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So come on SlowBooks - just what is the point of this filter - when you cannot filter by multiples....I mean.....common on....... As usual - you have no idea that you will get expenses and bills and credit notes and how good it would be to filter on all three...... not just one !!! And don't say "run a report" ..........as guess what - that makes the software "EVEN SLOWER BOOKS "
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Dear Fellows,I am able to import Bills, Invoices & Customer Credit Notes from CSV files from Gear > Tools> Import Date but I couldn't find any option to upload Supplier Credit Notes from there. I need to upload a lot of Supplier Credit Notes. Would you please tell me is there any option to upload Supplier Credit Notes from CSV files. Thanks in advance
Just need to know how to pay and get back on
So customers pay a booking deposit in advance of their treatments. This is charged on invoice to customer as a current liability so appears within the Balance Sheet but not P/L. Then the customer is invoiced for treatment some weeks later the booking deposit is credited to the booking hence clearing the Balance Sheet to zero. The question I have is that on certain occasions if the customer does not cancel the treatment booking within the prescribed notice period then the booking deposit is forfeited. So in that instance what are the specific QuickBooks steps I need to take to effectively balance out the Balance Sheet and credit the deposit amount to Income. Appreciate your advice. Thanks.
I have 3 suppliers from whom I purchase services/non-stock items. Each of the suppliers sells the same thing and I change who I buy from depending on a day-to-day basis. Each of the suppliers charge in USD - I sell in GBP. For each supplier, I am required to deposit funds with them in advance of buying. The only paperwork I get is the receipt for the deposit. I can go and download transaction reports but these are not formal bills/receipts. These receipts usually include a handling or credit card fee which is removed from the deposit. I've looked at creating Asset accounts as per this page. Is the best option to create an USD asset account for each supplier and then use the transaction reports as bills or is there a better option. How should I account for the handling fees. Additionally, the deposits are paid in GBP which means I'm logging receipts in USD which are paid in GBP. Is this simple enough to do? I'd apprecia
Hello, I'm looking for some information regarding how/where i should report my material costs. I provide joinery services to my customers, and i buy the material for each job.My question is, should I account the material costs i incur as 'COS (cost if sales) or should this be categorised below the net profit line? (as an expense)I'm hoping to find some answers from other business users who have a similar business structure Thank you
We have not 'paid' their invoices: they have been retained from the tax refund paid by HMRC to the specialist company. How can I enter and 'pay' the invoices so we can reclaim the VAT?
Hi I see that I am able to add an attachment to a supplier invoice in Quickbooks online, and .xlsx is among the file formats supported. Will I be able to attach an Excel file that has more than one tab and have all tabs viewable, provided that the file size is within the limit? Regards Jon
Seems to work on the desktop version
When preparing an invoice I want to input my own Invoice number but cant. Can this be done?
Hi, I currently have a Bank Account and an Etsy account linked to Quickbooks. QB deals with all Etsy transactions fine with any Income automatically set to Business Income and a deposit into my bank as a Transfer which is fine. On my bank account transactions though what should I classify the transaction as? Should it be a Transfer or Business Income? Wouldn't setting Business Income mean it's would count it twice? Thanks for any help,Kael
What category do I use for stock purchases for resle
