QuickBooks Q&A
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My linked Savings bank account is showing transactions for my Current account. How can I stop this from happening? I've had problems with the accounts since relinking a few months ago. I've now got the balances correct, but every time I try and relink I see these old transactions.
I have a liability account for a vehicle which has a balance outstanding. I have now sold the vehicle back to the dealer in exchange for a new one. The outstanding finance was settled and the difference was put towards the new vehicle, so the money hasn't physically come back to my account. How do I do clear the outstanding balance on the liability? I tried crediting it with the amount, however this seemed take off all of the vehicle expenses to date as well? I would be very appreciative of some help, Thank You 🙂
Hi I am new to Quickbooks. I have connected my bank account to QB, I can see deposits I've made into my bank account in QB, I can also see transactions like card payments etc in QB. However, the balance of the account in QB (cash Balance) does not match my bank account. Any thoughts?Rob
I have since added in the PAYE information HMRC will need I just need to know if I should re-run that week or just leave it?
what is the category code for employer payments of relevant life policies?
It means processing double the amount and it doesn't delete it from the review page, you have to go back to the receipts list to delete what you don't want. Too many blips and tics Quickbooks.
Is there anyone near Wrexham North Wales who could help me urgently with Quickbboks Online please? Many thanks!
Hi, I added in some old invoices to give to a client from 05 April 23 until now. I pressed "Mark as Paid" but its shown its all paid on todays date. I have tried to change it to the date I actually was paid, but I cannot find out how. Can anyone help me please?
how to add bank details to invoices
We had this problem in 2023 but it seems to have come back. The bank connection is being lost everyday and we are having to reconnect. There is no error and therefore quickbooks are not accepting that there is a problem. We can't be the only ones?
The app no longer displays overdue money and cannot access client lists and sort by amount due.
Anyone else having this problem? None of the links on the recurring transactions pages work, so they can't be stopped. The only solution seems to be to leave them running but not send invoices, which results in a complete mess.
We're in the process of migrating our payroll and annual leave system to QuickBooks, and I've been asked a question about the new leave system which I'm not certain on. Is there any way to set up QuickBooks so that the employee's annual leave request is added to their Outlook calendar when approved? They are all using their work email addresses for the employee portal access. If not, that's OK, we can tell people to add it manually. I can't see anything regarding this either way so suspect the answer is no, but thought it worth checking.
Hi I'm using Quickbooks Self-EmployedAs I only need to keep financial data for 5 years, how do I remove transactions from older tax years etc from Quickbooks?TIA
Hi I have been doing mileage today. I wondered if someone could advise me . I am putting my locations from A to B and using the Duplicate Round Trip option , it is putting from B to B (with A's actual location underneath when you hover or click over it). I have tried to delete and start again. I would like to have return journey of B to A. Thanks for any advice .
I need to know how to include our mileage allowance and working from home allowance into our accounts. When we create a profit and loss account for the current year I see no way of entering our mileage allowance and our working from home allowance. I've read various articles on this forum and am still not convinced that QB online lets you add the allowances. We use simplified expenses in our partnership and although QB self employed does let you enter these allowances the online version does not . Am i missing something. Online help has not resolved the query for me.
