QuickBooks Q&A
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Mileage tracking for Ltd company
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Does anyone else experience these. Am on essential
Hi I use QBO for our business accounts. I have received our annual accounts back and as part of this i have been provided with the opening balances at the start of the current FY. I need to generate a BF Trial balance / balance sheet on my QB so that i can do an adjusting journal to restate the balances to the ones provided with our year end accounts. I cant find how to do this ANYWHERE! Obviously i have the option to generate the report @ the first day of the financial year, this is just not sufficient due to transactions inside that day causing balance discrepancies. Surely someone else must have had this problem? Thanks in advance for any help anyone may be able to give me.Kind regards
How do I run an average days to pay report in QB on line, please can anyone help me
I am an actor and various deductions are made from my performance income (agents commission, VAT, pension scheme, fitting fee etc) and I can't see how to apply these in QB Self Employed. Any help available?
I quialify for employee allowance and yet quickbooks is not adding this in so I have overpaid HMRC. I have ticked the correct box in settings. Month 2 has been the only month where 2 employees have been due to pay NI (all other months it. has just been 1 employee) so QB allocated the allowance that month, but hasn't for all others. Can you tell me if I need to do something else?I spoke to HMRC and they said as long as 2 employees paid it once in the year then we qualify. Thanks
How to set up commercial invoice uk
I use qb self employed and new tax year has begun, yet with some customers I invoice weekly, invoices as of today 7th April, link to the previous tax year not the new one, so I show as no income for new tax year. Not see any options to amend, reaching out for help please, have I made an error? Thanks all in advance, first time for everything
I’ve just received payment for some work I did last financial year; I’m sure there’s a simple solution but I can’t work out how to attribute the payment to the last tax year… This seems like it’s probably quite a common occurrence at this time of year, can anybody help?
Does quick books charge extra to produce POs?
Quickbooks helpdesk have looked a couple of times too and cannot see anything wrong.
For some reason, every time I connect a bank account to bank feeds it imports transactions for the entire year. I set it up to only bring transactions over from a specific date (for example, July 1 2022), but it imports transactions for the full year. How do I correct this? Even if I go back and delete the extra transactions, they are re-imported the next time it syncs. Any input would be appreciated.
Hi, I don't know if I am the only one that has had this issue but ...... in reconciling a clients bank account, I have discovered that they have matched two Quickbooks transactions (identical receipts for two different invoices) to one single bank transaction - this is an error and the bank rec has confirmed this (although it took me ages to find). Whilst I can see that there are legitimate reasons why multiple QBO entries may on occasion need to be matched to a single bank entry, you'd think there would be a way in which QBO could report back (when it happens) that the total of the matched transactions is more than the bank transaction itself and either flag this up as a potential error or otherwise something that should be noted in a bank rec (in this case the QBO matched transactions had twice the value of the bank transaction). Can anyone out there please offer any solutions to either finding these sorts of things easily and/or fixing them ?
hi,hope someone can help as quickbooks helpline cannot.we migrated from quickbooks standard payroll to advanced and i am attempting to add payroll history. I was led to believe it would be a cut and paste situation but it is not, i am faced with trying to understand and add NI information that is broken down into LEL UEL and lots of other categories I didn't even know about until I had to google them. anyone have any good tips or can tell me where I might be going wrong because i have spent all day on this and need it done :(
Hi thereI've been trying to follow the advice for being able to detail a discount on my customer's invoices but I think that it will be different (or not offered) with QB Self Employed. Can anyone let me know how I can achieve this?Many thanks
Email addresses are correct, but when i post invoices the system responds "delivery issue" email bounced - Why?
I'm considering using the self employed app, trying the free trial version at the moment.Love the mileage tracker and receipt snapper.However none of my 4 clients want me to send them invoices, so as it seemed you needed to email an invoice for it to be recognised, I sent them to my own email address and manually marked them as paid.However no income is showing up on the Dashboard, just my expenses.Does my bank account HAVE to be connected for the app to work properly?Thanks.
I account for VAT on a cash basis and moved over to Quickbooks Online at the beginning of a VAT quarter but before the previous quarter had been paid.My accountant suggested an opening balance on VAT control to account for the outstanding liability but now I need to record the actual payment to HMRC and can't see how to do this. Can you advise please? For subsequent quarters I believe it should be straightforward as the VAT will be accounted for within Quickbooks.Thanks very much!
Hello, I've just launched a small candle business and am currently trading as a Sole Trader (not VAT registered). I have a Shopify website but I am confused how to deal with invoices and Shopify fees. Do i need to manually create an invoice in Quickbooks every time I make a sale? Do those invoices have to be emailed to the customer from Quickbooks before I can mark them as paid? How do I account for the shopify fee? I think it might be easier if i use Quickbooks online but I am able to use that if I am not VAT registered? Please help!
