QuickBooks Q&A
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Morning I've recently switched to Quickbooks online. On creating Purchase orders the only way I can see to add a delivery date is to create a custom field and then it is simply a text field rather than an actual date. Am I missing something or is that all there is currently? I currently run a report in desktop of outstanding orders by delivery date and so I am assuming this report is no longer available, which seems a glaring omission if it is. thanks
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Having put in the dates (the last 6 months) and selected Weekly, QBO defaults their Week to be the US norm of Sunday to Saturday which confuses the results. I can't see anywhere that I can change this to the more normal UK version of the week. Any help would be appreciated.
I was trying to import a load of bills (csv file taken from a huge statement, have all the invoices so no problem there) but all invoices are for different projects which we post to 'Class'. However, there is no column or map to for 'Class' Half-arsed or what??? Like wise QBO does not have a standard Aged Creditors that lists each Supplier and totals for 30 days, 60 days etc in detail. Surely that's a basic accounting necessity??
We use Zettle to record cash sales as well as card payments on the door. Recently we refunded a cash payment of £5 on the door.This created a Credit Note in the accounts during the daily automatic import to QB from Zettle rather than a simple entry to Zettle refunds.Since then every single import from Zettle to QB has created an payment to the same amount and an invoice to balance the amount in an account "Unapplied Cash Payment Income" resulting in multiple spurious entries and spurious "sales" of that amount every time.Clearly this is a bug as the original refund should simply have been recorded as such.How do we resolve this to stop any further spurious entries and correct the Zettle sales figures?
We've already submitted CT600s for clients with financial years ending 31 March or earlier, except for one... When can we use Pro Tax for those with years ending 30 April 2023 and later?
My invoice layout appears to have completely changed for some reason, and the new layout looks nothing like my old invoice layout, it is missing my bank details, the Qty of goods sold to a customer, the font is different. I have not made any changes to my layouts and when I go to the Gear Icon and Custom form styles, the layout looks exactly like my old layout, so why is it printing a completely random layout when I go to print an invoice?
How do I set up a company in QB Online that is not VAT Registered as it is a Charity?
In attempting to set up my first rule I have mistakenly applied it and got the wrong outcome. I wanted to assign cash bankings from the bank link by a rule but have sent a bunch of transactions to Sales Income rather than Deposits, which I think would have permitted me to choose an account.I can do a journal to switch accounts but that leaves the sales transactions in place.I could delete the sales transactions and manually input the deposits to the right account but what effect would that have on bank reconciliation?Is there anyway of rewinding things back to before applying the rule please? ThanksDave
Our supplier asked for a deposit of £300 upfront. They submitted a bill for less than that and refunded us the balance direct to the bank. How do I show this in QB?
Even when I try in an incognito window there is no listing
I am using tsheets to log time and Paysuite to manage payroll from within QB. tsheets integrates OK with QB online. The time entries come through to QB from tsheets. There is an option in QB called 'approve time' from the + button. When I select this option I can select individual employees, review their time and approve. Once the time is approved I can select "accept and create invoice". When I create an invoice from QB I get an option to add a time record and invoice it. This works nicely. When I want to run payroll I select the 'approve time' option again and chose "accept and run payroll' option. Nothing happens - this button is dead. I tried calling QB who have advised that it is not possible to run payroll from timesheet entries. They explained the US version works but not the UK version. It seems like a bug in the software if it shows me the button 'accept and run payroll' when in fact it can't run payroll.
I have an HSBC kinetic business bank account which I'm trying to connect to the QuickBooks app
I'm having issues with the rent I pay for my workshop categorised under Rent/Utilities/Insurance is classified as a disallowed expense. This certainly isn't right bu HMRC rules, and as my single biggest overhead expense it's difinitely a problem I need to solve. It seems other people have had similar problems but I haven't been able to find any kind of solution. Thanks.
I would like to close payroll for a UK business. As far as I can tell from similar questions asked previously, the response has been 'Quickbooks can't do this - you need to use HMRC's Basic PAYE Tool'. As a side point, I really don't think that's an adequate response for commercial payroll software. A bit of feedback to your management: my trust in intuit and likelyhood of using yourselves in future is significantly impacted by being told you can't expect intuit software to handle common scenarios in a business lifecycle. But so be it. What I need is for the 'you can do it in HMRC's tool' advice to be unpacked a little. HMRC's tool doesn't appear to have any tools to import from Quickbooks. So how can I do a submission without manually recreating all historical payroll data in their tool? Or is the suggestion that I should mark employees as leavers in Quickbooks, run a payroll to generate their P45s, then somehow run something in the HMRC tool that doesn't have any actual payroll
