Getting paid

Hi,I am the sole Director of a LTD company and want to pay myself a first dividend, but rather than take the money out as cash, I want to credit it to my directors loan account.I have the directors loan account set up which currently shows a negative value equal to the amount of cash I personally invested. In my Chart of Accounts I have an Account named "Dividend" which has "Account Type - Other Expenses" and "Detail Type - Other - Other Expenses".My questions are:-Firstly, is the Dividend Account set up correctly and,secondly, what are the step by step instructions to achieve the above.Thanks in advance

Good afternoonI have taken payment today for my first invoice via the Zettle card reader. Zettle will be charging their standard 1.75% fee for the transaction. I am confused as to how to record the transaction in my Quickbooks. Obviously the amount transferred to my bank and carried into Quickbooks will be my invoice amount minus the transaction fee. How do I show the invoice as being paid in full and the fee which was attached to the transaction to ensure that it balances with my invoice amount shown in QuickbooksMany thanks, Paul

Does the automatic email reminders function work in the simple start plan of quickbooks?

I have send some invoices, but I cannot see the actual email in my email app.Where can I find my invoice emails?Cheers,Walt 

All of our customer accounts are 7 days - how do we issue a statement with the correct aging in the table?Currently it defaults back to monthly so it doesnt provide clarity to the customer how overdue they actually are!

Evening - Does anyone know a way in which you can set up a customised payment term based on the service date rather than the invoice date? Any help much appreciated!

Hi Can someone please help me, I have been sending invoices on a monthly basis to the same email addresses without problems, then last month the invoices are coming up as sent but they are not being recieved by the clients. I have uninstalled the app and re installed it. I have cleared the cache and data that still hasnt solved the problem

Hi, I wonder if anyone else is experiencing this please? Up to 10 days ago I had no problems sending invoices. Now I receive error message "invoice undeliveredWe couldn’t reach some of your customers. Double check the email address and try again."Online chat has advised my account is now a priority to be fixed by an engineer.  No timescale on this being fixed.I can send the invoice manually, but as the majority of my clients pay me by card this is not a good option. Hope someone can help please? thanksAnn

Hello,Im very new to QuickBooks and running a business also so sorry in advance if this question seems a bit silly.Basically I recently set myself up as a sole trader and made a payment from my business into my personal account, how do I mark this as a payment to myself? I had initially set myself as a supplier by accident but it marked as an expense so I have deleted it and dont know how to go about categorising it correctly within the QuickBooks app. Thanks-Connor

Hi All. I've been finding that my invoices get seen more if I actually share the invoice attachment from my own email address rather than send it from quickbooks. Quite often clients seem to not find the QuickBooks invoice ( maybe it goes into their spam?), whereas I've never had a problem when sending an attachment. ( I can do this from my quickbooks app...: ''invoice preview and then share''. However the down side of this is that the invoice  does not get marked as 'sent', and therefore i can't mark it as 'paid', after I receive the payment. It stays as ' draft'. Has anyone else experienced this , or are their any suggestions? Many Thanks

Hi,I use QBO Plus.I have been recording drawings of transferring money from Business to personnel as a self employed person with no employees. I have not been recording as transfer, but have been matching the transactions from the bank feed that syncs with my bank and matching with the below image under Equity, Partnership Distributions. Is this correct, and if so doing it via bank feed is same as recording as a transfer? - Thanks

Hi i am new to QuickBooks, and i need to my UTR number, TAX week to show on my invoices.  And i am really struggling to find this, i have tried the customise options but they dont seem to work.

wonder if anyone had used an app for integrating both Airbnb & Booking.com with QBO? 

HiI work in the film and Tv industry as a self employed art department worker and sometimes production companies say they have to pay my National Insurance at their end due to specific accounting rules within the industry.How do I reconcile the difference between the original invoice amount and the lower amount paid into my bank after the NI deduction? ThanksSimon

I've uploaded 50+ receipts, they were marvellously recognised automatically and I've created expenses for each of them.I'd like to pay myself for these business expenses - how do I do that without making 50+ individual payments and matching each one?Could I create one expense and match all the receipts to it? How?Help!Thanks, 

Hi I work with agencies who deduct their commission from the invoice we send. It's the only way they will work. So it means our invoices always look like they have been part paid and there is an outstanding amount on them. How can I delete the remainder off so it doesn't show as outstanding? Thanks 

bank charges fee for credit card receipt collection so banking shows less than customer payment, how do i complete review? 

A customer is claiming they didn't know they had to pay VAT on top of the job price.  They have paid the money for the job but now want to pay the VAT in monthly instalments, how do I set this up on an invoice please 

Is anyone else having a problem with receiving online payments?My customer gets the message "You can try again, or come back later and try connecting then" I have tried invoicing myself as a trial but i get the same message.Talked to customer services and they were completely useless, just told me that my customers need to use a different browser - Not something ill be asking my customers to do! Thanks in advance

How do I create a 50% deposit invoice from an estimate I have given to my client. The create invoice button creates a full invoice but there is no way to get an invoice for a portion of the invoice.  Please can you let me know asap. 

Hi there Is there a way to receive customer payments directly into my business bank account and not into a paypal account. In others words, do I have to use Paypal with Quickbooks online?  ThanksTom

I need to be able to send my customers' recurring invoices and have them pay with auto payment (credit cards, ACH, etc). But one of the recurring invoice lines will change value every month. QuickBooks billing/payments can not handle this feature. Seems to me that many businesses besides mine would rely on this a great deal - utilities, etc - any business with variable charges. Are there plans to offer this soon? Is there a work around? Are there better billing systems that have this and integrate with QuickBooks Online?

I would like to record when a customer has paid, however i don't want to link my bank account so accept I will have to do this manually. If I go to "invoices", should I click "receive payment"? Then should I click "undeposited funds" in "deposit to" dropdown list? This is what I keep reading, however my customers have already paid direct into my bank account using transfers/faster payments etc, I hardly ever receive a cheque.I would also like to manually reconcile my payments received against my bank statement, I did this with my expenses. However I can't see how to do this. Thank you.

A client pays in EUR to the Revolut business EUR account (from an invoice generated in EUR). What would be the best way to account for this income, considering QB Simple Start does not allow accounts on foreign currencies?  I was thinking to account for this only when making the conversion to GBP (i.e. when the money reaches the Revolut GBP account), but how do I account for conversion rates? 

Hi, I’ve just started using QuickBooks self employed, the app for iPhone.I think my invoices are going straight to customers spam folders so I’m not getting paid.if I send an invoice through my linked bank instead, will it show up on QuickBooks? Tia.