QuickBooks Q&A
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I want to set up a series of automatic invoice reminders for overdue invoices.However, sometimes a customer has a valid reason for not paying straight away - possibly due a dispute. So I want to stop the invoice reminders until the dispute is resolved.Can this be done?
In the last pay run, all employees have been marked as leavers in their last payroll, their P45s have been issued, and the last FPS have been sent to HMRC (by Quickbooks). But Quickbooks is still showing that payroll is overdue (though we no longer have active employees on payroll) - see screenshot. How do you switch off payroll? We've also cancelled our payroll subscription as we are no longer using this feature - all had been marked as leavers already. Additionally, there's an alert under 'Taxes' that we should submit an EPS (for when no employees were paid in the period), but we no longer have employees and thus no one that needs to be paid (which might be different from having employees and not paying them).
Match transactions are not going through ?
Can I get a CSV file for payments to upload to the bank to pay, currently have to manually enter into the bank and mistakes can be made too easily. (is there a place in QB to put supplier Bank details- I have found one place but for account no but that's all. Also when I pay at the moment, how can I easily send remittance, I have tried before on one only, but it marks as paid then when money comes out the bank I don't know how to allocate that part. - again this seems to be a one by one, not a bulk payment. Thanks
When I post expenses through the Journal Entry, I can assign customer/donor to both debit and credit accounts and gives perfect results. However, we use QBO Advanced workflow approvals and it is giving us a headache in having a reconciled balance sheet by customer/donor. The same issue is with using classes through workflow forms.
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How do I add a tool expensive invoice.
Hi, I would like to point you to another thread - "Users Unable to Use Custom Sales Forms" by @apmessner. - to highlight the problem is not fixed. Standard users who apparently have full access to the customers and sales elements are unable to change between invoice and estimate customisations which defeats the whole concept. Please can this be added? They don't need to be able to customise anything simply hop between the layouts used for the invoice/estimate. No, giving them admin access is not a valid answer. Thanks Heather
Good morning all. We started using Quickbooks Online (UK) back in 2019 due to "Making Tax Digital" coming into force. The last 5 years we have literally only been using it to submit our quarterly VAT return via uploading a spreadsheet.We are now at a point where we want to start using Quickbooks for all of our bookkeeping, invoicing etc. but I obviously have 5 years worth of VAT returns on there. If I leave them as open then our VAT suspense account is way off, but if I mark them as paid, it screws up our opening balance as there are no transactions to link the payments to. I obviously don't want to have to sync 5 years worth of historic transactions to balance the books so what do I need to do with these old VAT returns? Is there a way to clear them off the system so I can effectively now start again from zero?Any help would be greatly appreciated. Many thanks.
https://quickbooks-training.net/how-to-build-assemblies-in-quickbooks/ shows the desktop solution
We make bottled cocktails and sell them. As a result, we:buy raw materials inventory from our wholesalers - for example, gin, vodka, etc.manufacture cocktails and put them into inventory - for example, 150 x Espresso Martini 500mlsell drinks via multiple wholesale and retail channels, with different pricing per channel I don't see how to use QBO inventory to track this? Please could someone share some guidance? Thanks so much Cyrus
When an invoice routed to Accounts receivable is paid, the revenue from that payment is not showing up on the P&L report. This just started happening with a few invoices, other older invoices show up as revenue. How can I fix this issue?
Hi, I've just transferred some money from my business to my personal account, what do I save the transaction under, ? Cheers
Why does Billing & Subscriptions not always appear when I go into Accounts & Settings
Hi all, I'm hoping you may be able to provide some help on the below. We have built an integration into QBO, which is working successfully and is posting Invoice and Sales Items correctly, however the P&L reporting looks strange. The sales items are being posted to the correct Financial Account, but within the P&L report, the Financial Accounts seem to be duplicated:Is this something anybody has experience before, and may be able to advise:Why it's happening?How to correct it? Thanks for any help that can be provided! Kind regards, Sam
I have a credit card account and a checking account linked into QBO. We pay the CC bills from the checking acct with a printed check (for our organization's policy reasons, we don't do online or electronic payments). We want the details of each CC item to be present in the bill. When entering the CC bill in the checking acct, we enter and categorize each item as a Split sub-item. This seems like a waste of time, since each transaction is already present in the CC account.I have not been able to find a way to select a group of CC transactions and have them turned into a bill with split items.I've tried downloading the CC transactions into a spreadsheet, and uploading that as a bill, but that doesn't work.Any ideas?
