QuickBooks Q&A
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Hi, I can't access my phone number. How can I change the verification priority from my phone number to my email address
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I am trying to reconcile my paypal bank but I have a negative balance and several duplicate amounts. When I delete the duplicates they go to the undeposited funds account which in turn shows on my balance sheet. I tried to repopulate all of my transactions for 2023 in paypal bank but could not figure out how. I have printed all transactions from paypal and can match them but I have several duplicates and do not know how to remove them. I tried going to bank register and transferring them to paypal bank then to my checking account (where paypal funds end up once I transfer them) but that created another mess. Please help! Any guidance would be greatly appreciated.
I have always been a pen and paper person thus using QBO is a big learning curve.We run a small community style magazine and sell space thus we only have 4 items in inventory at the same price with the variation being discount levels this still only leaves 17 amounts in the bank statements. Many do not pay bang on time and also not always include the updated monthly invoice number which makes matching a bit of a job. TBH my partner and myself do not devout the correct amount of time and have let things drift, funds are in bank but to prepare for reports and accountant is the whole purpose of having QBO. My question is can I save all the customer details and then purge all the data, ive read
This is very critical part of customer relation to keep customer happy that these invoice are paid with the payment Date and amount.
The payment reference number is automatically generated and it doesn't make sense.
Hello, a client is unable to submit their VAT return as there is an error stating that 'We can't connect to HMRC right now'. I have instructed the client to break the connection and start again, however the error is still there after the client has done this. What other problems can be flagging this issue please?
I think I used to be able to adjust column widths but doesn't seem to do it now.
Our Profit & Loss account shows the subcontractor payments gross not net of the CIS we have deducted. Has anyone else had this problem and how did they get round it? We want to show the subcontractor payment net of the tax we have paid over. CIS is a balance sheet item. Perhaps we have something set up incorrectly? Thanks in advance.
Posted this question yesteday but the formatting got messed up, so trying again: The company's street address has 2 lines, but the invoice template only has 1 field. How can I add an extra address field so the client's address formats correctly? At present it shows:3 Mulgrave Chambers 26-28 Mulgrave RoadSuttonSurreySM2 6LE What I need is:3 Mulgrave Chambers26-28 Mulgrave RoadSuttonSurreySM2 6LE The funny thing is I can do this for my own company within QBO Accountant and but not for any clients. The 'street address' seems to only allow 1 line of text?
Hi, I hope someone can help me. I have recently joined a company that uses Quickbooks. Unfortunately the person who has been dealing with the accounting has not been matching income to customer invoice so I have 360 items for review. I've been in touch with the Quickbooks team & have been told that I need to match them one by one to get them out of review (the quickbooks balance doesn't match the bank balance). My predecessor manually received the credit against the invoice so all of the invoices are already paid, so I would have to undo the payment received, then match the item. Sadly, some of the clients accounts no longer exist & there are payments where it is not clear who the client was due to the generic description on the payment. Basically, I need to find a way to remove these items (without losing the information in case I need to refer to it in the future) so that the quickbooks & bank account balances match. Does an
When I click on the link to accept an invitation to join a new company in QB, it goes through the login process, I enter my password and the OTP code via SMS, but I get the following error message: "There’s an issue on our end. We’re on it.There was an error during the invitation process. Please try again."I have been trying for 24 hours and nothing changes? How can I resolve this?
Why is this not made clear in the workpapers and pro tax sections in Online Accountant?
Hi all,I need your help. My company supplies services to EU countries and is also registered with the OSS Scheme. I made new tax codes in regard to the OSS VAT, for example, the OSS Italy VAT. Unfortunately, I recognised that everything is included in my UK return. My first question is how to exclude them, and the second one is how to adjust the return that has not been submitted. I do appreciate any help. TIA.
I created a duplicate category by mistake. Quickbooks has given it the same name with a -1 after it. How can I merge the two categories into one?
