Quikbooks 2 help URGENT

Poodle
Poodle Registered Posts: 711 Epic contributor šŸ˜
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

  • Devilishbird
    Devilishbird Registered Posts: 56 Regular contributor ā­
    Would it be your account tab at the top of the invoice? Does it say Trade Debtors?

    Regards
  • Dean
    Dean Registered Posts: 646 Epic contributor šŸ˜
    Presumably it needs to be assigned a nominal code?

    Regards

    Dean
  • Poodle
    Poodle Registered Posts: 711 Epic contributor šŸ˜
    No it has the mans of the sales ledger account that I created
  • Poodle
    Poodle Registered Posts: 711 Epic contributor šŸ˜
    not 'mans' 'name'.... getting stressed
  • Devilishbird
    Devilishbird Registered Posts: 56 Regular contributor ā­
    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)
  • Poodle
    Poodle Registered Posts: 711 Epic contributor šŸ˜
    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?
  • Devilishbird
    Devilishbird Registered Posts: 56 Regular contributor ā­
    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
  • Poodle
    Poodle Registered Posts: 711 Epic contributor šŸ˜
    Thankx for trying,

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

    Must have done something wrong in the set up
  • Poodle
    Poodle Registered Posts: 711 Epic contributor šŸ˜
    Phew done it

    Thankx again guys:thumbup::thumbup::thumbup:
  • Devilishbird
    Devilishbird Registered Posts: 56 Regular contributor ā­
    Glad the re-install sorted out your problem! It's funny how pc's and software respond sometimes :001_rolleyes:
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