Clik here to view.
Credit notes under different nominal codes
if you locate the original invoice and first initiate a credit note: The new credit note screen will automatically load with all the original items reversed. Pasted image939x302 23.5 KB
View ArticleClik here to view.
Sole Trader Bookkeeping - The Basics
Introduction Mixing business and personal transactions What is the Proprietor Drawings Account for? Recording an initial investment Paying a business expense from your personal account. Withdrawing...
View ArticleClik here to view.
Limited Company Bookkeeping - The Basics
Introduction The Directors’ Loan Account Recording Out of Pocket Expenses Recording an initial share capital Recording Expenses - What Category to use? Collecting payments from card service providers...
View ArticleClik here to view.
How to do 3 months of bookkeeping in 30 minutes
Introduction Step 1. Upload your statement Step 2. Tagging a single item Step 3: Tagging salaries, drawings and tax payments Step 4: Tagging bank transfers Step 5: Tagging 2 Step 6: Miscellaneous...
View ArticleClik here to view.
Categorising your Purchases
Introduction How to know which nominal category to use for my expenses I’m still not sure which category to use, what should I do? Can I change the category of previously entered purchases?...
View ArticleClik here to view.
Recording your purchases
Introduction Receipt Date and Due Date Adding Items to your purchase Getting help categorising your purchases Logging a payment against your purchase Save and Preview Bulk invoicing Foreign currency...
View ArticleClik here to view.
Create your first invoice
Introduction Add a New Client Issue Date and Due Date Adding your invoice items Creating Inventory Items Invoice Name, Additional Notes, and Payment Terms Preview & Send your invoice Logging a...
View ArticleTo be able to email statements and invoice to different people
I have a customer where orders are placed direct by different shops. The shop enters the transaction into their system after confirming delivery. I simply have the accounts department as the primary...
View ArticleClik here to view.
Setting up Reusable Inventory Items
Introduction Create a new Inventory Item Importing your items into an invoice Conclusion Introduction When producing your invoices or estimates, are you repeatedly entering the same items? If so then...
View ArticleClik here to view.
Add a new supplier
Introduction Add a Supplier Entering an opening balance VAT Preferences Uploading supplier records from a spreadsheet Linking to your supplier through QuickFile Pulling real time reports on your...
View ArticleCredit notes under different nominal codes
I thought that the OP meant that the problem was with partial refunds but I tried to replicate the problem without success. I created a test invoice with lines against different nominal codes. I could...
View ArticleCredit Note creation issue
This topic was automatically closed after 7 days. New replies are no longer allowed.
View ArticleBusiness Type Change
This topic was automatically closed after 7 days. New replies are no longer allowed.
View ArticleMerchant Account Tagging and Invoicing
This topic was automatically closed after 7 days. New replies are no longer allowed.
View ArticleOne Supplier Invoice - Two Separate Payments
Create 2 invoices (1 for 70 and the other for 30) and apply to the same supplier. Then on the bank feeds tag it to the particular invoice. Does that help?
View ArticleOne Supplier Invoice - Two Separate Payments
You can create one invoice as per usual. When you tag it from the bank, click the "pay multiple invoices" and do it that way
View ArticleClik here to view.
One Supplier Invoice - Two Separate Payments
Parker1090: When you tag it from the bank, click the "pay multiple invoices" and do it that way In particular, while the name doesn't obviously suggest it, the "pay multiple invoices or assign to a...
View ArticleClik here to view.
A few questions regarding VAT
Paulwk1972: I notice that the invoices created by Quickfile all say "Paid in Full" in a green box, is that then viewed as an electronic equivelant of physically stamping a paper invoice? That's how I...
View Article