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Hi there, I pay some of my suppliers by direct debit and am having a real nightmare with such a simple thing. I'm sure it worked in past but no more. - Let's say they have invoiced me 5 invoices and 1 credit notes- They've then collected a group payment across all 6 transactions In the banking section I can only select invoices, not credit notes. If I open the invoice directly I can enter a manual bill payment but as I add the 5 invoices, and then add the credit note, the amount keeps going up not going down and doesn't match the bank transaction? How am I supposed to match this credit to the incoming amount? Surely it would make more sense to allow you to match both invoices *and* credit against bank transations? Anyway I have tried some following instructions ref turning automations off but that didn't seem to make any difference. Any help urgently appreciated. Thanks, Jules
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Hi, For some reason my invoices never show as read, however I know they have been read as the customers pay by bank transfer and the bank details are only on the invoice Why is this please? Thanks
I am reconciling the bank account, and a payment has been made to NEST Pensions. How do I post the transaction to QBO ?Thank you.
I would like to add columns to a monthly invoice including details per week(see image attached)I might need more space because of this. is there an option of changing it to landscape? Thanks
Hi, I am new to Quickbooks and tried scanning my receipts in via the Capture function and it does not seem to capture the values, do I need to enter them in manually? I have been told I might need a separate app for receipts? Thanks
I've just started and am transferring my data to QB Self Employed from a manual system so at the end of this financial year I will have an entire set of data in one place. I'm therefore trying to enter the historic data from the start of this financial year up to the present date. I don't want to live-link a bank account - I will use edited CSV downloads as I am really worried about revealing login information. I am getting in a muddle over invoice dates, due dates and payment dates and fear it is going to take for ever! Most of these invoices have been paid, of course and I have the dates, however QB only seems to be able to record payment on today's date. That clearly is incorrect as payments were received April to Feb. Also as I go forward, does that mean I must be logging in daily to ensure I record a payment on the right day? That's a pain as I normally do my accounts in batches anywhere between weekly and monthly, certainly not d
How do I record an over-payment on an invoice ?
Hi I've entered all the customer details in the require fields of my invoice but customer wants me to ''CC'' his accountant as well. How can I do it? I've tried to use comma in the e-mail field, but that doesn't seem to work RegardsMaz [self-employed UK]
Why does QB not automatically recognise when an invoice has been paid?
Hi. My client has linked the business credit card to QuickBooks which is made up of several cards for each employee. I have added the payments showing on the credit card feed to QB i.e. materials, fuel etc. Now the payment to pay off the credit card is showing in the business bank account feed but I am unsure as to what to do with this. It says Transfer at the side. I'm unsure whether to add it as an expense with no VAT (as the items have already been added) or if I transfer it what do I transfer it to as the payment relates to the total of all the credit cards. Once I added the transactions from the credit card feed into QB do they automatically get included in the VAT figures for that quarter? Obviously I wouldn't want to duplicate things. I'm very confused!!
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I understand that I can now import invoices using a csv file - has anyone done this yet and how have you found it. Also is there a video tutorial available?
Can I record an initial quantity and date?Purchases and sales of the item update the stock quantities automatically?
Hi, can anyone tell me if it is possible to include a service code on delivery notes.Also is there any way of removing our bank account details from the footer of the Delivery note. I am sure there must be a simple answer.Thanks in advance.
How do I stop the Payee name from auto-filling on transactions? These checks are to different payees but the system is auto-filling ALL of them with the same Payee name.
We have received an advance from a customer with no specific Invoice raised yet. How do we post this as a receipt without it showing in the Profit and Loss ?
I have added many transactions to quickbooks online without hiccup. I have an issue that two transactions are not appearing in my undeposited funds when i try to match the deposit with the customer payment in my banking screen. All transactions have been done the same, when i go into my undeposited account through the chart of accounts they are both therebut when i try to match them to the transaction they are missing.
Hi, I am just a little confused at the moment on how to handle a purchase of computer equipment and hoping someone could advise on what transactions to create and where. Here are the details: Purchased Surface Pro and accessoriesSame order and supplier and over £2000 inclusive of VAT, so can be reclaimed for VAT (I am on flat rate scheme)I have purchased it with my own credit card (to get the air miles :smileyhappy: ) So I guess I kind of need to work out the correct way to: Record the transaction as an asset (what category should it be etc?)Raise a bill to repay my business expenseCategorise in such a way that it is recorded as deductable for VAT and correct ledger account etcI am probably over thinking this, but I just can't get my head round it given that I have probably complicated things by using my own card! Any help would be appreciated. Thanks Andrew
I made a deposit to my bank a couple days ago with multiple customer payments but totaled it wrong so after the bank deposited for what I wrote down they caught the mistake and entered in a deposit correction. Both are in my Quickbooks and I don't know how to resolve either. Help!
Hi all, I have a problem with notifications. My finance staff message me, from an invoice, when they wan't me to provide an online authorisation. The message is sent from their QBO account to me, but I don't know where I can pick these messages up now as the notification icon (A green message symbol) does not show anymore. I still get email notifications but the links in these emails don't force my browser to open to the specific invoice that the message was generated from. Mystified as to why this functionality has dissappeared and how I can look at my notifications/messages. cheers, Alex
I have 2 customers who clearly don't use Quickbooks! These customers have overpaid me several times this year for invoices, and then of course have been deducting money from other invoices to adjust the balance. Whilst the accounts are all fine, trying to reconcile this on Quickbooks Online is causing me a headache trying to imagine a way to do it that will keep my accountant happy! Any advice gratefully received. I don't know where to start!
