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viewing invoices
I am the myob solo bookkeeper and don't seem to be able to view the invoices generated for the last financial year, I have been able to view them previously, but not now
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Customer Sales Reports
I need to create a report of the created invoices in Solo Browser. The only way is to click on the three dots and select the Customer Sales in the Invoices Screen. The Solo software has a bug and it directs me back to the main Dashboard Screen when I click the Customer Sales Report. Does anybody know how to fix this issue?
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Client cant connect bankfeed - Solo
Moved client from Xero to Myob Solo. Cant connect bank account, only individual accounts are showing to be connected, not the business account. Can someone please help? Thanks
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Bank Feed
I am currently flagged for bank feeds, can this be turned off, therefore being required to do a manual reconciliation. If this is possible, how is this done? I already have transactions appearing from the bank feeds, if I turn the bank feed off will this confuse MYOB when performing the reconciliation? I have a situation…
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GST Setting on sign up
Why is there no option to state that a business is not registered for GST when they sign up with Solo? As a bookkeeper I spend an extra hour of set up (non-billable) working on a clients chart of accounts returning them all to N-T status before changing their status back to unregistered. This however does not allow for the…
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Undeposited fund account
Hi, I am new in MYOB solo and access Solo from my laptop. I used Bank\Receive money\undeposited funds account (asset) to record multiple cash sales. This sums up with $1840. $1,840 was deposited into our bank account and bank transaction in Solo showed this amount. However I don't know how to clear the undeposited funds…
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MYOB Solo
I have a new client and have started him on Solo, and he has invited me into the file. However, I cannot see the bank transactions, but I can see all the transactions via the find transactions function. I need to see the bank transactions to reconcile the bank and make sure I have captured all the income and expenses. Have…
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Preparing client BAS and looking for Solo app visibility
Hi there, I am working with a client on SOLO but finding the bookkeeper access very limited especially when trying to do quarterly BAS, help & ascertain where they are having issues. Not having access to the APP itself is VERY unhelpful to see the USER options & menus available i.e. setting up bank rules etc. Is there a…
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Transfer between bank accounts
I am a Bookkeeper working with a client on SOLO and I can see bank transactions where money is being transferred between bank accounts are not picking up the bank statement description. Why is this? As you can see I have attached the ledger dumped into excel Thanks
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How does Solo handle unique situations like cash-based transactions, adjustments, or errors, whi ...
ch bookkeepers typically manage? I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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How can a bookkeeper or accountant receive support for a Solo file?
I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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Will bookkeepers and accountants who are supporting the same client be able to collaborate, or w ...
ill data sharing be restricted? I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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Can accountants and bookkeepers assist with data corrections or oversight?
I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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Can a Solo customer share data with me?
I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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Who is responsible for customer support if clients encounter issues, and will accountants have a ...
role in troubleshooting? I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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Can a Solo operator share their file with an accountant or bookkeeper similar to Lite, Pro and AR?
I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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Can I export data for providing advanced reporting / or across group reporting where I manage th ...
e entities? I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference
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In Solo by MYOB - How are the returns integrated and filed with the ATO?
I'm asking this, so you don't have to. The answer will be posted shortly and grouped into a list of FAQs for easy reference