QuickBooks Q&A
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My desktop version of Quickbooks shows a bank balance 409.99 more than the actual bank balance. The mobile version of quickbooks shows a bank balance 171.77 less than the actual bank balance. Both have been updated at the same time. I thought it was supposed to be cloud based so the same figure would show on mobile and desktop.
Hi All, The bank register has a balance that is £1 different from the bank rec. Bank rec matches the bank statement but there are no unreconciled items in the rec window or in the register. Any ideas how to fix this, been on the phone to Support for 45 mins and they cant help. The accounts for the year have been filed but I dont want this issue to follow the ledger going forward, Id be happy to journal it out but dont know how without affecting the bank rec that balances?
I only want our buyer to be able raise purchase orders and not be able to to see any payroll information, how can you do this?
As of a few days ago when trying to upload receipts to a transaction I get a message stating: Upload Error, we are unable to upload your receipt please try later. I'm using the QB self employed app on an Iphone Desk top does works but it is not practical to email every receipt to my laptop to have to upload to QB
Hi Does anyone know what Intuit mean when they say they are discontinuing Desktop, are they removing the whole package or just stopping support? In previous years I continued to use versions of Quickbooks desktop without support and had no problems in keeping it up to date with help from our accountant when regulations changed. If the whole package is disappearing does anyone know of a straight replacement for desktop as the online version is rubbish by comparison and does not have the functionality I need. Maybe they will sell it to a third party?
Hi. I have been using QuickBooks Self Employed since last June. I have enjoyed using the email receipt feature. However just lately I am having problems with it. I have spent a huge amount of time on the chat feature and I am no further forward. I thought I would ask for help here as a last resort. When I forward an email with an attached receipt is highly likely to be put into further action required section. The supplier date and amount boxes are all empty and the uploaded PDF is empty apart from a pair of brackets [] Just occasionally an email receipt will be recognised and correctly filed by QuickBooks. Online chat have reset my receipts email forwarding. I have tried logging in and out of the app and the desktop. I have reinstalled the app and reset phone. I have tried viewing QuickBooks through a private browser window. All to no avail. Any advice would be gratefully received. Thank you Paul
Hi guys,Recently my invoices have not been received when I have forwarded them over email. I have checked the email address is right but otherwise I can't figure it out.I tried to get help through the online chat earlier but after going through all the questions the guy told me he couldn't help as I was on the self employed package and to try messaging on Facebook. I've tried that and had no response so I'm feeling pretty close to just switching to another provider if this isn't an easy fix!
HelloWe have to re-authorise our bank in QB's which we do every 90 days no issue. This time however we have tried multiple times and it goes through and says connection complete, big green tick, then we get it say "this account stopped syncing because there's a new way to connect it" And when you press reconnect which seems to be the only option it gives you, it just asks for the same info and the same thing happens.We have tried using incognito browserWe are with Santander if that makes a difference.I really don't want to disconnect and reconnect as I have some items not matched that I'm not ready to match as yet, and always have some unmatched because of the way we process things.Help!
Hello all, I signed my company up for google workspace recently and they send a small sum of money (between 11p and 35p I think) to verify your bank account. As yet I haven’t made my first payment to google for the workspace account but I am wondering what I do about categorising this 33p they sent me! 😂Has anyone had any experience with this before? I don’t know if google take the money back in the first DD in which case I’d be inclined to just leave it uncategorised until first payment. Seems a lot of worry for 33p but maybe someone can shed some light on this for me? Many thanks in advance
Hello, I am currently using Quickbooks to take pictures of my receipts and match them to bank invoices. If for example I take 10 pictures of receipts, I then go onto my receipt tab and 'create the expense'. I then go down my bank account and match the receipts to the bank via the match function. If I only match 9 receipts is there any sort of reporting tool or way of noticing that there is an unmatched receipt/expense just sitting in Quickbooks? Thank you, any help is much appreciated.
Hi, I've attempted to get help via chat, but struggled to get a definitive answer. I'm looking to integrate Gocardless with Quickbooks. I understand that existing mandates can be matched with customers, but regarding the active Gocardless plans / subscriptions, should these be cancelled to avoid charging the customer twice?
Hello, help on changing an employees pension scheme would be very helpful: When I attempt save the the employees pension as the new SIPP i've added I get this message:'You cannot change an employee's pension scheme once they have been paid in the current tax year.' When i attempt to change the existing pension details I get this:'You can’t change your provider type after employees have started paying into the workplace pension.' Both Nest (existing) and Interactive investor (new pension) and pension advice service say an employee should be able to change their pension at any time. Frustrating, any help would be very much appreciated. TIA
Hi, has anyone else had their drop down options vanish while trying to create an invoice? just happened in last few days
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I inadvertently showed the end date for the bank reconciliation as 1/31/23. I need to change it to the correct date 12/31/22. How do I do that?
It's telling me I've lost connect to one of my accounts, but wont let me do a new verification. It's not even showing me a total balance on the account that is still connected. When I click on the link to re-authorise the account (which should be ok until 14th March) nothing happens. Very frustrating - especially as I cant find anywhere to report an issue. Any helpful suggestions?
Hi,Our client receives approximately 10% of the full order quoted as a payment on account. The order is often not fulfilled for 8-10 weeks after due to the nature of the product and at this point they invoice the customer. I have Quickbooks set to cash accounting for VAT, but my problem is that, say the QE 28.02.23, they received a payment, deposit, or full payment, in February but the invoice was not raised until mid-March, Quickbooks is not recognising the payment received until the (later) invoice date and is therefore not accounting for VAT on the payment received in the correct quarter. How do we get around this? I can't believe Quickbooks is not recognising sales payments received per the receipt date when set to cash accounting rather than the invoice date.
Hi We are moving our payroll to QB Payroll and need to submit the FPS and need to ensure that duplicate records aren't created with HMRC. At present we don't use payroll numbers but can see from QB Payroll these will need to be generated. From reviewing online it looks as though HMRC provide an automated way to change payroll IDs in the FPS. It says if we want to send a new payroll ID, QB Payroll must send 'Yes' in a 'Payroll ID changed indicator' for each employee. Where is this functionality to do this in QB Payroll? Thanks Nicola
Gosh, i don't find QuickBooks at all clear at times. So sorry if this is a simple and dumb question.My accountant charges me a monthly fee for doing my end of year accounts/coproration tax, so when i pay this, how should this be recorded in Quickbooks. He told me to put it down as "accounting" and add 20% VAT. But in QuickBooks there is nothing that says "accounting" Is it an expense or something else? Or do i create a new category under expense? And yes, i could ask him, but given that was the response i wanted to check with experts here. Thanks.
