Getting paid

We upload PDFs of our own invoices on to QuickBooks when we enter a new sales invoice on QuickBooks. However we cannot seem to attach this PDF to the reminders. QuickBooks is automatically attaching its own generated invoice PDF. This is confusing our clients as they receive a QuickBooks generated invoice PDF, not our own company invoice PDF when they receive the reminder.  How do I ensure that our own company invoice PDF is attached to reminders?

Hi - from Batch Actions, the 'get paid via Direct Debit' has disappeared completely - I'm able to run them on individual invoices, but I have hundreds to process!  Anyone have any ideas?Thanks, Ange

Our clients often have separate emails for sending invoices to and for chasing payment. However there is not an option for this on QBO. This means statements are going to the invoicing address and not getting actioned resulting in delay in payment.

Hello,  I have marked my invoices as paid however, the monthly income is not updating. It looks like I am down in December however, it was my best month. 

Hi Community Friends,Clarification required please, slight brainfog for me and my accountant!?!?  I have QBO and the simple start version to be exact.  I run payroll for my one employee, same amount on monthly basis, NI, tax pension etc.  My main question is that of paying myself.  This isn't my only income, but I need to withdraw or top up my other income to cover all bills etc, (I have 2 x part-time jobs, risk spread etc) this amount can vary, if I need it month by month.  Have a weird link to retained earnings which is wrong! under some ruling, so need to undo this and make it all correct.Hope that gives an outline, thinking instead of being owner and employee? I can make Owner withdrawls etc, Director payment, just want it all above board for legal and tax purposes.Thanks in advance for reading and helping......

Hi Community,Clarification required please, slight brainfog for me and my accountant!?!?  I have QBO and the simple start version to be exact.  I run payroll for my one employee, same amount on monthly basis, NI, tax pension etc.  My main question is that of paying myself.  This isn't my only income, but I need to withdraw or top up my other income to cover all bills etc, (I have 2 x part-time jobs, risk spread etc) this amount can vary, if I need it month by month.  Have a weird link to retained earnings which is wrong! under some ruling, so need to undo this and make it all correct.Hope that gives an outline, thinking instead of being owner and employee? I can make Owner withdrawls etc, Director payment, just want it all above board for legal and tax purposes.Thanks in advance for reading and helping......

None of the invoices sent this month - all to regular customers - have been received by them.  I have never had this problem before.  Having been alerted to the problem I have had to resend each invoice, ccing my email.  I have then emailed each client individually.Why has this problem occurred?  What has changed to cause this issue?I cannot pay each month for a service on which I cannot rely.Please provide urgent assistance.

If I am due £480 in labour charges (without the VAT being added on) and add this amount into the invoice and select RC CIS 20%, the amount I get paid from the contractor is £96 less than what I am due for the work completed. Should I then be entering the amount including VAT into this field?

Im using Quickbooks self employed. My payment information is not showing on the app when i create an invoice from there. It does show up when i create an invoice from my pc on the web browser. I can not enter the payment details every time i send an invoice on the go.Any help please?

Is there a way I can copy in an invoice I'm sending to additional address. I found one discussion about bcc where is says click on settings but I can't find settings/not sure where to look? Also is there a way to get it to automate knowing when invoice has been paid by client if I already have quick books linked to my bank account?  Thanks 

If I withdraw money from my business account to pay myself what to I mark the transaction as ?

I cannot find it anywhere. I need to add CIS deductions to my invoices but cannot work out how to turn it on. I am using QB self employed. Please advise

I have an open invoice for £590.50. The customer has paid using Paypal and the amount I have actually received is £569.83, (fees £20.67). How do I apply the Paypal receipt to the invoice without leaving an open balance?

Firstly - I don't take PayPal for most of my customers, I don't want to take PayPal for most of my customers.  a bank transfer doesn't charge me 2% or 3% When I send an invoice to a customer there is a huge button saying "Review and Pay"if the customer clicks that they get a message saying "contact [company name] if you're not sure how to pay this invoice." where can I edit this to say "pay by bank transfer with these details xx-xx-xx xxxxxxxx" 

I've just re-opened an invoice I sent out in March which as been partially paid.Both the date of the invoice and the information informing me of the payment being made both refer to March 2023. But the invoice was created and paid for in March 2024. See attached file for clarification.Is this a bug or is it possible to somehow achieve this by mistake?!    

Two of my clients, despite sending them new account details for my business bank account have paid me into my personal account (used to be sole trader) If i transfer all the money into my business account how would I account for this the right way in QBs so it's all done properly and matches up with invoices i have sent through QBs. Thanks for your help!

why does quick books tick my customer invoices when i go to add a payment, one customer has over 1000 invoices, when i try to un-tick them, quick books then hangs on me

I need to invoice a client in euros but only have QB self employed which does not offer the multi currency functionality.  Has anyone got any suggestions about how I might get around this and properly account for the income?

Can anyone help - I have been creating invoices for customers. All payments received for each invoice is always via Bank Transfer.  I thought I was doing everything correct when marking it of as paid. However I have realised that my QB bank balance is significantly more than what is in my current bank account. I have narrowed the issue down to something I am doing wrong when I am trying to clear the paid invoices when payment is received. I don't know how to fix this and to stop my QB balance wrongly increasing 

Hello, when an invoice reminder is sent to a client, it shows the total of all outstanding invoices, not just those that are due. For example, the screenshot is of a reminder for an invoice that is for £1400.00, but is shows the total of all invoices not paid and not yet due. Is it possible to show just the invoice amount that is over or near due? Thank you

Our business is an autobody shop that repairs customers vehicles that have been in a collision. We receive payment from the insurance company and then the customer pays their deductible when picking up their repaired vehicle. I can't figure out how to receive payments from 2 customers on the same invoice. Any advise?

I’ve recently started an electrical company, of which I am the sole director and employee. Beforehand I had been working as a sole trader for a few years. I still regularly get paid as a subcontractor through CIS, and I am wondering can I still be paid as an individual through CIS or does it have to go through the limited company? Thanks 

Each month's end, I send statements to my 30-day customers, summarizing the previous month's activity. Shopify generates the invoices, which are then imported into QuickBooks using a connector. Ideally, after crafting the customer statement in QuickBooks I send one pdf for a statement with links inside the statement to each invoice, however I'm currently unable to directly link or attach itemised invoices to these emails within QuickBooks. Consequently, I'm left downloading the statement and invoices separately and manually incorporating them into the email content. Is there a way to automate the attachment or linking of invoices to my statement documents in QuickBooks?

Hi there, I just signed up to QB self employed and setup my invoice template however I have noticed that the incorrect email address is showing & I would also like to change my logo. I can't seem to find where to do this. Please could someone point me in the right direction?Thanks,Abbie 

Please someone tell me there is a way to set up an invoice so that my customer can pay via bank transfer!  I can put the bank details on the bottom of the Invoice of course, but then, when that Invoice is paid does Quickbooks see that the invoice is paid? Or do I have to go in and do the manual transaction categorization thing?   ALSO - If I set up the invoice this way - will Quickbooks still send a reminder to my customer if the invoice is unpaid after due date?  Most of my clients and service users ONLY want to pay via bank to bank transfer. As a charity, we can't afford transaction fees on everything. This is really very poor service from QB if it's not possible to do it. (I know it used to be!)