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In QBO Plus is there a limit as to the number of Customers and Vendors? I am looking at a scenario where we want to track Customers and Payees/Vendors where Customers are Beneficiaries and Vendors are Schools/Colleges/Hospitals etc. As a Charitable Society there could be tens of thousands of Beneficiaries and Schools/Colleges/Medical facilities that need to be tracked as far as expenditure towards Donation/Charity Expenses go. So I ask: In QBO Plus is there a limit as to the number of Customers and Vendors? Can it accommodate hundreds of thousands of Customers and Vendors. If answer is no or no way near I better not start to create and track by Customers & Vendors all sorts of charitable expenditure.
My customers pay me via direct debit. I received many payments at once. So my bank statements says say 14/08/20 £10,525.00 This transaction relates to 100 different customers. I have a breakdown in CSV format. How do I import this to quickbooks.
I have been working for a customer for over a year and since they changed the invoice e-mail address it appears that they are no longer receiving my invoices through QuickBooks.I have done a test estimate to myself and that has been received. I have also had no other issues with other people receiving invoices and estimates through QuickBooks. I am currently having to print out the invoices and manually send them through outlook to the same e-mail address held in QuickBooks and they receive it. Anyone have any ideas what the issue maybe?? It is incredibly frustrating.
Hello!Is it possible to track / get reports by sales personnell / agents? We have several sales people - each responsible for several geographical areas. Some of them have one or more agents below them (for example a sales person responsible for Baltic & Scandinavia has separate agents for Finland, Lithuania etc.). What I am looking for:1. To see sales volume per period per sales person and each of their agents2. To see paid / unpaid / overdue invoices by sales person3. To assign clients to a particular sales persons & agents and see monthly sales and income by each.
I normally have to save the invoice, go to customer acc info, copy email in notes, go back to invoice, copy email into email and send. So i think it would help to have it alrready on the invoice somewhere.
I am having an issue.. I choose a customer and create an invoice for them. However, their name disappears and when I start typing in their name, they do not show up as customers. Also... when I include the VAT, it does not show up?~?~?~?
I have recently started a new business and have funded the purchase of equipment and stock from my personal bank accounts. How do I enter that in Quickbooks?
MY CUSTOMERS PAY ME BY DIRECT DEBIT - I USE A COLLECTION COMPANY CALLED LONDON AND ZURICH THEY COLLECT AND PAY ME ONE LUMP SUM INTO THE BANK - SAY £10,000 - THIS MONEY ACTUALLY BREAKS DOWN TO 100 DIFFERENT CUSTOMER RECEIPTS LONDON AND ZURICH PROVIDE A REPORT IN PDF OR CSV FORMAT I WAS USING KASHFLOW AND I COULD IMPORT THE CSV AS A FILE AND IT RECORDED THE RECEIPT FOR EACH CUSTOMER IN A SECOND HOW CAN I DO THIS IN QUICKBOOKS
My client has been importing sales receipts for the last 8 months.Today, QuickBooks Online brings the following information;Something's not quite rightWe can't import some of your sales receipts. Fix the errors below and give it another go.Item (Product) invalid These products/services don't exist in QuickBooks. Go back to your CSV file and match the name with a QuickBooks product/service, or enable 'Add new products/services' for step 1.MOTORCYCLE:2WHEELER:VICTORGLX125CCMWKSSPARE PARTS:MOTORCYCLES:OOH:HEHFAP30WSSPARE PARTS:MOTORCYCLES:OOH:OOVS10I have imported the same in another company file and it is accepting. UK support has failed to solve the issue for the past 3 hours. Any ideas?
Hi everyone, I am really hoping someone out there can help me out on this. I have just posted a journal to post some employee expenses to QBO (it seems a journal is the only way to do this but that's another subject !!). The credit entry is to an expense control account (B/S) and the debit to a P&L expense account. Against the latter, I have also named a supplier in the "Name" field in the journal. When however I go to the supplier account for the supplier named, the transaction doesn't show. Why would that be ? Surely the whole point of naming the supplier is so that the expense appears in the supplier account isn't it ?
