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The account in question is a USD account in real life but wasn't set up as such originally. Which means every transaction had to be manually entered/ converted into £. To avaid this we would like to change this account to USD. How would this effect prior £ entries?
Go to the Payments and Billing which is between the Tax info and Attachments tabs, then enter Opening Balance and as of date (most likely the date you started your QuickBooks Online account). I can not find this
Hello We have accounts set up for Organisations who may have 300+ employees who can place an order with us. This means the Email address on the customers account will not be the email on the Invoice. Due to this problem we were unable to use the software Chaser. I wondered how other Intuit Customer were managing the Credit Control Management for overdue customers? as we current use Excel/Outlook.
Hello Expert,I am using QuickBooks Premier Edition 2015, since a week,cost price are not updated automatically, which was working fine before, when I check the item preference, Advance stock setting is disable so that I am not able to edit the setting, anyone have a solution will be appreciated.ThanksReeya
Newbie here! I'm trying to figure out how to handle reimbursement of employee expenses, some of which should be charged to customers. I've followed How to reimburse an employee (with some help!) to create a journal entry and the report shows what is outstanding to the employee. But:1) the report shows what is due but how do I turn that into a payment to the employee?2) how do I see what is related to customers, and optionally add that to an invoice? I've also followed How to track mileage to create a mileage account and created a bill. The 'Pay bill' screen shows what is unpaid but:1) how do I see what is related to customers and turn that into an invoice? Ideally when I create an invoice for a customer the system would prompt me with something like: 'There are these uninvoiced expenses relating to this customer - do you want to include them?' Is that possible? The mileage approach has the extra feature of calculating costs based on the miles
Start by signing up for QuickBooks Online. If you manage stock and need to create purchase orders, we recommend QuickBooks Plus. If you want to learn more about which version suits you best, you can learn more here or contact one of our Sales representative on 0808 168 9533 who will be able to help. Once you are signed up to a company file, we’ll take you through the company set up experience. On this page, you are required to enter a few details to set up your company. Enter your company information as asked for and click Next. The business type you choose will affect the chart of accounts we create for you. In the next window, you can choose the features you’d like to use in QuickBooks. If your company is VAT registered, click on Track your VAT now to activate VAT in QuickBooks. Do not worry if you’re not sure which other features you need at this point, you can still enable them within the product at a later stage. Once you are happy with your sel
We moved from Desktop to Online a few months ago. It has been a complete disaster and we want to move back to Desktop. There are so many functions that we had in Desktop that are not available in Online that we simply cannot run our business effectively anymore. Has anyone done this before please?
Why is there no option "Bank" in the chart of accounts category type ?
Does anyone have any experience in integrating Quickbooks with Woocommerce in WordPress? We are wanting to swap accounting software from Kashflow but want it to work well with orders made via our website. We would like automatic invoicing and to allow for payments via card, PDQ machine, deposits, purchase orders and 14 days before. Want to know how well the two work together if anyone knows please
If you buy a package deal of licences, each one will appear in QuickBooks as a ‘placeholder’ until you assign it to a named client. To add a client, go to your QuickBooks Online Accountant page and follow these steps:- Click on ‘Clients’ under ‘Your Practice- Click on the customer name/file name you want to change- Click on the “Edit Client” button in the top right corner -- Add the required information - Press “Save” Setting up the QuickBooks file for your client All customers with a QB icon under the status have a licence assigned to them:Press the QB Icon - This will take you to the setup page of the QBO - Enter the required information. “How long have you been in business” is optional - If you plan to import information at a later stage, tick “I’ve been using QuickBooks Desktop…” This will take you straight to the company file. &nb
