop you could enter the information and then simply choose the customers you want to apply that invoice to. in our case this will now take approx 20 times longer.3. QB On
Customers email address is correct but not accepted by Quick books, the only issue I can see is their surname is O'Brian and the apostrophe is included in the email address
Good morning, I am taking on a customer with around 2 months data in Xero. Can I transfer that into quick books? Does QB accept bank feeds from metro bank? The customer banks with them
Using Quickbooks online
I have different types of customers and I would like to group them together for reporting and exporting.
I need to categorise tax payments made to HMRC as a disallowable expense however I can only see options which record as allowable expense
I received an email with "Intuit" in the heading but from a non-Intuit email address "Intuit Service <[email address removed]>" and I wanted to report this. Wow it is impossible to do the right thing at Intuit, I will never try it again. Nevertheless if their is somewhere someone who wants to do something about these kind emails go ahead otherwise please ignore my posting.
We understand that many of our new customers are already using spreadsheets to record their customers, suppliers, products and services, income and expenses. The good news is we have the functionality you need to help you bring your spreadsheets into QuickBooks. In this article, we recommend that you to import your spreadsheets into QuickBooks in the order below to help you get set up as quickly as possible. Customers Most of our QuickBooks customers keep a list of their customers in a separate spreadsheet. You can start by importing a list of your customers into QuickBooks. If you do not have a list of your customers in your spreadsheet, do not worry. If your customer details can be found in your invoices and you are planning to import them later, your customer records can be imported then. This article details the steps to follow. Suppliers If you have a list suppliers that you use, import your supplier to QuickBooks next. If you do not
I’ve previously excluded transactions that weren’t to do with my business and now my accountant needs to me to go through and move them to a different category. Is this possible?
I need to speak to someone at quickbooks
there is a category for materials and supplies reinbursed but it is not that it is a refund for an overpayment
I need to add our accounts for a btl limited company. The rental income is taken from a management company. How should i enter this into the accounts? Thanks,
When trying to retrieve data from QuickBokks I get an "Unescaped character & in the XML" error. Why does this issue happen. Is there any solution to it.
How to accept multiple foreign bank transactions avoiding to confirm each exchange rate ?
