QuickBooks Q&A
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Hi, I'm not sure if anyone is able to see my previous post, but essentially the issue I've run into is I've somehow accidentally set myself as both the basic user and accountant user for a family member's new QBO subscription. I'm new to QBOA and she is my first client. I've set the billing to go to her, but because it's my information set as the primary user, she never received an email to create her login credentials. So, my question is, how can I change her account information so that she is the basic user, and I am the accountant user? Also, what did I do wrong to cause the issue in the first place and how do I avoid it with my next client? Any help would be greatly appreciated! Thanks, Tara
We are switching from QBD UK to QBO UK, we have multi-currency transactions so cannot use QB migration tool. Are there companies who will do the whole migration for us (not just provide software for us to do it)? Please can you let me know their names/contact details, I have been searching online for hours and cannot find anyone. Thanks
Hi, Just a quesion: How to mark the downloaded invoices as sent, printed or downloaded on QBO?Any idea? Thank you
Hello community. Is it possible to upgrade from Quickbooks 2014 to Quickbooks 2023?Please note on the help column there is no upgrade option just the update option is available.My company need to be on QB 2022/23 but its been an impossible mission so far.Anyone to help me howa to go about it.Much appreciated. RegardsC
Hi,Is there a possibility to specify the tax amount explicitly on the invoice level without using a tax object?For example, I have an invoice for a single line item for 100 and 20 of that is a tax. I would like to be able to put 20 directly there instead of being forced to specify a pre-configured tax type. Regards
I'm trying to open the mobile app to sort my mileage etc out and I keep getting - "looks like your account doesn't include access to the Quick Books Online mobile app" I don't understand.
Hello! We are a UK VAT registered e-commerce store with 3PL warehouses in the UK and USA. We have correctly been using 20% S for UK sales, and 0% Z for EU sales (exported from the UK). BUT - we have also been using 0% Z for USA and Canada sales based from our USA 3PL warehouse. That's what an accountant told us to do. Until we read the following just now on the HMRC website: 2.2 Place of supplyGoods are normally treated as being supplied where they are located at the time of supply and not where the supplier is located.Goods located:outside the UK are not exports and the supply is outside the scope of UK VAT So we now switched all USA and Canada sales from 0% Z to NO VAT, as we ship from the USA, not the UK. Thankfully that didn't result in us overpaying or underpaying VAT, but we're concerned about the future large drop in zero rated transactions due to attributing all our USA sales as 'zero rated' the last 18 months. Thoughts anyone?
Some papers and field boxes do not invert correctly
I use TAGS to keep track of each cost or expense to each client or project, I have to go back to expenses and click each one to add or select the appropriate TAG.I run the TAG report to show all associated costs or expenses connected to the client or project, if you could select at the time of adding or entering the receipt it would make life a lot easier and avoid possible errors.
Bank hol Monday payment
Hi, By chance i have found a couple of purchases that haven't automatically fed through from my bank to QBs. I have tried updating the transactions to sync it again but that hasn't worked. I have read a few other forums and it seems that i will need to manually upload these transactions. However as i only found these transactions by chance i am concerned that there will be others that i haven't noticed. Is there a way I can easily find any bank transactions that haven't automatically synced to QBs? Thanks
Hi,On my QBO i have two accounts synced - my bank account (Starling Bank) and Paypal.I use Paypal for receiving payments from my online business but i also use Paypal as a payment method to make purchases (equipment etc). When i use Paypal as a payment method the funds do not come off my paypal balance, they come out of my bank account which is set up a payment method within my paypal. However on some purchases that i have used paypal as a payment method, rather than the transactions being shown under my bank account for review transactions, they are being shown under my paypal for review tranactions, even though the funds to make the purchase are coming out of my bank account. How can with be resolved? How do i move the transactions from my paypal for review transactions, to my bank account for review transactions? Many thanks,
HiClient of ours had a recent VAT audit. As a result of this, HMRC made corrections to the submitted VAT return and suggested we reflect these in our own accounts on Quickbooks so that they align on any future inspection.Two returns were affected.In the first return, no input VAT was claimed in Box 4, although there was a purchase balance in Box 7. The main reason for this was the expenses were deemed unclaimable at that time (long and complicated story).In the subsequent return, the position had changed and input VAT was claimed related to expenses declared in the first return. As the VAT code had changed, the expenses were treated as an exception within QuickBooks, but as Box 7 had been filled in the prior return it was not populated.HMRC have corrected the returns such that the first return is a NIL return and the second return aligns Box 4 and Box 7.We need to somehow unwind and re-instate everything correctly in Quickbooks. I was thinking I would unfile both VAT returns, change th
Is it true that NO Item Custom Fields data will be included when converting a Sales Order into an Invoice or Purchase order?This is ludicrous, we use UPC as an example Custom Field in all of our products. When entering a Sales Order, obviously the Custom Field UPC populate the SO, but when converting this SO into an Invoice via "Create Invoice" none of the Item Custom Fields data (UPC) populates the newly created Invoice. We have to manually enter the Invoice if we want the Custom Fields to populate. Please help or advise.
