QuickBooks Q&A
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My account has many old accounts that have been closed for years. I also some how is pulling up my exhusband and his kids accouts. We have not been linked to eachother for 5 years. I printed a copy and went to my bank. The issue is not with the bank they have showed me that non of thoses accounts are in anyway linked to my banking. My ex also uses the same credit union as well as quickbooks. We are in the same line of business. I asked him if they were his accounts and he confirmed they were and I can see his balances. How do I get this resolved? I have unlinked my bank and retarted and then relinked even got a new passwork with the bank before I relinked to quickbooks. Sure I can click the box so they dont show on my banking page. But the point is this should not be happening
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Will the charity set up in QBO support coding transactions into 4 categories (Nominal, Project, Department and Funds) We use Sage which has these 4 categories but its difficult to input all transactions and/or get reports
Hello, I wanted to clarify if bank deposits (invoice payments made by clients) should be VAT Exempt or No VAT?As I've already charged the VAT on the invoice and they are just making the payment. I know salaries etc are No VAT so wondered if it was the same.
Hello, I have connected the wrong HMRC credentials how can I log out of the MTD and reconnect with the correct credentials. Thank you
Why is my QuickBooks not showing previous invoices? There are a lot of transactions missing when looking on the QuickBooks app on my phone. What has happened to them? Have they been deleted by QuickBooks?
Is there a way to give a user with Standard limited customers and suppliers access the rights to create customised invoice templates? And if not, why not? Generally a user that is logged in with the specific role of working with invoices would be involved in raising invoices, and as part of that may need to create templates. Giving full access isn't an option as this is for a person doing a specific role in the company and the client would not want full access to be given.
I have a new starter who joined midway through the month. I have added all their details along with the start date to QB but it looks like it is calculating the whole month rather than the 16 days that I need to pay her for. Can anyone help or let me know how to solve this problem
I have found that the quickest way for me to enter our supplier invoices into QB is by uploading the PDF's to the receipts page and then creating Bills from there. The system auto recognises alot of the information so it reduces data entry. However, we have a manual system for tracking purchases and i would like to start using the purchase order function in QB. Is there anyway to match uploaded receipts to Purchase Orders in the system or is this functionality not available?
I have monthly equals Excel spreadsheet that I wish to enter into QuickBooks as a journal entry. Is there a way this can be imported or will I have to enter each line in manually? Is this the way most record business card transactions - through journal entries? thanks
Sending invouces
Certain transactions are being logged as 'disallowable'. For example: - AirBnb correctly categorised as 'Travel Expense' is disallowable- Train tickets from TrainLine correctly caterogised as 'Travel Expense' is disallowable. However, some other transactions for the same companies, for the same categories, are allowable. WHY?!
Hi, I understand that QB Online if currently unable to send email from an Office 365 email address and can only send from a generic QB email address or for a gmail address. 1. Is the above still correct?2. Are there any third party solutions to facilitate sending email from an Office 365 email address? Many thanks.
"due to the huge increase in fuel (petrol) costs, does anyone know if the fuel allowance will increase for self employed or can I change from claiming mileage (45p per mile) and just claim the full tank (receipt) instead."
I can't save invoices to process as it's saying my subscription is expired but it's all paid and up to dat
Then you have to select the report again and re-enter the report criteria. In past you were able to get back from the transaction to the original report
Quickbooks failed to import all my transactions causing reconciliation problems. I decided to import my bank statement manually for a single month to fill in the gaps of the missing transactions as finding them manually is simply ridiculous. Terrible mistake, Quickbooks didn't seem to offer to only import missing transactions or warn me of detected duplicates... Please tell me in the year 2023 there's a one-click batch option to remove suspected detected duplicates in quick books...
Hi, I've been having an issue for a while trying to upload my MileIQ files to quickbooks, I've been through agents on quickbooks and mileiq and still not much help. So I get my monthly report of my tracked miles through MileIQ which is sent as a XLS file then I have to convert it to CSV for Quickbooks which doesn't upload and I get the https://uk.selfemployed.intuit.com/secure/mileIq/import: 400 OK errorthen I got sent a format from the Quickbooks agent which uploads successfully but doesn't include any of my destinations and when I try to add different dates for my different monthly reports it removes half of them as duplicates.I tried speaking to MileIQ to see if they can send me a straight CSV format for Quickbooks but apparently that is only available to US customers. So I'm pretty stuck on what I can do here any advice would be appreciated. Cheers
Hi I have registered as a limited company and need to upgrade my QBO account to a Quickbooks Online Plesae can you tell me how to do this? Thanks Faye
