QuickBooks Q&A
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I handmake knitted items. I then pass them on to an emroider if the customer wishes to have them personalised. I deal with providing the total cost to the customer and then paying the emroiderer her set fee. How can I set this up on Quick Books?
Hello all,I created a TB report for a period of one and half year but the transaction details will only give me a half for the half year period of the second year, which is the total showing in the report as well. I expected that the full 18months sales will show. Meanwhile other ledgers will show the full 18 month detailsDid anyone have this experience or did I configure wrongly?
Hi all ... QB On-line user newbie ... 2 separate questions (though I suspect the answers may be related): When setting up a new customer, I can see the fields for Company and Contact Name, and the company address fields. However, I cannot find a field, linked to the Contact Name for their Job Title. I have got around this by putting their job title in the first line of the address ... but obviously, if the contact name changes, I will need to remember to remove the old contact's Job title form the address field. Is there an easy way of linking a Job Title field to the Contact Name field. I occasionally need to add a Customer's PO number to my Sales Invoice. I have created my custom invoice form, but have not been able to spot a field for Customer PO. Again, I have got around this issue by typing the PO number in the Description Field, once the invoice is generated, but an automatic process would be better. Any hep
I've started using QBO from 1 April and submitted first MTD return via a separate route.I now wish to align QBO to take this into account along with year end brought fwd balances, and use QBO for future MTD submissions. Can anyone advise how best to approach this please. ThanksDave
I have just upgraded to Plus so that when it comes to tax return submission, the expenses will not be taxed. However, I still need to change invoices which have already been raised. How do I do that?
When I am accepting the invitation and trying to log in to my Quick books time account I am getting the following error:Wrong LinkYou have clicked on an invalid link. Please make sure that you have typed the link correctly. If are copying this link from a mail reader please ensure that you have copied all the lines in the link. When I am trying to login to through this link (https://tsheets.intuit.com/ ) I am getting the following error:We couldn't find a QuickBooks Time account associated with this User ID or email address.Try signing in with another User ID or email address, or contact your admin. Please help in resolving the issue.
Hi due to changing tax reporting changes in 2024 I need to change my year end to 31 March 2024 instead of 30 April as my accountant has said this is the easiest way to report having your year end in line with the new reporting dates. I presume QB is aware of these changes so what I need to know is can I change my year end so my current year with be 11 months but also so all the reports will still work if I pick last financial year etc. Thank you
I am the primary admin for our clients, I need to transfer the primary admin role to the client's new accountant before I transfer the billing. The instructions indicate that there should be an arrow by Actions in manage users in order to do this, however, this does not appear in my clients accounts, am I missing something? Go to Settings ⚙ and select Manage users.Find your client on the list.Select the ▼ dropdown in the Action column and then Make primary admin.Follow the on-screen steps to approve the transfer.
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My accountant has picked up that my sales on my profit and loss are the gross figures but should be the net. How do I do this when using the Flat rate scheme?
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Information much appreciated
Hi I have been looking at both the monthly balance in my account compared to the transactions. In banking they match perfectley.. But when i go into accounting, chart of accounts, main business accountr, there are a duplicate transaction, one says "cleared" they other "Reconcilled" Whats the best way to deal with this
It still says my company name at the top etc and has retained a couple of the graphs but you can't open them etc
Hi, I'm completely new to this so forgive me. I have signed up for "Simple Start" plan, as I now need to file my VAT digitally. I have entered all my supplier invoices one by one. And also all my sales invoices. Now I need to enter any Credit Notes from suppliers. Is there a way? I tried to enter as a normal invoice but make the figure minus, however it says error. But I cannot find how to do this. If I click "+" and select "Supplier Credit" it asks me to change my plan/price. But the plan I'm on, Simply Start, says features are "MTD Ready" & "Submit VAT Directly to HMRC". So I assume that everything I need to do for filing VAT (such as credit notes) would be included in this plan. And IF I have to upgrade to a premium plan, which one do I choose? Because it doesn't tell me how expensive I need to go to activate this feature! Thanks
My QBO invoices are not saving, it is taking up to 12 min on the ipad. QBO support people cannot give me answer why.We have started to create estimates and then convert to invoices however 85% of the time this take QBO 5-15 minutes to convert to an invoice. I have called numerous time. The best answer I got in the last six months was "we are going to discount your bill." Another QBO support rep said to upgrade and that will save the problem. Both are unacceptable. We are small business with less than 4 users.Mark
My invoice numbers have missed out sequences
The new sync to spreadsheet is a great idea but unfortunately when I try to update the billing address it only updates the shipping address for the customer
Hi!New to this, so please be kind!I am using Quickbooks for a small ltd company of E-commerce sales using WooCommerce (Wordpress) as the platform. This allows for Debit/Credit Card Payments and I allow PayPal. For that reason, I sync a Bank Account and PayPal account in Quickbooks.It appears easy days I must have integrated the WooCommerce site too.... It appears to be essentially 'double accounting' the sales in that i have a huge backlog of 'debtors' with invoices to be paid if they paid via Card payment, however this revenue is also accounted for in the Company Bank Account (as it deposits weekly for example). This is essentially causing 2x revenue I have clicked on 'receive payment' in the invoice section of quickbooks, and that reduces the 'Debtors' but also increases the 'bank account' on my balance sheet, and does not reduce my 'sales' on my P&L, thus it is still there twice?In addition to that, the deposits from WooCommerce Sales to Bank Accou
Hi, can anyone help please? the qb value is different that the actual bank total. i cant see where its gone wrong. is there a way to restore to a previous date, or if not can all the transaction be removed anyhow and start again? thank in advance
Hi, it looks like on a few occasions the download from the bank has aslo had a manual input. is there a way to identy this, there on the same day and values, and what would be the best way to remove one. thanks
