QuickBooks Q&A
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I am running the standard budget v actual report with variances in QBO. Where expenditure is greater than budget the variance shows as negative (red) which is fine, but on the income side where the income is less than the budget it shows as positive (black), whereas as it is adverse I would expect it to show red. Am I missing something?
Morning I have been going around in circles to find a way to export the list of Uncleared Transactions 90+ days that is provided to you within the accounting review tab.I found an answer which means to go into each bank account etc and reporting the uncleared transactions. But that is fairly time consuming if you have a lot in the original report.Is there a way to export the uncleared transactions through out the books that is provided in this section? I have attached a picture of the section I mean for reference. TIA
I understand that HSBC Kinetic is a relatively new small business account, but there seems to be a hold-up somewhere between them and QuickBooks. I would have not subscribed to the service if I knew this beforehand. I assume many small businesses are just as frustrated as I am. Hopefully this will be solved soon.
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Hi,I have weekly timesheet for various resources for past 12 months on 20 projects, the resources cost rates are changing/updated for every 4 months, Please let me know where I can update the recourse cost rate in QuickBooks Pro 2020 to get the time cost in job profitability report.Thank you,
I am new and using QuickBooks Pro 2020, I have fixed employees hourly rates for every year, which I want to apply with time sheethours to get labor cost in job costing, (its notional cost which is added with other part of business cost). this time cost is not bulliable to client. the difference between billing and time cost is my job/ project profit. Payroll goes on actuals cost which I do not want in project job costing. Above timecost less Payroll cost and other business overhead cost is our business contingency. I need help in posting / entering fixed employees rates for all jobs for a year in QuickBooks Pro 2020.Thank you in advance for your kind help.DellGon
Does anyone else have this issue? I'm a sole trader, not VAT reg or anywhere near it. But my clients are nearly all institutions, archives, museums, Universities, so their finance departments all use PO nos to pay me. To be honest, it's the most basic, critical feature of nearly every invoice I send, and I can't understand why I can't add it! What's extra annoying is before upgrading from the Self Employed sub, I specifically asked this question of the technical support and they said Simple Start could add this. Am feeling conned right now!
You guys always refer to related posts. So - any chance you can answer the questions I posted earlier? It's now 7.36pm........I've been contacting QB customer support since 4pm for the same simple questions.The customer support people are utterly clueless; and the 'moderators' here seem to like crop-dusting............addressing emails without actually providing any answers.
Hi All, I'm in a trial with QB right now.Trying to set up a COA.1. Can't find a way to see the pre-existing numbers or lists of accounts created by QB. Is there a way to see this? (none of the articles I've found or been referred to are any help). 2. The instructions about 'turning on numbers' within the COA to see what accounts QB has randomly assigned to my transactions/vendors do not actually follow the way the website works. Eg, batch edit, show numbers. The only numbers which can be turned 'on' are VAT numbers, NOT coa numbers. I'd appreciate your help.
I am unable to reconcile any transactions where I receive money (from this instance from Worldpay but it could be any merchant service/payment gateway type provider - Shopify, AMEX etc.). The problem I'm having is that if there's an amount hitting my bank which is made up of 3 payments it's fine. If it's a negative amount and contains refunds then that's usually fine. But when there's money coming into my bank account, but the total contains a refund there's no way of matching. The example below showing the transactions that make up a £715.45 payment into my account: 416.50 GBP161.50 GBP-102.00 GBP 128.95 GBP110.50 GBPTotal: £715.45 The positive value transactions are all there, but the £102 refund is nowhere to be seen. Things I've tried: - Refund Receipt (this is what you should be able to do as that's what you're doing, refunding a sales receipt).- I've tried rather than refund receipt creating a credit note. Then add an expense against the custo
QB Enterprise: Payroll tax payments are made online, but the system shows the pay method as check: I tried using EFTPS as the check number, but the system responds with message saying I need to use valid numbers. Since when I clicked on the payroll tax payment line, it immediately recorded the tax bill as paid, but says it is in the print queue waiting to be paid ... interestingly enough, it shows EFTPS as the "check number" but won't print with that. For the future, I understand I need to switch payment to electronic, but for immediate purpose, how do I get to the print queue to clear it of the check since nothing will be printed for this? Additionally, any tips, hints or watchouts will be appreciated. This is my first exposure to QB payroll done internally. Previously I did a very brief stint with QBO and Intuit processing the payroll and handling tax deposits, before then was with a payroll service. I appreciate any help. 
The account was connected to QBO in April 2022. We have been trying over several weeks to re-connect this account, we have even disconnected the feed but it will not allow me to reconnect it. the error message when we try is, Try connecting again in a few hours. (105) both my client and myself have tried to connect the account and we have tried to clear our Cache and cookies but we have not had any success. Is there a reason why this account would no longer be able to be connected to Quickbooks? Please advise on how we can reconnect the account to bank feeds if this is possible?
We have had a customer call and pay their invoices via card over the telephone, this has then been rung in through the till. How do I mark the invoices as paid without it looking as though its a separate card payment as the payment they made has been included with the daily sales figure.
We are using QB Enterprise, 5 users: I am curious if there is a way for me to be able to see who all is logged on and using the system so I know who to contact if we need to go into single user mode or perform some Verify or Rebuild or Backups on the system. Also curious about system updates: when the Server is updating from a pushed out update for QB, does that automatically lock out users or ??? This is my first exposure to Enterprise. Thanks in advance for any assistance.
Hello I have a client who is moving away from Quickbooks payroll and I need them to export their latest FPS as an .XML Can someone give me some advice on how to do this please. I've looked everywhere I can and I've not found anything. thank you.
I can no longer connect and download from Barclays Bank
I have signed up for VAT/MTD doing an annual VAT Return in May. HMRC says that I can make my first return match my year end, which is 31st March 2023. How do I set this up in QBs because when I put in the date of registration, it automatically adds one whole year?
Tried uploading logo, changing colour & adding footer but nothing?
eg invoices come in every couple days and should be added with the VAT etc, but then payment is taken by Direct Debit a week later against a weeks worth of invoices. I don't see how to manage A/P?
Having transferred from the FRV scheme to Standard Vat, I am attempting to get to grips with Quickbooks online vat.I have bank charges and rewards to post, but these are exempt and neither a sale nor purchase.QB has automatically set the vat codes as either a sale or purchase, and I can not add a new code without selecting sales or purchase.Can anyone adviseMany thanks
