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I created and use custom fields in the Customer center. I've added them to reports with no problems. I created 2 custom fields to the Supplier center for Swift/BIC and IBAN bank data for supplier payments. I have added these fields to the AP reports but when I view the reports the customer fields have not data. I can't figure out why these fields are empty in the reports...they have data in them. Does anyone have some ideas? Thanks in advance.
We've got a company with all transactions so far having taken place from a single office so we did not use the Location tracking function. We are now talking about setting up another office so, if we turn on location tracking, how do I assign ALL existing transactions to a new location i.e. the first office?The answer cannot be to go back in to each transaction and choose the location one at a time as there are far too many transactions! I hope that doing a Global change for every transaction to be assigned a Location should be possible. I know I've seen questions about "do you want to change all existing transactions to this new …?" relating to chart of accounts changes and product/services changes.
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Hi Please can you helpI have managed to successfully connect my Natwest Current account to link with Quickbook accountant online however my Natwest Instant Saver account does not show up on the natwest eligible account list when trying to connect it through Quickbooks I have spoken to Natwest who assure me that the Instant Saver account is available through open banking and not restricted from their end and the problem must be with Quickbooks Is this the case and is there a solution other than downloading CSV files and importing them. Many thanks
Hi, Whenever I try to connect my bank with Quickbooks online, I get a 591 Error telling me that something unexpected has happened and to try in a few hours. This has been happening in the Quickbooks Self Employed app, and on the web for a few days, and I have tried more than a few times, and followed the instructions to wait a few hours. I've also looked at other questions around this, and have cleared my browser cache, and tried in a private browsing window, and with other browsers. I don't even get presented with a login prompt for tide. I get a popup that loads, vanishes, and then I get an error message on the quickbooks site - Tried in Firefox, Waterfox and Edge. Does anyone know what has unexpectedly happened here, or is this an issue on Tide's and I need to deal with them? Thanks-Dave
I wonder if someone could help me with this please?I am inputting the planned shifts into QuickBooks online (advanced payroll) from the employer’s perspective and plan to publish the shifts so that the employees will receive the shifts on their workzone app.I have tested this for a test employee and the employee was able to clock in and out and submit the shift.On QuickBooks the shift was approved by the employer and it appears on the pay run but with £0 even though the hourly rate is set £10. Any advice on how to resolve this please?The second question is that rostering in QuickBooks is very time consuming. I can export one week of shifts for all employees into a spreadsheet from QuickBooks but I am not able to upload the shifts for the following week from a spreadsheet. Does anyone have experience of using roster template? Will it be making the job easier rather than inputting shifts individually? Thanks.Sara
I have a new client coming on board from another accountant. They are already a QB user. How can I transfer them to my QB account?
Hi,Please can you explain why we are being asked to upload personal ID to be included on the pro advisor directory.Neither myself or my staff feel very comfortable uploading our passport or driving licence, and we don't see why it is necesssary. We already have an accountant profile with you with a number of clients linked to us, so you know we are genuine accountants. You can also check our firm on Companies House and for those of us that are qualified you can check our membership with our professional body. Why do you need our personal ID?Many thanks
I have set up payroll.starting as new tax year . 1st pay 1/04/2019 -07/04/2019.one of my employees are in the work place pension. Deduction rates are set @ 5% & 3% as need be , but when i run pay run is not deducting enough for pension ? Thanks
This has been an irritating problem for me through several versions of Quickbooks Desktop. I am currently using QB Premier Accountant 2020.Most boxes, such as Write Cheque, Reports, etc. etc. can be resized to fit the PC screen using either the corner grabs or the side grabs. The only one which I have never been able to resize is the "Pay Bills" box. I can alter the width of the columns (which in turn ends up with very odd widths) but not the actual box - neither to make narrower vertically or horizontally. Is this an anomaly or is there a way to do this?I read elsewhere to alter the Compatibility settings via the QB Icon, but it must have been old instructions for older Windows 10, and in any case, as I said, I can change most other boxes.Thanks
Hi, Is it possible to setup pay rate per task at the top level to be applied to all employees? Thanks.Sara
Hi, can anyone advise me how to change my invoice form to say 'Invoice To' instead of 'Bill To'. It always use to be 'Invoice To' above the customers address and no idea why or how this has changed. In the form settings it reads 'Invoice To' so really can't work it out. TIA
hi everyone. I have a SAGE invoice(!) which in January they send it to me in full and then I pay this back each month by the same amount by Direct Debit. How would you put this onto Quickbooks? I put the whole invoice in January but of course only paid a portion in January. My reconciliation is now out as I still have 11 months outstanding in January. Thanks in advance.
I am outsourced IT support in this full domain-based environment, and end users cannot install updates. I log on periodically to check updates; having automatic updates just means that QuickBooks starts squawking at users about installing updates, so users accordingly start squawking at me about not having administrative rights on their computers.But the "No" radio button is grayed out in Automatic Update. How do I disable this if the option is grayed out?I have not seen this on other systems; however, this is also the first and (so far) only QB2020 system I have managed. All others are earlier versions. Is this a bug, or is it some new built-in limitation?
Hi everyone, Im having an issue with my QBs for the last few weeks (seems to be since i updated Outlook) that when we go to send an invoice or purchase order, outlook freezes and then QBs freezes and we need to end both tasks and restart to get going again - the email does send though.Very frustrating and time-consuming, I see there have been a lot of ppl having similar issues - is there a fix done yet for this??
Hi there, I started using QuickBooks to record all my accounting from Q1 / 1st April. How should I categorise the VAT payment in QuickBooks that relates to the previous quarters accounts (that was not logged on QuickBooks)? This payment was debited out of my account from HMRC in May and I need to know how to log this payment in my accounts. Thank You
Hi I have a 2013 version of quickbooks I am moving to my new mac (running parallels and windows 10 for quickbooks) - (new imacs dont have cd drives) so looking for a digital download - do you have such a resource where I can download from?
hi im trying to set quickbooks up so it will send my invoices out once a month automatically. is there any way of customising the covering email to be used for each customer?
can I set u the emails sending out recurring invoices to be copied to me so I know they've been sent?
I have been running QuickBooks Pro 2012 R16P, UK version very happily since 2014. It is used for a small farm Shop and it totally adequate for our needs. I don't use Payroll. I have had to re-install it on another laptop as the original PC died, I have imported the data file successfully but I cannot insert an activation code because during the present emergency QB phones do not work. I was told by an operative on line that QB2012 is no longer supported which I was well aware of already! Surely I ought to be able to do a re-install without having to upgrade! I have License number, Product number and Customer number but no way to generate an activation code. Can anybody help? JV
In my customized footer I have populated the field on the left with my business name and address. On the right, it shows this information correctly. It also shows correctly when I click on the preview PDF button. However, when I send the invoice via email to a customer, it prints the footer like this:Null | (business name and address correctly printed)Why is the "Null" there and how do I get rid of it?Thank
