QuickBooks Q&A
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I am still struggling with bank transfer duplication ,how do you categorise a bank transfer ,just to explain in my quickbooks when I get a transfer from bank account X to bank account Y,so you categorise, where funds are going to account Y ,so books are ok there is payment transaction ,from account X and a deposit in Y ,BUT ,it becomes a problem when you review bank account Y ,so again you categorise from where funds came ,this atomically causes duplication .as you have to review the 2 bank accounts ,my question how do I treat a bank transfer one one bank to another, do I use transfer or deposit option.
How to export your receipt naps from one account to another?
The last 2 invoices I've created have stated paid when the due date hasn't even arrived and I also haven't sent it or declared that I've been paid for them. I have one in the process for the week (I put in the days jobs as I go and send at the end of the week in whole). The due date isn't until tomorrow, I haven't sent it yet and it's already saying paid? What am I doing wrong? I've done it the same way all along and never had a problem before? Thank you
Thank for your assistance but how to you treat a transfer of money from one account to another ,without duplicating,you have to review and categorise both accounts ,this automatically duplicates record on you account ..
I have a problem with duplication when using transfer option for banks I have 2 bank accounts when I review transaction for bank X ,money out to bank Y I categorise bank y ,where funds are transported to ,BUT when bank Y comes for review the same transaction appears as money received from bank X ,so I categorise bank X.,when I look at my records on account transaction has been duplicated, so how do you treat a transfer from one account to another .input would be welcome ,thanks .
all my invoices and quotes sent all rite up untill 3 weeks ago now they dont receive them
when checking the invoice activity response ie sent invoice and then viewed section of invoice the viewed date always shows a day ahead of the sent date
My bank figures differ substantially from accounts I have noticed many duplications thru transfer transaction.hypothetically if you have 2 bank accounts let's say w and y if you transfer money from x to y how do you categorise this transaction or should you use deposit function ,can any one assist .
where do i check sent invoices and reminder emails
it appears to be going to my clients emails, but it is not showing up on my sent email file - only says from xxxxxxxxxx@xxxxxxxxxxxx.xxxxxx.xxx
My bank figures do not match actual way out what is the best way to solve this issue ,how do you reconcile both.
We are suing QuickBooks online. I have check Tax setting but there is not GST instalment function there. Please help.
Our organization needs to undo a previous reconciliation and according to the information online you need to have accountant access to do this. We invited a member of the board to have accountant access but they are unable to see previous reconciliations and other reports. The only information they see is the current balance of our account. Why is this information not visible to the accountant even though the bank account is connected? We cannot undo the reconciliation if it's not accessible. Is there an easier way to undo a reconciliation? Thank you for your help!
I am having a bit of trouble with QB syncing billable expenses with Invoices. Presently, the invoice is created in a software we use named ConnectWise. The invoice is then synced with QB. As transactions come into our bank feed, I associate all billable expenses with the customer. This process does not seem to be working for me. If I open an invoice that has been synced into QB, off to the side I will see that billable expense that is waiting to be added. However, the expense is already listed on the invoice. This would create a duplicate charge or if left alone would just continue to float around in QB. How can I have QB recognize that the billable expense is already listed in the imported invoice?
Hi, could someone tell me step by step how can I amend GST on Purchases for BAS Sep 21 quarter? my accountant has less than my QBO.
I couldn't find this answered anywhere. I have my invoices set to inclusive of GST yet when I print an invoice my shipping is printed as exclusive of GST, is this a problem that others have and what is your workaround? I asked support and they said this working as designed, I'm just a bit confused . Sandra
