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Hi,I want to help streamline the business and get more out of quickbooks. I want to enter my suppliers and their invoices on to the system but I can not put in payment terms. So all the invoices I am due to pay show as over due. I can click on new supplier, then I get stuck. Please help me

I just signed up to use QB Merchant services and I cannot get it to link, it shows account inactive. Any help? I have had several account through upgrades and have used the credit card system in the past.   

Hi, I'm wondering the best way to take a deposit from someone in quickbooks. Say I book in a job which is £1000 I take a 50% deposit (£500)  two weeks before I start.How do I send something in quickbooks  to the customer asking for the £500. I understand how to send an invoice and include the deposit already taken added to it but not how to send something asking for the deposit money.  Thanks in adavance Rob.  

Is there a full list of import templates (mainly for payroll and employee information) that I can look at to see what's available?  Found the employee details one which is really helpful.

Importing some employees and I'm getting these validation errors but I can't see the fields on the csv: Error validating pay run settings: 'Default Pay Cycle Id' should not be empty.,'Default Pay Category Id' should not be empty.,'Default Location Id' should not be empty.

How do you adjust payroll when an employee has a day or half day sick and requires a deduction in pay? 

Hi, I know that I can add working from home hours to my profile, and that will automatically add appropriate 'Home Office Expenses' to my tax summary. However, I actually make such a payment to my household joint account from my business account and would like this method to work. But these payments, even though marked as 'Home Office Expenses' are marked as 'disallowed' in the tax summary. I don't understand why this is not allowed? Is there a way to make this work? thanksMark

August turned out to be the first month that we've operated at a loss (bar the times that I've used our Government Grant to pay for big things that I wouldn't otherwise have been able to afford).  I'm trying to make sense of it using the QuickBooks Budget Planner to see just how bad it was and what I need to keep an eye on to prevent it happening ongoing.One thing that's come to my attention is the way that I've been recording payroll expenses.  When I pay my staff I do indeed record transactions a payroll expenses, but the proportion of their pay that I send to HMRC for tax & NI contributions are recorded as tax & NI current liabilities and ditto, the proportion of their pay that I send to NEST for pension contributions are recorded as pension payable current liabilities. Due to this, they are not showing up in my budget vs actuals so it's looking like I've made an under budget saving when in fact I haven't.Would it be reasonable to reallocat

HiApologies in advance but I’m new to all this despite being employed for the local authority for 30 years up until recently. When lockdown began back in March I was asked by quite a few people to do some online teaching. I did this and then realise that this could be a new career for me.Yesterday I finally got round to registering with HMRC and I want to get my accounts in order. Because of lockdown and the fact I didn’t want to give my personal bank account details to my clients I was paid via pay paypal. I then transferred this money into my normal everyday bank account. Due to not having my code yet I am unable to open a business bank account but have managed to open a post office savings account. - Is it okay to have payment records as PayPal payments? - Is it also okay to now send receipts to customers albeit, these are backdated? I just want to make sure that everything is above board . Many thanks and apologies for being such a novice!

Hi everyone. Its my first post here so maybe I write in wrong place but I give it a try.I recently joined to QBO and am starting learnig how choose category for expenses etc. Here question.What category I should choose or create for Hand Sanatizer for my business ?If I am here its worth to ask , What category use for hangers and havy duty store clothes rail?I have Clothing store. Thank You for all answers. 

I'm trying to pay my employees I've gone to the payroll page next payroll dated 1 apr-30apr then it comes up with the warning All payrolls for the tax year are done ! it won't let me go forward to pay my employees 

As it says in the title I have connected (finally) my bank accounts to QB's.  However, because I run 3 companies and also have my personal finances through QB's self employed I started with just the one companies bank accounts.   I did all the linking through the company eg ABC ltd,  but QB's in its infinite wisdom has linked them to my Self Employed file instead.   Unless I missed a choice to have been made somewhere.  If you can let me know if that was the case.   Not sure where to go from here tbh.  Unlinking them to start with, but how do I make sure the correct accounts are linked with the correct company.  

Hi there, I want to keep customer records in QB which include what products they have bought. I am selling through Woo Commerce and direct through PayPal and Stripe on other systems. To do this I am going to need to connect both PayPal and Stripe feeds. If I also use a Woo commerce connector, will I get duplicate entries? I am wondering the best way of organising this? Many thanks,Jenni

Good afternoon,I have received help on-line and it was suggested I provide feedback to ask if it could be added to the list for Stripe to be prioritised as a bank to be able to add to the Bank Feeds in the same way as Paypal so I don't have to pay for a separate APP to have a direct digital link. I will use the CSV. Import as suggested for now but for Making Tax Digital purposes adding Stripe as a Bank feed would be really appreciated especially for those of us that are small businesses that need to keep the cost down that has been placed on us by the HMRC requirement for Making Tax Digital. Thanks

I have used QB online in the past for inventory management (wholesale company). However, I now run my own business as a property developer. Any help with how I found log purchase/sale of properties from an auction, also how to log expenses against it etc.

