Transactions
Recently active
Original commenter did not share additional details
Customer statements. How can you back date a customer statement.A customer is being audited and wants a statement going back 3 months but I am struggling to produce this as includes all receipts since this date
Just a quick question please .how do people manage Esty sales ? hers an example of what's happening Etsy Syncs with quick book Sale 1 - £30 - Sold on 10th / Syncs on 10th in sales "all sales section " & "Overview" section Sale 2 - £30 - Sold on 10th / Syncs on 10th in sales "all sales section " & "Overview" section Sale 3 - £30 - Sold on 10th / Syncs on 10th in sales "all sales section " & "Overview" section now because you sell on etsy - you cannot get the deposit of these funds until the next day when the funds come the next day or 2 days, or whenever you select, these come through as deposited funds into your account " this then goes on top of your "sales figures" - even though its already been added when the sales first got synced with etsy .whats peoples work around please ?
Looking at QB to use on UK Make Tax Digital but looking at the cheap products there is no facility to enter bills where I purchase for resell.
What amount do you post the bill on QB with a VAT reverse charge. We have activated the reverse charge on QB so assuming we post the amount without VAT and select the reverse charge code while making payment? Is this correct? It's the first time we are doing this - any help will much appreciated.
I have no invoice coming through from my QuickBooks profile
We exported our data from Desktop to Online in April last year. We had a few teething problems but undertook the recommended 'house-keeping' but we still had differences in the P&L. We had exported 13 years of data so finding the differences was going to be very difficult. We also learnt that QBO does not like journals so a lot of the difference was probably general journals.We are a small company and were two staff short so I decided to leave the P&L differences until the summer when we are less busy. However, in the meantime, we had year end so I prepared the accounts for our accountant in QBDesktop as I knew that this data was correct.I continued to keep QBO up to date.My accountants suggested that we should input opening balances for 31/10/23 and then un-reconcile all of the November and December bank rec items. So we would be back at year end and we could then move forward reconciling each month to the current month. I would really appreciate some help - do you think
Hello, I've been working with clients that pay me in £ but I'm currently working with one client that it will pay in Euros. How can I change the currency for this new client in self-employed quickbooks? Looking forward hearing from you,
Invoices review and pay page not working it goes black with a few highlights bits, click on it and it returns
I went company operations and went restore from backup up suddenly I lost 3 days ago held reciepts .
Hello, I only use one bank account (business) with QB, quite a few of the regular transactions are done with apple pay. Although i have rules set up to deal with these transactions by the vendor name it will not recognise the bank accout taken from, i know this is due to AP using a different card number. How can i make this work so it files the tranactions away like it should ThanksDarren
Hi all, Just deregistered as a LTD company, going back to self employment. I have around 10 invoices that I need to set to recur on the 1st of every month, how can I set up this in QuickBooks self employment? Thank youJosh
We are a UK charity. We recently had a big donation from a corporate entity for which we needed to raise an invoice. as QBO doesn't support narrative invoices, we needed to create a custom product/service. This was recorded as Item-Type "Service" with the income-account set to "Donations:Corporate". The invoice has now been paid, but it appears on the SFA as "services" income rather than as "donations:corporate". I can't see how I can amend this other than by creating a journal. I tried editing the Product/Service to make it a non-stock item with the income account set to "Donations:corporate"Is there a way to amend the original invoice
Hi QBers, Does anyone know if you can add a "Delivery Charge" field at the bottom of the invoice that's unaffected by the "Discounts" field? Thanks in advance! Charlie
I'm using Quick Books Self Employed and I have a discrepancy between the amount I have invoiced and the amount I receive. This is because I there is a fee for client paying via credit card (2.5% + 20p). For ease of example, let's say my most recent invoice is £1025, which is made up of £1000 of billable work and £25 credit payment fee. This means, my accounting software records £1025 business income, but I only receive £1000 into my bank account. How do I deal with this as it throws out how much I've earned when it comes to reporting to HMRC at the of the tax year?
Why is adding supplier credit notes so difficult? The nature of my business means I get several of these a month applied to my Supplier accounts (Not Deposited to bank) I love the upload reciept feature for adding supplier invoices to the system and automatically filling in all of the information, but why on earth hasn’t this been setup to do the same for credit notes? It’s actually making me want to find different software to use as adding them and applying them seems hugely overcomplicated. My previous software (Pandle), you put the credit note on, then it simply showed you open bills to apply it to. I feel like you have to jump through way too many hoops on QB.. Would it be possible to revise this? I can see there’s plenty of people online asking for similar.
Will not let me see invoices in preview before sending and will not let me print off anymore
Hi,I'm struggling with a basic transaction that seems completely out of QBO ability. One of my businesses makes and decorates custom celebration cakes. Clients discuss their needs, agree a price then pay a deposit, usually but not always 50% to secure the booking. They pay the balance on collection. I can't find a way to send one transaction to the client once the scope and price are agreed, confirming the requirements and the pricing schedule, requesting deposit payment, that can then match to received payments. Something like an invoice for the deposit that shows:- Description- Date for collection - Full amount agreed, £- Deposit due £- Balance that will be due on collection £ It doesn't have to be in that order, so long as each item is clearly labelled so clients can't be confused about what they have to pay and when. I've been told by the QBO support that this isn't possible, but find it difficult to believe. I know I can do it by invoicing the full a
Transactions from 2023 have randomly popped up and can't be categorised
