QuickBooks Q&A
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i downloaded mileage tracking app part way through tax year so used tracking from September but all previous car travel was credit card expense with receipts.it wont allow both previous fuel receipt from April -sept and mile tracking September onwards on expense.it wont allow part year app tracking and part year credit card statements . is it a case of not using app until next tax year and just using all petrol receipts instead?
Hi,I have two separate issues...1) I have a few transactions which are showing in my bank but not showing in QB, the balances don't match because of the. I have reset the banking link a few times now and still the same transactions wont show. Started happening around 28/12/2022.2) Up until about a month ago QB would match with GoCardless deposits exactly. I now seems to have the issue that there is a difference between the amount deposited into my bank by GC and the deposit amount in QB. In order to match the payments I have to make an adjustment where I didn't before, which isn't ideal. The amount adjusted generally is the same as the VAT charged by GC on the service charge. Has something changed recently, it was all working nicely!Thanks
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I'm getting an Access is denied message
One of our clients has asked us how to do this and we are not sure it is even possible. Google search does take me to instructions (https://quickbooks.intuit.com/learn-support/en-us/help-article/primary-administrator/set-apply-automatic-late-fees-invoices/L9jRuSrVi_US_en_US) on the American QB community forum but can we do this in UK?Thank you in advance.
Hi, my company has outstanding PAYE owing for months 4,5 & 6 in 2022. These have been bulked together to be paid off with a payment plan through 2023 as agreed with HMRC. Just looking for advice how to deal with the open invoices showing for 2022. Should I use journal to move them together under PAYE creditor account, then match with monthly payments to pay off? At the moment they are showing on invoices (in separate PAYE accounts depending which department employees were in) which are overdue. Thanks in advance
I am using QB online and I have a tourism business. I have invoiced the client for the deposit of 20% which has been paid. I managed to do that invoice but can't remember how!!! Now I need to invoice for the 80% balance. In the deposit invoice, I had it all line-itemed with each line's quantity at 20% of the total quantity against the cost per item, for example, 0.4 as 20% of 2 of something, etc.Now I need to generate the same format invoice but for the 80% balance. When I do try, it comes up with the exact same invoice structure, with everything line-itemed at 20%, but adds in the sales amount of the 80% as a line item.What I would like to do, is have the invoice reflect each line item as 80% of the total, then add in the funds received, and show the balance due at the bottom.Any help is greatly appreciated!
We sell stock products and non-stock products but QB separates them into different income accounts so we have a sub-account on the P&L - eg:Sales (which is non stock items)Sales:Sale of stockTotal Sales We'd like to stop the Sale of stock from being a sub-account so we just have one line for sales on the P&LI hope that makes sense!!!
Been like this since October even after 2 updates it still freezes
Hi,I'm in the Taxes section, looking at my Self Assessment Summary for 2021-2022. Quickbooks is showing me profit, but is completely ignoring the expenses I added manually under 'Office Supplies/Equipment' Category.Just looking for guidance on why this is (I can see them clearly enough on the transaction page, so I know they have been saved)
I produce invoices to my customers in February which covers an advance rental period for April to March (1year). Many payments are received during February & March. April is the start of my financial year and it is from then the ‘sale’ needs to be accounted for.How do I do this in quick books - I have raised invoices mid February by how do I receipt so that the sale goes into the correct financial year.I am new to quick books, I hope my question is clear ?
I have contacted HMRC today to see why i have not received a refund for the cis suffered in 21-22 tax year, but they are saying there was no record of any deductions. I thought these were automatically sent to HMRC through the FPS report.HMRC said i need to do an end of year eps report for last tax year with the amount of CIS suffered so it can be refunded to us.How do i do this on standard quickbooks as i cant find any options to go back, other than rolling back all payroll details since April last year and rerunning them all again which would be a mammoth job! Is it even possible to do?Thank you in advance
I had a free year / trial which has now finished, if I start a new contract or plan will my data transfer over or does it start a fresh?
It usually can’t find the VAT or the purchase date. But if I manually add the information, it tries to make a new expense, rather than linking up to the one i already havevon my bank account
I've taken over this ledger (my first on QB) and find that bank accounts give a message "not ready to reconcile" when I look at that function. It then says "... fix this.." which just shows a list of trans that have been changed after the rec date. On checking I see that they have been deleted and replaced by corrected trans, so no action is needed. So I'm left puzzled, how can I fix this so that QB will allow me to reconcile? Well the simple answer is just to ignore the message. It doesn't mean the rec can't be done until QB is "ready". You can reconcile up-to-date anyway, as that will bring in the correcting transactions and show the correct current balance. So why put up the worrying message that it's "not ready" when it's perfectly simple to step over it? Say something that's less of a block, like "transactions from the last rec have changed, make sure these have been allowed for in your current rec".
I write a message and hit Post. It says Correct the error. I do so (as far as I can tell, it doesn't say what the error is) and hit Post again. It then accuses me of flooding the board with duplicate messages. Thanks. And now it's done it again.
I need to recharge the VAT to a project in the accounts
hi With rental properties (UK), is it possible to have interest payments as an expense category? Appreciate they are no longer directly off setable against income but they are still a catergory on sole trader tax returns. thx
When I download an excel spreadsheet of our invoices (invoice list by date report), I get a column for memo/description. Is there a way to add a column for product/service description, so it takes less time to cross reference invoices?
It's going to be a nightmare to see which aren't showing properly yo redo.
