Transactions
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I need to upload backdated transactions from Santander business I cannot see it giving me the option to save as CVS so what do I do? Thanks
There is an option to show 150 or 300 rows, so surely if you change the setting it should stay at that? Mine doesn't though, it keeps reverting back to 50.
Hello there, I get cash and card income every day from my customers. My card income is automatically logged through QB, so no worries about that. I was wondering is it OK for me to submit a "Monthly Cash Income" every month instead of recording income every day? - And will this be OK for the taxman? Best,Alex
Hi, Is there any way I can match a bank transaction to mixed currency entries?We use a Money transfer company to pay our suppliers( expenses ) In my Bank transaction is showing under money transfer company name . So i try to match transaction but isnt possible as they are in 2 diffrent currencies .Money transfer comapany is charging for transfer which is included in total of transfer so ive made decicion to set up money transfer company again and set them as same currency as our supplier, but its still not showing once ive try match transaction .what i am doing wrong ?
Can you help?
Hi, I use QBO in the UK. Everyday I manually type the previous days invoices and have decided to try importing to save time. However, the first time I tried to import I had the following message (pic 1 below) 'Item/product invalid' I was a bit confused the product is already on QB so I didn't want to enable 'add new products/services' and have a duplicate. I had a look at the current products/services on the account and I can see that they're all there. Anyway I couldn't figure out why the message was there so I gave up and selected 'Add new products/services' (I saw that I could merge them at a later date). I tried to import the invoices again, I got further than the previous time but the results (pic 2) clearly show that there's a problem as none of the invoices were added and it couldn't add an item. I really don't know what to do, does anyone have any ideas?! Many thanks
Hi, Often when I send invoices, either in a batch or individually, the customer receives it twice. Any ideas as to how I prevent this from happening. Thanks
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Hello, I want to import all my eBay and amazon transactions into QBK. I have already configured the apps (I haven't turned it on yet). My question is, if I want to download all transactions from April 6, 2021, and from February 2022, I have to register for VAT.What about transactions before February 2022 that were not subject to VAT.How to separate or label them in QBK. My VAT configuration in QBK is still not configured, waiting for a VAT number to be assigned.Is it better to start accounting in QBK when I have already received a VAT number and only report those transactions that are already with VAT - i.e. from February 2022. Kind regardsSam
i have an invoice on the accounts which needs to be split in to 3 ledgers how?
Hi Can you add Custom Field when raising supplier Bills? We get a lot of queries from our Suppliers asking if we can add Customer names, Job Post Codes or job reference numbers to help them reconcile our remittances against Bills raised.ThanksIan
The invoices were added after the deposits, so the deposits were automatically allocated, but wrong. Would like to see how to prevent it doing this too.
Hi,A customer paid an invoice twice, albeit the second payment was for an incorrect amount. They asked for a credit note as they will allocate to a future invoice and pay the difference. I sent a credit note, they paid the balance of the new invoice minus the credit amount. I am now confused as to how I allocate the original over payment and how to apply the credit. I tried a few things but I am going wrong. I applied the overpayment say £100 to the new invoice £150 then applied the balance paid £50 to the new invoice.That leaves the credit unapplied.Please tell me where I am going wrong. I have gone back and undone the changes.
For example, shopping at bookers I've bought stuff for work but also some personal items that I'd want to exclude
Hi Hope you and yours keeping safe and well. When using the CIS feature does that mean the use of 'Service items' for (their intended purpose) tracking sales and costs, and standard descriptions, is now redundant because you are forced to use the CIS service items? Is it the Service items OR the Nominal accounts that QBO uses for CIS tracking or both? Regards
For the past two days signing into QB Online has been desperately slow and on occasion it has not been possible. Yesterday when reviewing expense transactions the ability to allocate a Tag was missing. This morning, when opening an invoice for a customer with a live Direct Debit through GoCardless, the debit date was in the past but the debit has not been triggered. In addition, the radio buttons to Allow the customer to pay and Use Direct Debit are not shown. What's going on?
After bringing my bank transactions into QB many do not have 'matches' but only the 'add' facility on the far right hand side. Checking the expenses tab I can see that they have been entered so why are they not found as a match and what should I do?
I have checked that 20%, zero rated and exempt are selected as ones I use in the taxes section.
Hi I'm very new to using quick books and Even though the last time we did an vat return there was nothing wrong thins time is different. Without banks there are 3 subwallets but for some reason when the money goes into the sub wallet it shows as a deposit when it's not. This has drastically affected our vat return amount. I need to sort this by the end of next week please help.
