Discuss Your Business

I've just re-opened an invoice I sent out in March which as been partially paid.Both the date of the invoice and the information informing me of the payment being made both refer to March 2023. But the invoice was created and paid for in March 2024. See attached file for clarification.Is this a bug or is it possible to somehow achieve this by mistake?!    

Two of my clients, despite sending them new account details for my business bank account have paid me into my personal account (used to be sole trader) If i transfer all the money into my business account how would I account for this the right way in QBs so it's all done properly and matches up with invoices i have sent through QBs. Thanks for your help!

I just saw my subscriptions go from £237 to £302 between January 2023 and January 2024.  Given the mediocre state of the software, the degrading customer service and the apparent lack of any substantial advancement in the software/product offering, the 35% hike can only be ascribed to profiteering. And it gets worse, looking a the 2022 subscription fee, the actual increase is nearly 40%, How the haitch could that be justified? If I jacked my 2022 fees by 40% I would by now have no clients left. Shame on you Intuit.

why does quick books tick my customer invoices when i go to add a payment, one customer has over 1000 invoices, when i try to un-tick them, quick books then hangs on me

I need to invoice a client in euros but only have QB self employed which does not offer the multi currency functionality.  Has anyone got any suggestions about how I might get around this and properly account for the income?

Can anyone help - I have been creating invoices for customers. All payments received for each invoice is always via Bank Transfer.  I thought I was doing everything correct when marking it of as paid. However I have realised that my QB bank balance is significantly more than what is in my current bank account. I have narrowed the issue down to something I am doing wrong when I am trying to clear the paid invoices when payment is received. I don't know how to fix this and to stop my QB balance wrongly increasing 

Hello, when an invoice reminder is sent to a client, it shows the total of all outstanding invoices, not just those that are due. For example, the screenshot is of a reminder for an invoice that is for £1400.00, but is shows the total of all invoices not paid and not yet due. Is it possible to show just the invoice amount that is over or near due? Thank you

Our business is an autobody shop that repairs customers vehicles that have been in a collision. We receive payment from the insurance company and then the customer pays their deductible when picking up their repaired vehicle. I can't figure out how to receive payments from 2 customers on the same invoice. Any advise?

I’ve recently started an electrical company, of which I am the sole director and employee. Beforehand I had been working as a sole trader for a few years. I still regularly get paid as a subcontractor through CIS, and I am wondering can I still be paid as an individual through CIS or does it have to go through the limited company? Thanks 

Each month's end, I send statements to my 30-day customers, summarizing the previous month's activity. Shopify generates the invoices, which are then imported into QuickBooks using a connector. Ideally, after crafting the customer statement in QuickBooks I send one pdf for a statement with links inside the statement to each invoice, however I'm currently unable to directly link or attach itemised invoices to these emails within QuickBooks. Consequently, I'm left downloading the statement and invoices separately and manually incorporating them into the email content. Is there a way to automate the attachment or linking of invoices to my statement documents in QuickBooks?

Hi there, I just signed up to QB self employed and setup my invoice template however I have noticed that the incorrect email address is showing & I would also like to change my logo. I can't seem to find where to do this. Please could someone point me in the right direction?Thanks,Abbie 

Please someone tell me there is a way to set up an invoice so that my customer can pay via bank transfer!  I can put the bank details on the bottom of the Invoice of course, but then, when that Invoice is paid does Quickbooks see that the invoice is paid? Or do I have to go in and do the manual transaction categorization thing?   ALSO - If I set up the invoice this way - will Quickbooks still send a reminder to my customer if the invoice is unpaid after due date?  Most of my clients and service users ONLY want to pay via bank to bank transfer. As a charity, we can't afford transaction fees on everything. This is really very poor service from QB if it's not possible to do it. (I know it used to be!)

I am trying to set up a new user on quickbooks online, i have received the invite but it is not allowing me to log in - it says access denied? How to resolve? 

Hi, I have searched high and low online for a decent tax calculator for self assessment tax returns.They are all very basic! I have income from a variety of sources: interest on savings, dividend from my company, small pension payments which are taxed through PAYE at source, and a salary from my company which also goes through PAYE. Rather than having to wait until I complete my self assessment return next year, it would be very helpful to know what my tax liability will be - using the same calculation as HRMC - before the event, so I can plan ahead. Any help would be much appreciated! 

