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Accountant for pre-Quickfile period
Hey @Glenn Thanks for your prompt reply as aways. Pre April 15, I was using KashFlow... I no longer have access to that system, but have all of the receipts and invoices etc stored electronically,...
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Important changes affecting “Large” and “Extra Large” accounts
Hi @Matt, If your account is XS, S, or M, then you don't need to do anything. If however, it's a L or XL, then the charge will apply from 1st December. As per @Glenn's post above, a discounted scheme...
View ArticleImportant changes affecting “Large” and “Extra Large” accounts
Hi Glenn,Please note we do not have a company credit card therefore would want to pay the GBP54.00 Power user fee directly into a bank account of your choosing is this possible? Regards Damian.
View ArticleMerging two clients created accidently
Can you please let me know the name of the client and your QuickFile account number/name and I will arrange that for you.
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Obtain a refund of top-up payment made to quickfile
Continuing the discussion from How do I contact Quickfile?: Parker1090: The QuickFile team actively monitor this forum, so your best bet is to post here. What do you need help with? Perhaps someone...
View ArticlePayPal feed settings & user accounts
The client accounts are grouped together by the account ID supplied by PayPal, that means if you get a repeat client (providing that client is using the same PayPal account) it will lump them under...
View ArticleUnable to allocate payment to Euros invoice
That sounds unusual! Can you please send me a private message with the exact steps to reproduce. Please include your account number and the invoice number you are attempting to pay.
View ArticleHow are ledger items calculated from?
Drilling down into the ledgers with activity for that period. Look for the blue magnifying glass.
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How do I contact Quickfile?
Continuing the discussion from How do I contact Quickfile?: Parker1090: The QuickFile team actively monitor this forum, so your best bet is to post here. What do you need help with? Perhaps someone...
View ArticleObtain a refund of top-up payment made to quickfile
A post was merged into an existing topic: How do I contact Quickfile?
View ArticlePaypal feed refund (debit) is different name than payment (credit)
The name of the client as per the first screen shot is "Michael Foley", but in your second screenshot you're typing "Bond". Try typing Michael Foley into the box when searching for the client to refund.
View ArticleObtain a refund of top-up payment made to quickfile
@Alan_Bodman let me send you a private message to get some more info.
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Possible to get rid of Quantity and Unit cost?
Wow ! thanks a lot for the detailed explanation Unfortunately I cannot find the invoice style gallery. I found Advanced CSS & HTML Customisation under design customisation but this feature needs a...
View ArticleHow are ledger items calculated from?
I can find a total of 60 items under 4 categories for the past 12 month period, I still don't understand where 1363 items are coming from
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How to determine what items make up your ledger count
How can I check the size of my account? What are ledger items and how are they created? How can I determine what items make up your ledger count? How can I check the size of my account? Accounts in...
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Possible to get rid of Quantity and Unit cost?
You would find that option when you preview an invoice. So, go to the invoice you want to remove them on (or any for that matter), make sure you're in preview move (you'll see modify, send etc across...
View ArticleMerging two clients created accidently
Thanks Glenn, There are actually 3. Ledger (original account) Then I tried to rename it and it created two accounts named: Sunway travel
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