Transactions

Hi Everyone, I haven't been able to upload a transaction receipt for several weeks. The customer service has asked me for lots of screenshots but provided no real help or solution... Anyone in the same situation? Any advice? Please, I need help!!

2 years ago

Lindapo

Transactions

When i assign an income or expense account to a product the drop down box on the products shows a limited amount of financial codes, I need to see more ?

The financial code is on the chart of accounts but is not showing in the drop down box on the product

2 years ago

KathySB

Transactions

Hi all - How do I cope with card payment fees deducted from a Sales Receipt ? e.g. sales receipt £4.12, fees £0.07, amount received into bank £4.05

I have no control over how sales are recorded. Some are invoiced and some are (correctly) recorded as Sales Receipts.

2 years ago

sales-boatybits-

Transactions

Have added a payment ont invoice incorrectly .. how do I remove it or alter it?

Original commenter did not share additional details

2 years ago

info-barbarablac

Transactions

Hi I’ve recently started using the email invoicing so my customers can pay by card or PayPal, a payment delayed error message how can I correct this

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2 years ago

charlesshumba03-

Transactions

How do i enter receipts manually?

how do i enter a bill without the receipt

2 years ago

simon86

Transactions

I cannot find my older invoices listed . Where might I find these?

Original commenter did not share additional details

2 years ago

thecotswoldsprop

Transactions

I've tried deleting a duplicated invoice and payment record to a customer account several times but the page just spins and doesn't complete the deletion.

Original commenter did not share additional details

2 years ago

interior-jwhdesi

Transactions

Client sees the following when paying my invoice via credit card - Error - Payment wasn’t successful. Try again or contact seller. All fine on his bank end. Any fixes?

The client has called his bank, they have approved the invoice and then Quickbooks for whatever reason are returning it straight back to him. It is being paid with a credit card I believe. I have my American Express and card payments turned on.

2 years ago

jenny Mc1

Transactions

Lost transactions after disconnecting and reconnecting bank account

my connection to my bank account has been showing error messages and not working as it should recently, i was advised from QB support to disconnect my bank and reconnect. upon doing so, ive now lost around 2 years worth of reviewed bank transactions. they have disappeared from from a certain date. although manually imputed cash transaction have remained, as well as some of my outgoing bank transactions. except for the most recent month which everything has disappeared. im so confused to why this has happened. currently support are trying to see if they can fix this, has this happened to anyone else?!? two years of transactions is HUGE if i have to go back manually and sort this out, its going to take hours, if not days to back track all of that information. 

2 years ago

gj_111

Transactions

Has Anyone had problems with customers unable to view pdf invoices???

Original commenter did not share additional details

2 years ago

michaelmadew-gma

Transactions

How do I sort the list of invoices on iPad by either number or date?

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2 years ago

michaelgroves83-

Transactions

I edit my outstanding invoices on the pc but it doesn’t update on my iPhone.

Help!

2 years ago

david-trangmar-a

Transactions

I have just created my first invoice to email. I get a message that "Invoice hasn’t been sent. We can’t reach this customer." I tried several email addresses. All fail.

I have tried sending invoices from the default Intuit email address, and I have set up a gmail account to send invoices from. Both fail.

2 years ago

denise.walter

Transactions

When emailing receipts to QuickBooks has anyone else recently started getting the email appearing as a transaction for review as well as the receipt as a transaction?

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2 years ago

Jon 1

Transactions

Journal entry numbering

Hi. Using QB on-line.  When clicking "New - Journal Entry" a blank journal form correctly appears, but for some reason it is not numbered correctly.  I have raised 50 journal entries to date.  However the New Journal entry is always 4 numbers behind where it should be ... ie it currently numbers a new journal as No 47. (I've obviously done something I shouldn't have, back when ) I have checked the "warn if duplicate journal number" box ...  so I then remember and manually renumber the journal.   Can I manually reset the "next journal entry number" so it automatically numbers the next journal sequentially? Thanks alljon

2 years ago

sales-jbradygara

Transactions

Can I refresh my QBO app? Seems to be showing invoices that have been removed. Invoices aren’t present on my desktop but they are still showing on the app.

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2 years ago

ryt-source-outlo

Transactions

Hi I have loaded my logo onto quick books but it doesn't show on my invoices when I print it preview them. What's weird is that it appears on my home screen when I log in

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2 years ago

richards343

Transactions

Is there a way to automatically generate an expense transaction from an invoice line (ie when monies are received 20% has to be paid back out)? Can that be automated?

In this example of a model agency - they receive a fee from the customer as per their invoice but 75% of that fee charged has to be paid out to the model the agency used. Can that be expense generation be automated?

2 years ago

fourpawsforward-

Transactions

Why are my invoices that I have added the payment too not moving from 'Open' to 'Paid'?

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2 years ago

neha-incisive-ac

Transactions

By using qbodoc how to post multicurrency bill/ receipt transaction in quickbooks?

I need to manually convert it to GBP from other currency while processing bill from qbodoc. How this can be automated?

Hope this is in the right place! I'm certainly no accountant... Just encountered a new problem with QBO when importing invoices / bills to 'Bills'. The suppliers PDF's are uploading, all information is reviewed and added as needed and then submitted in the usual way.The information appears to be accepted fine but, when I return to see if it's been added to the 'Unpaid' section, it isn't listed (checked 'For Review' as well - no joy).  The invoices/bills do show up in the suppliers own transaction list but not listed in the Bills overview page?It was fine until last week and the problem is occurring on two different pc's in separate locations (not even in the same building). Just wondering if I'm doing anything wrong or if anyone else has had this problem and solved it? It's great feature to have and just hoping Intuit haven't fiddled about with it or are preparing to remove it. Sorry if it's been asked before, but I've looked and I'm probably being thick! Thank

2 years ago

ymyc

Transactions

what is the difference between a "closed" and a "paid" sales invoice

sales invoices showing both status but seem same type of invoice

2 years ago

Jan2310

Transactions

Is it possible to have two or more tabs open at once ? say if i have the bank rec open can i look at transaction / suppliers open without closing the bank rec ?

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2 years ago

chrisbrown993@go