QuickBooks Q&A
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I'm using QB Self Employed and I'm in the UK so the default email message sounds too American and not something I would say as a British person. I need to change it, but doing it every time for every invoice is a real waste of time. How can this be permanently changed in QBSE???
I have recorded the daily sales as described in the quickbooks help (see link below) but in my business overview it now shows my total sales as £0.00 for 3 months of trading Is there any way to alter this as it looks incorrect? Record your total daily sales in QuickBooks Online (intuit.com)
Hi I would like to make notes on a customer account to show when I've tried to contact them to chase payments or when I've left messages on their voicemail etc without this being visible to the customer (so it doesn't go show on any invoices or statements etc). At the minute, I'm putting these notes within the notes section under "customer & leads" and then in the section titled "notes" - shown below. Could you please tell me if this is the correct place to make internal notes or should I be putting it in another section? Many thanksLauren
Hi, My client has recently signed up to Quickbooks as he has become vat registered. I need to put in a pre-registration claim but other answers have involved creating the vat return to pick up past data, as it is a new QB account there is no past data. Is it possible to do a journal or adjustment to increase the amount of VAT claimed back? If not, how do I deal with this, the amounts have been filed with HMRC in last years accounts, vat registration falls in line with the first day of a new financial year. Please help deadline looming!
Hi,I hope someone can help me, I'm finding supplier refunds really difficult.My refund is as simple as it can get: item that cost £28.99 (VAT included). Sent it back, refund of £28.99 two weeks later in my bank account. Boom. I have followed the instructions online:Step 1New+ and chose SUPPLIER CREDITSupplier Credit (Added the original supplier and the correct date)Entered the correct category, description and VAT (20%)Saved Step2Then according to the instructions, I don't need to do step 2/add the deposit because my bank account is connected and I can see the transaction. The credit did not automatically match to the refund which I hoped it might. Disappointing. So, I then went to New+ and chose CHEQUE I added the payee which brought up a box on the right which says "Add to cheque"When I click add on the credit, another box pops up which says You cannot add a credit for a supplier without any open billsPlease can anyone tell me where I'm going wrong? I use QB
I have recently set up my company so there are a fair few initial costs which I have paid for myself. I understand that I need to create a Director Loan to be able to reimburse myself for these costs. Do I list each expense e.g. insurance as an expense under transactions first then create the journal entry? or just create a journal entry of the expenses and list them there. If I do the later how do I add on receipts?
We paid a supplier twice for the same invoice. How do I process the refund? The overpayment was sitting on the suppliers account as a credit value (I had to process to balance the bank account). As we do not use this supplier regularly the money has been refunded to us. Quikbooks says I cannot process the cheque back into the account without an open bill. We have put a duplicate invoice on the account to clear the balance, however this has obviously duplicated the cost in the chart of accounts. Why are supplier refunds SO complicated in quickbooks????
How far back are we able to run previous years payroll reports for ex employees? Is it possible to access over 5 years payroll information for previous employee?
Anybody know how to get the transactions to sync to QBO
Hi, I've set up 2 staff members for student loans repayments - plan 2. First month it took out the correct amount but on the 2nd month it took 10 times the amount that should have been. Can anyone advise how this can be amended? Many thank, Louise
Please can someone let me know of a Workplace Pension provider where you do not have to log in each month to pay the contributions? I currently use NEST and Quickbooks to make the submissions but I still have to log in to pay by Direct Debit which is time-consuming. I'd a provider that just takes the money from my Quickbooks submission.
Ok might seem like a basic couple of simple questions but: 1: If I drawn money out for my personal income what category is this classed as?2: If I buy something for the company like a laptop or printer etc for business use is this expense classed as a 'asset' Thanks in advance
We run a multi outlet marketplace, payments are all collated by a single source then we get a payment on a weekly basis as a lump sum (for us then to pay each outlet separately). This single source, takes a commission and this is already taken off the payment that's sent to us, how do we record this in quickbooks?
I have had the same issue, but have managed to reconnect using the exact same process EXCEPT that i did it through the 'manage connections' option in the drop down on the banking page. worked for me! Its in the 'link account ' menu top right.