Hi I have a customer set up in quick books with their email address , but when I send the invoice they never receive it but I receive a copy to my email address.Many thanks Paul

I am not using QBO to its potential after researching what I can and cannot do and need to ask a question over the holidays which QB sales will answer in the new year.We use the simple module which we know doesnt have recurring invoices and then also prompt payment discount.  We are a small almost not for profit monthly community style magazine and wanted a method of invoicing and preparing figures rather than spreadsheet on google drive, currently paying £14 but really cannot double the payment to get the recurring invoice, We invoice 20 customers the same amount either monthly , 1/4 or annually and a discount is applied for payment by 28th day of month. The problem we have is people pay late and still only pay the discounted figure. Does the prompt payment discount only apply on the invoice up to and including the final day and then clears so it is not applicable ? Is there any way of doing this without doubling our monthly sub to QB? Our monthly DD is due Jan 3rd and would like

Hi everyone, I would like to add expected invoiced (current active jobs) to the cash flow forecast, however will quickbooks identify this expected income when the actual  invoiced are raised and sent and adjust or will i have to delete manually? My big concern is that we will double up and see false figures. Thanks in advance  Gavin   

I have set up bank rules to post receipts against customers but I then have to manually allocate these receipts against invoices for each donor. Is there a way to automate this so that all receipts are allocated against invoices for all customers ?

We have been running QB online version uk since 2018.  Every invoice we send out to customers has up to 5 attachments.  Every supplier invoice has a copy of the actual invoice attached.We have just started trading as a Ltd company so have had to get another QB.How do we extract all the data from our original QB's, for reference and for complying with HMRC keeping your documents for 7 years?.  We don't need to keep the original QB open once every one has paid. They are being treated as 2 separate companies.Any advice?

I;m new to QBO and I am trying to create an invoice but i dont want to share my home address with customers either in estimates or invoices, how do I do that?

Hi, I'm trying to work out the best way to add an invoice from another platform (Worksome) to my Quickbooks account. There is an app called Zapier which apparently will link my Worksome invoice to one created in Quickbooks, but the process looks confusing and I'm not 100% certain that I won't be sending multiple invoices out to my customer (one from Worksome, one from Quickbooks).  Is there a way I can reference the payment I receive from the other platform's invoice into Quickbooks, so that it tallies up with the payment received in my work bank account?  Do I need to create a duplicate invoice in Quickbooks, matching the details of the Worksome invoice, but not send it out to the client?

Hiya, I followed the instructions to add paypal payments to my invoices, but the fees are so large I'd like to remove this and go back to just having my bank account details on the invoice to clients pay me direct. Please can someone tell me how to do this? I can't find the option. 

I am a new UK Business owned by a US Individual who is just learning how to operate in europe. I have QuickBooks online UK with QBO’s default integrations that use GoCardless and PayPal. On the 14th of every month, I need to Direct Debit my Customer’s Swiss bank account for the following: QTY 3 Units of Product 1 at 26.04 CHF per unitQTY 3 Units of Product 2 at 82.68 CHF per unit              26.04 CHF x 3 =    78.12 CHF          + 82.68 CHF x 3 =  248.04 CHF-----------------------------------------------------            Total of 326.16 CHF per month via direct debit  I need to somehow collect the money above by pulling CHF from the customer’s CHF Swiss bank account. The customer provided us with their IBAN, BIC, Account #, and Sort Code when they signed our contract authorizing

HiWe have 1500 subscribers.   I manage them via Excel sheets (!)  I now want to create a subscription system on my (bespoke) website then integrate payments with QB So users get alerted when subsription is up for renewal. I imagine the system automatically requests QB to generate an invoice and provides the user a link which they then pay.   Once payment is received QB needs to notify the website that payment has been made. The website then extends their subscription. I can do all the subscription development.  Is the rest achievable via the QB API? Can we also set up new customers in our website and have the same created in QB, so they are linked. Has anyone else done something similar? ThanksRob  

I am a US Business owner that uses QBO. We just opened a UK Business and have QBO UK, which is very different from the US Version in terms of payment Features.  I need to understand how to go about doing the thing I describe below. Background: In my US Businesses, customers sign an e-contract and enter all their payment information such as bank account info or credit card info on that e-contract we control. We then create their customer record in QBO and in the payment area of their customer record, we enter their credit card info and/or bank account info into the payment method fields. The same payment info they provided in the e-contract. Screen shots from QBO USA are shown below.  Then when we issue a recurring Sales Receipt, the payment is automatically processed and pulls money from their account. The customer doesn't do anything besides give us that information in our e-contract, and sign legal documents that authorize us to have it, and authorize us to e