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  • Our national organization has adopted a new chart of accounts and we need to switch to it. Do we need start a new set of books to do so?

    From the answer: Good day, charhankins, Creating a new chart of accounts within an existing company file is unavailable.

  • Multi-user, no host

    From the answer: hi   , You must consider to host your files but not using public clouds like Dropbox, Gdrive, or similar solution.

  • uploading online back up of company file

    From the answer: Hey there, Sebastian22.... The following are the steps to restore a backup file from the online backup: Click File at the top.

  • How do i record a partial refund from a store purchase paid by a debit card

    From the answer: create a deposit to that bank account, use the same expense account as the original purchase used as the source account for the deposit.

  • Exporting invoices as Excel/CSV files

    From the answer: UK has different taxes (VAT, etc) and I don't know if it can represent the invoices accurately that were made in the US (which QuickBooks Mac assumes).

  • Undeposited Funds

    From the answer: Check your chart of accounts and confirm you do not have duplicate accounts.... The QB generated undeposited funds account is the only one that will show content from make deposits.

  • Error at line 9655 (2)

    From the answer: The error indicates a possible corrupted or damaged transaction within your company file, Natalie.... Let's follow some troubleshooting steps to resolve the issue.

  • How do I print an invoice with credit showing?

    From the answer: I can help you adjust the overlapping credit field, blujay22,   When you edit your template, you can click on Layout Designer .

  • Creating Item #'s for Non-Inventory Parts

    From the answer: Hello, saavy.... Tracking directly the cost of a non-inventory is unavailable in QuickBooks Desktop.... As a workaround, you can use the item on a purchase ( Purchase Order ) transaction then enter the cost of the item on the amount.

  • Just created a company file and it's no where to be found

    From the answer: hi   , You could press f2 in QuickBooks and a product information window will pop up.... You could find your file location at "File Information".

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