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Hi,I have just started entering transactions for this quarter into QBO.I have had a partial refund on a credit card purchase for a faulty item. How do I enter the refund? I added the original invoice from several months ago as I assumed I had to raise a Supplier Credit. I made a supplier credit to match the refund total. How do I apply the refund to this credit? I watched a video on supplier credit deposit but I can't follow that method as my card is not listed under banking deposit only my main account and Paypal account, no credit card account listed. What is the correct method please?
now all the information is incorrect
I recently upgraded to QuickBooks Premier 2021 Desktop with 10 users. I upgraded my Server software which is now the latest MS Server Software available.I have a S.S.D. on the server too dedicated to just store the QuickBooks Data File.I have upped the RAM to 32Gb on the server.However, the performance of QuickBooks is still slow, it can take up to 10 minutes to run Accounts Receivable Ageing Summary report.I monitor the server performance while QuickBooks is running and the 32gb of RAM on the server is never fully utilised, at it's peak it's only ever uses about 8gb. How do I get QuickBooks to utilise all the RAM available on the server?
Example. Project name : Outerspace Customer Fred Blogs Alternative Customer: Joe Blogs wants to be linked to Project Outerspace and needs an invoice to put through his books. How do I show the payment to the invoice as income on the Outerspace project?
I add a customer with all their details and raise an invoice. The invoice is not immediately sent. When ready to send the invoice I select the relevant one from Sales and check through the details in preparation for sending. When the send and send (green) button at the bottom of the page is pressed it will not send the invoice because the email box is empty. I go into the customer's account and the email is showing. I have tried in an incognito window I have cleared cookies/cache I have tried a different browser Nothing seems to work - this has been ongoing for about 4 months. Many thanks
I purchase materials and then invoice the customer once the job is completed. Is there a way to assign/link the purchase in the banking section, to the invoice?
Sending the customer a statement isn't satisfactory, it's too unclear (shows too much irrelevant information).
I've just spent the last two hours in a chat with one of your representatives. Quick Books Self Employed has been categorising all my travel expenses as both allowable and disallowable impacting on my tax position. The operator suggested I turn mileage tracking off and recategorise all travel expenses to make them allowable. Firstly that doesn't sound honest and secondly why do I need to do that when I'm paying for an accounts./tax package to do this correctly for me within `HMRC rules? Answer to the second is apparently that the package does not work. I checked and the same has happened in all previous years I've used the package so I now believe all my tax calculations will be incorrect. And yes, I could have sent it all through an accountant, but I can do that anyway without QBSE. When I challenged the operator on these points and requested a manager or supervisor contact me they sent em a link to a help page and ended the chat. File attached for your delig
HiI've tried to follow the advice given to others about importing credit card transactions from John Lewis Finance which is not listed.Not sure if the UK app is different, but there is no "Banking" on the left-hand side of my menu (self-employed).When I go to the Account drop-down, it says to select which account I want to add the transactions into - but I don't want to add them to my other bank account, so am stuck. Please can someone explain how to do this?Many thanks!
A member of staff marked the invoice as paid in error. Should I delete transaction ?
How do I stop this happening as my invoice keeps getting rejected
It was there a couple of days ago and nothing has changed…my business partner can still do it but I cant
Having a bit of trouble with searching for a transaction by date in the bank register, I'm entering 09/04/21 and it changes to 04/09/21 by itself? Is this a bug? It's really annoying me. Can somebody help?
Help, new to QB and i'm not finding the answer in any of the online help videos we use a till system which unfortuanately wont connect to QB but we can export a csv file of the daily transactions. We have previously used sage and was able to import this 'audit transactions' upload. does anyone have any advice how we can do this in QB
Hi, I would like to update an inventory item Sales and COGS GL account code without affecting previous periods. I'm using QB Enterprise. Please let me know if this is the default or will it always change previous period? If it will change it, is there a button to prevent it?Thanks,Jhoanna