I am looking for an accountant with extensive experience of QB Desktop for a growing SME who needs to set up a new Company on QB Desktop, bringing in details from the current accounts. This Company CANNOT go to QB online because of complex stock management which only Desktop provides. And they do not want to add on a stock app because of complexities. Can anyone help or recommend?
Hi, I have just migrated to QBSE. I have a folder in my email account which is entitled "receipts" and contains about 165 email receipts. I found a way to export them into individual pdf files which I then forwarded as attachments to Quickbooks. Most have been matched successfully, a few duplicate transactions had to be corrected. Alas!! I just noticed that when I exported my mailbox, only 99 emails got exported, instead of 165! There is no way I can export only the missing receipts: I can only do it all in one go. So my question is: What will happen if I send to Quickbooks a receipt it has already matched? Will I get a duplicate transaction? Alternatively: could I delete all receipts currently logged in Quickbooks to make a clean new batch import? Many thanks. Best Alfred
Hi Everyone, I have a partnership, we need to record fuel at the .45p per mile,We pay all our fuel personally and haven't been that great at recording it but luckily the MOT Mileage is within a week of our financial year so we are going to work out a % to use. I understand we need to do a journal Debiting fuel costs but what account do we Credit? And do we need to split per partner 50/50? The same for our mobile bills, one is used way more than the other so we were going to split 70/30 Thanks
How do I recognise a reduced VAT rate of 5% on business expense receipts? Current options are No VAT/VAT exempt/20% rate - many thanks
Can an invoice be created using and other computer to generate the variable amounts for the invoice?
can anyone tell me what i am doing wrong? entered three invoices from the same supplier and they have all populated?
Hi all,Apologies if these are simple questions, but after spending days reading, I'm still confused. I've just started out as a self-employed reseller online. I've purchased various stock (£1000ish worth) using my personal account (cash). I'm not sure how to add this initial expense into Quickbooks SE as I was only planning on linking my newly set up business account and Paypal account? Also in the last few days (whilst waiting for my business account card to be sent), I've spent a further £100 on more stock. Again how would I add this into Quickbooks SE as I used my personal account? Finally, as my business account is empty, how would I record the transaction if I sent it some money from my personal account? Thanks Ant
i'm transferring my mum,s books for last year to quickbooks and to say its all in a muddle is an understatement. I would like to know how to match bank deposit to multiple l invoices when deposit is less than invoices total.example.mr k smith invoice total £500mrs j hill invoice total £600mr p scott invoice total £800invoice totals £1900but bank deposit was only £1700 (mum kept cash on hand)when i created invoices i did them as cash into undeposited funds, when i came to match bank transaction to invoices i can add mr k smith and mrs j hill easily but if i add mr p scott it goes over by £200. i originally thought to fix this was to add additional deposit (at the bottom of page) payee mr p scott amount -£200 which brings it back in line but don't know if that's the correct way to do it.
Transactions are showing up in history and I am getting an email saying they are paid, but they are not showing up on the page where I can apply the payments and record them??
Hi,I have had no problem uploading receipts until last week - I've tried dropping files onto the Receipt box, and also browsing via the link on that same box.In both instances, the file shows as being uploaded 100% but when I click 'save', the file disappears...Please help!May thanks,Marc
Hi, I have just migrated my data and after matching everything up, I have noticed a couple of balances of like 1p and 2p etc. I can only assume that this is some sort of rounding or import issue. Some of these are old and paid off ages ago, but it is causing my OCD to come out seeing balances. I cannot adjust them either, as I tried to adjust 2 line items by 1p on each (for the one that is 2p out) and selected items that were no VAT to avoid messing that up but QuickBooks tells me that I can't adjust for something that has already been filed. Is there a way to adjust these? Yes, I know I could just pay them, but it is the principal :-D Thanks Andrew
