QuickBooks Q&A

Not Able to reconnect With expired Bank account

Why can I not view statements already sent to customers? The "how to create and send statements" guide includes this bit:  View current customer statements Go to Sales and select Customers (Take me there).Select the customer you want to see the statement for and go to the Statements tab.Select the date range from the Date drop-down. But there is no Statements tab, and you cannot filter transactions under a customer to show statements either. The only way I can view previously sent statements is to produce a statement report and work from there - while this is handy, this is not acceptable to have as the only option; I should be able to see statements directly from the customer record. Looking through the knowledge base it seems that this functionality has been removed over the last 18 months, and not replaced - in that case you need to update your "how to" guides and remove all reference to the Statements tab / filte

Hi there,The favourite reports disappeared from my qbo. I've added again but, once I'll leave that page, the reports are also gone. Anyone having this issue?Thanks.  

I have QBO Advanced and would like to provide some employees with the ability to snap a receipt on a mobile device and enter their timesheets. What level of user access can I set their account to enable just these two functions? They should not have access to general sensitive company data. I seem to be in a situation that to provide them with these two basic functions, they also have much wider visibility of business transactions. I upgraded to the Advanced version as I was informed that this would provide me the Custom Level of user management required? Any detailed help would be much appreciated.

Why oh why are Intuit again rolling out 'features' that is making the product worse. The 'enhanced' report layout is dreadful, many have said that on here. There is less information on them (in my case I have to do more clicking to see the infomation presented on the original layout) and look terrible on wide monitors. Where are these suggestions coming from because it seems it's not from us, the paying customers!PLUS my favorited reports have now dissapeared. Unbelievable. 

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Hi,  I overpaid an invoice to a supplier by £140.64, which they have subsequently refunded (no credit note).  I am now trying to complete my bank reconciliation.  How do I record the overpayment against the invoice?  Then, how do I record the refund?  Many thanks for your help!

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Is it possible to set the default date format and VAT format (inclusive or exclusive) so that I don't have to select it every time I import invoices from a spreadsheet? Those values are never going to change in the CSV file I am importing, so if I could have them set as defaults it would save a couple of clicks every time and eliminate the possibility of human error (the more often I have to select it manually, the more likely it is that one day I'll select the wrong thing!). Hope someone can help.

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I need to claim the VAT back in my return

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I need to relink my account to the bank but it keeps bringing an error. How do i find out what the last date the bank was linked so that I can try unlinking and relinking? Im worried I will end up with duplicated data when it does work.

We have QuickBooks advanced. We have two employees. One is paid a set amount monthly and the other is paid for whatever hours he’s worked monthly. We have a pension scheme with NEST. We have two groups set up, one is called monthly and one is called hourly so that two separate submissons are made. QuickBooks is only syncing with one of these. I cannot connect the other employee to the other one as they have already been paid in the tax year (this is the error message I get) Does this mean that I can’t connect them to the specific group and the submissions can’t automatically go from QuickBooks to nest? 

inv5360 from 21.07.2021 but a year end JNL were created in 2022 but the customer made the payment 04.10.2023 who do I recon the account it shows overdue.please advicestef 

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Hi I use Quickbooks self-employed and uploaded a receipt a week ago but it's still showing as pending 'Gathering receipt details...'. How do I clear it? I've looked at other similar posts but I don't have a 'Needs action' folder in the Transactions menu so can't follow the instructions in other posts to clear it. Also, my home page says I have 3 transactions to review but when I click 'Review now' I get 'We didn't find anything', the only transaction that shows is the pending one ??? I've tried changing the transaction filters but can't find the 3 unreviewed transactions. ThanksCharlotte  

Hey guys! When I send out an invoice and customers choose to click through and pay online by PayPal, Quickbooks automatically deposits the payment into an account for me... but it's the wrong account! Any ideas where can I change it?? It would save soooo much time! Cheers!Nic

Hiya Peeps I have paid my son for some ad-hoc work that he has helped me with but now need to have that payment, and expense, in my QBO.This is not Payroll as falls well below the need for that but simply a few hours worked. Where would the expense be best placed in ref. to Chart of Accounts? Many thanks N   

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The HSBC KINETIC does not connect to QB, from HSBC app it says “connect”, but it’s not. however there is no option to connect business account in QB. I did request for new bank to be added in MAY 21…

When we try to send email while we press send it just crashes & it exists the app