Ask Your QuickBooks Question | Drop-in Session

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@JackS wrote:

Hello Community 👋

I wanted to create this space where you can ask your top-of-mind QuickBooks questions and our team will help you get an answer.

 

Topics can include and not be limited to; Banking, Self-Assessment, Reconcile, Transactions, Tax or Reports.

So, pop your question below and an expert can help you 👇

 

 

I've read all the answers on this site that I can find about Venmo, but have not seen the way to handle the AR with regard to the fees and reconciling the customer account.  How do I reconcile my bank account when Venmo is used as payment against invoices? When I receive the payment a from Venmo, how do I show it as a full payment to the customer even though we received the reduced amount due to Venmo fees.

I'm brand new to Quickbooks and have not been able to connect to my Starling account despite many attempts and trying different devices.  It just times out.  Am I doing something wrong or is there an issue with Starling?

Evening, I have an employee who has asked me to reduce his salary for the next 2 months, and increase his pension contributions by the reduced amount, for the same 2 months (then back to his normal arrangement after that). How do I do this in Quickbooks payroll? 

Many thanks

It seems like the fee for Paypal is quite high where do we see transaction costs? if we are getting Paid £500.00 what will be the fee?

how do we delete the paypal option if we are not happy?

I need to submit my VAT return today but keep getting the following error message: 

taxReturnInvalidMTDEndDate

Please can someone assist asap?

Hi there. I am looking to create a returns form for our customers so they can just tick what they are returning.  At the moment we ask them to fill out a separate form and there are all sorts of mistakes with codes which is slowing down processing credits.

Is there an option to create another form just showing the items ordered and a tick box next to the code?

Cheers 

Sarah

I've only just started. I've imported a few thousand transactions from bank accounts and I'm starting to categorise things. I've set up some rules etc. Well this is where I am, but here's my question.

Is there a way to get an overview of expense categories and manage them, so I can organise the categories I want first rather than be forced into creating them one by one on the fly. 

Also, can you have sub-categories for expenses? I'm used to being able to have, for example, a 'Transport' category, under which might be things like 'car maintenance', 'fuel', 'road tax', 'car insurance', 'breakdown'. I've come to the conclusion that QBO simply doesn't operate the way I expect it to in this regard.

Hi there

I have a figure in the Cash on hand account which I need to transfer to our bank account.

If I select + NEW/OTHER/Transfer/Transfer funds from Cash on hand to bank account will I be able to match the bank deposit, which is made up of three separate figures, to the transfer?

Thank you for your assistance.

Deb

I am new to Quickbooks and can't find anything that explains what it does and how to use it.  I am looking for something really basic to start with in simple language.

For example it took me ages to find the box in which I could ask this question as one needs to select the button 'reply', why is that logical?  Surely it should say 'Enter question here'.  This is an example of my confusion with the whole platform and why I'm looking for an introduction. 

Keyfob deposits.

Hi,

I currently record Keyfob deposits as current liabilities as we return the deposit when a gym member leaves so I didn't want it to show as income on the P&L. My question is how do I record the refund so it doesn't show up as an expense and is deducted from the current liabilities.

Many thanks!