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Have checked to see if the invoice appears as reconciled in another transaction but nothing showing
Hi Everyone. Newbie here. How do I set up a report showing open invoices in date order rather than customer order? I need to produce a report that shows all outstanding invoices for 2018.
estimates - can I automatically cc to an additional email address?
QB have suggested i change the invoice date to the paid date once paid but that messes up my reporting
I have a partial refund from a supplier, we pay for a monthly subscription which we've cancelled early and they have given us a partial refund. Having checked the following article on processing a refund I'm stuck at step 3https://quickbooks.intuit.com/learn-support/en-us/vendor-credits/enter-a-refund-from-a-vendor/00/335902 Select "Accounts Payable" I don't have a category showing up called Accounts Payable, how do I go about setting this up as a category on the Chart of Accounts? Thanks
Hi team I've recently started using quickbooks. All I'm really looking for it to do is track my income verses my expenses (for assisting my tax return ) and my VAT Returns. I've already linked it for MTD. So I only really need to put in all my invoices and all my expenses. I do not want to link it to my actually business bank account. I notice when I mark an invoice as 'paid' it goes into the 'undeposited funds' Is there any reason I cant just leave all my income in there? Or should I still move it to default bank account even though I don't want to link it to my actual bank account? Also - when I record expenses (say I buy materials for a job) - it asks for the payment account I bought the materials from - should this be undeposited funds? (if that is where i leave all my income?) or should it be bank account? Does any of that matter for tracking my VAT returns and income verses expenditure? Thanks Matt
