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I connected my bank twice as bank (archived this one) and current account so have duplicate transactions in P/L
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When I import my CSV files into QuickBooks self employed & all transactions show as credits (no debit transactions are showing up) Can you help, please?
Once an invoice has been deleted it does not amend the status of the open amount on the purchase order
For example you cannot move the address box such that it fits properly in a DL windowed envelope !! Also the Delivery note produced is useless .... this is basic requirements !!!
We are a UK charity and want to setup a designated fund. We already have restricted funds, which are managed using a mixture of donors, projects and classes. Our single bank account - connected to Lloyds - has sub-accounts for each of the restricted funds. This works well. I can see the balances in the sub-accounts but the parent account shows the true bank balance. The only downside is that I can't easily see our general funds - I have subtract the restricted fund balances from the parent account, so I would like to set up another sub-account for "general".I can create the sub-account and record transactions in it. The problem is setting the opening balance. I've chosen to start the new general sub-account from 01/1/2022. If I give it an opening balance, it affects the balance of the parent account and the bank no longer reconciles. How do I give it a balance that represents our general funds without it affecting the parent?
Hi,I want to view Historical Receivables & Payables so that you can see how many days they were paid & average age.How do I do this.Thank you.
Hi Everyone. Wondering if you can help, I'm struggling with my supplier credits. I've followed the process:New Supplier Vendor CreditNew Bank Deposit When I go to - New Pay Bills - it isn't there. When I run the who I owe report the transactions show as negative values - pic attached. It's like I can't reconcile the credit to the payment. I'm not sure where I'm going wrong! Thanks in advance. Sarah
This happens when the customer pays a 100% deposit. When it converts from an estimate to an invoice, the balance is zero. But it won't show as "Paid" on the invoice.
Need to know who to sync it with the bank transactions because if the amount does not equal 0 it wont let you sync it
My recently imported bank transactions are all still showing as "pending" , so I cannot save them to my QB records. Some go back 4 or 5 days now.Is there an easy solution to unblocking my bank transaction flow ..??
I have expenses to record and invoices to post which have split costs and revenues against them, I have set up my tags within tag groups and want to identify each line of the cost or revenue against each tag - can this be done?
Hi, I'm new to QB and the company I have just joined has QB online and the bank is linked to the system. I just have a process question. I have vendor bills that are confirmed as paid on QB and when I go into the bank transactions, I can see the payment going out a few days later via the bank.I'm just not sure what to do with these bank transactions as the bill is already recorded as paid.Should I just exclude these Bank transactions or should I delete the payment associated with the bill and then match the bank transactions to the relevant bills. I don't want to double account for the payment in QB so just want to check the best practice. Any advice would be appreciated.B.
We're trying to use our CRM to send recurring invoices/transactions to QuickBooks. The invoices sync to QuickBooks absolutely fine, but there is no option to specify the payment method as Direct Debit. We're also Zapier users and there is no option here, either, to choose Direct Debit. In QuickBooks Online we have the option to choose Direct Debit for those customers who have a mandate set up via GoCardless. All I want to be able to do is send an instruction from outside QuickBooks to toggle this radio button, but I can't figure out how to do it. Has anyone found a way? Can QuickBooks make this option available in it's Zapier or Scoro integrations?
Custom my invoice forms such that it has the same colors in logo
