Quickbooks Journey

[AmithS]

Hi All,

So I decided to go the QuickBooks Premier route.

So far so good and pretty easy to use from a few YouTube tutorials.

I will use this thread to keep all my questions in one place for easy reference.

First Q - not really QuickBooks related - should sales platform transaction fees e.g. Amazon, eBay, BidorBuy etc... be expenses or cost of goods sold?

Thanks,

[Andromeda]

Hi

If it is a direct cost cost for the acquisition of a sale item, then it should be treated as part of the cost price of goods sold, or included as a cost of inventory if inventory is kept.

Otherwise it is an expense.

[AmithS]

So my next question is on reports...

I have my windows regional setting to use . in number formats and not , e.g. my numbers look like R2 123.34 and not R2,123.34

Problem is when exporting to excel quickbooks exports with the , even though it does not display this way in quickbooks. Excel then does not recognise the number format because of the , and all the figures are basically incorrect

Is there a way to get quickbooks to export the reports without the , between the thousands so all the figures calculate correctly in Excel without me having to manually get all the formats correct.

Hope this makes sense...

[AmithS]

Update: The , is actually not the problem. When Quickbooks exports numbers larger than 999 it leaves a space between the thousand figure which makes it unrecognisable by Excel and requires the space to be removed from each number.

So instead of showing as R2345.22 the way Excel would recognise it - the numbers are exported as R2 345.22 which Excel does not recognise...

[AmithS]

Update: Finally got the reports to work correctly without me having to alter the Excel file.

Now next issue that I really need assistance on (Quickbooks support has not been much help here)

I cannot get the Quickbooks PDF driver to work - this is the integrated\built-in pdf driver that Quickbooks uses to send out invoices etc... (ABS PDF Driver v400)

Comes up with the following error when trying to print "Activation Error - Printer not activated, error code -30"

Any help appreciated as I tried all sorts of fixes from searching the net with no luck...

[Andromeda]

What version of Windows are you using?

Also, just to be sure, when in an invoicing screen, click on email button and tell me what happens.

Also, when in an invoice, click on File, Save as pdf and tell me what happens.

[Andromeda]

Have a look at this solution

[AmithS]

Thanks Andromeda, will have a look and let you know the outcome.

[AmithS]

Hi Andromeda,

So I setup sending emails and tested out the items asked above,
I can save and email invoices in pdf...

So the question I have is can I ignore the error on the pdf driver supplied with QuickBooks...
(The error occurs when I try printing to the driver directly like one would to a normal printer - I did this just to test the driver and it didn't work\gave the error) or maybe is it that the driver only works\integrates with Quickbooks and cannot be printed to as a standalone printer directly...

[Andromeda]

Hi

Yes, you normally can't print directly with the driver, it does only work with Quickbooks. It's real role is to generate a pdf file that you either use in the email function, or one where you save a document or report to a folder.

[AmithS]

Thanks Andromeda, I would think that the support staff would ask the questions you did above as a troubleshooting process... Anyways at least its sorted.

Do you know if its possible to change \ set the from name displayed when emails are sent from QuickBooks. At the moment it uses just the first part of the email address.

e.g. abc@xyz.co.za - name shows as abc

Can this be changed \ set to show e.g. abc plumbers?

[SoTrue]

Update: Finally got the reports to work correctly without me having to alter the Excel file.

Now next issue that I really need assistance on (Quickbooks support has not been much help here)

I cannot get the Quickbooks PDF driver to work - this is the integrated\built-in pdf driver that Quickbooks uses to send out invoices etc... (ABS PDF Driver v400)

Comes up with the following error when trying to print "Activation Error - Printer not activated, error code -30"

Any help appreciated as I tried all sorts of fixes from searching the net with no luck...

Hi AmithS, how did you manage to solve the export to Excel problem?

[Andromeda]

Thanks Andromeda, I would think that the support staff would ask the questions you did above as a troubleshooting process... Anyways at least its sorted.

Do you know if its possible to change \ set the from name displayed when emails are sent from QuickBooks. At the moment it uses just the first part of the email address.

e.g. abc@xyz.co.za - name shows as abc

Can this be changed \ set to show e.g. abc plumbers?

Go Preferences
Send Forms
Then select the Tab Company Preferences
At the dropdown box Show, make sure Invoices is selected.

You can either edit the default profile or make a new one. To edit the existing one, highlight the default and then click edit. The Insert Field button at the right bottom enables different fields.

At the end of the day you should be able to produce a populated text message that satisfies your wishes.

[AmithS]

Thanks Andromeda, I will try it out

[AmithS]

Hi SoTrue, I adjusted the number formatting in the Windows regional settings (the settings that apply to all software used on your pc)

Essentially I made the number separator to separate 1000's set to , so instead of QBs exporting with a space between thousands it exports with a , between thousands which excel recognises.

Hope this makes sense...