QuickBooks Q&A
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I am struggling to grant access for the full 'Projects' function to our project managers - enabling them to see the 'overview' tab of a project unless they are granted full admin access as a user - is this correct as sounds to me a little obsurd? We have upgraded the system to Online advanced as more access rights can be granted - however the projects 'Overview' tab is missing unless absolute full access is granted - thus making 'payroll' accessible to those individuals also. All options exhausted here and unless admin all a user can see in projects is Transactions/Time Activity and Project Reports? Any thoughts very much welcomed!!
Im trying to use project for the first time. I enabled it in Setting. But when I clicked on the Project tab I get the error message above
How do I move a Category to Income. I have labelled a category and would like to amend it to Uncategorised Income.
Hi, I've just started using the QB sole trader package and trying to set it up, I am used to QB 2016 Pro the program still works but it now will not let me email out of it (now unsuported), the sole trader package doesnt seem to let you make any changes to anything, so I am asking if its possible please, or i'll have to find somthing else
I have an XL CSV file from Sage 50 of my 851 stock codes. When I try to import into QB it says I have to denote a "type" for each code when I map it. There is only the option of Service or non-inventory on the drop down and no option of "stock" as a type. Any ideas as everything else fine ? Thank you.
Do you ignore the fact it says payment date and then put in the invoice date, ie an invoice dated January, and then paid in February, do you enter this as a January invoice? If entered for the February payment date, then the vat will be claimed in the wrong month. But then when you look at the supplier, the only column showing is the payment date which won't be correct either, for the above scenario. What do other people do please?
Just to confirm this is a new employee who isn't yet set up on payroll
can clear year imbalance by one credit but this shows as a random un-allocated credit with 14 sales invoices still showing outstanding balances. Trying to avoid 14 credits !
I have checked Quickbooks tutorials which state that there is an unfile action but I am unable to find it, its not where it should be!
I have run my October payroll and am trying to create a payment file for Natwest Bankline. I have entered my bank account details into the Payroll payment settings and when I click Download Payment File link I can generate a .csv file. When I try to import this into bankline I get the following error:Has anyone seen this and resolved it?
I have just come from quick books self employedI have inputted my FRS code and turned it on in the settingsWhen I start to categorise my transactions it shows this error:"Were sorry, QuickBooks encountered an error while calculating tax. Try reselecting the tax rate or reentering the product/service item and saving the form again." When I pick a different rate is works but returns this error when I select the FRS rate
When I try to upload a CSV file of old transactions I get an error message to say that it hasn't worked. Any ideas how to resolve this please?
The cost of sales column on the report appears as blank - how do I get the report to show cost of sales ??
I have a lot of invoices to issue and I would like to issue all of them at once, using an Excel file with the necessary information. Is is possible?
the connection with bank blocked
I am struggling to run my first payroll. I have a director only limited company and have set my earnings to be below the income tax threshold. However, when I go to run payroll the payslip is showing a PAYE tax deduction. How do I rectify this? All the settings seem to be correct according to other threads and help documents. Any help would be appreciated.
I've tried clicking on the Sort drop down arrow, changing the default setting to 'name', clicking sort again, but nothing happens
Can our customers pay our invoices by credit card?
