Transactions
Recently active
I purchased the app version as i thought it would be better as i work on the go.
Hi, Hoping someone can help. We are a small manufacturing firm and just starting using Quickbooks Online (used Sage previously). So at the moment, we send out an Estimate to a customer when they have requested a quote. This has the Estimate Date (the date we did the estimate) and the Expiry Date (quote expires in 30 days). When the customer then comes back to us to accept the estimate, we change the Estimate status to accepted and fill in the "accepted date" and "accepted by" fields. However, we would also like to put when the customer would like the job for (ie. 2 weeks, 3 weeks) but cant see a field for this? Surely "shipping date" is literally that, the actual date we ship the item out and we dont want to create an invoice until the job is actually completed and ready to be invoiced. When I look at All Sales (invoices, estimates and payments) there is a Due Date column but it seems that for Estimates this is the Estimate Date rather than an actual due date for t
Dear Team, I receive purchase discounts from a number of suppliers during the course of our trade purchases. I would like to record the discount amount in the bill.So it goes like this - First I make a purchase order listing all the items, etc, then I make the bill of the same order (enter bills).In the expenses side, can i record the discounts as a Purchase discount (It affects COGS) and record it as a negative amount since I am mentioning it in the expense side of the bill.
It seems that I can have either the customer's name & address in the correct position for the window envelope OR I can have our company name printed on the invoice, not both! If I don't check the box for 'fit printed form with payslip in window envelope' I have to fold the invoices a ridiculous number of times to get the address to show, but if I do our company name is too close to the top to print. It doesn't matter what I do with the printer settings (Canon MG5750) I can't get it to leave a top margin on the invoices. Is there a solution? Am I the only one with this problem? Elaine
Hi againEntering some receipts for tools for my business. Mixture of software and hardware as my business does software tuning for vehicles. How would you see these fitting in to the nominal account categories please? Kind regardsJason
Original commenter did not share additional details
Hi AllNewbie here. What accounting category would be appropriate for accounting software such as Quickbooks or Sage etc please? Kind regardsJason
can i please get help as im trying to view an estimate and when i click on it the green cog just keeps turning ?
Hi does anyone know how to enter a duplicate payment made to a supplier? We made a BACs payment to a supplier then paid it again 2 days later. The first payment is on QuickBooks but not sure what to do with the second one, the supplier says we can use it against future invoices.Thanks
We desperately need QB Timesheets to be able to show when a CREDIT and DEBIT of time has been applied. However, when we try to insert a minus value we get the error "invalid time duration". Here's why we need to add a minus value. We charge our clients up front for support. Lets say a client buys 10 hours. We use QB to record the time we have spent supporting them and use the timesheets to deplete the 10 hours pre-paid. The problem is, the Timesheet report only shows the time spent by us. It doesnt show the credit of 10 units. If we could add a MINUS value at the start of the month, our Timesheets could look like this:- Balance 0Timesheet entry 1 referring to topup &
this question is in the context of real estate transactions, more specifically I'm recording transactions done by our property manager...using quickbook online property manager collects rents and sometimes pays vendors for small bills, like a small water leak let's say. at the end of the month, PM sends me an owner statement and deposits in our checking account the amount left after collecting rents, paying vendors (if needed), and paying themselves a management fee. what I've been doing on our side is follow the invoice workflow:Create invoice for each tenant -> "receive payments" on the date the money hits our account -> "create bank deposit" and details all the transactions -> match deposit to banking transaction. which works great, but..in the case of vendor payments done by PM: I would like to create a bill on my side and then record the bill payment that has been done in the bank deposit with all the transactions from the PM owner statement. just so i
We receive daily deposits from our POS system which includes the charges for the service, however we only receive a monthly invoice for the charges as a total. How do I match the invoice to the transactions?
Hello everyone, hope you're doing well. Question, I have purchased certain services (e.g. domain for 2 years) that was paid in one installment, however, this cost relates to two different financial periods, how do you reflect that? Many thanks,Erica
How do i get invoices for quickbooks so i can claim the vat
PDF document won’t upload to invoice using the app. Any suggestions?
I've tried, but was unsuccessful
