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Can't upload the full receipt from an image, quickbooks is cropping the image and missing the full receipt
onto the company or business repsonsible for the balance?
Both accounts I am to set up will be easier to work with if I do not connect QB to their bank accounts. I would rather input transactions myself from their bank statements
I am trying to get a supplier report showing me all the invoices posted to one (what we use) P code BUT I want the nett amount of the invoice not the gross/paid amount. there is no filter on the "transaction list by supplier" to help me
My GoCardless is correctly integrated with Quickbooks so there are no issues on that end. Just in case, I have already approached GoCardless with this and they have assured me that there is no issue on their end. When I create an invoice I check to make sure that the Direct Debit option is ticked off. However many times I've realised that the payment is still overdue for a long period on these invoices, so when I open up the invoice to check what the problem might be, it has reverted back to the manual payment method (let customer pay by card). I'm not sure why this is happening but it is causing issues as I'm not getting paid from customers in time. Can anyone help?
i have to invoice a insurer for work we do , as part of that i then send the vat portion to the business to be paid by them. This isn't always paid for immediately, but i have to send the invoice showing it as being deducted . Hopefully this will make sense i wonder how i do this correctly?.
I am busy like every one of you and would want to create invoices in advance and then assign a date and time for them to be sent to the customers - so that all my invoicing work is done early in the morning before starting work.
Have refreshed/synced data several times, have even contacted my bank to ensure information is being shared correctly Has been says since it's updated, menual refreshes are doing nothing
Bank transactions missing?
I want to invoice my clients a single 'Package' value which is made up of various income streams.Is there a way that i can retain the client facing detail to the 1 line, while breaking down the income into various elements?I already use the 'Location' & 'Tags' function to breakdown sector & Location of sale.Many thanks in advance for any help.Lewis
I have a client who has a regular amount of bills that are paid by her husband but are for the business. I can obviously enter the bills but how do I pay them off as the husband's bank account is not linked to QB's. All perfectly legitimate as accountant is happy with the situation?
My confidence in QuickBooks is rapidly going to zero as almost every issue that I raise has no solution. What I suspect is another one, which ought to be simple but likely is not.I have customers who have overpaid past invoices. Rather than arrange for a refund they prefer to offset the overpayment against future invoices. So I have created credit notes to match the overpayments. The balance owing, if the system works properly, should automatically be set against future invoices until the balance goes to zero. [Note: I have set the automatic offset setting to ON in Automation.]All fine except ... There appears to be no way to match the credit note to the bank receipt from my bank feed. So I have unreconciled bank receipts. What do I do now? [Again note: the Help examples assume that either (a) overpayments are offset against immediate invoices or (b) they are refunded. Nobody seems to have thought through the consequences of using future credits on the bank account.]
Why are bill payments & credits always Marked as cheques?Most of my payments are made with a debit card or direct payments.
Email invoice only appear the invoice in picture not the details like before
I’m no longer able to create expenses from my receipts, when I add the missing details I get a pop up saying can’t create expenses from receipts. I’ve had this issue for about a month not and had no problems previously. Please help
All my suppliers have no invoices against them, whether outstanding or paid. Want to be able to see said invoices.am idling something wrong?
Subscription problem but I’ve paid
I raised an invoice for £1,000. Client has made 2 payments of £500 each. How do I allocate against the invoice?
