QuickBooks Q&A
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My connection to Santander recently started showing an error message and was told to disconnect and create the connection again. However, I disconnected it and tried to connect it again but now getting a message when trying to select Santandar bank from the dropdown: You need to upgrade to essentials or above to connect a bank with a different currency. I don't understand as it is a UK bank and I have been connected to it for the last few years on the same basic plan.
Hi, I'm trying to set up multiple currencies on my quickbooks Online Self employed account - I can't find a way to do it anywhere - can someone please help?Cheers,Lisa
Dear QuickBooks We have now migrated two years of our accounts to QBO. This process has been a nightmare because of the limitations of QBO compared to QBD and has taken us several months of work. But that is another post for another day. The question I have for today is as follows:-We have tested accessing our historic data in the read own portal. This has masses of limitations mainly because you can only export data to a CSV file.If we try using the portal to access our data from over two years ago and find the limitations too time consuming, can we then decide to export seven years to a second QBO file, post 30 June 2023? Or does this need to be done this month?
Hello I want to produce a Project report that includes custom fields (Project Number, Budget). I want to export to ExcelHow on earth can I do this? This seems such a simple request - it's very similar to the existing Project Profitability pdf report, but with my two custom fields on the end.ProjectCustomer Income Cost Profit MarginTimeStart DateEnd DateStatus
new invoice for this month is slightly less than my overpayment.
Hello When running the Sales by Customer Summary report, the amounts do not match the P&L revenue totals. This seems to be because the report is including journals such as exchange gain/loss journals the system automatically produces when receiving foreign currency transactions. These should not be included in this report as they are not 'sale' transactions. How can I get a sales report by customer that would match the actual P&L revenue figure for the month? To me this seems a defect in this report that needs fixing. It doesn't work the same way the Sales by Customer Summary report did in Desktop (surprise surprise), which always matched the P&L revenue figure.
I would like a clear difference for each of my clients so that when I am in their accounts it is obvious.
We are accountants. This is not only affecting our bank account and we also cannot access our clients banking either. The staff who have their own logins are unaffected. I've tried multiple links to the bank feed (left hand navigation, clicking from the dashboard etc..) but get the same result of nothing happening when links are clicked. Please help!
I'm getting this error when trying to submit my VAT return with bridging software Something went wrongTry again now or come back later if you're still having issues.( I have attached screenshot) I have been trying since yesterday, still not going through, I tried resetting the connection with HRMC but no joy , the spreadsheet is loading okany advice ?M
Any verified accountants on this site ?
Hi all, newbie question. I don't want to connect my banks digitally to Quickbook self employed and prefer to do the import process manually. How do I set up set up different accounts and different types of account in Quickbooks self employed into which I can import data? The only option I get in the interface is 'Cash account'.
We successfully import Credit Card Charges using IIF but we remain unable to import the Credit Card Credit Transactions. The problem is with the Transaction Type. The import module does not recognize any of the Transaction Type Codes we have tried. We've searched thoroughly the Import Kit for examples but have had to resort to trying educated guesses. For example, we have tried CCARD CREDIT which is the code in the filter list for transaction type in Reports. We have also tried CREDIT CARD CREDIT which is the code that displays in a report within the Transaction Type column of a printed report. We have tried other variations. But no success. What is the code we need to use in our IIF files for Credit Card Credit Transactions?
None of my invoices or estimates are showing
the extra tax is for machine games duty
We have converted to QB online and its bought over loads of old transactions which I need to sort.I raised journals on desktop as we started a new company and needed to set up opening balances for customers and suppliers. When we received payments or paid bills I then applied them to the journals. The problem now is that QB online has these journals and payments as uncleared and they are appearing on statements etc.I have sorted the customers as I can go into receive payments and clear them that way but am having trouble doing the same with the suppliers. On desktop you could go into pay bills and sort but online it won't let me do it that way. Does anyone know please? Thank you in advance.
