QuickBooks Q&A
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Who do I go to to get help on here ?
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Hi, i've created custom reports in the past, but now the button to do it has vanished... has it moved?
Can QB generate a report showing outstanding VAT on debtors? We are on cash basis for VAT. I need the report that will show the VAT for the unpaid amount?
Someone's been a bit lazy and where there should only be one class for something they have created several: eg10 High Street10 High St10 Highstreet Is there a way to quickly amend all postings so that only the first class is used? Is it as simple as just changing the class name of the worng classes to the correct name? Or is it more complicated? ThanksJon
I am using their Data Export Tool and I am finding that when I have to log into my QBD company it is repeating each character that I type eg D gets entered as DD, if I click Backspace once it deletes two characters. I worked around this issue by typing my password elsewhere and then I copied and pasted into the password box, it got entered twice, I then used my cursor to get to the middle and then I used the Delete key to delete all the characters after the cursor. A second issue is, when I finally manage to enter my password, I get a pop up which says:'You can't perform this action as this QuickBooks product is no longer available.....' see attachment for image of pop up. If I close this pop up then my company opens no problem. Is this because I took a copy of the company file after 30 June 2023 ( we got an extension and so have access to end October). Are these just weird glitches with the Data Export Tool? Has anyone else had these issues?
I also have had invoice where a deposit has been added and had to speak to a customer about paying extra money! It’s embarrassing and I am thinking of going elsewhere!
QuickBooks Online lacks the functionality to use HMRC's published exchange rates. Given the notable difference between QuickBooks' rates and HMRC's rates: QuickBooks Rate: $1 = £0.80096HMRC Rate: $1 = £0.791703 Is there an app available to automate the updating of exchange rates?
If you’re using spreadsheets to record invoices and wish to start using QuickBooks to track them going forward, you can import them into QuickBooks using our Import your Invoice functionality. Before you start, make sure that your excel spreadsheets are ready and in a format that is accepted by QuickBooks. You can download a sample here. If your file includes details of customers and/or products, they can be added in QuickBooks automatically, so you don’t have to manually create them. Things to look out for Invoices can be imported with multiple line items OR as a total value for each invoice. If no line item is present QuickBooks will populate this field with a generic item called 'Sales'. Multi-Currency is supported. Product categories are supported. VAT codes are mapped so there is no need to change your VAT codes to QuickBooks VAT code formats before importing. We recommend that no more than 100 invoices are imported at any one time. When new customers are imported, if no
Deposits from tenants, how to allocate it. I use a deposit scheme which hold the tenants deposit. How do I record the amount, as I don't want to be charge tax on this amount as I am only looking after it. How do I categorise this please?
On my P&L using cash basis I have lots of unapplied cash payment incomes. This is because the council pay 13 payments over the course of the year against 12 invoices. So it looks like they pay in advance sometimes. The ret of my customers pay on the invoice and I pay my suppliers the same way. Hence why I use the cash basis. How do I fix this please?
When I try to add the payments its says, something isnt right. Obviously the payments do not match the whole loan amount, as it is over 10 years and it hasn't been 10 years. I'm stuck? Please help!!
Hi there,I have Quickbooks set up to automatically import bank transactions from an Amex credit card.Throughout the month, Google regularly charges the card with £500 whenever I hit a usage threshold, but I only get the invoice from Google at the end of the month.So, when I am trying to post/match my credit card transactions from the Bank Transactions section, there is no invoice for me to match the payments to. I would like to post these transactions as unapplied payments to the supplier account, but I cant find any way to do this.At the moment, I post each transaction manually in the supplier account, and the only way I can do that is to first create a supplier invoice for £0.01 at the beginning of the month, then click on Make Payment (from the Supplier Account section), enter the payment details, and then unselect the invoice, so that the payment is 100% unallocated. I then repeat this for each payment, until the invoice is received. Then I edit the £0.01 invoice with the correct d
Hello, I have closed my account but am still getting 'critical' (though now, obviously, irrelevant) emails from QB, how do I get rid of these please? There is no unsubscribe button provided.
I posted a refund of VAT to the bank account for the last return in the normal way. However, I accidentally put the wrong date on the transaction. The system now won't let me edit or delete the transaction from the bank register. Is there any way I can correct this? The amount is correct but the date of receipt is wrong.
Hello, I got an email from QBO Care today stating the following: Dear Valued QuickBooks Online Customer,We are pleased to inform you that your issue has been resolved. The resolution has been implemented and this bank account should be ready for your use.If you require additional information, please call QuickBooks Support at [removed] to speak with a support person directly or you can use the Help link found on the top right of any screen in your QuickBooks Online company. From there, you can search for the best answer to fit your question or contact QuickBooks Customer Care if needed.Thank you,QuickBooks Online Support The issue is I never asked for any support recently from Quickbooks and the subject line of the email references a case number that I cannot find any record of in the past. Can someone let me know if they've also received any similar emails umprompted?