Welcome to the QuickBooks Community! If you're reading this then you've successfully followed steps about taking part in QuickBooks Online Open Banking research.  We'd love to kick things off by getting to know everyone involved in this project so please comment on this post about what you do for a living, where you're based and what you already know about Open Banking (if anything!)?  

Hi I have just transferred to Online from Desktop and do feel that the pain will be worth it. However I am not receiving any income due to my business being closed so when I tried to upload a csv file for my bank statement I had difficulty. No column 7 on offer for credits. I eventually discovered that if I went back down my statement to a point where I had income and copied that csv file it would upload perfectly.  More time wasted but at least I am not short of time just now.

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Hi, We generally have a 5 figure sum sat in our bank 'savings' account, which earns a small amount of interest. That interest has just reduced to a tiny dribble, at the same time as our connection being 'upgraded' to Open Banking, and this savings account not being compatible to QBO for automatic import (CSV files remind me of the 1980's). I'm therefore looking for a QBO compatible business savings account that pays more than 0.01% interest... Any suggestions? Thank you. Martin.

Accounting software(quick book) is not part of many universities  course unit also Entrepreneur lack knowledge and skills in business management and tax issues. according to my research,lack of skill in accounting soft ware result gap between job market requirement and graduate supply.  

I am part of a small charity, Quickbooks was provided to us by a trustee who was an accountant for a large charity accountants. She left the board and the company. Since August 19, over many many calls, I have managed to get Master Admin control, but I cannot do everything I should be able to, it's just not working.I cannot talk to a competent techie or supervisor, I have to go through call handlers, wasting mine and their time, they just do not have the skills or authority to get the job done. My case has been closed yet again without full resolution. I tried to escalate the issue two weeks ago, today I have been asked if I wish to escalate again, IT SHOULD HAVE HAPPENED TWO WEEKS AGO.I have not received competent support for 6 months, poor call handlers do their best but obviously are not effectively supervised or supported. Dont get QB if you expect prompt and competent service.

Name: Travis Troyer  Business: Basik Candle Co Founded: 2016   Travis Troyer had spent 10 years working in the corporate world, but he wanted to be in control of his own future - and his own business. After signing up for a variety of creative classes at a local studio, Travis fell in love with the process of making coconut wax candles. Very shortly thereafter, he launched his own company offering luxury candles at an affordable price.   What’s the story behind your business? I worked in accounting and IT for about 10 years doing software implementation. While I was successful in my job, I was frustrated by my experiences in large corporations. For example, I’d get excited about projects that could potentially save the company a lot of money, make a process significantly more efficient, improve employee satisfaction etc, only to have it killed or get lost in a steering committee. It was so frustrating.   When I moved to a new city to be with my partner, I real

Good afternoon,I have received help on-line and it was suggested I provide feedback to ask if it could be added to the list for Stripe to be prioritised as a bank to be able to add to the Bank Feeds in the same way as Paypal so I don't have to pay for a separate APP to have a direct digital link. I will use the CSV. Import as suggested for now but for Making Tax Digital purposes adding Stripe as a Bank feed would be really appreciated especially for those of us that are small businesses that need to keep the cost down that has been placed on us by the HMRC requirement for Making Tax Digital. Thanks

  For entrepreneurs, here's a topic that comes up again and again: pricing. Figuring out how to set (or adjust) what you charge for your products or services is a conundrum that just about every small-business owner faces.   Entrepreneurs selling a product like handmade jewellery or baked goods may be able to use a relatively straightforward mathematical formula along the lines of materials + overhead + time = price to determine their magic number. But for folks offering services – tax accountants, bookkeepers, social media consultants, brand strategists and graphic designers, for example – price-setting can be a little (or a lot) more challenging, especially when their “product” is less tangible than a delicious scone or sparkly earrings.   We've turned to some enterprising entrepreneurs to identify key pricing challenges – and, more importantly, to share some key strategies for solving the all-important pricing puzzle.   Charge with confidenc

 A recent client of ours asked us if it were possible to create terms for an invoice that would allow them to make it payable 30 days onwards from the end of the month the invoice was raised. For example: creating conditions where an invoice made on 07/05/18 would instead be due on the 30/06/18 as opposed to the 31/05/18. How? 1. Firstly, go into your QuickBooks account and select ‘Account and Settings’ found under the ‘Company Cog’ in the top right corner. 2. Navigate to the ‘Sales ‘option on the left-hand side, click on ‘Sales form content’, select the drop-down menu option to the right-hand side of Preferred invoice terms’ and then select ‘Add new’. 3. As seen below, start by entering in the correct name for the term you are using, which in this case would be ‘30 days from the end of the month’. 4. As you want the invoice to be due by the last day of the month, select the option ‘Due by certain day of the month’ and enter ‘31’ into the first box.&n