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Hi all, I've tried various Quickbook support channels to try and resolve this issue but one of the support desk appear to understand the issue, let alone resolve it. When I am creating a customer receipt I go to + NEW > SALES RECEIPT I enter in the customer vehicle registration in the CUSTOMER field, I then enter their email address is the EMAIL field. I then finish off the resat of the Sales Receipt and save it. However when I go to SALES > CUSTOMERS and then export all the data and open it in Excel, the CUSTOMER field is present however the EMAIL field is not. When I return to any of these sales receipts, within the receipt I can see the customer email address but it is not in the main database. This is a problem for me as I'd like to export all of that info into our main CRM. How would I go about syncing the data in the sales receipt with the main database?
Hi, struggling a bit with the view open balance in AR Account History (viewed from Chart of Accounts List)Ending Balance at top shows correct amount but shows 0.00 in the Open Balance Column (per attached example)It's the same on all the AR accounts. I tried journalling in zero opening balance but made no difference. Have running balances on other accounts so is there a setting to select so that QB totals the entries or is this not the way AR accounts in QB work?with thanks
I wonder if someone can help me. I have a customer who organise festivals throughout the year. When they first began it was only two different ones, but now they have five or six different ones so I am finding having them all in one account is a bit troublesome, so need to create an account for each different festival. However, last year they paid some deposits for festivals that didn't actually go ahead because of Covid so they are sitting in the "old" account. This year they are planning their festivals and obviously want to use their deposits. How do I remove the deposit from the old account and allocate it to a new account. I assume its through a journal but would like some guidance if possible. Many thanks
Hi Everyone, I've got a problem whereby all direct debits have stopped being collected since I reconnected to our bank account due to the connection expiring after 90 days due to the new open banking standards. We've set up monthly recurring transactions and for years they're all worked fine but since reconnecting to our bank and pointing the GoCardless app at the new bank account within QBO, none of the payments are being collected. They're being created and sent to the customer but when looking in GoCardless is shows no new transactions being created. All direct debit mandates in QBO show as active and all customers show as active in GoCardless but nothing is being collected and this has been the case since March. Any help would be greatly appreciated. Chris
I've synced my Co-operative personal account, but no transactions are uploading (tried deleting and re-connecting, but no change), so I've uploaded a csv file. The details are all in the file, but when I add it to my QB account (self-employed) only the incoming amounts are showing in my transactions, nothing outgoing - the transactions just show as £0. I've tried it twice now and no change. Is there anything I can do, short of adding each one individually?
Hello, just a quick question - on quickbooks self-employed how do I match my invoice with the transaction? For example, I have marked my invoice as paid and the transaction for the same amount has been marked as business, but how do I match the two together? Thanks!
hello,we are using QuickBooks premier Accountant Edition 2018.we are kindly asking is there any way we can adjust stock quantity on multiusers mode , sometimes we stock out some products as a samples and not recommended to invoice them at zero this can cause inconsistent sale ledger so every time we need to adjust the stock we have to request all the users to log out which is really stopping our operational cycle to move on properly specially with a merchandise company. Looking forward for your answer . Thank you in advance.
