QuickBooks Q&A
Recently active
Hello QuickBooks Community, I recently encountered a rather disheartening situation while using QuickBooks. After meticulously compiling a monthly invoice for a major client, I clicked "send," only to find myself abruptly logged out of the platform. This was a time-consuming process, involving manual review of calendar entries and cross-referencing them with reports. To my dismay, upon logging back into QuickBooks, I discovered that the painstakingly crafted invoice had not been saved. Needless to say, I am absolutely furious about this situation, as it has resulted in a significant waste of both my time and valuable resources. The stress and frustration I have had to endure are considerable. I'm reaching out to the QuickBooks community in hopes of finding a solution. Is there any way to recover the unsaved invoice? As far as I can tell, QuickBooks has not retained a copy of it. Your guidance and assistance in resolving this matter would be greatly appreciated.
Original commenter did not share additional details
Added bank but only goes back to julyHow do i set start date to 4th april ?
New client has been using VT Transactions+ accounts software. Can I import data from this into Quickbooks Online?
Bank transactions missing?
How wonderful it is to be greated with a QBO crash 18.24pm 05/07/2023 UK time for me ..........................................What faith do we all have with our data
How do I assign a credit card refund currently sitting on the bank feed to the credit card account. The Record as transfer indicates a Transferred from*.
My client has set his VAT up from the wrong date and I cannot change it, or connect to HMRC online to submit VAT returns. Any ideas on how to fix this?Thanks
I want to invoice my clients a single 'Package' value which is made up of various income streams.Is there a way that i can retain the client facing detail to the 1 line, while breaking down the income into various elements?I already use the 'Location' & 'Tags' function to breakdown sector & Location of sale.Many thanks in advance for any help.Lewis
I've been using my wise account in paying connected to my QB Online, but yesterday some error happed and it says that It cannot proceed any of my bills. Do any of you experience this kind of error? Thank you in advance to those who will answer.
I have a client who has a regular amount of bills that are paid by her husband but are for the business. I can obviously enter the bills but how do I pay them off as the husband's bank account is not linked to QB's. All perfectly legitimate as accountant is happy with the situation?
My confidence in QuickBooks is rapidly going to zero as almost every issue that I raise has no solution. What I suspect is another one, which ought to be simple but likely is not.I have customers who have overpaid past invoices. Rather than arrange for a refund they prefer to offset the overpayment against future invoices. So I have created credit notes to match the overpayments. The balance owing, if the system works properly, should automatically be set against future invoices until the balance goes to zero. [Note: I have set the automatic offset setting to ON in Automation.]All fine except ... There appears to be no way to match the credit note to the bank receipt from my bank feed. So I have unreconciled bank receipts. What do I do now? [Again note: the Help examples assume that either (a) overpayments are offset against immediate invoices or (b) they are refunded. Nobody seems to have thought through the consequences of using future credits on the bank account.]
Why are bill payments & credits always Marked as cheques?Most of my payments are made with a debit card or direct payments.
I have followed the normal route for recording a payment to HMRC of VAT with a client...taxes..record payment...put amount and date.. but its not going to the vat control account and as thus there is no match in the banking. any ideas please? I have a number of clients and this is the first time its happened thanks
Hello So we are bricks and mortar business that has two physical sites which are both VAT registered businesses. Due to our card provider we can only get our payments made into one bank account even though each business has it own business bank account. Questions is:-The money comes into business 1 and I send the physical money/ payment to business 2 bank accountLinking the bank accounts showing the money coming in and out for both businessesHow do we show the journal amount?The money going out is showing in my "spent" column on banking - how do I code this ? Do we show the payments using a suspense account ?Thanks
Email invoice only appear the invoice in picture not the details like before
I’m no longer able to create expenses from my receipts, when I add the missing details I get a pop up saying can’t create expenses from receipts. I’ve had this issue for about a month not and had no problems previously. Please help