Do More with QuickBooks
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It makes it really hard as you then have to remember to click billable/markup through QB online otherwise they don't appear on client invoice!
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I link to Starling account which has category of owner withdrawl and personal, unless this pulls from that, just want it to be correct....I have payroll for my one employee sorted, just when I pay myself is a heading headache!! - sure there is a simple answer, I just can't see it, thanks again forum genuises!!
automated credit notes applied to customer accounts, as follows - credited to QB online to link credits to charges
I can create a financial activities by class report which shows the breakdown of income and expenditure by class against the account heads. We have always done this.But if I want to see 'what remains' in each restricted class at a year end, I have to change this report to cover "All Dates" so that I can see the final balance in each class. However, what we need is Financial Activities by Class report that includes a balance of the final amount in each class for that year i.e. the report should run like the current, but then at the bottom *include a line with the balance of funds brought forward from the prior financial year / period*. There should then be a second line at the bottom which totals these amounts showing the total available in each class.Without the additional line showing funds brought forward, the report is pretty useless it never shows the true ending balance of the classes at the end of the period. Some will show a negative balance wher
It is not clear from current posts how to check your remittance advice settings. From what I have read, there is setting under gear icon -> Account and Settings->Sales->Messages where you have the option to tick or untick the box called "Email me a copy at [email address removed]". Mine is ticked, always has been.For the past couple of months, I have been submitting remittance advice to suppliers, but I am no longer receiving a copy of the email and attached PDF remittance to my central email account [the box is ticked]. There is no where that I can see anywhere in Quickbooks how to check what has happened or changed - my concern is that if I am not receiving the email, how do I know my suppliers are receiving the email notification. Has Quickbooks changed something to cause a bug in the system? or if anyone can provide some advice, please let me know or if you are experiencing the same issue so I can determine what steps to take next. Thanks.
normally the list drops down but I type in the start of the word and nothing happens
I have been using the same estimate template for a couple of years now to create my estimates and email them to my (UK) customers. I email my customers summarized details and a PDF attached so they can download a copy of the estimate. I see that now QB have added a new feature enabling me to 'Share a link to the estimate: Your customer can use the link to download, print, or approve the estimate in an instant.'When the customers open that https://connect.intuit.com/..... link in a browser, they can see a small 'View estimate' button on the right and yes, they can download, print the estimate, but with a completely different layout / colour scheme / activity table / of my PDF estimate with lots of info missing, other (not used) info added and a blank footer. There's no option anywhere to customise the online template and nothing I do to my existing estimate templates is reflected on that online version, which the customers are supposed to approve/decline.
On open Estimate when looking at them in when clicking Customer the blue bar below it would be helpful to see the date that it was Estimate or sent in the Columns setting box be nice to have a date sent option which would be able to show dates when Estimates have been sent..... currently, I have to open each estimate to find out when they were sent which is a lot of work when there are normally around 150 to 200 estimates outstanding at any one time!
The categories are not right at all most out the business outgoings are materials And the only option is printers , lights or office supplies
Dear All When sending invoices to clients we add in the same invoice, both lines for Sales items (with VAT) and also lines for disbursements (without VAT) The issue we're facing is the disbursements amount are still showing in the turnover element of the VAT return. The only way we've got around this so far is to make two seperate invoices i.e. one for sales items and one for disbursements but this is an extra step and also our clients don't like getting two separate invoices Does anyone know how we can sort this out and use one invoice but not have the disbursements end up in our VAT calculations
Using Quickbooks system can I send a generic email advising my customers of a general price increase?
I need to email customers service
We have always had the widget that shows cashflow it was either a block graph with money in/out or a line graph for cash balance. It is no longer on my dashboard and when I go to add or remove widgets it is not showing up there to add. Can you advise how to get the Cashflow Trend widget back to my dashboard.Many thanksDebbie
Thank you Debbie
