Getting paid

Generating Statements for customers does not produce correct results.If "open" is selected and statement date selected for period that matches with end date, (e.g. if statement date is set as 30/6/2022 and start and end date is 01/06/2022 and 30/6/2022), QBO does not generate statement for all customers with open A/R and also Statements total does not match with A/R report totals.This problem was not there before. This has been going on for 6+ months. Second scenario is and I have tested in a UK Test database is that if Statement is generated for an end month, and there have been subsequent payments for past A/R, the Statements total does not match with end date total. It gives current A/R total.A/R and Statements to Customers is critical part of Credit Control and QBO must not goof up here. The area QBO goofs up is in Statement Ageing but not in Statement Total, or missed Customers when generating mass Statements.  These bugs needs to be fixed.

Sending customer statements I am no longer being cc'd into my mailbox.  I have no idea if our customers are receiving the statement.  This started end of March 2022.  All the settings are accurate in 'accounts & settings'.  Anyone having the same issue?

When I look online at our supplier account on their website I have an up to date list of pending invoices (it shows the invoice number, invoice date and amount but no other details).  What is the best way to enter these pending bills into Quickbooks so that I match them when the bills are actually received?  Or should I just wait until the invoices are actually received as otherwise I will be manually having to enter the invoice date, invoice number and amount?  I want to have the ability to see all invoices that I know I'm expecting to receive so I can check I have received them all at month end and don't have any surprise invoices.

Hi everyone 👋 Quickbooks newbie here a few hours in. Thankfully, I think I'm getting it. However, I wanted to see if anyone would be so kind as to confirm my train of thought with the following... Purchasing inventory to sell is my primary source of income for the business. Unfortunately, there was a massive delay with getting paid into the new business bank account (23 days!). This meant I didn't have any cash flow for purchases for those 23 days and ended up using money from my personal bank account to buy stock. Now that everything is fine with our business bank account, however, I want to make sure that the money I spent is repaid by the business. Would my best course of action be: 1. Invoice the company for each item of inventory purchased, e.g. invoice to pay £X,XXX within X days.2. Categorised expenditure as "Purchases" on the Chart of Accounts. I would be the supplier. Or would it be through a Director's Loan on the Chart of Accounts? I guess

Anyone having a problem being able to enter a minus figure on invoices? ie for CIS deduction. It has never been a problem until now and its stopping me from being able to enter and send invoices. Please help

How do I request a deposit on an accepted estimate? I am using QB online. 

I Just want a simple "Pay by Stripe" button to show on a Quickbooks invoice that will automatically fill out the invoice number and invoice amount. Ive tried using synder and Payments by shuttle but neither seem to work how i want them to. Please, any help would be appreciated.

I can't seem to add a PO number for some reason. Here are my options. Do I need to change the subscription or is there another way to add a PO number box. Custom item will not allow me to add either. Any help would be great. 

HiI want to set up a 'pay now' button in Quick Books Self Employed. I've followed the instructions here:https://quickbooks.intuit.com/learn-support/en-ca/manage-customers/set-up-payments-in-quickbooks-self-employed-application-or-apps/01/709692But I have no 'Set Up Payments' link when I go to create an invoice.This is really frustrating for me as it is taking me a long time to get paid and I want to make it easier for my customers to pay me. It would be great to speak to someone who could talk me through setting this up.ThanksJohn 

I recently signed up to Quickbooks Self-employed, and I am trying to figure out how I can invoice for different currencies. My account is set to GBP, but I have clients who pay in EUR as they are based abroad. At the moment, invoices can only be set up in GBP I was told in the chat that this is not a feature that is included? Is this true? Can I not change the currency on invoices at all? The suggestion from the agent to convert the amount to GBP and put that on the invoice is not appropriate, as exchange rates fluctuate and the client expects to pay a set amount in EUR, not GBP.This seems like such a basic feature to me and I'm surprised and disappointed that this isn't included. 

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?

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,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 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.

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!