QuickBooks Q&A
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Is there a solution to run a CIS report for the whole financial year, that details subcontractors monthly totals on one report?
Notes regarding customer payments would be really useful and a history of debtor days. Having to rely on manual manipulation of data from QBO into Excel.
I purchase goods which include 20% VAT and sell in Japan at a Japanese Sales Platform. So exporting goods.If VAT Code is 20.0% S, which should I put ‘20% Purchases’ or ‘20% Sales’ ) at VAT column in Bank Deposit (Sales) page?
Ive tried to import numerous docx templates into QuickBooks Online but the Due Date, Terms and Item does not pull through and i just have blank gaps - any advice please?
We are running QBOAP and are about to do our first pay run for employees having moved from Sage. This means all employees have their annual leave for the year accruing on April's pay run. We also have a leaver on this pay run, who has taken more leave so far this year than they will be entitled to once the pro-rata amount is calculated (e.g. for the year they would be entitled to 22.5 days; from 1st Jan to 30th April the pro-rata is therefore 7.5 days allowance, but they have taken 8.5 days). What do we need to do in order to have the pay run calculate all of this correctly? We are happy to find workarounds if it can't be done smoothly by the system - e.g. we can set their leave allowance for the year as 7.5 instead of 22.5, or we can tweak allowances through the Actions button on their record in the pay run. As it is our first pay run on QBOAP we are expecting teething issues, we just weren't expecting a leaver who has taken more leave than they are entitled to, at
I really could do with some help and advice. This problem never seems to go away. Not all my clients receive my invoices - they don't even go to spam folders. I have done all the checks recommended by QB and have also had an IT expert check my settings etc. I am at a loss. It is getting frustrating and I am considering just downloading all my invoices and sending via my own email platform - which is what I have to do to get paid by about half of my clients anyway. In the past I raised a Helpdesk ticket with QB and they said it was sorted. No - not at all. If none of my clients were receiving the invoices then it would be relatively straightforward but it's some of them and I believe them when they say it's going not going to spam. Any useful advice would be gratefully received. I really don't want to change from using QB as I have tried other software in the past and it wasn't as good despite this problem. Thanks, Anne
I am trying to "Create Management Report" in the management reporting section of QB Online and I want to have a Profit and Loss Comparison report in the custom report (and also a Balance Sheet Comparison report). It looks like it SHOULD be straightforward to do as after you press "Create Management Report", click on "Reports and Charts" a drop down menu appears allowing you to "select report". The Profit and Loss Comparison Report is a standard report that you can select from that menu.HOWEVER, when I select it (and the Balance Sheet Comparison) the report that prints out within the Custom Management report does not have the comparison data on it. For example if I want the report to cover the current financial year to date the report only shows the current year's figures and doesn't show the comparison figures. If I run the profit and loss comparison report as a standalone report it correctly shows the comparison period, it is only when I try and include it in a custom report that the
I'll be off now by cancelling my direct debit
I wonder if someone can help me as I am in a pickle with Quickbooks Online! I have been trying to reconcile my books on Quickbook and have run into some trouble getting numbers to match. I have been through my statements and matched these up, and the transactions I am struggling with are transactions where I have bought an item on behalf of a customer, and they have paid me back at the same cost (i.e. no profit to myself)How should I go about categorising these in Quickbooks? Obviously I do not want these deposits to count towards my taxable income, or for the payments to go towards my expenses.
I have a 305 error linked to my bank account - I have no new transactions since 19th Jan. Both my bank accounts are correctly linked to quickbooks and still shows no new transactions. What's the problem? Many thanks
I have to upgrade my payroll as I now need to do payrolling of benefits and can't do this in standard. As I have discovered, I will lose ALL my payroll data at the point the switch is done. My question is (apart from why is this even the case?!) is what reports should I download to have the correct figures to transfer over, and also to keep with the records for data compliance? I am planning to do this at the start of the next tax year to hopefully make it less painful.
When creating an invoice, there are no items in the drop down menu for product/services, however they are there if you go to the product/services list.You only have the option to create a new product/service.My colleague does not have this issue on their PC.Any ideas?
I'm having issues with QuickBooks. I can't delete my transactions as it's saying 'The transaction you are trying to delete is linked to an account that is inactive...'
