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Hi, after some advice please. We are a football club with around 500 members. I moved to quickbooks online after using a database for years. for example, I uploaded an invoice against each customer of £250, then they repay it across 11 months of £25. I couldn't see the best way to allocate those payments when they come in via BACS and card payments. I am hoping not to have to go onto every one and link it up, I thought it would match them once I had made the link to the donor account initially. I seem to have to accept/amend each payment that is downloaded from the bank and then manually add it as a payment which is taking longer that it did when I held them on a database. Before the start of next season, I am hoping to find the best/most time effective/streamlined way of doing this so wanted advice before I create all of those invoices again. Ive already lost the link to Yorkshire bank so that is taking longer now as i have to download the info rather than just update t
Hello, Due to the current circumstances I have had to go down the quick books route instead of my book keeper just to try and keep the business afloat whilst we are closed (covid 19) I have added my bank to QB so it's ready to go..... Do I add my customer invoices and supplier invoices on to QB and let the bank try and match them up? or do people go through the bank transactions and match up invoice/receipt and then file them away? This might sound like a stupid question and it probably is I'm just not used to do anything related to accounting. Thanks in advance. Sophie
Up until now I have been processing refunds from suppliers through the banking feed, simply depositing the refund amount into the account which the original payment was made from. I got this process fro this video: https://www.youtube.com/watch?v=uQWi7-PVEl8 The problem with this is that the refund doesn't appear in the supplier transactions. I then followed this process:Step 1: Enter a supplier creditThis makes sure the credit hits the expense account you use for this supplier. Select + New.Select Supplier credit or Receive supplier credit.In the Supplier dropdown, select your supplier.Depending on how you record purchases with this supplier, enter the Category details or Item details. Usually, this is the category, product, or service you’re getting a credit for.Select Save and close.Step 2: Deposit the money you got from the refund Select + New.Select Bank Deposit.In the Account 
Hey, I have a client who raised for example 15 invoices per month for work completed for a specific customer. The customer will then make payments towards the balance and not a specific invoice. They do not want this to be offset against a specific invoice until a later date. How can I do this? What I have triedI have created a test supplier account with two £5+VAT invoices.I have made a general payment of £6 (Sales>Customers>Select Customer>New Transaction>Payment). I have filled in the amounts received box with £6 but not filled in the boxes that correspond with my two invoices. It then gives me a pop up box stating this will just be offset against the customer account (ideal). When I go to create a statement it appears that this has actually offset against the earliest invoices though. Ideally I would need the customer statement to say inv1 £6, inv2 £6, payment £6 but not offset against any specific invoice. Is there any way for me to do this?&nb
I have just received payment for an invoice at the end of last tax year and want to move the payment into last tax year but I can't figure out how to do this. Can anyone help please?
I have reconciled my accounts for the tax year 2019-2020 3 times. Each time I have finished it but when I log back in again none of the information has saved. I am not manually refreshing my bank account as it is no longer linked to Quickbooks due to my bank not being supported as at the end of March. How can I save the information so that I can file my tax return and not have to re-enter the information over and over.
