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1a. Using the receipt capture mode on the iPhone app, what if the paper vat receipt is itemised and multiple pages long and I need to take several photos per the one transaction, what do I do? I need an easy solution on the iPhone incidentally, as I am often in transit, not a desktop computer / laptop drag-n-drop solution into the web browser. Can I not just take multiple photos on the app and then match them all to 1x banking transaction later? 1b. What's this thing about it automatically creates a new transaction if it can't auto-match it? Can I not manually match it and force it into not automatically creating an actual transaction? 1c. Why can't the photo just hang around in a sort of 'pending matching' area (like uncategorised banking transactions) until matched, this is surely what people need! 1d. As for then having to exclude the banking upload, to avoid duplication if doing it this way, this is absurd, it defeats the object of receipt matching. My banking u
If I am recording my mileage in quick books, should I also be recording my petrol receipts? Thanks
I want to set up recurring invoices for my client who I send about 50 invoices to a month. The problem is all invoices must state the month they relate to which is not possible with a template e.g every month will say the same. Is there a formula or something I can type in that will pre-populate with the months name and year? Ideally for an invoice dated 31st May 2021 the description would need to say May 2021, for 31st June 2021 it needs to say June 2021 etc etc
So I have just linked a couple of personal bank accounts, as receipts had been uploaded but the usual business debit card hadn't been used for these transactions. Under the Transaction - Banking list showing the transactions under review it says '1 receipt found' but when I go to the Transaction - Receipts list I can see the receipt is uploaded but it is not showing a match. I have tried to match it manually but the transactions for this card only go up to May 17th and does not show a record of the transaction which took place after this date. I only linked the account yesterday, have I missed a step or what do I need to do to get the up to date transactions and receipts talking to each other? Thank you.
I have a customer that I have given a credit to and so there is an amount on their account that we owe to them. I wrote a cheque to the customer however that did not clear the open balance on their customer page. How do I make this balance $0.
On my supplier balance report I have some supplier credit items that I should really have just entered as bank deposits - can I change these as I would like to clear them from my report?
We are a non-profit providing community housing to intellectually disabled adults. Each of our 7 homes use a Brinks Pre-Paid MasterCard for expenses for the home and reisdents. How should this type of account be set up to reflect correctly in QBO? Is it a credit card, or bank account. Our transactions are automatically synced. Whenever the balance reaches a minimum amount we deposit funds to the pre-paid card. I'm just not sure how to go about this. Thank you.
