Other Questions
Recently active
Original commenter did not share additional details
We are moving from QBDT to QBO but are setting up a new company and just exporting lists (eg Customer list) into it.Is there a 'map' which tells you what fields will map to where and how to covert the column order in the QBDT Excel export to match the QBO sample Excel file? Also, when we export the customer list from QBDT it doesn't seem to export some fields such as mobile telephone numbers. Yet there is a field to import these into QBO. Mobile telephone numbers are not mentioned on either side of the lists of what does and doesn't transfer in the Intuit online article about does and doesn't transfer - link here. https://quickbooks.intuit.com/learn-support/en-ca/import-or-export-data-files/what-to-expect-when-you-switch-from-quickbooks-desktop-to/00/262157
I am using a bank that does not link directly to QB so I need to manually upload the csv file with my bank transactions. However QB does not support the date format in my csv file which is YYYY-MM-DD. I can see QB supports this date format in other parts of the site (in its settings) but it is not listed for uploading bank transactions. I'm unable to complete the process as QB flags the date column as being in the wrong format. I am using QB online. Please help Eleanor
I’ve recently set up my account with QB and have been using the phone app to send invoices however logged onto my desktop version and none of the invoice data has synced onto there. E.G no previous invoices, customer details, paid or draft invoices.I’m slightly confused how to sync it and add all the invoices numbers so things can run in chronological order.
Are there any plans to send form via businesses own email servers and email accounts? I’ve now had two customers who have had queries regarding invoices I’ve sent from QBO. By reply to the Quickbooks address on the email it pings their response as undeliverable. This is slowing responses down and causing unnecessary confusing.
Hi, I’ve made a couple of errors setting up QB Self Employed. How can I clear everything and start again please?
Hi, Ive just noticed in the payroll centre that an EPS for February and for March are still sat there and are now overdue. These were created when I input the CIS suffered figures for each of those months and I have no idea why they havent sent? Now I cant send them because the time window for sending each of them has elapsed. Why is this happening? I put the CIS suffered figures in correctly and then press submit. Its not like theyve tried to send them and they have been rejected as we have had no notifications saying the submissions were unsuccessful. We're applying for gross CIS status next month and we are now concerned that this is going to affect our application. What do I do with these rejected, overdue EPS's that wont send now? Do I have to delete them? Thanks
Hi, I had no issue in originally adding a connection to my Barclays Business Account. Over recent weeks however I've had to renew the connection many times. Last week when I did this it created a new version of the account - it's the same account but they have been given different names?? The original connection still won't update but the 'new'? connection is up-to-date. The problem I have is that I have duplicate accounts. The original (now not working) connection has all of my historical transactions up to the end of Dec 19 and the new connection only pulls transactions from January. Should I leave them both there or should I delete one?? Does anyone know what's going on?? Many thanks
A customer recently changed the scope of work, reducing his estimate total to below the amount that had already been invoiced and paid. The Estimate shows a "remaining subtotal" as -$350, and we will send him a check for this amount. I'm not sure how to record this in QBO, since the invoices were all paid in full (ie not showing in QBO as an overpayment). I thought about going back and reducing the last invoice, but am not confident this is the proper approach. I've read about refunds and credit memos but neither seem to apply here, or I'm not doing it right! For clarification, here's a simplified summary of what happenedEstimate provided for $1,000Customer was invoiced and paid $450Customer was invoiced and paid $400Customer significantly reduced the scope of work, resulting in a revised estimate of $500He's already paid $850, we owe him $350. How do I record this in QBO? And have the estimate show a subtotal of 0 as a result? I also want to provide a statement or summ
I would like to include the Project Name and Project ID in separate fields when creating a new project in QuickBooks Online. Can I add a custom field to Projects so I can do so? It seems that the default setting only allows for the Project Name and Customer Name when setting up a new project.
Hi, I'm not sure which app to use. I need the following features only -mostly expenses, no payroll required:- Receipt capture -including capturing the details automatically.- Link my business account.- Labelling income and expenses.- Expenses report by the end of the year.- Basic invoicing. Could you please help me choose which app I should get? Thanks!
Getting this error when trying to open the Recurring Transactions page?
I would like each employee to be able to enter both their hours worked and mileage for each project they are working on. I would then like to be able to run a report showing total miles and amount owing to the employee for reimbursement of travelling expenses whilst using their private car. Is this possible please?
I’m having trouble linking the mileage tracker on my iPhone to desktop websiteplease can anyone help
Hi, Could you advise how I can amend the statement templates? I have seen a few people have asked this question and it appears there isn't an option - however I don't know if this could not have been updated as it seems to be a sought after feature. The issue I am having with statement is that they all feature our GBP bank account details. We work in multiple currencies and therefore require the ability to change the bank details on these. Even if there is an option to have the bank details removed from statements to avoid confusing our clients. I appreciate your help with this. Many thanks,Jack
We have several entries which have been created as suppliers rather than customers. Is there a way to change these? Thanks
HiEven thou I've selected no "Tags" every time I start a new invoice the annoying and pointless "Tags" field is there, anyone know why its being pushed and how to permanently remove itMany thanksJamie
Does anyone else keep experiencing mid - afternoon spooling on the QBO site? It seem that when the USA comes online the site dies? This is a frequent occurrence and it does not happen on other online apps so its not my broadband connection.
On behalf of a client I have paid directly a disbursement. How do I charge this back to the client? It's clearly not an invoice.
Hello,I currently use QuickBooks Enterprise Version and have recently purchased the QuickBooks desktop Premier 2021 Version.In the current Enterprise Version, I do have approx. 4K customers & 1K suppliers – and most of the accounts have an opening balance – Either a Debit / Credit.Is there a Sample file structure or a template available wherein I can import the same using IIF files or Excel onto QuickBooks Desktop Premier? I have tried using the custom template that’s available on the desktop premier version – but that does not provide an option to enter an opening balance.Do I need to first import the customer/supplier list and then import the opening balances via journal entry?I will not be in a position to manually update the opening balances for an individual client as of X date.Any help or some guidance on how to do it will be helpful. I also did check with QB support but in Vain.Many ThanksChris.
