Hi,
Welcome to the forum,
You could get Quickbooks for Dummies Book from Amazon or the library, I don't know how good it is as not used it, the only thing I will say about it is th write ups on it are not that good as its put together especially for the American market and talks about their tax is is different to ours.
If you go on the QB website and put in QB PRO advisors there are accountants on there that especially offer training as a Pro advisor through Intuit, don't know the cost maybe worth a look.
Any questions feel free to ask, I use QB Pro 2008 as well. Has you client been taught how to use it OK??? Sometimes you find that although they say they can use it, it normally means they have had a go!!!! I had a client who was advised by his accountant to use SAge instants and he had a go and gave up as its not easy if they have no bookkeeping knowledge, plus they don't want to waste their time doing it when they could be out working instead.

Ask him if hes got the support package normally a monthly fee that he should pay for this. Although I must say my experience of the support centre, is they are not accountants/bookkeepers and are just a call centre, with zero knowledge. Was given some bum information once that took abit to unravel!!!!

Hope that helps

Regards
A

My client has the QB for dummies and it really isn't worth the money.  I was trying to find out how to change the default VAT code back to that assigned for 17.5% and couldn't and it's causing lots of work changing things.  I've managed to change the stuff in the "lists" which works for services and income but can't find where to change it for expenses 

Hi Sheila,

Did you set up a new code when the VAT changed to 15%. I did and then linked it to Sales and Purchases. So I have set up in the VAt list 'S' for 17.5% which is their default one and 'STD' set up for the 15% one.

One way I think to change it for everything is to go into Edit on the toolbar and go the the bottom tab which is Preferences. Open this and go to the bottom of the page and click on VAT, go to Company preferences and you should have a box there saying Assign VAT code, you can go to the box and drop down and find the code that you want to use, at the mo mine is set to 15% but will now be changing it to 17.5% (S) (default) for my clients next batch of paperwork. I sure that will change all future entries to 17.5%. If you have the odd one that is 15% you can just amend the transaction to the 15% drop down.

Hope that makes sense, it must be a pain doing them all manually, no wonder you don't like QB!!!!

Cheers
A

Yes S is set up at 17.5% and the Treasurer made a new one A for 15%.  I'll have a look on Thursday and see what I can do with the help you have given.

I used to teach RSA 1, 2 & 3 text processing and wordprocessing and all the other stuff amongst other things!!!!

Anyway re the avatar.

First you need a picture on your machine.  Then you need to go to your profile and click on Avatar. 
Upload a file is defaulted
Click on Select a file
Navigate to the picture you want to upload
Click on it and it uploads

If you want to get a picture from elsewhere eg photobucket

Click on the Link to a File tab
then enter the URL of the picture and it uploads

Hope this helps.

Hi Sheila

Here is a link to a walkthrough for changing the VAT rate on Quickbooks.

VAT Change in Quickbooks

I hope this helps.

Kind regards

Zöe

Hi everyone,

Thanks, didn't expect so many replies so soon! You are right about Quickbooks for Dummies being written for the American market, didn't really help me at all. The Intuit website has a reasonable forum and support which I have been wading through. My client had a bookkeeper that was supposed to know QB and when she left my client did some stuff on it. However, I can see just by looking at it that a lot of things need sorting out.

My main problem is the VAT. We have a return due at the end of this month and I have been looking at how to do this. I see there has been a lot of queries with regards to uncategorised amounts on a VAT return and I had £9000 odd of these on this present return. I managed to find out that these were all previous payments made to HMRC and have sorted these out with help from the Intuit support site. I gather that when you use the File VAT facility, the amount of VAT due is posted as an invoice due to the HMRC supplier account? When you pay this from the bank account, you pay it as you would any other bill? Unfortunately the last few payments were done by my client who did a general journal to Dr VAT Ctrl and Cr Bank. This leaves at least three outstanding bills on the HMRC account. My question is, how do I fix this? Can I reverse/post opposite journals or can I credit the bills?

Don't think my client has had any QB training but she does pay for support. I have phoned a couple of times and am not really impressed, difficult to understand them for a start!

I have an excellent knowledge of Sage Line 50 and Instant so keep trying to think, "if this had happened in Sage, how would I correct it?"

Here's hoping someone (Amanda?) can put me on the right track. Much appreciated!

Pauline

Hi Pauline,

Took me a while to learn QB but OK on it now, although I'm sure I could probably do alot more on it, but the clients that I have I don't need to.

I've always done my VAT but the File Vat return button on the menu toolbar across the top. Its easiest this way as it creates a bill that goes to supplier as an invoice and then when your client pays it you just simply go to pay bill and find it and pay in the normal way.

If they have done a journal then this would not clear the Vat on the VAT reoprt thus it will then go onto the next VAt report and then show I presume the incorrect amount of VAT. Haven't ever done it by journal.

I think this is how you get rid of the journal entries, you go to company on top menu and go to make journal entries, find the journals that you need and then go in th Edit on the top menu and go to DELETE JORNAL ENTRY. Not really sure they should be deleted if not you will have to do a reverse journal entry to correct it. Then you will have to go back to the VAT entries that have not been filed, when you have the VAT form up you can put in a date so if they go back say 6 months out in that Quarter date and File the VAT in the correct way, it will then be automatically jounralled out the correct way and posted to the VAt liability account. And so on for the rest until you are upto date with the VAT report.
It may take a while of going back a long way to check the VAT report is correct.
I would definately do the FILE VAT return bit for furture VAt reports etc, even if you client does not pay it on time it will then just sit there in the Suppliers unpaid bills, until you pay it. Much safer way of doing it and at least you know it will have the correct entries on them.

Hope that helps, one last thing I would print the Journal entries first if you are going to delete then as you should have a record of it. Sounds like they have hashed it up abit.

Regarding Support I no longer pay for support as it was rubbish!!  Like you say only call them as a last resort, they are not qualified people and do not understand the bookkeeping profession!!!
Regards
Amanda



-- Edited by Amanda on Wednesday 10th of February 2010 11:17:10 AM