QuickBooks Q&A
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hi. i have just ruin a custom report for any outstanding invoices. but a lot of them have been paid and accounted for but showing as unpaid on this report? any ideas please thanks
I am a one-man band and my accounts are not fully synchronised with my bank, which is causing problems when generating invoices. Instead of sending the correct amount + VAT, it's showing a net outstanding amount which is almost always wrong. I can't see how to turn this 'feature' off. Can someone advise please? I appreciate I need to get on top of things with Quickbooks, but is there a quick fix in the meantime so my clients receive an invoice for the actual amount due? Many thanks
My company has closed down and I need to keep records for tax purposes
Current layout of Profit and Loss and Balance Sheet statements are meaningless to me as they do not help me with management decisions. i need to change the layout of these, if not in the actual program then to have them exported to excel and change the excel sheet from there. i do not wish having to do this everytime i need to make a decision, is there any way that an excel sheet can be designed so that future sheets can simply be imported into the saved format?I used to be able to design these statements to my preferences in desktop version but this facility is not available on online version. A regressive step!
I'm trying to migrate from Desktop 2021 to Online. However, I don't see a logon screen (where I presume I should) during the migration process. All I see in the 'Select Destination' area is a message that "You’ll need to update your software to access your Intuit Account here.". OK, seems easy, just run the update, not quite as simple as it seems. File Doctor fails with Error #12007. Searching the forum makes a number of suggestions, Firewall, AV, re-set updates, none of those help, I still get the constant Error #12007 here. Even tried manually downloading the update files, that didn't help. So as a last ditched attempt, I did an 'in place' reinstall. Which then needed the updates, and again, Error #12007. Running system is a Win11 Pro. So moved onto another Win 11 Pro system, and performed a fresh installation. Even after updating the new installation, I can't even get the 'Register product' screen to load, and here again I see the&n
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Hi Folks, Is there a simple way to handle HS codes within QB online? We have export invoices and have to show HS codes and Country of Origin for each individual item on any export invoice. Easy to do in our QB Desktop version but with the 'unwanted forced change' to the online version in the next few weeks, how does one handle them simply as we have QB Desktop allows me to have a Custom field for an item and we can put the HS code in that and apply the field to a custom invoice. Similarly, I have to show any EU customers EORI number on an invoice for EU customs purposes. One has to show that to have any hope of customs clearance. There doesn't appear to be any field under customers to put that information? Finally, for each order line entered, I have to manually enter the VAT code, whereas with the desktop version this information is pulled through from the customer / supplier centre i.e. I tell QB Desktop that an export custom
2 questions.1. My Husband loaned me some money for the business. I am now paying him back monthly can I claim this back on my expense's. 2. I purchased a work van on finance, do I claim this back as capital gains with it being an expensive item. Many thanks
Hello! Ive started using quickbooks to invoice for my micro business. for some reason, it has my personal email address on the invoices when I go to create one, not my business account email - but have set up my quickbooks with my business email, not personal. Any idea how to change that? TIA
I need to enter a supplier credit note, I go to New, Supplier Credit but the minute I put in the suppliers name it brings up an old supplier credit with all the items listed (in this case 59 items). I asked support and they told me that I need to delete each line, is this correct? when don't I get a clean slate - Regards Mario
How do I match quickbook online payment deposits to the paid invoices if more than one payment is being deposited at same time. Amounts do not match. Thank you.
We can only download the trip log, but we can't access the records to add further trips. This used to be a really useful feature, now it's unusable.Also, why are the log downloads based on income tax years? These should be based on the company's financial year. This is an accounting package, not income tax return software!
I have created VAT codes on QBO, as the client has moved over from Desktop, however all is correctly created and I can find no faults. However, the VAT codes that were used (that were created) do not appear on the VAT report. How can I get it to appear on the report as it is quite alot of transactions and changing it one for one won't work.
Hi,We sent a refund to a customer and included the word 'Refund' in his Refund Receipt Number box. Now whenever we create a new invoice, the Invoice Number box always has the word Refund at the end. How can we rectify this issue please?
Wont allow me to authenticate bank account again
I recently had to pay for material from a supplier, which I did via Bacs. I received receipts from the supplier and realised I had been overcharged a small amount which they have credited by cheque, which I have deposited. On my QB banking page I have the original payment and the recent cheque deposit and for some reason I can't get my head around reconciling the payment, the refund and the two receipts. Please can someone guide me?
Has anyone else just received the email below. Every email we have had re discontinuation of desktop at end June only mentions that support will discontinue not that we wont have access to it after end June:- Deadline approaching: Don't get left behindHello John,There’s only one month to go until you lose access to your QuickBooks Desktop product. You need to make sure that your next financial management software (FMS) solution is in place before 01 July 2023 to ensure there’s no lapse in service.What are my options?To continue the smooth running of your business, you must migrate your existing historical accounting data to either QuickBooks Online or elsewhere before 30 June 2023.From midnight 01 July 2023, you’ll no longer be able to access the QuickBooks Desktop product from your computer.If you want to learn more about migration to QuickBooks Online, visit here.If you're still unsure about what you need to do, you can always get in touch with a member of our suppor
hI, I HAVE RUN MY VAT REPORT AND THE FIGURE IS APPROX 2.5K WRONG. wHEN I HAVE RUN THE SUMMARY REPORT THESE WERE OLD TRANSACTIONS THAT NEVER TOOK PLACE AND HAVE BEEN DELETED. BUT THERE SHOWING ON THE vat RETURN. HOW DO I REMOVE THESE PLEASE
Updates seem to be running fine, except for one element - File Doctor. I've attached a screen shot which will hopefully help illuminate my issue. I've run through the tests identified in Get help with errors 12002, 12007, 12009, 12029, and 12031 when updating, but everything checks out fine. Anybody got any suggestions? Angus
hi my qb balance is 40.92 higher than my bank figure. i have gone through all transaction and compared to on chart of accounts and compared to my actual statements and everything matches. i have done this twice, is there a way of finding out where this transaction is please
I've bought expense items on eBay and paid using PayPal. The funds come straight out of my current account, but are showing in PayPal on QB. I'm not sure how to categorise the transactions to that my balances are correct. Probably very simple when you know how, but I've watched countless videos and am losing the will to live :-). Any help much appreciated!
