Transactions
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I've accidentally deleted last year's imported csv transactions file... can this be restored????? If not, I've lost all my transaction data for the entire tax year. HELP!
My account shows about a dozen invoices are missing or have been skipped
Payment cycle on invoice
I have also made a one of payment to my personal account for the same reason - how would you categorise this also?
How do I set up balance sheet accounts as default account in suppliers?Not all suppliers are profit and loss based, so I would like to know how to set up bank loan as the default account under the bank name in the suppliers ledger.
I'm using quickbooks self-employed. I've gone to do my 2022-2023 tax return as usual and my linked bank account transactions were no longer showing. So, I successfully relinked my account but it's missing all the transactions from that tax year (apart from one random month weirdly). I then followed the instructions to import transactions manually using CSV files (which I've also done before a few years ago) but was met with an error. I've tried everything I can think of. The files are not too large as I tried with smaller versions as well. Is this a quickbooks glitch happening at the moment? I need urgent help as my tax return is due by the end of this month!
I feel like I'm missing something obvious. I have QBO Online Simple Start. How do I process a refund for an expense paid e.g. when eBay refund final value fees?
Hi, is anyone able to help with a couple of issues I'm having. Firstly how do I record just eat/Uber/deliveroo sales. Obviously the payment I receive isn't the actual sales with the platform. Plus obviously we sell items that aren't vatable. So would have to enter different amounts. Secondly our daily card payments contain payments from collections from these platforms as well. How do I separate them from the walk in customers. Then there's the added stress of items not being vatable. Or could I just record the walk in customers and add something to say the vat has already been calculated from the remaining balance. Hope I'm making sense 😬
I have just run a report on the 23-24 tax year out of curiosity and see that I have a very large amount in disallowable under Other Business Expenses however when I return to my account and isolate transactions to show only 'Other Business Expenses' the transactions showing aren't totaling to this amount. I can't seem to find where this is money is.
Hi I am setting up suppliers on our new Online version and whilst I am OK setting up new payment terms for a fixed number of days (15 days, 30 days etc) I am struggling to figure out how to set up Month end +30 days or Month end following monthMonth end +60 days any ideas? I could be missing the blindingly obvious after 2 days of data mapping. Thanks
Hi there,I have the Self-Employed product from Quick Books. How do I go about adding pre-trading expenses to my account? When I do add expenses prior to my trading date, for example December 2022, they don't appear on my self-assessment summary.Thanks,James
Hi there,Is it possible to add more than one receipt to a single transaction?Thanks,James
Hi,I am trying to categorize a split transaction. One is to be matched with an open invoice, and the other to be categorized as a liability. Once I click split transaction, how can I match the payment to the invoice?
I would like to email a receipt to a customer for a partly paid invoice. Example:Invoice showing amount due of £100Customer pays £20I would like to email a receipt that says something like "thank you for the payment. I have recevied £20 as per the attached receipt, and the balance of £80 will be due"
Hi, I have a transaction that I've been unable to categorise correctly. The transaction is for £34.05 into my account from a Shopify payout. The original transaction was for £35 sale (inc. 20% VAT (£5.84)), but Shopify took their transaction fee (£0.95) before paying my account, so the final transaction in my bank/quickbooks account shows as £34.05. How can I categorise the transaction correctly in QB? Currently if I select 20% VAT in QB, it only calculates 20% VAT based on (£34.05) after the transaction fee was deducted, instead of before the transaction fee was deducted (based on the £35) Thanks in advance 🙂
Hi all, I started using QB Self Employed yesterday and are coming up with a number of issues that seem self explanatory but cannot work out. Hoping someone could help: 1) My accounts shows as "No Company Name" - how do I change this to my actual business name? I don't recall it asking me this when I signed up and have gone through what I feel every option and cannot find out how to change it to my business name 2) Issues importing older transactions - on the automatically pulled transactions from the last 90 days from my bank the "transaction" column shows the company or individual (e.g. Amazon or Intuit) and then if I click on the transaction it shows the bank reference (e.g. invoice number or other details). When I import my older civ files it just imports one or the other as "transaction" and doesn't populated anything for bank reference (doesn't even show the title of this when I click on the transaction. 3) Refunds - this one seems so sim please but canno
Customer shows in the app fine. But does not show the cis deductions. Why is this please?
