QuickBooks Q&A

I've been drafted in to help a friend whose book-keeper has gone off sick - she is not available to ask questions. I have never been on this side of a Direct Debit mandate, so the learning curve is steep.The bank feed shows GoCardless receipts in every day, listing them under 'For Review', but I can't see how to 'Add' them. How do I process them so the total appears in the bank register and the details get posted to the customers? And they leave 'For Review'I can see that she made use of the Undeposited Funds account, so I have tried categorising one of the receipts as a transfer from the Undeposited Funds to the Current Account, but I still can't see the detail of the payment and am uncertain as to how to clear out the UF account.Actually, on checking the current account's 'bank register', I see the GoCardless receipts do seem to be posted correctly!! So, what do I do with them under 'For Review'?

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I use QBO Advanced workflow approval for my client. This client is trying to go completely paperless and rely only on workflow approvals .The bank accounts are connected and synced in the bank feeds however, they cannot be used due to the workflow approvals (purchase orders) missing in this dashboardI am unsure if we can have an option to convert bank feed transactions directly into purchase orders?Thank you

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I have been trying to import bank transactions using the upload function and I manage to choose the OFX file to upload and the account I want to upload it to when I click continue I get the following message: Uploading this file may cause duplicate transactions to appear at some time in these account(s): Main Current Account -  If you continue, the account(s) will be set to No Automation. Are you sure you want to continue? I want to press continue but the option is dimmed and there doesn't seem to be a way to continue. I have been contacting support all morning both through chat and phone and am not getting any response. Anybody got any ideas how to solve this. I get the same result with both Safari and Firefox on the Mac

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Hi, QB team and community. I recently joined QB as self-employed. I am UK based but most of my income is from the USA. I have 3 bank accounts connected to my QB account. 2 USA Bank accounts and 1 UK. This means I have multi currency coming in (which has worked perfect from the first 3 months of direct connection to the banks. The issue I now have is I have to go back and get a few years of older transactions from all 3 accounts as pdf bank statements - export them to CSV and input them to the QB system.  Issue: I am currently using Dext software to convert my US bank statements into CSV and uploading to QB. The problem is when the transactions go in QB they are showing as GBP and not USD.  The bank account statements I am uploading are from a US bank in USD - but when I upload the CSV file to quick books it is uploading in GBP.  If I change the currency (on the csv file within Numbers) using  cell formatting to USD Numbers keeps putting

dues paid in advance past due dues treatment by a church

I use QBO advanced for my client - a charity which is funded by several international donors. Recently, one of our donor has asked for user access to their project reports. I am unsure if there is a way I can customize this and give to this specific donor only to its relevant project reports without being able to seeing other projects' details

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Hello Team I am fairly new to Quickbooks and need some help on use of multi currency. I managed to set up the multi-currency in my quickbooks. I have a debtor/ customer setup in home currency but the payment from the client is in another currency. How do I apply this payment to the invoices in home currency.

Must be able to make payments from euro bank and GBP

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If I line the receipt up to fit the screen before taking the picture the resulting picture is always shifted to the top right and is over scanned outside the boundaries of the frame of the lined up picture before pressing take picture. I have cleared cache, refreshed data, uninstalled and reinstalled and it still has the same behaviour. Android, Xperia 5 III

Hi,I am trying to create a spreadsheet for a customer with all of their invoices with the invoice number, invoice date, ship date, ship to address, product description and amount. I have tried to use the reports Sales by Customer Detail but I can't see the ship to address in the columns option. Is there another report?Thanks

Somewhere in the Chart of Accounts options there will be an option but I cant see where !

This is in order to generate a report of transactions which are eligible for Gift Aid in order to send a spreadsheet to HMRC.

Hey Quickbooks community. We have a situation where a director of our company (Company A) has a separate company (Company B). Company B buys services from Company A and is invoiced for those services at arms length to keep everything clean. The director in question has a directors loan account with Company A. For some reason, an invoice from a couple of years ago was underpaid by 12 pence... No idea why or why it wasn't spotted until recently but we are where we are. I would like to use the directors loan account to clear the 12p but I have no idea how to go about doing that. Can anyone help?

Can I get a call back.

Payment has gone through on online banking but isn't showing on the app

Getting this error message when I try to save settings, anyone Experienced this and got a solution?