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Quick books self employed seems to be having trouble categorising emailed receipts to bank transactions. This is particularly the case with Amazon and Paypal transactions. The system does not match them automatically and enters them both as separate transactions - appearing as £8.88 (bank account) and £8.88 (receipt scan). There does not appear to be A way to select the two transactions and ‘match’ them manually.The systems is also having major problems with my wholesaler. I email the invoice but it doesn’t match it to the amount leaving my account. Many thanks for any help in advance,Joe
We are currently using the desktop version, where we can customise the invoice template. Because QB are no longer supporting the desktop version, so we have to change to the online version. Problem, on the desktop version we can add columns which allow us to add free text, they have nothing to do with the accounting side of things. This means we can send 1 invoice on a daily basis to each customer which has ALL of that days jobs on it. (See Desktop Invoice File). Whilst you can customise the online invoice, the "our ref" and "your ref" fields appear at the top of the invoice. This means each job will have to be invoiced separately. We can have up to 20 jobs per customer, we simply would not have the time to invoice each job.
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I started a little Gardening business last year 2021 and wrote out invoices on paper book sheets or messaged clients who didn't want paper invoices after each completed piece of work.I kept records of each payment on a spreadsheet.I joined Quickbooks this year 2022 and as part of the uploads, its uploaded all my 2021 transactions. I now have last years transactions without invoices to match them which is making my finances untidy.Can I create new (but old 2021) invoices without sending them to clients to match my transactions?I hope this makes sense!Many thanks
I’m trying to send all of our expenses to another person in the office via email…can anyone tell me how to do that please?
I'm not sure whether to use invoice payments or sales receipts to enter this information. As my invoices includes income and outgoings for van hire etc, do I need to record this separately as in, income and expenses?
entering both supplier invoice number and internal number
...or do I need to create three separate invoices instead?
If this is not possible, is there a report that can be run from quickbooks to identify clients that have completed the direct debit request?
I have one customer that isn’t receiving all the invoices I send them. Some go threw but others don’t no matter how many times I send them. Any help would be great.
My transactions are not uploading even though it is linked to my bank account
I’ve been paying for Quickbooks for a while now and never properly utilised it. None of the figures on my wccount are accurate because I think I entered something wrong on setup. I basically want to start fresh, is there a way to do this?
Hello, We are looking to attach a separate document with our T&Cs and Code of conduct to our estimates. I can find how to do this manually each time we send but was hoping there is a way to setup so that it is automatically attached to all estimates? Is anyone able to help? ThanksKatie
i have had a bank refund, but when i am putting it as a deposit, its showing as a payment & then a deposit which is now throwing my bank balance out? how do i just put a refund on ?
I'm new and made a purchase that would be tax deducable but how do I track it so it doesn't show in my tax deductible expenses?
