Transactions
Recently active
This is a convenience issue more than anything. If you're going through transactions that have been made via Google Pay then the transaction field will always say "Google", and all the useful information that will allow you to categorise it is in the bank description field, which you have to expand with an extra click. This seems an inefficient way to list transactions as you're constantly having to expand transactions to see what they are. Is it possible to have the transaction list display the bank description field without needing to expand the transactions first?
Original commenter did not share additional details
Hi Can anyone tell me if its possible to change the default category the system selects when adding Receipts/ Invoices that have been emailed into the system ? For example Quickbooks is currently automatically selecting " construction in progress " when the Category we want it to be is something else ? This would help us speed up entering supplier invoices as we wouldnt need to change it everytime ? Thanks in advance
A customer deliberately overpaid us - they are happy for the rest to be kept to apply to future invoices - and I don't know what to do with the bank transaction in the "for review" tab, nor how to apply some of the payment to the outstanding invoice. With other incoming transactions from the linked bank account I've been able to match them to invoices, but that isn't an option for me now, I don't really understand why not. Ideally I would like to be able to allocate some of this payment to the outstanding invoice, and leave the balance as a credit on the customer's account ready to apply for future invoices. How can I achieve any of this?
How to add ebay and Amazon fees To Quickbooks self employed
Hi, would appreciate any help - I have just added Revolut to my Self-Employed QB account and none of the transactions are showing on the transactions, how can I get this working?
I have just started using quickbooks online and have linked the bank account to our quickbooks. The transaction details are not very helpful though. They don't list the details of who paid / who was being paid. It has not drawn out that data. Is there a way of auto correcting this or do I have to manually amend every transaction from the last year?
I’m trying to add my bank details on the customise invoice. When I click apply nothing happens. Also doesn’t apply it to my invoices.
Hi - I can see from other threads that there is a way in Quickbooks online to reimburse start-up costs/personal expenditures from the system. However, I don't seem to have any of these options in the self-employed version. Please advise how to account for reimbursing personal expenditures in the Quickbooks for self employed? Many thanks.
We have been running QuickBooks succesfully for over a year for our swimming club financial managment, but suddenly this month (July 2022) invoices were no longer paid through GoCardless DD collection and all DD collection has terminated with each customer having the comment in Quickbooks of "Sorry, but we don't support this customer's currency". I've spoken to GoCardless and they tell me the fault is not with them (although I'm not convinced). Has anyone else come across such a problem.
I revised a journal entry for a bank deposit where each split had been recorded as a separate bank deposit rather than one entry for the deposit followed by a list of splits matching the total on the bank statement. This involved deleting the individual bank deposits and changing the first entry to match the total.I made the mistake of not reversing the reconciliation before deleting the lines so I can't proceed with reconciliation until I have fixed this problem.Is there any way around this without going back and reinstating the journal in it's original form and then repeating the changes after cancelling the reconciliation on the lines before deleting them?
Hello, could someone please help me… something went wrong with QuickBooks this morning and long story short, my bank account has now been reconnected but now I have 498 old transactions. Please tell me there is a way via the app or desktop to batch select these and exclude? thanks !
Anyone out there having problems with QBO pages not loading? It is happening with every transaction I try and edit. Very frustrating as only half a page loads, wait 30 seconds, then it might load or not. End of the month and can't do any work, November & December will have to be merged together. And yes, have cleared Cookies & Cache. and have super fast fibre BT Broadband with 100% of all other computer functions & features working perfectly - Its a Quickbooks error! And No, I'm going to use another browser - it has been working fine for the last Ten years on Safari and we can't change browsers. Safari is one of the biggest web browsers in the world. If QBO is Chrome only, then we should of been aware of that years ago and why develop an Apple App if it's not compatible with Apple or other web browsers. Already put out a Support case - (Case:[removed]) back on 18th November when we sent over 'Console txt'. Heard nothing since and was promised a call back on 1st Decem
Hello Can you assist me. I have credits given via credit note to a supplier. However the credit sits on the account and it has not been refunded through the bank account. I have entered the credit notes however they are not showing in the balance and say unapplied. What do i have to do to allocate them without altering the bank account to show a correct credit amount in the relevant supplier account. thanks
I use the same bank account for my business and personal expenses, how do i categorise my personal payments to stop them showing in income tax and Vat returns
I have spent 2 days trying to convert my bank statements to CVS files with no luck, spoken to 3 agents who have all been unable to resolve the problem, even had one agent convert all the files for me a few months ago but the link she sent me to access them didn't work. Haven't been able to speak to another agent willing to do the same again for me. Great for next years self assessment but useless for the one im currently doing. Realised now that im going to have to go back to my original account method for this year which is frustrating. Anyone else have this issue?
