QuickBooks Q&A
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How can I change a category from.expenses to sale of product
Attempt to improve financial analysis when preparing management accounts to include location cost as well as class (cost centres). The head office for the company often makes bulk purchases for its satellite office locations (for the sake of cost efficiencies etc).
I have a sumup Business account linked to my card machine
Hi all, please advise: Everywhere it is stated that expenses incurred before the start of trading activity should be treated as expenses occurring on the day trading activity commences. But what should be done with expenses that, while incurred before the start of trading, still fall within the same tax year? What date should be used to record such expenses - the actual date (since they still occur within the tax year) or the date trading activity begins? EXAMPLES:1. A drill bought 5 years ago - should obviously (for me) be dated on the first day of trading.2. A table bought a month before the first day of trading (within this tax year) - should it be recorded under the true/invoice date or a fake one (the first day of trading)? Additionally, is there any trick I should use recording such expenses or can I use my Chart of Accounts as I normally do after the start of trading activity?Kind Regards, Jake, a novice self-employed in the UK.
Invoice due
All transactions on my statement are present and correct and ticked in the reconcile. The missing amount is exactly £258.54.
I have just taken my first paypal payment linked to my quickbooks account.The problem I have is that the invoice has been automatcially deposited (see pic below) Now I have the transaction showing as I have transferred the funds from paypal into my business bank account but can't link it to the invoice as it's already been categorized automatically (see pic below) it also has the fee deducted off. How do I record this payment and link it to the invoice and include the fee ?
We have just linked our bank accounts to quickbooks online. When matching payments or receipts each individual invoice paid or received shows on the bank register rather than the total amount. Makes it a nightmare when reconciling to the bank statement. Can the entries be grouped to show the total payment or receipt?
Hello,I've been having numerous issues trying to reconnect my TSB account to Quickbooks. I found an old thread which talked about clearing cache, cookies, disconnecting, reconnecting, manually uploading, incognito and private windows, all to no avail.When I go through the steps to connect, or in this case reconnect, I have a blank pop up window, but my security settings are all good to go including pop up windows allow, but yet, it fails to load every time.I have taken screen shots of this mornings tries, but it doesn't seem to want to go past the static-fdpwidgets box.I have spoken to TSB this morning who have advised me that there is no connection to other applications on their end, and to be fair, I have other applications connected to TSB and it just seems Quickbooks is having an issue.Anyone else experiencing this particular issue with TSB?Thanks
It was a quick way for me to see what i could be expecting money coming in etc, i cant see that shortcut anymore
Customer name automatically shows on billing address on a sales Invoice. My customer name is a property address and the billing address is the charge to the landlord. I only need the billing address to show on sales invoices
I've sent a request to my accountant but they are saying they can't log into my account with the link. Has anyone any idea what is going wrong.Steve
Unable to record payment received on my samsung mobile
I really really hate the new QBO app. I have lost the ability to make changes that was able to do before. I have to logon from a P.C. to make some edits. I cannot revise a bill to say paid for one thing. Secondly I cannot add a PO address. It’s very frustrating. I pay more and more money for this app and they take away more and more.
Surely, if I click the green button (see screen grab) to 'Record Refund' the moment I have sent my VAT Return to HMRC as I'm being advised to do, I won't be able to record the refund since the refund will take some days to be paid by HMRC?
