QuickBooks Q&A
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Hello, could someone please help me… something went wrong with QuickBooks this morning and long story short, my bank account has now been reconnected but now I have 498 old transactions. Please tell me there is a way via the app or desktop to batch select these and exclude? thanks !
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Having problems reconnecting bank account. Every time I try I get “ Try again in a few hours. (580)” anyway to fix this ??
Anyone out there having problems with QBO pages not loading? It is happening with every transaction I try and edit. Very frustrating as only half a page loads, wait 30 seconds, then it might load or not. End of the month and can't do any work, November & December will have to be merged together. And yes, have cleared Cookies & Cache. and have super fast fibre BT Broadband with 100% of all other computer functions & features working perfectly - Its a Quickbooks error! And No, I'm going to use another browser - it has been working fine for the last Ten years on Safari and we can't change browsers. Safari is one of the biggest web browsers in the world. If QBO is Chrome only, then we should of been aware of that years ago and why develop an Apple App if it's not compatible with Apple or other web browsers. Already put out a Support case - (Case:[removed]) back on 18th November when we sent over 'Console txt'. Heard nothing since and was promised a call back on 1st Decem
Hello Can you assist me. I have credits given via credit note to a supplier. However the credit sits on the account and it has not been refunded through the bank account. I have entered the credit notes however they are not showing in the balance and say unapplied. What do i have to do to allocate them without altering the bank account to show a correct credit amount in the relevant supplier account. thanks
I use the same bank account for my business and personal expenses, how do i categorise my personal payments to stop them showing in income tax and Vat returns
I have spent 2 days trying to convert my bank statements to CVS files with no luck, spoken to 3 agents who have all been unable to resolve the problem, even had one agent convert all the files for me a few months ago but the link she sent me to access them didn't work. Haven't been able to speak to another agent willing to do the same again for me. Great for next years self assessment but useless for the one im currently doing. Realised now that im going to have to go back to my original account method for this year which is frustrating. Anyone else have this issue?
Any users receiving notifications via the Bell icon on QBO homepage?We have been using QBO since Jan 2022 and have never received any notifications.I was informed by QBO support (on Chat) today, that it's for notifying customers of updates. Same day I was informed by QB team member on Community it's for reminders for recurring transactions. Why such conflicting information? We have never received any notifications. Secondly, we have reminders set up for recurring transactions but never get reminders. QBO Support told me today you have to physically select the reminder list in recurring transactions and view your reminders - remind myself to look up the list of reminders?So if anyone gets reminders through this, I'd love to know what they are? It's not in HELP!
We issued two invoices to one of our customers fairly close together. The customer paid their first invoice and made an overpayment, so this was credited to their account.We have just received the second payment from the customer, which this time matches the amount charged in the second invoice, however they are still £10.00 in credit. When I try to match the payment for the second invoice in the banking section, it will not allow me to save the match, due to the £10.00 difference. We would like to keep the £10.00 credit in the customer account and then remove it from the next issued invoice which needed in the future, but how do we match the banking transaction and allow the second invoice to come up as paid? Seem to be going around in circles with suggestions on here and tying myself up in knots.
I've accidentally deleted last year's imported csv transactions file... can this be restored????? If not, I've lost all my transaction data for the entire tax year. HELP!
terrible service
Can someone tell me WHY QB feels it is OK to insert automatic adjustments without reference to me in my accounts? I am trying to finalise my 2023 year-end accounts and I see that QB has inserted an erroneous journal ( 6 Dec 2023) that leaves a credit balance on my TB for an account I closed off 3 years previously! WHAT are you doing QB? For me this is a gross intrusion on my company's business and makes your online system questionable in terms of security. QB should not have access to my transactions. You cant just write off something to the share capital account and leave a balance on the TB for an account that has been deactivated 3 years previously? I am sure If I try to correct this myself I will have more issues further down the line. Please now advise me - simply - how to rectify this without causing issues further down the line. I see on your US pages this has been something of an issue for people, and I have to say the replies those folks received from QB are NO
My account shows about a dozen invoices are missing or have been skipped
i am trying to generate the end of year report but when i add the comparison report and balance sheet to the management account it is only showing one year and not the comparison to the previous year
My client has Partial Exemption VAT status. It seems ridiculous that you can print a Sales VAT Detail report by class but not Purchases VAT Detail by Class. They are paying extra to use classes so I would expect to be able to access reports by class!! The VAT Detail report will not filter by class
I can only see a header Customers' not Customer Details as per the instructions
My integration with zettle works very well except my bank payments do not match as the original invoice from them comes through without the zettle fees. The fees are sent to an expense account.I have a coffee shop with hundreds of transactions a day and cannot make this work.Any help would be greatly appreciated.
Hi - hopefully this is in the correct topic. We are trying to submit a VAT Return and we had to renew are connection with HMRC - unfortunately we entered the wrong details and looks like we may be locked out as when we click on VAT, it says "We can't connect to HMRC right now" and then I click on "Take Action" it says the following: 1 - Have you signed up for Making Tax Digital for VAT2 - Did yoiu get an email from HMRC to confirm you signed up?3 - Does your VAT number in QuickBooks match HMRC records? The answer is yes to all 3 but we still can't submit a VAT Return? Any suggestions? Many thanks,
Payment cycle on invoice
We run a management company, and in Sage we were able to put all expenses and income relating to a particular client into their single ledger. What is the best way to do that in QBO, given that none of the ledger accounts seem to fit the description. Also, we often buy products for multiple clients, but these cannot be allocated to different ledger accounts when creating a bill??
Variations of this question have been asked before but I've only seen incorrect responses so please bear with. My situation: I am leasing a car through my business, I have received an invoice for: Initial rental of: £3646.86 + VAT @ 20%: £729.37 For a total of: £4376.23 I have been charged and will pay the VAT of 20% but, as the car is available for some private use, I can only reclaim half of the VAT when I submit my VAT return (referred to in some places as a '50% VAT restriction'). How can I set up my QB entries so that the expense entry captures the full amount paid to the lease company (£4,376.23) but when I submit my VAT return, only half of the VAT paid is claimed back (£364.69 instead of £729.37)? I've seen 'solutions' where the lease payment is split in two, with VAT @ 20% charged on one half and VAT @ 0% charged on the other half. This doesn't work as the invoice total doesn't marry up. I'm sure this must be a common issue, I
