QuickBooks Q&A
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how do i unreconcile a previous months bank reconciliation
Client is set up as a primary admin and tries to log in using their own login credentials, but it doesn't seem to want to do it. Client is also using same email address for another client and that works fine.
Thank you Debbie
In the QB online app there is usually an option to search my categorised banking transactions. I need this to find transactions which I need to attach receipts to ( it doesn’t allow me to just add when categorising). It’s disappeared and is making a lot more work for me.
Banking details seem to be set as a default field but, clearly, are inappropriate on a customer credit note. Please can anyone help?
Hi I used to have a widget on my dashboard called Cashflow Trend it is now missing and I don't see it as an option on my widgets.Can you help me find it again Thank you Debbie
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I filed last month FPS when I ran payroll (the day before the pay day) and it submitted successfully but QB is telling me it's still outstanding. When I press 'file' on it to try and clear it QB tells me I've already filed it! I am unable to file current month FPS as it says I have one outstanding but I don't! How do I resolve this?
We are a matchmaking service between employers and freelancers. The money flows like this: 1) Freelancer invoices client (not on QB). 2) Client pays into our client account. 3) We take commission and add VAT 4) We transfer the balance to the freelancer from our client account. 5) We send the freelancer an invoice reipt for the commission. Can someone explain the steps I need to take please, because 90 minutes into a call with QB we hadn't got anywhere! It is doable (if a bit clunky) because we covered it in the onbarding, but my notes have been lost and I was promised an explainer email from QB which has never been sent. Thank you
If you’re using spreadsheets to record bills and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import your Bill functionality. Before you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. You can download a sample here. If your file includes details of suppliers and/or products, they can be added in QuickBooks automatically, so you don’t have to manually create them. Things to look out for Bills can be imported with multiple line items OR as a total value for each bill. If no line item is present QuickBooks will populate this field with a generic item called 'Sales'. Multi-Currency is supported. Product categories are supported. VAT codes are mapped so there is no need to change your VAT codes to QuickBooks VAT code formats before importing. We recommend that no more than 100 bills are imported at any one time. When new suppliers are imported, if no currency
It's probably an easy question to answer. But I want to make sure. I am an antique dealer in small items. I have just bought a collection of badges. This was for 2.7k. When entering it on the bill. Do I have to list every item? And if I enter the amount as expense Cost of goods sold. And then the amount. When I come to sell the item and have to put a new stock item down with cost and sales price. Will the books balance? Or will I now be spending ( in theory) twice. Thanks
Is there anyone on here who could help me with a query regarding payroll journals using Payroll Advanced? The problem is this Previously an accountant completed our payroll through some sort of software application, after a few years of problematic service we decided to take payroll on ourselves using Payroll Advanced through Quickbooks Online. I thought it was going to be straightforward and did a lot of research before taking this on, I am aware of my limited knowledge around payroll but had expected to have more support - the online guide just doesn't seem to cover the actual processes. The payroll has gone through for this month and is reflected as a 'journal' in the 'not specified' column on the 'Budgets vs Actuals'. The total liabilities for salaries costs are reflected in this column under new expense lines. When I look at the transactions page of my account that still need to be reviewed, the salaries appear here because they have be
Have created a set of management reports for our VAT review, which I would then allow other members of our firm to use on their clients. So, can I create a custom report (e.g. A/P ageing detailed with Outstanding VAT) that every person in our firm can access, across all clients? And, if I then incorporate that report into a Management Report, can I then make that accessible to other members of my firm across all clients? Note: I'm not the admin on our Quickbooks account. If I was, would I then be able to do so?
Hi, I've seen several posts answering users' help requests along the lines of:User: "How can I do x"Agent: "x isn't an available feature yet, you can submit a feature request to the developers by..." I have not been able to find the place to submit a feature request by any of the methods suggested yet.Can somebody tell me how to do that? I'm a QBSE user.Thanks.
Does anyone know if it's possible to have a default attachment on estimates? We'd like our T&c'S to be automatically added to every estimate.
I can’t upgrade my subscription?
