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I have moved from a partnership to a limited company, so from date of incorporation need to move my QBO data from old account to new account. I have seen articles on exporting data and importing. However individual lists are created and not in the correct format that the import process requires! Is there not a simple process of moving data from date X without spending hours getting the exported spreadsheets into correct format and the dealing with errors, even though the export is from QBO?
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I have a couple of clients that have asked for a PDF to be attached to the email they receive when I send the invoice to them! Does anyone know how to do this without having to download the invoice and send it in a separate email?
Hi, Hope it’s OK to post these on here. A few little things have cropped up for me lately so I thought I’d note them down to put them forward for ideas for future feature additions: --- The option to upload multiple documents to a transaction Use case: for one of my clients, I occasionally have to put jobs on separate invoices, but the client will then just make one payment covering both invoices. When that transaction appears in my list, I’m then only able to upload one invoice rather than both. The workaround here is a simple one mind you, of just merging the two invoices together on to one multi-page pdf and then uploading that to the transaction. --- Being able to send invoices to CC and BCC addresses rather than just using the ‘Additional email addresses’ box Use case: for one client, I need to send the invoice to the finance person but copy in the joint MDs, just so that there’s complete viability among everyone involved in terms of invoice
Beginning to think it was a major mistake signing up to QB. The level of support has been awful. Several times now the chat team has said they would email me to follow up and did not. Also, when I replied to a request for an additional screenshot an email reply stated the case is closed. I have copied both chats and have the names of the staff involved should you wish to reopen the case. Blatant disregard for customers is very worrying indeed. This isn't the first time I have been treated this way.
The last five days all the computers in our office have the same issue with very slow loading Quickbooks online. We have cleared cookies, cache, etc. but to no prevail. It is taking 2-3 times longer to bill out and complete simple tasks.Any help would be greatly appreciated.
Hello - I am hoping to draw on the collective QBO knowledge on inventory values We use inventory on QBO and have an issue where we have nil items in stock but the stock asset valuation report is showing a value. We have one item with none in stock but the value is listed at -£71.09, and another with none in stock but the value is listed at +£650. Obviously with nil stock the value should be nil also. I cant change the opening stock value as this would be incorrect, it is historic, it is not an opening stock value problem and I need to adjust as of 31Dec20. I cant journal the adjustment so it affects the actual stock item (I can journal to move the value from the stock to COGS so the stock account shows the "correct" value omitting the incorrect ones BUT this does not change the actual stock item value). I have spent 2 hours to QBO support and all they could suggest was the opening value adjustment or the journal, neither of which actually addresses the is
I've been asked to take part in a paid-for survey on Zoom to show how I use QB. It looks ok but I'm just asking the community if anyone else has done this. There is screen-sharing involved so of course I am just being careful in case it's a scam of some sort.Many thanks for any advice.
I'm trying to edit company details and on any field the error message appears and I cannot save?
Hi, I use quickbooks online on my huawei p30 pro, don't know if the apps been updated recently but if I'm in quickbooks and switch apps and then back to quickbooks it refreshes and I loose anything I've been working on unless I save it before switching apps and then have to go back into it. Its only just started doing this which is very annoyingThanksMatt
The option is there on my iPad app but not on the iPhone app. I’ve tried reinstalling the app on my iPhone twice but no luck.
Our Amex account is linked and shows in the banking transactions page, but does not show as a linked account in Cashflow planner. How can I bring this through?
I've upgraded my subscription to Essential from the basic simple level. However, when I log back into my quickbooks account it is still showing I'm on the basic package
I have Quickbooks Desktop 2016 Pro and need to do MTD, so purchased a subscription to Simple Quickbooks Online. I was unable to migrate the data to online for a couple of months due to Intuit internal problems, but now when using Movemybooks it says the migration can't be done to the Simple Quickbooks Online and I would need to upgrade to a more expensive version, which I don't need. How can I get my data to my online version?ThanksPhillip
I made an integration of Quickbook and shopify with the Quickboos App, but when I bring the shopify orders they bring them to me with different consecutive than the orders registered manually by quickbooks.
Pretty much freaking out now, as far as I know my subscription is in good order. First time I tried to login gave me an error saying the subscription was not active on the business (I have 2), and now I just get "Something's not right. Try again. If the issue persists, contact us." I see on the support page there have been some login issues but meant to be resolved. Anyone else having this issue. Support is closed, very much hoping I haven't lost everything!
I used to be able to tick certain items to be reviewed the use the batch actions to select Supplier and Account, now all it will let me do is delete selection - really frustrating, why has this been removed?
There is a £17k discrepancy between the amount HMRC shows as due for 20-21 and the P32 report on Quickbooks - I have checked that all pay runs and EPS have been submitted?
My partner then sends me an invoice for her share of the clients payments which varies each month then I pay her from the business bank account
We trade under 2 names and so have a default invoice and a 2nd custom invoice. So I go to gear icon... Custom Form Styles... create a custom invoice and see three tabs: Design, Content, Emails. I select a different logo and other details, which appears correctly in the preview windows. PDF preview also shows the correct details.Icreate a new invoice using the custom template, but when the email preview comes up it's showing the wrong logo and details - i.e. it's showing the default, not the custom.What's going wrong and how can it be fixed?
