Transactions
Recently active
Rather than pay the cash to the bank we pay it directly to ourselves. However this leaves all of the cash invoices in the undeposited funds account and thus skews the revenue and thus tax etc. the invoices appear as undeposited. how do i 'tick them off'? thanks for any help.
I have made an owner deposit into my business bank account and have recorded this as a transfer after logging in to my account on my pc.I now have the app asking me to review the transaction as business or personal.As the transaction has already been recorded should I click the option exclude transaction?Thanks in advance ☺
Original commenter did not share additional details
We are a catering business and often pay for ingredients that are then invoiced to the client - we don’t make any money on the ingredients we are simply passing the cost on to the client at the end be. They have been paid for already by us and then we are reimbursed by the client. How do I categorise the payment from the client, if it is categorised as business income we would have to pay tax on it? It isn’t income it is simply just being reimbursed for the ingredients?
Hi team, I am migrating data from a 3rd party software to QBO, I stumbled on a problem, where I have a payment on account, but no sales invoice yet. How to post this opening balance for this customer. My bank statement has been reconciled = cash book for the financial year. The migration is done at year end.
my purchase orders go out from quickbooks e mail address how do i change this so it looks like they are coming from me? my invoices go out with my e mail address ok
I have the company card as one of the cards attached to Apple Pay on my iPhone, this was used accidentally for a non-company expense rather than a personal card. Now its inside Quickbooks (currently excluded) but its causing an imbalance on the accounts. Whats the best way to deal with this transaction so its not counted in the accounts, but also not causing inaccurate or imbalanced accounts?
I need to be able to import bulk payments using a CSV, just like you can with invoices and sales receipts. This is not currently an option. The help assistant said that this is something Quickbooks are working on, although I get the impression they might of just been saying that to get me off the chat. Does anyone have a date of when this feature will be available. What is the workaround for bulk importing payments using a CSV? I thought this is quite a vital feature and cant believe QuickBooks doesn't support this already.
I am not very techy and this is driving me nuts - i need to get my vat done and everything is so slow, qb is changing dates and not showing me things from drop down menues, changing things i have typed in - its a head ache - I dont have the time - help
This is on my iPad with an apple keyboard
Hello Does anyone know if it is possible to create one invoice, that covers multiple projects under the same customer? Or if there are any suitable work arounds? Thanks
