Quikbooks 2 help URGENT
Poodle
Registered Posts: 711 Epic contributor 🐘
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
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
0
Comments
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Would it be your account tab at the top of the invoice? Does it say Trade Debtors?
Regards0 -
Presumably it needs to be assigned a nominal code?
Regards
Dean0 -
No it has the mans of the sales ledger account that I created0
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not 'mans' 'name'.... getting stressed0
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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)0 -
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?0 -
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 classes0 -
Thankx for trying,
it did not work and so I am goind to reinstall.
Must have done something wrong in the set up0 -
Phew done it
Thankx again guys:thumbup::thumbup::thumbup:0 -
Glad the re-install sorted out your problem! It's funny how pc's and software respond sometimes :001_rolleyes:0
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