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Banking details seem to be set as a default field but, clearly, are inappropriate on a customer credit note. Please can anyone help?
If you’re using spreadsheets to record bills and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import your Bill functionality. Before you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. You can download a sample here. If your file includes details of suppliers and/or products, they can be added in QuickBooks automatically, so you don’t have to manually create them. Things to look out for Bills can be imported with multiple line items OR as a total value for each bill. If no line item is present QuickBooks will populate this field with a generic item called 'Sales'. Multi-Currency is supported. Product categories are supported. VAT codes are mapped so there is no need to change your VAT codes to QuickBooks VAT code formats before importing. We recommend that no more than 100 bills are imported at any one time. When new suppliers are imported, if no currency
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Does anyone know if it's possible to have a default attachment on estimates? We'd like our T&c'S to be automatically added to every estimate.
how do i do a statement?
how to change customer email address?
Trying to categorise my invoices and all the categories have disappeared or travel costs and sales etc
This is in order to generate a report of transactions which are eligible for Gift Aid in order to send a spreadsheet to HMRC.
This is a pain because they sometimes don't untick the box and it throws the profitability comparison for each project, and appear as cost items when I'm billing. It is a good facility, but I just want it defaulted to 'off'.
I no longer have Sales as a category and my transactions aren’t being pulled from my bank despite refreshing whilst in tasks review
I don't need these columns and they are taking up too much space. They are not on the list to uncheck in the setting gear.
How do I speak to someone at Quickbooks
can i change the sub-total to which a line item is corrently added
They do show on the desktop version.
Whilst expense categories I manually entered appear on my desktop QB they have been removed/not shown on my iPhone app. This has happened over the last week or so
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