QuickBooks Q&A
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Last year we did a stock take and were able to import the figures into Quickbooks Online.This year, we prepared the CSV file and tried to import but it was rejected because the stock date was before our closed date. The closed date on our system is 31 October 2022. I have tried to import with the dates of 31 October 2023, 1st November 2023 and 2nd November 2023. None of these dates work.Quickbooks Support Chat were unable to help and thought that I might like to manually update 1300 stock records. I asked for someone more senior to call back and as yet I have not heard anything. Does anyone know: (a) how to import stock figures?(b) how to get support from Quickbooks? We have been waiting for other issues to be resolved for many years now.(c) is there a better system available for British businesses at a similar cost? Thank you.
How can change the Payroll date to enter checks on a week by week basis, instead of quarterly and year-to-date. I would prefer to enter them weekly to catch the employees up due to when some employees that started having SIMPLE IRA deducted and Officers that met their social security wages.
I use QBOnline and the help says that I should see an option for Direct Debit Mandates; it's not there and I'd like to report on customers with Mandates and those without. Why is it now showing in lists?
Can I recall my client back to my billing?
I can see the payment marked against the invoice but can't find it elsewhere.
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There are invoices completely missing from the report for multiple suppliers
I can only review transactions back to July 2023 but I want to review for the 2022-23 tax year. It is a Nationwide credit card and there does not seem to be a date block on my Nationwide permission.
I have a problem with invoices and re unit showing for most of my previous tax year.If I go to my summary it only shows invoices and receipts for the 2 months of March April 22.if I scroll back through my invoices they are all there but not showing in the summary.At the moment I can not submit these to my account for my last years tax bill.Any help would be greatly appreciated.kevin
I have tried entering the OTP several times , but QB and Co-operative Bank are not linking. I have re-entered all the sign in information and still have the same problem. Please can you advise . I do not have a problem with other accounts
I've recently started using a new accountant who is asking me to move onto their Quickbooks License. I've been using Quickbooks Online for years and now I need to transfer all of my invoice data from my current license to the new one.I've followed all the steps for creating a report and exporting the data to excel but for some reason I can only find invoices dated back to 01/05/20.I need to go back to invoice #1 and transfer all of my invoices. I've never backed up my invoices because I didn't think Quickbooks would delete old ones.Thanks
Massive problem with QuickBooks my transaction data has disappeared from the account from the 10/08/2022 in the monso business account there's loads of duplication going on. This isn't the data I've previously reconciled I'm not sure what's going on I'll be contacting QuickBooks at 8am this morning they're just seems to be a huge problem with QuickBooks itself.The system seems to have mixed up my data between different bank accounts duplicated data cansecutively throughout the history of my accounts that I have previously reconciled this is a huge problem what is going on QuickBooksThis is all happened between logging in from one day to the next this is ridiculous this isn't a professional system
I have two comapnies setup on QB Online and want to add a third. Could someone please tell me how to do this? Thanks
I am trying to understand how I can set-up a 'Custom role' that will give user access to the mobile "Snap a Receipt" function and Time tracking, (without access to other company information). I was advised that the Advanced upgrade would provide this level of control. It appears that it doesn't from what i can see and feedback from the QB support team. I must be missing something, as I can't believe that a large proportion of QB businesses don't require exactly what I'm trying to achieve. If I use the "Expenses+Time tracking role I still don't get the "Snap a receipt" functionality, only the ability to upload an invoice from a photo. Any help would be appreciated. As new to QB's I can only hope I'm missing something obvious!
Quickbooks self-employed: how do I delete unwanted items from my 'add work' list when creating invoices? I'm now scrolling down hundreds to find the one I want.
Hi All,I have having problems with my Balance Sheet. My data was imported from Sage about 2 years ago and I am convinced my problems are as a result of this import But I don't know how to fix it. My year is July 1st to June 30th.A lot of entries in the Balance sheet only contain a beginning balance and I did not enter any beginning balances so this is what I am assuming happened at the time of the data transfer from Sage to QuickBooks. My question is how to safely deal with these items and remove them from the balance sheet. There are also entries for people's wages and tax but these people no longer work here, yet these entries are in my Balance sheet. Wages are done by creating a journal and inputting all of the wage information for all staff into that journal is this the best way to record wages? The journal is sent to a category called "Wages Expenses" and when the wages come into the bank the individual entries are also sent to the "Wages Expense" category, is this correct or is t
I declined to upgrade Quickbooks and ever since Quickbooks is running very slow. I have contacted Quickbooks several times and everytime agents tell me to clear browser, which I do once a week anyway. I have also tried other browsers including private still there is no difference Quickbooks runs very slow. 04/11/2023
