QuickBooks Q&A
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I recently set up as a sole trader but I purchased several stock items before I started trading. I paid for these with my personal bank account but now I have a business account which is connected to Quickbooks. My question is can I still sell these through the business, and if so how would I account for this in Quickbooks?
What is the recommended plan for a small non-profit organisation (charity) in UK?
I'm trying to have a tidy up of Quickbooks and would like to make an old Product/Service inactive, but it's the very first one I used to set up Quickbooks in the first place, so when I try to make inactive, I end up with "Error This needs to be active because it's the default product or service for sales." Is there a way to change the default to another one?
i have no support options in the app. only “ask the community”.
Hello all, Thanks in advance for the help, I work for an events company. We heavily use the "Project" function to track all of our different events (money invoiced and due from client, supplier costs etc)It is normal in our business to have to "overpay" hotels to hold rooms etc, which are then credited back to us as a refund. I need these refund transactions from our bank account to be able to sit against the project they refer to, not necessarily against the supplier or the client, as we use similar suppliers and clients repeatedly. By not being able to do this I am not getting accurate profit margins for the projects. Please can someone talk me through how to do this? Many thanks!
our bank account had been disconnected from quickbooks for months and months due to no treasurer in post. I'm the new treasurer.When I re-authorise the bank connection to quickbooks, it needs to know what type of account to create, so I said bank current account I think. When the connection has been made and the bank account transactions brought over, I end up with 2 bank current accounts in Quickbooks, the exisitng one with the balance from months ago and a another with the correct current balance but empty of transactions.I can't connect to the bank without it asking for the account type which generates the new bank account in QB !!
Hi,I would ask that how can i record a refund to another company after they overpayed. So they sent me an invoice for that overpayed amount and Ive payed it back but not sure how to record that invoice that ive payed as a refund. I have tried to add new category under expenses but I`m not sure what would be the right fit and cant find similiar proplems by searching.thank you
Hi, I have received messages saying I need to reconnect to my Lloyds Bank accounts, but when I try to update the existing connection, I it says that 'Something unexpected happened and we can't connect to Lloyds Bank. Try again in a few hours (572)' I was able to reconnect via the message above the existing connection, but that just created new connection and duplicated the accounts, leaving me with 3 months worth of unreviewed transactions and duplicated tax estimations etc... So I have deleted these as I shouldn't have to go back through old transactions. Don't want to delete the old connection as seen people say on here that when they do, they lose all receipts/transactions etc associated with that connection. Seen a few others with this issue and it seems to be something you need to resolve as its just not good enough... No bank connection for 3 days now! Alex
I have entered my transactions for the month and want to reconcile the account. I have entered the ending balance, ending date and details of charges, but when I click on "Start reconciling", it doesn't move onto the next screen with the list of transactions - but stays on the same screen. Can anyone explain why this happening and how to rectify it? Thanks.
QuickBooks mileage tracking is not tracking again!!
or how i can change it back?
Hello,We’re using QBO Essentials. Monthly payroll data gets entered manually as a journal - DR Gross wages, CR NIC/PAYE. Was thinking of adding accounts to the chart of accounts to cover the pension - an employer pension liability account and two expense accounts for employer and employee. Not sure if this is the correct method though and the ee account isn’t actually an expense so doesn’t belong on the P&L. Also, should I add the employer contribution to the DR to joint ages? Any input would be appreciated!Thanks,Bill
Posted VAT return in quickbooks HMRC paid it but not showing in quickbooks now.
I have a problem with my last audit adjustments - On Save the Journal Entry, indicates the error "when you use debtors, you must choose a customer in the name field". It suggests on Quickbooks help that you use the name drop down to identify which ones shall be indicated, however there is no indication given, my journal entry has 98 transactions in it, and it is refusing to save.
Hi there, Looking for some assistance. We run a contruction firm, and receive PDF Invoices from our customers regularly. We can upload these into QuickBooks, however often the software does not pick out the correct information. Are we doing something wrong? Looking to cut down on manually having to input all the lines if possible. ThanksCalforth Construction
