QuickBooks Q&A
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how do i do a statement?
We are looking to attach a separate document with our T&Cs to the emails being sent on each of our estimates. I can find how to do this manually each time we send but was hoping there is a way to setup so that it is automatically attached to all estimate emails and not as a second page on the estimate itself? Is anyone able to help?
QB Online only seems to have 24 months of data. We need to go back further than this.
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Cannot link accountant. I have tried it through mobile which says error, try again later. Also on pc after clearing cache and trying multiple browsers it just gives me a blank screen after clicking - settings - accountant (new) it loads nothing.
My payroll costs are automatically put onto my accounts from the payroll journal, but as my bank is linked the bacs payments are causing me an issue. If I exclude them my bank balance on the balance sheet is wrong because it’s not matching what’s in the bank compared to what I have entered on QB. And if I add the BACS payments it has duplicated payroll costs in P&L. Please help
I tried to add myself as an employee so I can’t start taking a salary from my business, but when I get to the end of entering my information it says I can’t pay myself that was as a Director of the business. how do I go about taking a salary from my business please? I would like to take a weekly pay ideally
QB on my phone doesn’t show all my data
Clicking to bill from receipt clears the payee field, and the tax fields. That info then has to be manually entered.
Where can I find a contact number for QuickBooks?
Hi I used to open 2 tabs of my QBOL so I could work between the 2 pages/tabs.I would click Ctrl and right click on QBOL Customers for instance and have 2 pages to work with.The last week or so when I click Ctrl and Customers in QBOL it no longer opens a second page. Do you know why. It still works when I open 2 pages on my WooCommerce site? Many thanksDebbie
Just noticed one client has no bank accounts updating since 17 May (NatWest, Halifax, Virgin, Capital One all the same). Error message is "Sorry, we can't update your account. Please wait a few hours and try updating again (9999)." How can I fix this? Seems odd that it's across a variety of banks.
how to change customer email address?
Trying to categorise my invoices and all the categories have disappeared or travel costs and sales etc
Please let me know what has been going on
it comes up on the invoice as 0 pound owed
On our receipt from GoCardless on 5/6/24, we had 10 transactions listed in the lower section, all with the Memo/Description as above 'GoCardless Payment initiated outside of QuickBooks'Checking the history of the account (Other Income from GoCardless), this has never happened before. So how do I identify the customers the funds have come from? Thanks in advance 😉
