QuickBooks Q&A
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I'm new to QuickBooks and I've recently uploaded and categorised a lot of past transactions. I've gone onto the Tax summary page, and some of these transactions are wrongly in the 'disallowable expense' category.Oddly, this isn't consistent at all - For example, my Zoom subscription is sometimes in the disallowable section and sometimes in the allowable section! It's very odd. Is there a way to manually adjust whether it's allowable or disallowable? Thanks in advance. H
As I have closed my company I cancelled my subscription on the understanding I would be able to still access my accounts, BUT it seems that I cannot, I need the account history to complete tax returns etc.I have exported files to Excel but the files open in my Photo Editing progarm NOT in Excel?? All the repoert are ZERO???.
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Is anyone else finding the customer service slightly appalling? I created an account and subscribed via the website yet when trying to use the app it wants me to sign up again to another subscription and won’t give me any other option to move past that point..I had the email confirming my subscription but something isn’t right! I had a ‘chat’ via the chat feature and after the person on the other end asked me the same question 3 times and offered no resolution I gave up. So I decided to not even try to use the app but carry on with the website instead. I tried to add my bank account which is Barclays and was shown in their drop down menu and even though I had an email to say it had been approved, nothing is showing up on my QuickBooks account. I tried to use the chat feature again but the person on the other end just didn’t reply. 15 minutes later I decided to give up. At this point I would like a refund of my subscription but cannot find anyone to email and the ‘h
I see I can adjust stock quantity with quickbooks online, but can I adjust stock value too like I can on Desktop?
My employee is receiving "We can't get your info" when payslip has been emailed to him.I know this has been a issues in the past but has it been resolved?
Hi, I moved over to quickbooks from sage on January 2024, my last payroll with sage was December 2023 One of my employees tax paid to date from this time has not transferred over and HMRC think she owes tax. When I rang them they said it is a problem with the month that I swapped over to quickbooks. I have tried many thinks and contacted quickbooks many times and spent hours on chat. The latest advice was to make an adjustment on the month that we moved over and add the missing tax paid to date on the first payslip as PAYE £. I tried this and it still says on her personal tax account that she owes the tax. All her payslips up until moving to quickbooks say her tax to date correct then it just disappears from the month we moved to quickbooks. please can someone help direct me as I am at my wits end and no one seems to have a clear answer of how to ensure that the tax that she had paid to date was recorded correctly
We have multi-currency options and the current customer statement has our GBP bank details which is confusing when the invoices contain currency bank account details. I would like to amend this information but I can't find where to do this. Can anyone help?
I occasionally need to visit a wholesaler to pick up various items that are not part of our standard stock or inventory—such as coffee, tea, and other essentials. Since I pay for these out of my own pocket, I’d like to understand the process for getting reimbursed by the company through QuickBooks. Could you provide guidance on how I submit these expenses, and how to record them in QuickBooks so I can be reimbursed?Then, what is the best method to reimburse me financially. thank you john
After talking to online chat support - and seeing in the support forums.. Quickbooks does not allow you to match an income receipt to a bank transaction?!We get a pdf sent to us each day from SUMUP for the card transactions each day, and there is no way to just match these up to the bank transaction?In Xero - we can just match them up.Do you all do it manually for your sales, or is there an easy way I am missing?Thank you
So I have a client that has just become a CIS contractor. I have a couple of the subcontractors he uses already in Quickbooks. It says to just alter them and tick box so they are then CIS subbies. My issue is that some of these people do both construction work and normal labour. I cant seem to create an invoice for this normal labour after they are ticked as CIS subbies. Do I have to create a separate supplier name for one company (seems ridiculous) if they do this to counteract this issue? As it wont let me choose any other nominal code than a CIS one when entering an invoice.ExampleSubcontractor Labour Nom5015 £1000CIS Labour Nom6000 £5000Total £6000CIS Deduction &
I recently installed QuickBooks Pro 2013 on a new system and now I require validation code, I have my customer number, License number, just need validation code.I have tried to phone support but no matter what option I try I get cut off after a short pre-recorded message, everything else is AI which does not give me any option to talk to someone.We are a samll business and are happy with this older versionCan someone please help or point me in the correct direction so I can validate Quickbooks?Thank you
I would like to tidy up our accounts and reject/decline a batch lot of estimates from 2022 and 2023, is this possible to do in one go? I can only see that i have to do each one individually which is going to be time consuming.
Where / how can I set-up rules for uploaded receipts In the example, belowThe rule I've created in the transactions screen for this supplier hasn't been applied in the receipts review screen, so the bank / credit account , tax type and account/category are blankdespite already having an account category set-up for this supplier, the receipts review screen has mis-categorised the Account/Category to "Dividend"despite scanning a VAT amount the Tax type is blank
Hi,When entering the Forex rate for the foreign currency balances at our company year end date I mistyped the rate. I thought it would be possible to select the date a re-post the revaluation at the corrected rate but the system shows an error message when I click the button.Is there a way of making a correction in the system or reversing the revaluation transaction once it has been posted? Thanks
Hi, Kindly help to resolve the issue; I am trying to upload Sage 50 employee data as per the guidelines provided by QB but I'm facing the error for all employees imported ''Some details are incomplete: Pension Settings are incomplete''. (Using QB Bureau)
I have linked my banking app, which contains 3 accounts within the 1 app. All are showng as properly linked and the correct balance are showing within quickbooks and updating when I refresh. However, the transactions have only gone onto quickbooks for 2 out of the 3 accounts. My main account (typically!) is showing no transactions at all. Can anybody offer any help please?
I'm a newly self-employed person who was previously employed through PAYE in the same tax year. I see that the intended way to set up support for my situation is to use the Quickbooks Self-Employed service.However, my main customers pay me in USD (as opposed to my native GBP), which Quickbooks Self-Employed does not support. Because of this, I am using Quickbooks Online Essentials so that I can enable multi-currency. How can I set Quickbooks Online Essentials up so that I can register my P45 earnings and see my tax reflected correctly on my self-employed earnings whilst maintaining support for multi-currency?
When I export a milage log, say for a month, there are only two columns, total milage of each trip and deductions. Can I add a TOTAL of these columns and can I add more information, say before the deduction. How would i do this?
Hi We are 'Slow Yoga' and supply a service to care homes inn the south (see: www.slowyogagroup.com) We use Quick Books for our accounting and we send invoices to our clients (like BUPA for example) I have a question about our invoices. We send them direct to the care, and then get Remittances from BUPA with a few different homes on the remittance advice. So, for example if we invoice Home 1 - £100Home 2 - £100 We get a remittance for £200 from BUPA and not the home(s). Our question is; would we be able to put the separate invoices together on the one remittance? I have watched the online tutorials and do have a book, but I have not been able to find the answer. Please advise, thanks. Bernard
If you backspace twice then Help page does appear but it is a bit worrying for users.
I am unable to log into the QB Self Employed app. I keep getting the following error message -Parameter specified as non-null is null: method okhttp3.internal.Util.c,parameter $this_asFactory.I have a Google Pixel 8A and it has all current updates. Ive tried Force Stopping the app and restarting it, restarted phone and none of this has helped.Anyone had a similar problem
I have one customer with over 100 sites. As a contractor we visit these sites many times a year, so I have set each site up as a sub-customer of the main customer. This way I can easily select the relevant site when raising an estimate or invoice. When I set the sub-customer up I have to set a Company name and Display Name as, which has to be different from the Parent Customer. The problem I have is that the Billing Address Company Name is then changed to the Sub-Customer's name, while keeping the Parent Company billing address. Surely this is going against the whole point in billing with the parent company? Is there any way I can stop this from happening?
