QuickBooks Q&A
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We have over a thousand products and over a thousand customers, some of these products have a different price for a lot of customers. Is there a way I can have this be auto completed when creating a sales invoice like I could on desktop version.
I have clients that purchase services from me which are the same monthly amount. Can I automate the invoices to go out on a certain date?
The Account is a Chase Bank Savings Account and is App based only
Hello, when I create an invoice, most of the time, I know that the entire amount is not going to be delivered to me, because the invoice is collected either through a payment provider, or through a 3rd party finance firm. These intermediaries charge a fee to me. What that means is that the funds that I receive don't match the value on the invoice - Is there a way around this? How do I include this on an invoice when setting it up? How do I reconcile the difference later on?Thanks 🙂
I am STILL unable to re-connect my bank account. I have already been in contact and was left no further forwar. I need this fixed
Previously, when I signed up with QuickBooks Self-Employed and downloaded the corresponding app, I used to get a notification when the client had opened and viewed the invoice - something like " (Client's name) has viewed your invoice - one step closer to being paid" About a month or two ago I transferred my phone data over to a new iPhone. While the app works fine, I no longer received the 'viewed your invoice' notification, and cannot find any solutions in settings or on QuickBooks Community at how to get this back? It was a really useful feature for my work, so I'm keen to set it up again!
When invoicing a client i input the hours as 3.50 for 3 and half hours. But when i go to print invoice it changes it to 3.30 but is still charging as 3.50. How can i change this setting. I have customers querying our invoices as 3.50 x 10.00 = 35.00 but 3.30 x 10.00 = 33.00
I thought that if income accounts are set up for each of my services in the Products and Services section, then using 'find match' in the 'transactions for review' tab would match the payment transaction to the relevant invoice and then that payment would be categorised into the income account that I set up, for example 'Medicolegal Reports'. But it seems to be categorised as 'Payment: Debtors' every time when I use the find match function. Any help please?
I have question regarding Doctors accounts.Doctor's patient is hospitalised. Doctor makes hospital visit to see and treat patient. Patient gets discharged.Scenarios:1. Hospital prepares Bill to patient and includes in it the Doctor's charges. Patient pays hospital. Hospital then pays doctor.2. Hospital prepares Bill to patient and includes in it the Doctor's charges. Subsequently all parties or patient and Doctor agree that patient will settle with the Doctor directly. Patient pays hospital bill less the Doctors charges. Patient then owes or pays directly to Doctor afterwards.3. Hospital prepares Bill to patient and excludes in it the Doctor's charges as all parties agree that patient will settle with the Doctor. Patient pays hospital bill. Patient then owes or pays directly to Doctor afterwards.How does doctors billing process work on each of the above scenarios? To whom is invoice billed in each of the above scenarios? And against whose account is Billing and A/R tracked in each of t
This has changed recently and causing us a lot of issues matching. How do I see full details? it is there in the bank so I assume its QB limiting it all of a sudden.
I have my bank account linked to Quickbooks UK and normally transactions are automatically synced between my bank account and quickbooks. However recently I noticed that one transaction (about 3 months ago) had not been synced across to Quickbooks correctly. All the other transactions around the same date seem to have been copied across correctly. I am now concerned that there are other transactions that have not been copied across correctly. Is there a way that I can easily check this without having to manually check bank statements to see if there are any differences? Are there any ways of ensuring that transactions get synched to Quickbooks correctly? I have tried disconnecting and reconnecting my bank account etc. Thanks v much
I cannot use online bank transactions but I download the CSV file - when I go into the upload menu QBO comes back asking me what account is this in relation to - only problem is QBO will not let me select the actual account - no accounts are listed.
Why am I using Quickbooks? because HMRC demanded that I use a digital service provider to report my taxes. now it seems I can't do that using quickbooks? Bizzare. What is going on here? Is the a service provider that does?
How do I set up a recurring monthly invoice where the amount invoiced depends on the number of days or weeks in that calendar month?I wish to invoice for a weekly rate with invoices produced on the first of the month. This means that Febuary would have a lower invoice amount, or less units than December.
Hi there,I have not long started my first company which is online retailing on Amazon UK, and I have zero experience in business or bookkeeping. I have just checked my balance sheet (below) and I see my stock is in current assets, which I believe is correct for the time being as it'll all be sold within 12 months. However, once that inventory is sold, should it stay in the current asset account or not? This is where I am getting really confused as I barely understand what I am trying to ask.If someone can please let me know if I am doing this correctly or not, it would be greatly appreciated!Thank you.
Can anyone help with what the submission reference should be in the payment settings please? New to running my own business and worried I’ll get it wrong! Thank you in advance x
I am trying to update my phone using the QuickBooks help, I have done everything like I should , but you are accepting my phone number update
I am currently trying to import 1 months worth of sales receipts from my old website. Everything runs fine, the CSV is formatted as instructed however I receive an error on the "deposit account" column. It states it is not recognised however the column the error shows is actually the "sale receipt number". But as you can see from my screenshot, my import settings are correct and you can see from this attempt I tried putting the "deposit account" as the first column as before it picked up a different column. I have tried using all the suggested actions of a different browser, private mode, reset cache etc. Can anyone help me solve this, I have a years worth to import still 🤓
