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Hi all, When Sum up pay us they have already taken the charge from the value so a customer invoice at £150 only comes through the bank at £147.20. They then send a monthly charge invoice which will include the charge. eg this month invoice £2.80. Worldpay do it differently the full amount is paid then they take the charge later. I want the customer invoice through QB and the Sum up bill for £2.80 but how do I match the payments from the bank. - its ok if possibly one , but if there are a lot of invoices how can I do this. it previously only been posted once sum up pay us, but then technically Sum up are the customer.any help would be appreciated please and thanks
There's a couple features I'd really like but for some reason they are absent.If I have 10 transactions for my car expenses, for example, I'd like to be able to select all 10 at once, hit split, and set the percentage to split by.Better still, I'd love a preset for splitting whereby I could create a 80/20 split and call it 'Car', then apply that split preset to any transactions that fall into the car expenses category.I can't do either of these things but they seem easy to implement.Are there any plans to add these features?It's a real pain having to go through 10 transactions one at a time and manually setting the same percentage to split by for each one.
Hi I use sumup as a means for customers to pay, it is not on the list of accounts to sync to. How do i show transactions for here?
Hi There.The company didn't file their Corporation Tax Return and has now received a fine (UK). I have paid this by cheque but want to know, how do I show this as a transaction as it was a large amount.Many thanks
Hello,I know this has been asked before but I am still have issues with this.I purchased an item from Germany and the VAT was zero (As it now should be). Parcel Force correctly issued me with a VAT charge invoice. The invoice is 100% VAT. I paid this invoice using a debit card and this transaction shows up in the bank register but I have not yet not yet linked to an invoice. How do I account for this in QuickBooks?I have read a few ways to do this but it seems wrong and does not actually work when I try. Why is their not a proper way built into QuickBooks to allow for this type of transaction? What is the best way to do this so that I can account for the bank transaction and also account for this correctly on my VAT return? Thank you Paul
Why do I have sales aswell as invoices on my profit and loss page.
Hi,I'm using QBO simple plan and am new to bookkeeping.I have recently paid a deposit to a supplier for the hire of equipment using my business debit card. After I returned the equipment the supplier refunded my debit card with the difference between the cost of the hire and the deposit. I'm issued with two receipts - one for the deposit with NO VAT and the second for the refund detailing the deposit paid minus the cost of hire including the VAT. Both receipts correspond to imported banking transactions.How do I enter this in QBO simple plan?Thanks in advance
Why does QB not have automatic acceptance of estimations, so that the client can accept the price? this way the business would not have to chase clients to see if they accept the price. In addition, why is there only a option to give estimations and not quotes, as in the UK these are different. Estimations can differ in price Quotations are a largely binding price between company and client. Clients prefer Quotes so they know what they will pay
Hi! I’ve connected my bank account and reviewed the transactions. I have just added my PayPal and started to review the transactions but realised I was adding transactions have already reviewed from my bank account (that’s the account the money was taken from with PayPal) I don’t need to connect my PayPal really do I? It won’t let me delete it, only hide it but would hiding it also hide the transactions? I’m worried I’ve made mistakes I can’t rectify! Any help greatly appreciated!while I’m here I have a second question! I use Anna Money as my business bank account but it’s not one that can be connected to quick books, when I try and upload a csv file of transactions it just keeps saying failed. Anybody know why that might be happening? Thank you :-)
Hi All, I've just joined a company and I'm currently working my way through their accounts (and getting used to QuickBooks!). I can see that they have issued an invoice back in Jan 2022, payment for that invoice came in via Paypal in January too, but it was instead recorded as a Bank Deposit, as opposed to matching up to the invoice. Therefore the invoice is still showing as due, despite it technically having been paid. Any ideas on how to rectify given it's now in a previous VAT period? Thanks!
Hi,We have recently added a EUR account. Our main currency is GBP. All has gone smoothly till we are entering expenses. We have a EUR receipt from the account to enter. When we enter the detail as with GBP accounts we need to assign a category. All our categories have the "-GBP" addition. Does this mean we shouldn't be using them with the EUR accounts. We'd prefer to keep thing simple and have all subsistence whether GBP or EUR in the same category. ThanksAndy
We categorise most income by a product or service. We operate a month end closure process, if we have incorrectly assigned the product or service - how do we change it?
Why isn't there a way to match a payment (Business Income) on transactions to an invoice?As I take a set deposit as standard, I have multiple payments of the set amount coming in and it would be really helpful if I could match each of these to each invoice manually.
No payroll
