QuickBooks Q&A
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Once again, the mileage tracking has stopped for last 2 weeks. Tried the "talk on human" both from the app and website but all the links are dead. So can't ask for a call or drop a message. the number of times this has happened over the last 12 months is really making me consider going elsewhere. All the app permissions are set together with the battery usage.
Because of upstream processes invoices are sent a while after the actual invoice date. With paper posted invoices there is no record of when I sent such invoices.
Importing from Desktop to Online using Transaction Pro.
We are a care home company that charges a four weekly fee, all fees for each individual are different but we need to set this up as a recurring payment to save time. The invoice or cover note needs to indicate what period the invoice covers. We don't want to manually change the invoices each month so wondered if there was a way to set this up on the template and just change the message that would then apply to all the recurring invoices.
My accountant had to upgrade my account to change the primary admin, and then downgrade again. While upgraded I created a custom field and added it to my invoice, not knowing that the downgraded version would no longer support this. Now I am stuck with the field on my invoice template and I can't remove it. How can I do this?
The Account Type is Equity and the Detail Type is Retained Earnings. I've tried various Account Names eg P&L Dividends and Retained Profits. Can you help please?
When customers pay via the card payment link the funds obviously sit in Paypal then we withdraw to bank, we then record a transfer from PayPal to Bank. But our PayPal balance shown on QB home page shows a massive negative, we believe this is because QB is marking the invoice as paid but filing the money to uncategorised funds instead of to PayPal.So should we be marking the transfer of funds from Uncategorised funds ( not PP ) to bank instead ? Or is there a way to fix this. Hope we have described this clearly enough. Thank you
For example, customer 1 is a USD customer and has paid their invoice into the USD bank account. All good so far. The invoice value is $100 but the payment received was $95 to take into account the banking charges. How do I post the payment in so that it a) clears the full value of the invoice off, and b) captures those bank charges?
But Quickbooks will not let me do this and says I already have an account. How do I proceed?
I have created suppliers which are set to their correct currencies, but when I select the supplier in the Receipts centre it tries to add the transaction in GBP and then tells me the transaction is in the wrong currency.
I don't use accrual but am wondering if I should? Every year I've had to put C some weird high number in to get the employees A/entitlement back to say 20 days for a perm full time member of staff. How do I do this?
I've been through and categorised all the airport pickup and drop off fees I've paid (as an Uber driver) first as travel expenses and then changed them all to car/van expenses. The tax report for 2023/24 is still showing them all as disallowable expenses, which tells me it's making this decision based on the transaction from my bank in some way and now how I am categorising them. These fees are a legitimate allowable expense for taxi drivers. Is there something I'm missing?
Hi,I have a Wise Business account, and several currencies attached to it. My base currency in Quickbooks is GBP.I want to categorise a transaction that has been automatically split by Wise in EUR currency & in CHF currency (Wise took funds where there was available at that time, automatically). So the sum of the total cost of the transaction appears in 2 different accounts connected with Quickbooks.The problem arise when I want to categorise those transactions against the supplier that I have created with a CHF currency (because all the other transactions were usually in CHF). I can record the CHF transaction just fine but for the EUR transaction, I have this error message : This transaction type doesn't work with foreign currencies. Instead choose Transfer and choose the foreign credit card in the Transferred To dropdown.So I understand this is because of the mismatch between the supplier currency & the transaction currency, but then, how do I deal with that???I have seve
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When I create a dimensions it asks me to 'link' values. I do not know what 'values' do?
