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Quikbooks 2 help URGENT

PoodlePoodle Experienced MentorRegistered Posts: 711
Hi

On Quick books 2 I am trying to enter a sales invoice but when I go to save I keep getting the message 'You must assign an account for this transaction' But I cannot work out what is needed

I am using the customised invoce number, I have set up a customer account and and item that is linked to a new income line that I created.

I have not used this software before so any help would be appreciated.

Poodle

Comments

  • DevilishbirdDevilishbird Feels At Home Registered Posts: 56
    Would it be your account tab at the top of the invoice? Does it say Trade Debtors?

    Regards
  • DeanDean Experienced Mentor DevonRegistered Posts: 646
    Presumably it needs to be assigned a nominal code?

    Regards

    Dean
  • PoodlePoodle Experienced Mentor Registered Posts: 711
    No it has the mans of the sales ledger account that I created
  • PoodlePoodle Experienced Mentor Registered Posts: 711
    not 'mans' 'name'.... getting stressed
  • DevilishbirdDevilishbird Feels At Home Registered Posts: 56
    Ah I mis-read your original post!!!!!!
    Ok it's a bill your trying to post, have you set up the associated expense account for it? If so then that should appear in the account tab, if you have done that and your still getting problems, is it down to class assigning (have you assigned classes)
  • PoodlePoodle Experienced Mentor Registered Posts: 711
    No you were correct the first time,

    it is a customer sales invoice, and I do remember in the set up selecting to do something with classes ie saying 'yes'

    If I do not want to set up options not how do I cancel it?
  • DevilishbirdDevilishbird Feels At Home Registered Posts: 56
    Ok, I didn't understand your last sentance. If you want to remove the class assignment you need to log on as the administrator go into edit - preferences - accounting and then click the company preferences tab. Where it says use class tracking untick and that should solve your problem, hopefully :-)
    If you do want to track by class (this is more for P&L breakdown) then you need to set up the classes
  • PoodlePoodle Experienced Mentor Registered Posts: 711
    Thankx for trying,

    it did not work and so I am goind to reinstall.

    Must have done something wrong in the set up
  • PoodlePoodle Experienced Mentor Registered Posts: 711
    Phew done it

    Thankx again guys:thumbup::thumbup::thumbup:
  • DevilishbirdDevilishbird Feels At Home Registered Posts: 56
    Glad the re-install sorted out your problem! It's funny how pc's and software respond sometimes :001_rolleyes:
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