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QuickBooks - Tips and Queries #2

Continuing his search through the archives, David Carter has collected together more of the problems and issues raised by readers about QuickBooks. This time he looks at Upgrading problems, Data Import and Export, and other posting queries.

  • Upgrading Problems
  • Data Import and Export
  • Posting queries

    UPGRADING PROBLEMS

    QuickBooks Multi-user (James McLean )
    We have used Quickbooks for a long time now, no problems on single user mode. Recently we had to upgrade to multi-user to allow 2 users access at once. Since having done this, it is painfully slow each time we want to run a report or do anything. James McLean

    Quickbooks 2005 - latest update crash
    QuickBooks prompted me to upgrade today as I logged on (Accountant 2005)......Having completed the necessary upgrades QG is crashing everytime we try to open the company file. Sheena Henderson

    QuickBooks 2005 latest update (Tom Trainer )
    Immediately after downloading an update to QuickBooks 2005, my PC slowed down so much there is an erratic delay of up to a second between the mouse and the cursor. Tom Trainer

    Quickbooks v 2005 Pro - VAT problem when upgrading
    V2005 appears to have a VAT problem If you upgrade from v2003 or below it "unticks" the VAT transactions resulting in garbage VAT reports. Roland Boggon

    DATA IMPORT and EXPORT

    Importing from Excel to QuickBooks (Tom Trainer )
    Does anybody import transactions from Excel to QuickBooks? Intuit say that you can, but do not seem to provide any instructions for doing so. Tom Trainer

    QuickBooks - importing Opening Debtors via IIF/Excel
    I wonder if anyone else has succeeded in importing the detailed transactions in a sales ledger to start of using QB. I have tried both the Excel route and the iif route and I get so many obscure error messages that I am on the verge of giving up. Robin

    Exporting Quickbooks data to Viztopia/Excel
    I would like to export Quickbooks data (not just the trial balance)to Viztopia. The first stage is to get it into suitable format in Excel. Laurence Golend

    Quickbooks Accountant's Review copy
    When I save an accountant's review copy in QB Pro 2001 my computer saves it with an .AIF extension as expected but thinks it's a sound file. My client's computer then tries to open it using Media Player! Chris Martin

    QuickBooks Import Is it possible to export the customer names and addresses (>500) from Sage into QuickBooks. If so, how is it done? Stuart Jones


    POSTING QUERIES

    Quickbooks allocation problem (Lee)
    I have a creditor with a zero balance, but the cash invoices and credit notes need to be allocated off. Lee

    QuickBooks accounting software
    Can anybody advise me on how to post a tax refund for a tax rebate issued to an employee in the Quickbooks software? Also how to post & where an investment for equity sale? Dan Bourne

    Bank rec in QuickBooks 2002
    Older version of Quick Books (eg 6) use to report bank reconciliation in the traditional way. However, I have noted in Quick Books 2002 this doesn't happen. Sonny Duraisingham

    QuickBooks and multi-currency
    Does anyone know whether Quickbooks copes well with multi currency companies. Rob Vaughan

    Conversion from partnership to Ltd
    I have a partnership client using Quickbooks. They are incorporating and I want to discover the best route for transferring customer/supplier details from their partnership file to a new limited company. Douglas Williams

    No provision for cash write off in QuickBooks?
    It is frustrating where a payment is one or two pence short of the invoice one has to create a credit or adjust the invoice and go through the rigmarole of applying this credit, Frustrated Quickbooks User

    Multi-currency in QuickBooks
    Using Quick Books Pro and the multi-currency feature has led to my figures for the previous year being changed when I revise currency rates. Ian Stacey

    QuickBooks- TB doesn't balance
    I have recently printed a client's TB and balance sheet to post onto IRIS and discovered that it doesn't balance. Alison Jordan

    QuickBooks accruals and prepayments
    How do I enter accruals and payments in advance using QuickBooks 2001 (version 9) when preparing monthly accounts? Anne Peatfield

    Journals and period ends in QB 6
    Does anybody out there know how to force Quickbooks to give each separate Journal a number automatically? Also does anyone know how to make it run a period end instead of having to post prior period invoices as current period? These things are driving me mad! Claire Mullard

    Payments up front in euros
    Account credit payments in advance. Anyone know how to get over this little problem in quickbooks pro 6 ? HELP !!!!! Ketan Patel




  • AccountingWEB.co.uk 7-Jul-2006
    Categories: IT News, Management Reporting, Software, ExcelZone Features, Finance, Expert Guides ExcelZone/IT Tips
    Times read: 4891

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