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these invoices show up on a quick search, in the customer account and in the vat, just not on the p and l. we are cash basis, all invoices have been paid
When I generate an estimate and preview the pdf as my customer will see it, their name does not show up anywhere. Is this normal? Is there a way to make their name show up on the pdf estimate?
I did a bank update and received two transactions. I reviewed/added and reconciled.The dashboard still tells me I have two to review. If I click on "Review your transactions" the list is empty.
Hello, UK Based using Quick Books Self Employed. I have some questions about refunds back into our bank account for purchases that are expenses and were made from the same account. Q1. Over a 3 month period we paid a montly fee of £9.99 business expense.... 6th April 4th May 4th June, It turns out that that we should not have paid these amounts they subsequently credited our account with 3 individual payments of £9.99 on 21 June... So the question is how do I deal with the refunds received as they are not income they are refunds? Q2. Purchased goods for the business to the value of £94.50 subsequently received a partial refund of £4.50 as one product was not suitable... Same question how do I deal with the refund received as it is not income it is a refund on goods purchased Q3. Purchased an item for the business for £59.00 which was refunded back to bank account the following week because it was not suitable.... Same question is how do I deal with
Hi, Hopefully someone can help with a few questions I have. I am based in the UK, use QBSE and have no prior experience of accounting. I have linked my bank account and Etsy account. I have gone through a marked everything as business or personal and categorised everything the best I could However, the final amount doesn't match with final Etsy deposit amounts into my bank. All the numbers just don't add up. Say I get an order I get an order for say £11.84. The transactions for this are:Etsy Transaction Fee £0.40Etsy Regulatory Operating Fee £0.03Transaction Fee (Postage) £0.19Etsy Processing Fee £0.67Etsy Sale £11.84Etsy Listing Fee £0.20 1. How do I categorise these? Bearing in mind, I am in the UK and I also have my bank account linked. 2. When Etsy deposits this final amount after fees into my bank account at the end of the month, how do I deal with this? Won't it mean that transaction will come up as income of £10.35 (Etsy sale deposited i
HiI'm new to Quickbooks and hoping someone can suggest a way to reconcile my postage costs. I have a Royal Mail Drop and Go account which is topped up automatically when the balance drops below a certain amount. I take mail order packages to the Post Office which has my card on file, and collect the receipts, which I have been scanning into Quickbooks. However, this is never going to reconcile with my bank account because the payments made from the bank to Royal Mail are for a single sum every few days, not itemised amounts. I'm finding this is recording the postage cost twice and I'm having to comb through getting rid of them. Now wondering if it would be better to ignore both of these and import the Drop and go transactions from my online account, if that is possible?Assuming I'm not the only one with the issue so any suggestions welcome
Good Morning, i was uploading invoices for income on qb using qb app, they were photographed and then qb did its thing however, some of them show as income but with a minus, i tried adjusting them in all sorts of ways (for whatever reason i can only do it on the app) but it would not allow me change the minus to a plus amount. Even worse is that i cant see these transactions anywhere on qb online (see attached screenshot that's what is shows). If i go and download excel spreadsheet it gives me all the amounts, including the minus ones (see attached) so the questions is, do i just delete these and do it again or is there a way to amend them. also, why cant i see these transactions on qb online and only see them on the app? thanks in advance
I've just recently started my business.
In my industry customers want quotes not estimates. I have quotation written everywhere except the PDF filename of the quotation where it displays "Estimate". Is there a way to change this?
Hello, I'm having problems understanding how to record Paypal transactions as a self employed person. I have a few direct debit PayPal payments that go out each month and for each one I have a debit and credit show up from Paypal- so I think it's effectively cancelling itself out, rather than recording it as an expense? Eg. it says I've paid £300 but then the next transaction shows I've been paid £300, when it should just be the payment out. To confuse matters further, when I'm paying in dollars it's showing as a debit in dollars and a credit payment to me in pounds. Is the answer to just delete Paypal, as surely all the payments for PayPal should just show up through the bank account it's linked to? I hope I've explained myself properly, I struggle with using the correct terminology and would really appreciate any help! Many thanks!
Why has the customer form suddenly changed? It now appears on the RHS I can no longer cut and paste into the fields making it take longer to manually enter informationthe fields are not in the same order or location . This is horrible it has made a huge impact to my time entering customers. How do I get the old form back?
There is a line across the top invoice that starts with a circle sent then viewed then paid then deposited. How can i change the status of the invoice? I’m using an iPad
When previewed in the app there are no descriptions, units or dates for example on the first page, instead, they start on a separate page. This look a little unprofessional to the customer. How and why does this happen? Can it be changed ?
