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As a small startup I want to be able to invoice with the ability for clients to click a link and pay online, not have to do bank transfers, but I cant with self employed, yet if I upgrade to QB online I can do it but it wont then track my self assessment details? Am I missing something. I have been with Xero for 15 years and have moved as liked the self assessment function but I can have payment links in my Xero invoicing
HiI have QB self employed, I need to change already loaded business income transactions to undeposited funds.I also need to change future cash transactions to load automatically as undeposited funds.Any help would be appreciated.Thanks
Sorting by interval on recurring transactions templates is not correct. Clicking 'INTERVAL' gives me a single monthly recurring transaction at the top, then some non-recurring templates - then the rest of the monthly recurring templates - clicking 'INTERVAL' again correctly sorts in the reverse order. No biggie - but annoying and might indicate other issues.
Hello, I’m new to quick books and I’m using the self employed version. I have currently sold £60 worth of gift cards and was wondering if someone could explain a step by step process on how to correctly record this. I have seen other answers to this but I don’t have the options on my dashboard - not sure if I’m using a different version to others. thanks in advance, kieron
So, I signed up to QB about a month ago, ahea d of when I wanted to start actually using QB (so I could learn how it works), linked my bank accounts and set up my payment and invoice codes. I have a number of bank transactions showing and I'm not sure how to deal with them. The thing is, I dont actually want to start using it for real until the 1st Jan, which is the start of my new financial year. What do I do with all the bank transactions that have automatically downloaded, but that are being dealt with under my old accounting package, prior to the switch. Surely I need to do something so I can start with a clean sheet?
When I run the balance sheet as of today, the balance sheet balance is not balanced. I realized that it is the difference of retained earnings. When I click on it, it shows a different number. I looked back last year's balance sheet, there was no problem at all. The net income from last year matches the number from closing entry. The problem showed up on the 1st day of this year and I need to fix it before the year-end closing entry occur. What should I do?
