QuickBooks Q&A
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I need a way to delete multiple Unapplied Payments in Quickbooks each month. Let me explain. I have started using a scheduling tool to manage my customers bookings. Customers use the App to book our services and this tool automatically creates and sends invoices and copies everything to Quickbooks. All my customers pay by bank transfer (UK) and Quickbooks automatically matches customer payments to the correct invoices - all good! However our customers see their invoices in the scheduling app so I have to manually park them as paid in there once the cash arrives in the bank. By marking them paid in the App it automatically adds the amount as received and copies this to QB - creating a duplicate payment (even though no additional cash has been received). I need a way to manually remove Unapplied Payments in bulk (I know I can do it one at a time). I hope all that makes sense.
For example, I bought a tool, but paid for it over 3 months. Is there a way to link the 3 separate monthly payments to what would be one purchase / item (Expense)
We previously used the Supervisor Cash Account for expenses, we have now set up a Supplier Account for our Manager and she will be claiming expenses this way. But I have a credit in the Supervisor Cash Account that I need to transfer to her Supplier Account. Any ideas?
WE have logged a payment and a Cis amount and both amounts add up to the invoice amount but it still says the amounts don't match invoice amount
I'm trying to manually change an employees tax code, I access the employees tax information, press the pencil icon, enter the new tax code and press save. It doesn't save and if I hover over the exclamation mark a message pops up telling me what a tax code usually looks like, however it refuses to save my entry regardless of the code entered.
Can someone please confirm that the estimated tax shown on my home page is an estimate of what I will need to pay at the end of the year and not the tax on what I have invoiced so far.Thank you
Hi,I seem to have accidently changed the VAT rate for an income entry in 05/07/2021 the other day when I was on a differnent VAT rate as I didn't set the range correctly when sorting.It now won't let me change it back as it says it was filed. I don't believe it was as I only started filing my VAT from August 2021 in QB.It now brings this up as an exception my current VAT quarter for May2022 to July 2022. Just a bit puzzled by these events. Why would it let me change it if it was already filed then not let me change back?Shall I just submit it anyway and ignore it as its only a £70 entry (£7.80 in VAT)? Or should I try adjust it and take off?Many thanks,
Recently, my customers have (quite often, but not all the time) not been getting QBSE UK invoice e-mails resulting in delayed payments. Not because they are delaying it, they think I haven't sent an invoice. This is causing cashflow problems and even bank charges for me as a delay in funds makes me unable to pay my own bills. Also, some of my invoices, instead of having my company's name on it as it has done for years, it's now showing a riducuous looking "MY OWN PERSONAL NAME's company". To put it in context it's like a Tesla invoice now saying "Elon Musk's company". It looks really daft and it now seems to be the default name in the invoice e-mail message and the company address in the invoice??? Why is it doing this and also what is the problem with invoices and when will it be resolved? Thanks.
We were late submitting a VAT return due to an action message preventing us from filing a return on time.HMRC gave us an estimated VAT bill to pay which we did.We have now solved the issue in Quickbooks and the VAT return is now ready submitting.The estimated figure we paid is lower than the correct amount to pay in Quickbooks.We do not want to submit the Quickbooks return without removing the amount we have already paid HMRC.How do we proceed.
Good Morning. I am having an issue trying to record a received payment from a parent company of several of our sub-customers. I have recorded combined payments in the past, but this is an option I just started to implement a few weeks ago. After reviewing the sub-customers' account settings, I cannot see any differences between them, but it seems like one of sub's newer invoices are not showing up to receive payment from the parent account. The sub-customer option is selected, and the Bill parent customer option is also selected. The parent company is just a "Payments Only" placeholder account, in order to not confuse my staff from creating any invoices under that account. We bill several locations of the parent company for our services, which are then processed and sent to their corporate A/P department for payment, which are then combined on one check. Previous to using the Parent option, I would log each payment individually to undeposited funds, but this is much more cumbersome, an
Hi, one of our clients is making sales exports outside of the UK & EU, so the VAT treatment is outside the scope and so No VAT but I still want the sales to pull through to box 6 on the VAT reports. Is there any way to create a VAT code that just pulls the sale through to box 6 without pulling the sale through to box 1 or 2 as well? or will this have to be shown through adjustments on the VAT return? I have tried creating a custom VAT code but this will add VAT of 0.00 to box 1 or 2 as well as the net going to box 6. Thanks
Using the QuickBooks Self Employed app, does anyone else get this message on the Transactions tab? It appears in a red box at the bottom of the page (see the attached screenshot). When it first happened I would tap on it to clear the banner go about my business within the app, but then when navigating back to the Transactions tab it would appear again. This then seemed to cause me some problems so I had to delete and reinstall the app, upon which I've since ignored the banner. The app seems to be running OK otherwise. All this appears to affect is the transactions feed. It never updates in the background as it should do, so I don't get notifications about new transactions. If I know that a transaction has happened, once I'm in the app I have to refresh it a couple of times for the transaction to appear on the feed. I'm using an iPhone updated to iOS 16.02 and the latest version of the app, and a HSBC current account. Other business accounting apps I've tried and am curre
Please can you advise what is best so we can automate the cash flow planning and see real time results , and use one set of budgets on quickbooks that fire into the cash flow.Objectives for softwareFor each companyCreate a budget for future periodAdd in capital expenditure and loan repayments etcCombine forecast with existing debtors and creditorsShow projected cash flow forecast.Show projected Profit and lossShow projected Balance sheetAllow for VAT repayments quarterly and collection of gross sales, and deferred taxation paymentsReport on budget v actualThen combine cash flows forecasts from 4 companies to one consolidated cash flow to show group cash flow.This would save a lot of time each month and give me better information Please let me know what software solution you would recommend ?
hi,I'm new to QB so forgive me if this is a newb question.My sole proprietor limited liability company uses a WISE (formerly Transferwise) bank account. Like Monzo bank's 'Pots', Wise has 'Jars' which allow you split up money to more easily budget for things and/or keep money separate from the 'main' operational account. For example I have jars to store my VAT when collected so it is ready to use when VAT is due, or same for pension contributions, company tax, etc - or I have jars for annual software and other subscriptions that I put a little towards each month so when the subsciptions are due I have money set aside for them specifically.My WISE account is connected to my Quickbooks online.When I move money from the main account into a 'jar' I have currently set it up as a rule - Transaction Type = Expense, Supplier/Customer = blank (no info inputted), Category = VAT or Subscription, or xxx (whatever the purpose of the jar is) as a 'Sub-Account' of the main account, VAT = Exempt (0%),
We have created a method of raising invoices from our phone billing (we sell IP phone systems etc) and are able to import them into Quickbooks Online. I'm trying to find an easy way of automating the sending of those invoices once within Quickbooks? Does anyone know a way of doing that?
if I manually try to find a match, there is nothing there for that supplier, the invoice has already been marked as paid
Other post say click the "unfile" button , but there isn't one.
