Transactions
Recently active
So where I would have 30k or so in sales I have 65k in income. I need to exclude one or the other I would rather keep my bank account linked and categories as sales for purposes of profit and loss, but I have to send invoices and receipts to customers for their benefit they dont have to go into my profit and loss report which they seem to be along side sales in my bank ( which is the customer paying ) which then doubles the apparent income
Billing page on website has a fault. I'm unable to download invoice for quickbooks by pressing "Export to PDF". Nothing happens, in chrome and safari same
Original commenter did not share additional details
I'm a sole trader and enrolled in the NEST pension scheme of my current employer. How do I record the pension deduction made when the employer pays my invoices as the amount that goes into my bank account is less than the amount I invoiced for?
I am a VAT registered sole trader. I am only using accounting software because I am being forced to by HMRC I am nearly at the end of my quarterly VAT period which is also the first period for which I have to use MTD. I have never previously used Excel or any other spreadsheet to keep records. All of my past invoices are in Word. How do I import past, paid invoices into QB manually? I have worked with one customer during the period stated above
On an Invoice already created, how can I correct the person's contact name and email and resend the Invoice with these corrections
Hi,In QB self employed I am being asked to renew my connection to a now closed bank account.I can just ignore this message but it's annoying so want to remove this now closed bank account but there is no option to remove an old bank account without also deleting all historical transactions...which of course i do not want to do.So, is there an option to remove an old account without removing any of the transactions related to it...or do I just have to live with this renew message for ever!Thanks.
I am struggling with understanding what is going on with invoices, AR, credit memos, and issuing customers a refund. I just want to refund a customer the money they paid after I deposited in the bank account. I have an invoice for $550. Customer paid, and I deposited the funds in the bank. Customer is now due a full refund. So what I did was create a credit memo, then apply that to the invoice, then issue a check to pay back the customer her $550. I thought that would be it. But yet at the end of all this, the customer has a balance of zero owed, the revenue is zeroed out, the bank account is balanced like nothing happened, all of which is correct. But yet the AR shows a balance of $550, still considering something is due. Must I do a general journal transaction to zero out that $550? How do I make the AR go back to zero? Seems this part would be handled automatically when I click on the "use credit to give refund" within the credit memo. The AR balance is showing
When my invoices get emailed to my customers, they can see the amount but when they click on it to view the invoices it says ‘invoice unavailable’
Hope someone can help. i am currently Reviewing a transaction in order to post it correctly. How do l post the following please Client has paid 3 invoices in one payment less a credit note. how do l post correctly and then match the transactions with the net amount received in the bank. Many thanks
It would be helpful for the customer to be shown the details of the VAT that is to be paid by them
why do transactions have two memo fields? How can I combine them? When completing a check there are two memo fields. When I run reports only the first one is displayed. But the 2nd memo field has the detail I want. How do I get the 2nd memo field to be displayed in my reports?
