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These invoices do not need to be emailed.
We do B2B projects which can last several months. A client will send us a PO for the whole project and we will raise several invoices throughout the project duration. I can not see anywhere that I can put the clients PO on QuickBooks. I then want to be able to raise monthly invoices against this PO and have the validation that highlights if I try to over-invoice the original PO value. Does this functionality exist? If not, is it being worked on for a future addition?
I have a Zettle card reader that I use infrequently due to the charges. I will ask clients to bank transfer where possible. If I want a credit card payment is it better to use Zettle or sign up for one of the options within QBO? Thanks Bart
I believe it's possible to schedule invoices for future dates eg for a DJ event I'll take payment in 3 stages. Can I set a reminder or schedule these to go at certain dates? Thanks Bart
If I pay for expenses like say phone or broadband from other accounts, should I add those accounts to qbo to pull the transactions or just upload each one individually? Thanks Bart
I run a website that sells mostly through paypal. I'm trying to figure out which category to put my paypal fees, website host and monthly software fees in.I'm using QB Self employed and the category list is small and not very specific.Any advice would be useful.Thanks
We had our small company accounts done and I paid the corporation tax due for the las financial year. Could you help-me how i record the tax step by step? is the Corporation tax will be in Proffit and Loss account as well as an expense ? Many Thanks Attila
I’ve captured and made expenses from receipts. How do I match them to a transaction?
Hi, How are UK QBO users recording PayPal fees using the bank feed? Everything I watch on Youtube has one line and the fees just automatically get sent to a PP fee account. On my UK QBO I have one entry for the full payment into paypal and a second line for the fee. No matter what I do I cant figure out how to record the two transactions correctly. Can any humans help?? No bot replies please. Thank you
Do I exclude the transaction record of incoming payment from client that were made for invoice that was now voided. The invoices and payment were transferred to another company.
Could it be because they are not in the office?
Hi, I have a question about Sales discount.Is it possible to add two amount to one sales invoice:One with discount if invoice is paid with 14 daysSecond if the payment has been received after 14 days? Thank youOla
I’m using a standard invoice template and I’d like to include a line of text asking the supplier to ‘Please use the invoice number as payment reference’ Where would this be best placed and how to insert it please.
Hi All,We are working in QuickBooks Desktop 2020. I have made payment to a supplier, recorded said payment in the relevant supplier account, but it is not being deducted from the total outstanding amount. Please advise as to how I rectify this problem.
Expenses older
Hi. I import two accounts into Quickbooks, one is the Business Current account, and the other is the Business Credit Card.The Business Credit Card bill gets paid out of the Business Current Account.So I see an Expense say -£1000 from the Credit Card and a £1000 outgoing to pay the bill recorded in Quickbooks.What rules do I need to set up to ensure the correct expense is recorded in Quickbooks?
Hello,Brand new to QB self-employed. I have a partial refund that has come directly to my bank account for something I paid for out of the same account. I have categorised the original payment. How do I categorise/record the refund?Thank youSusannah
how to increase the 50 items per page shown?
HiI have historic supplier bills that have marked as paid via the 'bill payment' process. However, I also have downloaded bank transactions that relate to the same bills - can I link them how do I handle them so that I don't double account?Thanks
