QuickBooks Q&A
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Hi i uploaded older bank statements and loads of entries have come in wrong all i want to do is delete but no delete button only exclude i want to delete but how ? thanks
Absolutely unable to connect my Barclays account and keep generating an error code that non existent....
Full story, I use multicurrency, I didn't notice but the bank account had the wrong currency, then when the invoice was paid it was mismaching the amounts, but I linked them, then I realized my mistake and inactivated the bank account, then deleted it. Now the invoice is linked to a bank account that no longer exists and I am trying to undo the mess, I have created the bank account with the right details, but I need to link the invoice to the transaction, but the invoice is already linked to a transaction in a deleted bank account. Any ideas on how to fix this?
The donor reports appear to have invoices or balances, I want one where I can see just the payments received
My client wants to use the mileage feature but can't see the mileage screen because it is only available to the Master Admin.
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You can't add data to QuickBooks Online Simple Start because your trial or subscription period ended, you cancelled your subscription, or there was a billing problem. To update your subscription, click the gear icon and view your account information. (code: "INDIRECTTAX-10601")
I have difficulty accessing the Community - and Help & Support could not provide the answer.To access your own posts (and any replies), it is necessary to click on the "two-people" icon at top right of the Community Home Page (after signing in).This gives access to "My profile" and "Notifications".I use Chrome, where this icon does not appear. I even tried Chrome Incognito - still no help.Next, I tried Opera, with the same result.Lastly I tried Microsoft Edge, and, hey presto, the icon appears and I can access my posts.I don't like "Edge" - can anyone explain why this happens?
Does anyone have recommendations of other companies that have better service than Quickbooks. I have heard that Xero for accounting and Gusto for payroll have more reasonable pricing and better customer service. After 3 hours on the phone with quickbooks customer service, I will be changing to an accounting service that appreciates their customers. Quickbooks has outsourced their customer service and it is the worst customer service that I have ever experienced. Thank you for your help
why does RECONCILE not work correctly - is this a Software Fault?I know the Inputs are correct, but it will report a discrepancy. The next day it will probably show it agrees. LATER: I have read other Posts; there is a suggestion "Bank Balance" in Quickbooks includes outstanding items which have not been included in the Download. This would be an explanation, but of course is no help ......The point of auto-download is you do not need the Bank Statement! Can the software be changed?Or, is their a more sinister explanation?
I just don't understand this awful system, It will literally show me every single transaction but the one I need... every.. single.. time. What's sad is that finding and matching transactions is technically simple work in 2023, but yet it makes it impossible. I have a receipt for £11.50, If you ask it to look for all transactions between £11.50 and £11.50 you get nothing, You ask to look between £11.49 and £11.51, you get nothing, you ask between £11 and £12 you get LOTS but yet.. NOT THE ONE I NEED £11.50 yet £11.50 can be found in 2 clicks through my bank transactions..it's right there in Quickbooks. it's the same story with the dates, for example my invoice was £11.99 but the actual transaction out of my bank ends up being £12.79 so instead you search the exact date and you keep getting "Invalid Dates"... like what do you mean invalid dates!?! and when it works the one transaction you expect to see from amazon that's a possible match IS NOT HERE... Ho
I've only been using QuickBooks Online for a week. I set it all up, spent hours getiing all the balances etc in. Although it took a while I got the bank connection to Starling working but now it's stopped and after disconnecting and re-connecting a million times the bank balance no longer matches what QB has (!). Do I have to purge the company and start again?After 3 lengthly conversations on live chat I was eventually told that "lots of people" are having problems. Is that the case? Have I been sold a complete pile of trash here?
We pay our water bills on a monthly DD. Sometimes the account is in credit, sometimes in debit. I've just created a new "cash at bank and in hand" account to track payments and bills. Unfortunately, I entered the wrong opening balance and I now cannot correct it. I entered the opening balance as a positive number when in fact it should be negative (just reflects the position at the start of the year) I followed the process in the help, found the (only) transaction in the account and edited. However, when I save I get an error "! Enter a transaction amount that is 0 or greater" So, how do I enter a negative opening balance?
Hello,I have a Quickbook database in Euro, with suppliers and customers in GBP and Euro without having activated the multi-currency function.So far I have been converting from GBP to EURO manually before my entry in Euro.I would like to activate the multi-currency function for the financial year 2023 but I have questions about :- Will it have an impact on my GBP customer balances?- If my customer account was set up without currency, and it will be in GBP in the future, but the transactions generated up to now were in Euro, won't this make a mess and convert everything?- I don't see the field with the conversion rate for importing with a rate that you chooseIs there any other risk to activate this function with an already existing and running database?Thank you for your help.Marion
I'm doing some associate marketing work and wondering what category(ies) I record transactions under, where my business pays initially, then bills the customer for? For example, social media advertising; subscription for survey platform. What category do I list the items under? Many thanks, Emma.
Hello,We have been running two separate company files for many years. They are reflecting two quite separate branches of the same company. Currently we use an Excel sheet to combine the two accounts for the purpose of tax, audit, etc.We'd like to combine these two companies files now while still retaining some separation which would help with day to day financial management. I was thinking of something as simple as an additional hierarchy level in the charts of accounts for "Branch 1" and "Branch 2" with all the accounts below their branch and something similar for customers, etc.I believe there is no automatic way to do this and also no third party tool available. But can I somehow export all data from QB Desktop into Excel or another editable format? I imagine I could then use VBA to go through all the entries and combine the companies, create the new hierarchy and import the resulting files back into QB. Thank youChristoph
Hi, I want to move from Desktop to Online. Once I have opened an account for online do I need to enter anything other than the Company Name. Is everything else moved automatically. I did not know whether I needed to enter any other information. It does not state this answer on the Instructions for moving to Online.Many thanks
Customers email address is correct but not accepted by Quick books, the only issue I can see is their surname is O'Brian and the apostrophe is included in the email address
Barcalys personal bank
I run a number of information based websites which I sell advertising space on, and I purchase content for them from freelance writers in an ongoing fashion (articles/posts). For the first time I'm moving from needing to state a catch all one figure 'expenses' on a simple tax return to a full Self Assessment where there are more categories for expenses. This is the only expense that I'm unsure of how to appropriately categorise. Is it best placed in 'other business expenses' or elsewhere (allowable expenses categories here ) I understand that this box is typically more often used for smaller expenses though I could of course explain more in 'additional information' . The only other options would be 'advertising and business entertainment costs' (my thinking is that this is typically specific material to advertise a business, such as say newspaper ads and a promotional website - rather than the actual main website itself) and 'phone, fax, and other office costs (but
