Other Questions

Is QBO Advanced available for the UK?

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If a client has already subscribed to QBO+, how can I migrate him from QBDT in view of the following extract from the complex conversions training:"Note: if you don’t create a new company subscription before initiating the conversion, the QuickBooks Desktop conversion tool will automatically create a QuickBooks Online Advanced subscription." 

Hi, I have been using a 2004 Quickbooks since 2004 for my business which I need to put onto nother computer with Windows 7 as the old computer is getting slower, I have managed to install it but I need to refresh the license, but I cannot seem to find a way to do it. I have called the help desk to no avail. I have the product and installation keys so there should be a way as its a legitimate Quickbooks product. I still have the CD. Can anyone help?

Hi there, i need help with an urgent problem! I bought a copy of QB 2013 a couple of years ago but i was still working on my version 5. But now the PC that i had the version 5 on crashed and i cannot get it to work again, so I installed the 2013 version but i cannot transfer my data from 5 to 2013. I checked and i need version 2006 as a go between to open and save the files again so that i can import into 2013. I found a copy of 2006 simple start online which i downloaded but now i need the key code to install it. Please please help this is all my data from 2005 till now!!! Kind RegardsHein Conradie

Hello, since opening my business last year I have been using a total daily sales receipt to record daily income in QBO and it has been working fine. My business uses a POS system which has its own inventory feature which keeps track of my stock. Since I started with QBO essentials I didn't have a good way to keep track of my inventory in QB and so my inventory total (via totals from invoices, not individual stock items) just kept going up and of course was not reflecting my actual inventory. I just upgraded to QBO Plus and went back to the opening of the business and retroactively added all of the items in the inventory to the existing invoices. So I now have all of the inventory items I have bought since I opened entered.  My question is how do I now retroactively adjust the numbers and set up a process to adjust it going forward?  I don't want to enter individual client receipts because that would be redundant to my clinic POS software. I just want to be able to say th

Is QBO suitable for keeping books for a school?Are any apps required?

what happened to the data on my quickbooks account

I'm struggling to identify how to correctly record and match a dividends payment. I've done a Journal entry to Debit Retained Earnings and Credit Dividends Payable for the full amount. I then debited Dividends Payable for the full amount (so it's now zero balance), and split the credit amount between Dividends Disbursed and Dividends Tax (20% tax). The problem now is I can't match the actual amounts from the bank account for the dividend and tax (two separate payments). Have I incorrectly recorded the dividend, or how do I match the payments from the bank recon?

I understand Quickbooks recommends reducing the gift card liability account by adding negative item lines to the invoice referring to the gift card liability account, but this doesn't work for us due to the way we need to track the gift card usage as an actual payment when importing via the API. How is the best way to tackle this? I could link the payment deposit account to a clearing account, and then do a monthly GL to clear the account balance and offset the gift card liability account. This would presumably set the correct balances on the accounts. Or is there a better way of doing this? Thank you.

Banktransactions delete bankstatement

1. What does one gain from assisting community members on this forum (other than badges, rankings and a good feeling)? I'm asking because I need new clients. 2. Related question: Is there any rule against soliciting business from people I have assisted?

I obtained Advanced Pro Advisor certification off the USA website, only to discover that listing on US website is only for USA residents. I then spoke to Intuit South Africa and was assured that the SA website was open to all regional countries, but I would have to re-sit the exams as the certification is not transferable across the two countries.So now I have just obtained SA certification but find to my horror, that once again, the application for listing does not recognize a Zimbabwe address. Only an SA address works. For the meantime, I have typed in an SA address uploaded my Zimbabwe ID.  Does this mean I will not be able to get listed?

I have a customer payment that ended up being refunded. There is no invoice, just the payment. How do I go about doing the refund? If I choose Refund Receipt it expects a product or service to be entered, but since there's no corresponding invoice, there is no product/service to enter. Is the only way to void the payment? My other question is: what happens if the payment is received via the bank recon and linked to the payment, and then we need to refund the payment. This happens with card payments where we receive the full funds as a deposit, but then if it's refunded, the amount is removed from a future deposit. So the payment may initially be linked to a bank recon line, but then it needs to be refunded when the future deposit (less the refund amount) is received. How best should I tackle this? Thank you.Recent

Dear QuickBooks Support I'm writing this in the Community Forum to see if you actually listen to what your customers are feeling. After over a month of QBO users complaining about not being able to connect to Standard Bank, not much support has been offered, other than "you can still do it manually". Great. Thanks a lot. We really want that as the option (NOT!). I received the emailer below.Notice that the "Community Community" is in the subject twice.Notice a string for something isn't working.Here is what I think.QuickBooks is battling with attention to detail and bug fixes.This should be the first priority for a SAAService. Bolster your dev, UX and UI departments. Start to "fine" the team for not having attention to detail, and not fixing issues quickly.Get it right.Please, and thank you.  

I need to put a debtor on hold for non sticking to payment terms.how do i do this?

Hi ThereI have recently tried to reconcile my linked bank account in quickbooks online but I'm unable to complete it because the opening balance for this account is incorrect.I have followed the steps provided from these sources:Fix issues the first time you reconcile Edit an incorrect opening balance Both guides suggest that I go to chart of accounts, accounts history for the account in question, find the opening balance entry and edit the value assigned to it.  However when i follow these steps there is no opening balance entry to edit, the only entries that show are the actual account transactions from when the account was first linked with quickbooks online. Can anyone please help me with a solution for changing the opening balance when the entry isn't available? Can I make a Journal Entry to change it instead? I just wouldn't be sure what to debit or credit for that then

The actual term "Business Reg No" changes to "Business ID No.". When I edit the form style all is good, but when I create a sales document (Quote or Invoice), it changes by itself. Why would that be?Also, why do I have to update my tax/VAT details in order to display my customers' VAT numbers? They require it even if my business is not registered.

I recently had the data moved from Desktop to Online. The VAT, Debtors and Creditors balances are all incorrect, can anyone assist?

I'm trying to add a new sub-category to the Stock asset account, and I need to set the opening balance. However, it gives the error "Select a non-stock account for your deposit" Why can't I use the Stock account for stock and set a balance?

Hi All,  I would like to install the SOS Inventory app. I am not confident enough that I will be able to do this successfully. My main reason for this is I see you have to un-track your tracked stock. Stock tracking is one of the main reasons for wanting to get SOS Inventory. If I stuff this up it might have very uncomfortable consequences... Would someone be willing to assist? I'm willing to pay for this service.   

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Good day, I have recently moved over to QB Online. Prior to that I has the 2019 Desktop version. Previous version - Inventory - Create New - Group - Select items - Save. This does not seem to have the same facility, which is the only reason I have QB. With the online platform, under Products & Services, it provides the option to Bundle an item. However, how do I allocate the items to that specific bundle from COS? Regards,Sami 

I've created a new IT Equipment Chart of Account under Other fixed assets, and turned on depreciation. It added two sub-accounts called Original cost and Depreciation. The balances are zero at the moment. I now want to record a Bill purchase from a supplier for some assets that go into that CoA. On the bill, do I select the Original cost sub-account under the new IT Equipment CoA as the Category on the bill and enter the item amount? And will the system then automatically depreciate it over time and add a negative value into the Depreciation sub-account?

How do I add different bank details to different Invoice Templates? If I change the bank details on the one template it pulls through to the  other currency templates.