QuickBooks Q&A
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Hi can you explain what the differences are between Online quickbooks and desk top quickbooks, we are using the advanced version
My GoCardless is correctly integrated with Quickbooks so there are no issues on that end. Just in case, I have already approached GoCardless with this and they have assured me that there is no issue on their end. When I create an invoice I check to make sure that the Direct Debit option is ticked off. However many times I've realised that the payment is still overdue for a long period on these invoices, so when I open up the invoice to check what the problem might be, it has reverted back to the manual payment method (let customer pay by card). I'm not sure why this is happening but it is causing issues as I'm not getting paid from customers in time. Can anyone help?
i have to invoice a insurer for work we do , as part of that i then send the vat portion to the business to be paid by them. This isn't always paid for immediately, but i have to send the invoice showing it as being deducted . Hopefully this will make sense i wonder how i do this correctly?.
Having submitted a vat return when the vat refund was paid into our account I then went to; taxes, view return, record refund. Problem is that I forgot two weeks later and did this again. Record refund twice for the same vat refund. How do I undo one of these?
I am deducting an excess paid by a customer from an invoice which then needs sending on to their insurer.ie - the balance is paid by the insurer SHould it have vat within the excess? or deduct it free of vat using N or 0%?
When you click on a customers sales transaction list nothing is shown in the memo box - I would like to put a description in here but can't see how to do this?
I started QBO on 1 August. I have received a refund from HMRC on 7 August which relates to the July return. How do I record the refund, which category do I attribute it to as at present I have only the VAT control account showing the VAT items input from 1 August onwards. Thanks in advance.
I needed to reconnect to HMRC after 18 months and unfortunately entered the incorrect HMRC login credentials. I have received the error code CLIENT_OR_AGENT_NOT_AUTHORISED but now have no option to try and enter the correct credentials so am stuck with an error code. I have searched the online help and although it says the error code above is associated with entering the wrong login details it doesn't offer a solution? Any ideas?
I am busy like every one of you and would want to create invoices in advance and then assign a date and time for them to be sent to the customers - so that all my invoicing work is done early in the morning before starting work.
Have refreshed/synced data several times, have even contacted my bank to ensure information is being shared correctly Has been says since it's updated, menual refreshes are doing nothing
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I'm a dog walker and I'm trying out QuickBooks Self-Employed for the first time. Up until now, I've created individual client accounts using my own spread sheets, manually entering the work done versus payments received. In this way, I can see if a client owes me money or has overpaid. I don't invoice clients each week, clients just make bank transfers as per the walks they want. Now, I want to be able to create individual client accounts more automatically from QuickBooks, but I cannot see how to do this. I've imported the bank entries and tagged each one based on which client is which. (I did this by clicking on each payment description to reveal each client's name.) However, I can't see how to generate an individual client spreadsheet to check work done versus payments for each client. Can anyone help me with this please? Thank you.
I’m new to QB. I run my own sole trader business and have a QB account for that. I’ve discovered that I also seem to have a self employed QB account and not sure why? Can anyone help?
I have the same problem. Tried 3 different machines and different browsers, but still get the error 355 with AMEX UK. This has been since 13/10/2023. Do you have any other solutions?
Since updating to Sonoma (v14 OSX) Quickbooks online just prints blank reports. Even printing to a pdf file and then printing that from OSX returns a blank page.Even Exporting to a pdf and then printing that from OSX returns a blank page.OSX happily prints pdf files from other software...Quickbooks say it is a Mac problem and we should phone Apple (really!). What a cop out!I say: I am paying a shed load of money to Quickbooks and you need to get onto Apple and get it sorted.Just checked: Sage, Xero and Freeagent have no problems.The work around is to export to excel, convert to Numbers and print from there.Still trying to find the link to be able to make a formal complaint that will fall on deaf ears!
Just updated to Sonoma and now it does not print letters or numbers. Told it was an Apple issue spoken to them who were helpful and proved it was a QB issue. QB hopeless
Sales invoices are not printing since upgrading to Mac Sonoma 14.0?
Excel completed file level validation and repair. Some parts of this workbook may have been repaired or discarded. Removed Records: Formula from /xl/worksheets/sheet1.xml part
cant connect to bank.
