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Hi, Just setting up QB SE and an trying to fill in as much as I can. My issue is that I have lots of instances of tansfers from paypal to my bank, however, these sums arent going to match up with any invoices etc as I just download cash from paypal as and when so theres often one or more payments in there or i will have downloaded a portion of the balance to my bank etc.I have marked the amounts as business income, which it is of course. Presumably when i start producing invoices from within QB it will be ok but Im just puttin all my data in from last April at the moment so only have paper invoices that i have sent out.
Hi. I'm currently using separate invoicing and expenses software so at the end of the year I can easily see how much I made and how much I had to pay out. I would like to use QuickBooks to keep in all in one place, but due to being a small company I only have one bank account, so all of my personal payments are mixed up with business payments. I'm happy to go through them all each week/month and sort them out, but how do I classify a personal expense so it doesn't get recorded as an expense at the end of the year, I only want to know about expenses linked to the business?
Do I need to reference which paypal transaction corresponds to which paypal payment? I'm a bit confused!
The transaction list doesn't show which ones I've processed - and which ones I need to do or worse case, which ones I've completely missed out. How can I be confident that I've allocated everything??
I have incorrectly uploaded transactions for a bank account from a csv file. How do I delete them?
Is it possible to submit overseas receipts to be processed into my Quickbooks accounts?
I uploaded a custom invoice template and mapped all the fields, but the <billingtaxnumber> field adds the words "Tax Registration Number" on my invoice instead of just the numeric code.Some of my invoices aren't in English and I have the foreign language equivalent of "Tax Registration Number" hardcoded in the docx template, hoping that QBO will only append the number from the customer profile there.How do I overcome this bug? I don't want to manually look-up and type this number when issuing invoices. PS. I also tried saving the number and the wording as a shipping address (I don't normally use this field), but then QBO appends the customer name, when using the <shippingaddress> placeholder in the template. This appears to be another bug.
I am using QB self employed and have a verified email address. When I forward a receipt, I get an email from QB stating that the receipt was successfully obtained (e.g. "We're processing a receipt you forwarded to us"), but that's all that happens. It doesn't match it in the transactions, it doesn't send me a confirmation stating whether it failed or not; literally, nothing else happens. Can someone help me figure out why this isn't working? I have so many receipts that I need to be matched, but this is holding me up.
