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M
Martin73
April 27, 2023
Question

Moving from QB Desktop to QB Online

  • April 27, 2023
  • 2 replies
  • 0 views

Hello QB Community!

 

I'm using QB for  small rowing club and invoices are raised from a membership system, not QB.  All I use QB for is recording payments and expenses, and reporting on them  Since Desktop is being closed down, I've had to move to QB Online. I'm not an accountant or bookkeeper, but was able to work OK in Desktop.

 

In QB Desktop, I was able to use the 'Record Deposits' transaction to record money paid by members (eg subs) and could record the payment against the appropriate item in the Chart of Accounts.  There was no need to link the payment to an invoice in QB, and this worked fine.

 

However, I can't find a way of doing the same in the online version - every option I can find seems to require a QB invoice, and I can't link the payment directly to the Chart of accounts items.

 

Any ideas please?  

2 replies

A
Ashleigh1
April 27, 2023

Hello Martin73, so there is not this option in online, you can leave it as feedback within the cog wheel about this, it gets sent straight to the developers, you can create a product and service to put it to on the invoice. 

    M
    Martin73Author
    April 28, 2023

    Thank you @Ashleigh1   I'll have a look at this.

     

    Kind regards

    Martin

    Fiat Lux - ASIA
    Fiat Lux - ASIA
    April 28, 2023

    @Martin73 

    You can use the Sales Receipt, not Invoice.

    https://quickbooks.intuit.com/learn-support/en-uk/help-article/sales-receipts/create-send-sales-receipts-quickbooks-online/L9vG2pbTQ_GB_en_GB?uid=lgzzsll6

     

      M
      Martin73Author
      April 28, 2023

      Thank you @Fiat Lux - ASIA   I will give this a try

       

      Kind regards

      Martin

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