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total rubbish give up on QB

QuickBooks Self Employed when raising a sales invoice allows you the choice of Flat Rate, By Hour, By Rate. Is there an option to create a price list. So for example Customer A is invoiced monthly for £X each month, a job rateCustomer B is invoiced Hourly at By Hour 1 rateCustomer C is invoiced Hourly at By Hour 2 rateCustomer D is invoice for Supplies supplied Item 1, Item 2, Item 3 Can this be done so it's available when entering or do I have to remember what customers are on what rates and type in a price/rate each time? 

Hi, due to a troublesome limitation with QBSE (unable to add dates to regularly provides services means I would have a different product for each day I provide the same service to a customer) I came up with a way around it. In the message sent alongside the invoice I add in the date(s) on which the service is provided. That is I type in "This invoice is for work completed on 01/03/22, 02/03/22, etc". The trouble I'm finding is that when saving an invoice as a draft and then going back to view/edit the invoice those additional notes have disappeared. Anyone else had this issue?

Morning all, Recently joined QBs - wondering if you can do a payment run directly through QBs if the bank account is linked? Equally, the same with payroll?  When you submit can it pay the employees? Thank you,Laura

Hi new here, I can’t get QB to connect to Monzo business.It’s says all done at the bank, but when it’s goes bank to QB it says something stopped is connecting?help!

Hi, my new customers continually message me for bank details even though they are on the invoice. Also, my bank account name is different from my name as it's a business account. I'd like to make it all clearer for them but can't work out how to change what goes on the invoices or email auto reply content I'm using Quikbooks SelfEmployed UK Thanks

Is anybody else having trouble of customers not receiving invoices?

Hello,Is there a way or a future update to allow invoices to go to a specific email address other than the customer's normal address? For example I have regular orders from my customer contact using their normal email, but all invoices have to be sent to their accounts department email regardless of our b2b relationship.If I don't send them to the 'accounts' email by accident, because QBO is setup to liaise with my contact then they don't get paid until I realise and then have to chase up and wait for 30 odd days / end of month all over again.Many thanks in advance.

How do I add a attachment to a statement using quickbooks online as I used to do on desktop

Im a self emploid painter and decorator and soly work for a company that deducts CIS from my pay. How do i account for this using quickbooks selfemploid?

Hi all,I switched on multi currency knowing I can't turn it off but also with QB notes saying that there is no loss of other features. I find out after that this is not true and I have lost the cashflow tool - which as a newbie, I really liked. Since doing this I have also added receipts using the IOS app which get added as an expense with QB having read the value and automatically created the expense in home currency, not the country of the receipt. I'd really like to just add them as images without the 'smart' functions.  So to my point, if I reset my QB and start again, will this turn off multi currency? I have reset before and it only seemed to do about 80% of a full reset. Thanks.

Hi,We are taking over a sole trading equestrian business and will need to take payments on a card machine as well as having the option to receive payments over the phone. I have looked at different options; XLN - good transaction costs, no integrationStripe/Square/Zettle/SumUp - higher transaction costs but an option to integrate with accounting software through an intermediary app (additional per month costs). As we understand it the business isn't profitable and income is seasonal, but it supports another business that we will also have (accommodation). I want to keep the costs down and make sure it all runs smoothly. Can anyone suggest a simple, cost effective system that can integrate well with Quickbooks? Thanks for your help :)

Is it possible to settle an invoice by taking the money from an existing QBO account, such as the Bank Current Account?I do the finances for a community hall, which is booked by external users. Those bookings are billed through QBO by raising an invoice. The hall has a cafe and sometime users settle their room hire invoiceat the cafe till. The till roll is then added into QBO on a daily basis & all the money received goes into the Bank Current Account.But that money can therefore contain money paid in to settle a room booking.So is it possible to settle an invoice by taking the money out of the QBO Bank Current Account?THANKS !

Hi, I’ve just downloaded the self employed quick book app and I’ve come to make my first invoice and I don’t have a tab any where for invoices, when I click the + button it only says “snap receipt” 

Hello, I don't know if this is the correct section for this question but here goes anyway. I am trying to enable QuickBooks Online Payments but, when I go to the Accounts and Settings section, the option is missing. I am in the UK and I noticed that QuickBooks was advertising the ability to setup Online Payments recently but now it isn't. Is it down?  

I'm a sole trader and have just signed up to Quick Books Self employed. I've always put a percentage of my household bills on my expenses to cover the part of my home which is dedicated to being my office. I've tried doing the same using QB and listing it as "Home Office Expenses", but it's showing up as disallowable. It's also doing the same thing for anything I put down as a meal expense. Anyone know what I'm doing wrong? 

Hi, I'm unable to view any pages because I don't have an active service, it keeps redirecting me to a card payment page and I cannot go to my billing page. I need to download my invoices for payments to QuickBooks from July, August, September, October, November. How can I download my invoices when I'm unable to access the page? I've spend 1 hour talking to 2 online chat agents and 1 agent over the phone, neither of which are able to help or access them.The agent over the phone kindly advised me to post here for some support. Many Thanks,Toby

It's impossible to finish connecting to TSB - the screen freezes on a page static.fdpwidgets.intuitcdn.net so it looks like the problem is with QuickBooks, not TSB. Connecting to another bank has worked fine. When will this be fixed?

I have designed a custom invoice that I’d like to upload, however I do not have the toggle in ‘Quickbooks Labs’ to activate ‘Import Styles’. I cannot find it in any other menus either. Can someone tell me what I might be seeing. Yes, I am using QBO and yes, I’ve watched multiple videos that all show the toggle that I don’t have. Any help is appreciated.

Hi, I've made a series of payments from my personal accounts on behalf of my new business and, as I understand it, I have to register these in a Director's loan account. I need the money back as soon as I possibly can so I was keen not to tie it into the business any. I'm not looking to charge my company interest.  How do I record this in Quickbooks please?  Many thanks,  Beanie. 

We Issue Invoices direct from Quickbooks via a generic outlook account. Some clients wish to edit these invoices when received (add an approval signature etc.) A Password is required to do this.Does anyone know how to remove this requirement? (We don't even know what password it is referring to) When we download the invoice and send manually - there is no password requirement. thanks  

I've defined three invoice templates for my clients in three different jurisdictions (UK, Europe and US). How do I define which customers (or currencies) use which template? Or how do I select the template to use when I am creating an invoice?

We are issuing Invoices from Quickbooks Desktop (the standard way) Clients who use scanning technology to process invoices on their side; are rejecting our Invoices as they are encrypted and not scannable on their side. I understand that Quickbooks Invoices are encrypted from an Edit perspective (and I have been told there is nothing that can be done to switch this off) but has anyone encountered this problem with clients and what has been done to alleviate the problem. If clients cannot scan Quickbooks invoices when issued, Quickbooks software isn't much use to us as we cannot bill clients!  

I have a client wishing to transfer from Sage Accounting Plus to Quickbooks. Looking at the help topics it looks extremely complicated to carry out. Has anyone done this themselves and did it work?

Hi, I'm trying to create a new invoice for an existing client. For some reason it keeps adding a 'partially paid' deduction from the invoice total from 2019, even though this isn't the case. I've no idea why it's doing this or how to remove it to allow the full total. Help!