Reports and Accounting
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Hello All,New to QB, and would like advice on the step by step process to paying myself a dividend payment from the profits of the business - monthly or annually - and how to keep an accurate account of this dividend payment in QBThanks
I recently went self-employed and signed up to QB. I now have an accounting firm to support me and would like to add two accountant email addresses to enable them to support me with my accounts. I have added one accountant but cannot see an option to add more than one? is there a limit to only one accountant access on QB self-employed?
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Hi, Can anyone tell me how I can find out the date an invoice was marked as paid in Quickbooks Self Employed? Can't see it anywhere. Hoping I'm just not looking hard enough and it is actually possible to find out. Thanks!
Where is the most likely place for me to find my desktop files which were downloaded last year.
I have been posting our Postponed VAT as a journal, debiting the HMRC VAT suspense account with the PVA import 0% purchase on one side and crediting HMRC suspense with an equal amount with a Z (sales) vat code. This correctly places the vat in boxes 1 and 4 on our VAT return. We have noticed however that for some reason it also adds the credit to our sales figures, which is obviously wrong. We have been doing this for some time to get the correct figures in boxes 1 and 4 of the VAT return.
How do I print the budget and performance vs budget?
I am running for the same period - 1 year and cannot work out why this is happening?
A transaction was deleted since December and I can not seem to reconciled by statement however i would like to know if i can retrieve the transaction.
The "advice" given in the software search states "choose your report". How totally unacceptable. Desktop had this facility for over 20 years yet QBO Advance has nothing helpful. This is 2023 and Advance is for well established businesses needing specific detail. When will this report or detail on the customer be available?
i am trying to generate the end of year report but when i add the comparison report and balance sheet to the management account it is only showing one year and not the comparison to the previous year
My client has Partial Exemption VAT status. It seems ridiculous that you can print a Sales VAT Detail report by class but not Purchases VAT Detail by Class. They are paying extra to use classes so I would expect to be able to access reports by class!! The VAT Detail report will not filter by class
I'm trying to balance the figures for prepaid insurance.initial entryi've credited cash asset 60 and debited prepaid insurance asset 60 - balance sheet is balancedend of first monthi credit the prepaid insurance asset 5i credit the insurance expensebut now my balance sheet is out of balance as i have nothing on the right to account for it.i've exhausted all results in google which tell me to put it back in to cash but it's not some magic insurance policy which i don't pay for so that's not logical.at the moment, i've assigned an equity account called Insurance expense and set it to negative. bit is that the correct way??
Can I have a report showing just Total Income and Total Net Income by month, ie dont want to show any expenses lines
There is a line item under Income for Other Business Income however marking something with other business income doesn't make it appear there. Nor does it appear on the generated Tax Details excel. Has something changed or has it always been like this. What should be appearing there if there is a line item for it?
HiMy vendor wants me to pay his invoice to a vendor which i do not have a business relation and their vendor is overseas/ international My question is, is it leagul ? That i can pay his vendor, if yes how to record that transaction to my vendor in quickbooks. Thanks
I lost my computer with QuickBooks UK 2014 and 2021 on it, but not the backup & company files for the last 20 years. How to download new 2021 desktop so that I can open files in order to transfer to QuickBooks online ?
This is very critical part of customer relation to keep customer happy that these invoice are paid with the payment Date and amount.
