Transactions
Recently active
Hi I am just six months or so in to learning Quickbooks, and have a muddle I am trying to resolve. A few months ago I posted an expense - or transfer - from the bank to pay an American Express card as a 'credit card credit' by mistake. This was unnoticed, then the transaction was categorised as a transfer on the bank side and reconciled. Having tried to amend it, now the bank account is reconciled, but in the American Express account I can't see a way to unpick this without unreconciling the bank account and posting it all correctly (Alternatively we could write it off to reconciliation differences but would really rather avoid this). To add to this.... AMEX is listed both as a bank and as a supplier American Express (I inherited this), so this is contributing to the mixup maybe. Any ideas on this gratefully received! thanksJo
If you have any questions about how to customise your invoices, please post them below and there'll be an expert on-hand to answer you.
Original commenter did not share additional details
I was struggling to reconnect my bank on the app, so for the last 2 months my transactions haven’t been updating. I have managed to reconnect it now but the transactions over the 2 months are missing. How do I update it?
Hi I hope someone can help. I recently damaged the hard drive on my laptop and luckily had quickbooks desktop data backed up on a USB stick. I have now moved to the online version and had my data moved by movemybooks, but they have only moved the last 2 years out of 18. Unfortunately they could not move any of my stock and I wanted to know the best way to re-enter it without paying for it again? Any help is much appreciated, thanks Pete
I have a company and the home currency is GBP, I have enabled multi currencies.When I added the GBP and USD transactions everything posted correctly, when I try to add a transaction for the ZAR currency I get the following error:This transaction type doesn't work with foreign currencies. Instead choose Transfer and choose the foreign credit card in the Transferred To dropdown.Please help
I have an unpaid invoice yet the status says deposited. How do I change it back to unpaid
I want to create an electronic invoice,how do I do that please
I'm trying to link up an account I have previously linked up. Not getting any error messages but seem to be stuck in a loop of entering my login info and then being sent back to the login screen to re-enter info over and over again. I have also tried downloading csv file from my bank for the missing dates of transactions (everything from June to November this year) but I just get a message saying...Error ImportingDarn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us.Is there any advice anyone can give about formatting for csv files? Also how do I actually contact anyone from Quickbooks to ask about this. Presume it's not the sales number?
I've located all the relevant invoices related to the combined payment so I can match them. I can select all the relevant invoices apart from the last one, at which point a pop up tells me the final value must he zero. If it allowed me to select the final one, it would total zero. I've tried selecting the invoices in a different order but the same problem occurs. I've tried using a different device but the same problem occurs. Has anyone encountered this issue and what did you do to resolve it?
It’s only showing from October 23 I need it from opening of the account 17/11/22
I bill monthly and want to avoid doing all the invoices in one go, so would like to add a weekly attendance to the ivoice and then send at month end. What I currently do is save as new invoice but it shows as owing. Is there a draft invoice option that can be stored ready for approval and send later..?
We received £24,000 from a customer instead of £27,000 as they deducted a supplier invoice of £3,000. How can I allocate payment in full for both customer and supplier account and make sure the bank reconciles?
Two questions which I cannot seem to find a simple, definitive answer to:1. Is an owner withdrawal a "business" or "personal" transaction and should it be "excluded"?2. Is business money used for a personal purchase a "business" or "personal" transaction and should it be "excluded".Note, I'm a sole trader using QBSE.Thanks.
I have a supplier where I bought several items from. I paid them about £1250 in two payments a few days apart and I received invoices totalling about £1175 in 4 invoices over a period of about 6 weeks after I paid them. What is the best way to record this? I've tried posting the money to their account but it won't let me. Any advice welcomed.Cheers-D
Hello i Have created my bills on QBs, (with the VAT) when the bills have been paid and i go to match these on banking it wont acknowledge the VAT on the bill.therefore its its not showing up i cant claim the VAT Back, i have watched loads of videos and nothing seems to work any advice will be helpful Thanks Ami
So the transaction amount is exactly double and vat code used was 20%rc
