Quickbooks Journey

**Andromeda** · 08-Mar-19, 03:07 PM

Even if you process it in a so called closed period, it will add the VAT to the next cycle. If you display the the VAT detail report it will show it in the VAT Exception report. That report lists Previously Claimed, now claimed. In this case previously will be nil.

**AmithS** · 08-Mar-19, 04:00 PM

Thanks Andromeda for the helpful info, is this also how import VAT would be managed in QBs as I believe you can only claim the import VAT once the money has been passed over to customs even though the agent might invoice you earlier...

**AmithS** · 28-Mar-19, 03:50 PM

Hello,

What is the best way to setup a customer in QBs Desktop Premier 2018 so that you have a unique telephone number per delivery/ship to location?

I don't see a field for telephone number when clicking on the + icon to add a new location under address details.

Thanks,

**AmithS** · 29-Mar-19, 02:03 PM

Is there a way to change the default text under the transaction section of statements e.g. change "Balance forward" to "Balance brought forward"?

Or is "Balance forward" the correct term?

**Dave A** · 29-Mar-19, 03:39 PM

Originally Posted by AmithS

I don't see a field for telephone number when clicking on the + icon to add a new location under address details.

There's the note field.

If it's a regular delivery location, there are a number of advantages to setting it as a Job (essentially a customer sub-account), among which would be to add contacts to the Job.

**AmithS** · 29-Mar-19, 06:54 PM

Originally Posted by Dave A

There's the note field.

If it's a regular delivery location, there are a number of advantages to setting it as a Job (essentially a customer sub-account), among which would be to add contacts to the Job.

Thanks Dave, do you know if the credit limit for the customer will work as an overall credit limit for the jobs so they don't cumulatively go over the customer granted credit?

**AmithS** · 30-Mar-19, 03:17 PM

Jobs looks like the way to go... Thanks a mil

**AmithS** · 31-Mar-19, 12:32 PM

Originally Posted by AmithS

Thanks Dave, do you know if the credit limit for the customer will work as an overall credit limit for the jobs so they don't cumulatively go over the customer granted credit?

Tested this morning, seems to work.

**AmithS** · 17-Apr-19, 04:24 PM

How do I prevent this from happening again!

Soooooo my new challenge...

I configured QBs to send out emailed invoices and statements today.

Sent out 1 test email and 5 invoices to the same client/email address - 6x emails...
All emails BCC to gmail address for records...

1 of the 5 invoice emails did not go through and was blocked for both the client & gmail address...

Mail delivery failed: returning message to sender
xxxxx@gmail.com
host smtp.ucebox.co.za [xx.xx.xxx.x]
SMTP error from remote mail server after end of data:
550 High probability of spam

**AmithS** · 17-Apr-19, 04:28 PM

Originally Posted by AmithS

How do I prevent this from happening again!

Soooooo my new challenge...

I configured QBs to send out emailed invoices and statements today.

Sent out 1 test email and 5 invoices to the same client/email address - 6x emails...
All emails BCC to gmail address for records...

1 of the 5 invoice emails did not go through and was blocked for both the client & gmail address...

Mail delivery failed: returning message to sender
xxxxx@gmail.com
host smtp.ucebox.co.za [xx.xx.xxx.x]
SMTP error from remote mail server after end of data:
550 High probability of spam

Also cannot figure out if this means that my server stopped the sending of this emails as it was sent from the QBs software and seen as spam or if the recipient servers blocked the emails...