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searching transactions on quickbooks on line produces no result??
Hi. I have QuickBooks Self-Employed account (UK). I have connected bank accounts in GBP and USD. I'd like to import old transactions to my USD account from a CSV file, however, the currency appears GBP, not USD in QBSE. How to upload a CSV file in USD?
Hello. I am facing a difficulty where I have to add an EUR transaction (synced automatically from a linked bank account) for an USD supplier. My home currency is GBP. Is there a recommended way to achieve this? It would be appreciated if I can get an accurate description of the steps to follow since I am new to quickbooks and accounting.(As a side note, I saw a thread mentioning the use of Clearing Account but I did not quite understand the Journal Entry part) Thank you.
Hi, I'd like some help, I have set up a new QB connected the bank and then I wanted to put opening balances into projects as they did it manually last year, is there a way to enter income into the projects as I am seeing the expenditure just not the opening amount brought forward from an excel spreadsheet, i thought I would create the projects balances in the opening balance equity and tag it to the project or donor but nothing is bringing it into the project
Hi everyone.If a customer pays by card at the time we have completed the service we offer, should we make a sales receipt in Quickbooks and present immediately they complete the transaction or when credit card payment funds hit our bank, or.. make an invoice in QB and mark it paid when the credit card funds arrive? Thanks Jason
I'm trying to create a remittance advice for some selected invoices - not by date but by selecting individual invoices. Can I do this in "send Remittance"?
In QuickBooks desktop can you link a supplier refund to the actual supplier bill the refund is for, as when you follow the steps in the instructions provided by QuickBooks, it doesn't link it to the actual supplier bill. So that when you view the transaction history it shows the refund within the transaction history, e.g. i paid a supplier £100 and there was a problem with the product so i returned it and got a refund of the £100. The problem is if you buy a lot from a particular supplier, and there are numerous refunds, it is hard to find out what the refund is against which bill.
We are involved in construction working nationally so the client list is hierarchical Client - Site - Job, when creating an invoice against the job there seems to be no way of bringing this description thru unless manually entered !
Good evening all. So I'm pretty new to QB and could so with some help. My accountant has shown me how to reconcile my account and upon reconciling, I have received payments but I can't figure out how to match these to transactions. Might be worth noting that all my transactions are already categorised and submitted. The only way I could think to match these would be to delete them and then they would appear again to categorise but it's saying if I delete them it will unbalance the reconcile. The reconcile is balanced with a difference of £0.00. I don't know how else I can match these transactions? Can anyone help me out please?
Can you help Trouble with my mobile app quick book, I can't do anything, no new invoice, modification etc
Hi there, I'm a newbie to Quickbooks, so apologies in advance if this is a simple question! I run a record label and account to artists for download royalties - these royalties are paid to be by a distributor in one lump sum per month. These are paid out 50% each artist, then 50% to myself. A question, how do I split the lump transaction up? As the money that is due to artists is paid through to them directly, and I only keep what I am owed, and as such that is the only income that should be taxable. i.e. The distributor pays £500. I owe an artist £250, and I earn £250. It's the latter £250 that I want to actually register as business income, with the other £250 (artist) off my balance sheet. Hopefully, this makes some sort of sense. Thanks in advance! YY
Hi I am hoping you can help I have created a sales receipt that has 3-4 products/services itemised in one sales receipt. The customer has deposited the amounts as individual amounts into my account. so I have 4 bank deposits' that related to 1 sales receiptI cannot match this transaction. When I go to the individual bank deposit amount and go to 'find match' it cannot find any sale receipt for me to assign this to. I have tried configuring my sales receipts both ways (i.e. "deposit to bank name" and "deposit to undeposited funds" but neither options shows up when trying to match)
