Transactions
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Hello, I would like to know if it is possible to import Supplier Credit Note transactions. We have a lot of these transactions that match with the Bills. The Invoices, Credit Notes and Bills are currently imported from CSV files.We would also like to import the Bill payments if possible.We have so many transactions, it would take ages to enter them manually! Thanks in advanceAgs
I'm using Quickbooks self employedAll of my paypal transactions are imported, but at the moment I have to review each individual transaction.I can't see how to set up a rule so that all my imported paypal transactions are automatically shown as business income
I am using QuickBooks Desktop 2020. I have been trying to sort out a supplier refund for the following issue i have, but i just can't see what steps i'm missing. For the Electricity bill, i am charged a regular monthly amount. The amount previously in credit was £203.96. I then paid £59 for the next 3 months, making the total credit on the account £380.96. For the 4 payment i have entered them as cheques, and used accounts payable as the account, and the customer:job as the supllier name. I then received a bill showing the actual usage as £264.98 which i entered as a bill to the supplier, meaning the current balance is now £115.98 in credit which shows correctly in the quickbooks supplier balance. The electric company has now sent a refund for £115.98 to my bank account. How can i record it correctly, as currently i don't have the £115.98 showing in the bank account, rather the supplier balance shows -£115.98, and also it shows £264.98 as amount due when i go t
Hi i am obviously new to quick books, we are a small business. What i would like to know is when we receive a bill to be paid in the mail can we log it on the system without paying or without a payment date then pay it at a later unknown date, or can we only log the bill once the payment has been made??? We dont have a set date for making payments. We are using it for our vat returns etcMany Thanks in Advance.
When entering sales orders, in most cases I know the product code, but sometimes find this a bit tricky. When that happens I exit the sales order, go to items and then search to find the item. I knew the item name included the name "Kit" and found it looking at items.Is there a wildcard search feature when entering items?I was hoping I might have been able to type in *kit* or %kit% to display all items that matched.Is there such a feature?
HI, I have set up to receive payments online for invoices using Paypal. However, paypal take fees so the invoice payment doesn't equal what is in quickbooks so when I then transfer from Paypal into my account that then downloads the transactions it will not match up. I did a test of £1 but only received 69p due to charges. When my bank downloads transactions I only will get 69p so the £1 invoice will not match. How do others manage this situation? I guess if there are lots of payments using this system then you may transfer payment all together as a lump sum and then put in an extra charge that equates to what is outstanding which is the charges- ideally I would have liked to receive the whole amount and then charges billed separately. Thanks for your advice
I have now linked a Euro account to quick books self employed and the transactions are listed in sterling in the total for income or expenses after I have reviewed them. This is great, however the amount does not quite match the current exchange rate, can you confirm what exchange rate is being used?
Since the latest update windows version keeps having errors if not used for a couple of hours meaning having to close, restore and log back in which is very frustrating.It defeats the advantage of windows desktop version as it effectively is logging out all the time.Only seems to have occurred since the prompt for a mobile number which I skipped as I don't want yet more time to log in.Also now appearing on every invoice near the top is a pop up on every new invoice advertising accept credit/debit card payments I DON'T want this and cannot seem to remove it takes up space on the screen. Quickbooks - these are NOT improvements please fix and remove the annoying advert linking to PAYpal. To add to the frustration not only do i go round in circles on the "helpline" but the post has "errors" I really need to find a better solution than QB
