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We've had a customer for 1+ years with 150+ products/services being invoiced over that time. I've only now realised that the customer is actually divided into separate sister companies under one sub-parent company. The problem now is that I want to separate the invoices to the specific sister companies that have all been set up now with the original one as their sub-parent. I can't see this being a problem with reconciliation or tax purposes as none of the amounts are changing and all companies are still under the same tax bracket, so nothing should change except the customer name and contact information. Is this possible? Also I know you can technically go through each one individually and change the name on the invoice, but my main question is can this be done quicker as I've got 150+ invoices and then 150+ payments to all change the names of the customers to.
I am using QuickBooks simple start
Hello,Im an accounting novice using Quickbooks Self Employed for my ebay business.I receive regular payouts from Ebay which already have the fees and any other charges taken out so I am receiving the net income in to my bank account.If I have to refund a buyer via ebay, how do I account for this in QB self employed? As it is often the case that the funds get taken from my ebay balance before it is paid out to me periodically. Do I add a separateexpense transaction in QBSE? I tried asking the help chat bot and it said I should add it as a minus figure income transaction but this isnt possible as it turns it into a credit amount. Do I just put the amount I had to refund as a minus transaction and categorise it as 'other business expense'?
Hi,Newbie here. Can anyone advise how I go about refunding a stripe payment which has been categorised as a deposit (transaction type) rather than a sales receipt? My accountant advised me to add any stripe sales as a bank deposit so that I can split it into its separate parts (payment and fee). I have had to refund a customer via stripe which is showing in my For Review tab as an uncategorised expense. How do I add the transaction on quickbooks to reflect that it is a refund for the stripe sale? I anyone can anyone point me in the directions of simple instructions I'd be very grateful. Many thanksCraig
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For example if i invoice one customer 10 times in July, if i could see a reference for each invoice - restaurant, bar, outside area , deliveries . I would know which one i am looking for straight away?
A client accidentally paid his gardener with the company card and since then reimbursed the money back into the company account. How can I easily record this charge and payment so it is clear in QBO?
<p>when I try to edit my receipt/bill in the upload section for supplier or description the text always types backwards - does anyone know how to solve this problem?</p><p>also is there any way to default the nominal code to the supplier?</p><p>and when I try to split the bill - it never allows me to save - any ideas?</p>
I notice the QB has recently added to ability to split an expense/bill in the receipt screen. This appears to work well but when I go to check the expense after, the whole amount is posted to one line and the account is whatever QB suggested and not any of the accounts entered in the split. Is this a known issue or just happening for me?
Hi, Can someone tell me what category does green waste go under ?
Hello, I'm hoping someone can help please. I use shopify to sell my products which mixes sales and refund sin combined payouts. On 1st August I received a payout from Shopify that included orders #1,2,3,4,5. I created invoices in QB and matched these invoices to the payment. On the 8th of August, the person who placed order #3 asked for a refund, which came out of the 2nd shopify payment on August the 12th. This payment included orders #6,7,8 and refund of order #3. I am struggling to know how to reflect this in QB. How do I keep the invoice for order #3 matched to payout no.1 and yet create a refund and credit note that can be matched to payout number 2. If someone could please advise I would be grateful. Many thanks, Laura
Is it just me or are other users of the desktop version, that have been "forced" to migrate to the online version, finding that it is like going from a fully spec'd BMW 7 Series to a base Ford Fiesta in lots of aspects, there seems to be so much missing from the online version that the desktop version did brilliantly. Case in point,The Delivery note that the QB online has, is not customizable and doesn't even have the basic requirements of a signature panel for the person receiving goods to Sign, Print Name & Date. It also doesn't even bring the customer purchase order number over from the invoice (which by the way you have add to the invoice as 1 of your 3 miserly custom fields to your invoice). But hey we get the permanent addition of a tracking number box...... fandabidosi! However my business actually delivers to major construction sites across the south east. Part of our contract with each customer is that we MUST provide signed P
I'm a newcomer to QB self employed and I cannot find a way to delete a transaction. The reason I need to do this is that uploading a CSV file of older transactions has resulted in some duplicates, thanks to the Bank's CSV file containing different wording in the descriptions.For the moment I have marked duplicates as 'excluded'.
I have managed to import some older transactions in to QuickBooks Self Employed but these are now showing as 'Cash' and not with the name of the TSB account. Can this be edited? This seems like a bug in QBSE.
Hoping for some advice. I am very new to QB and work for a construction company. Could anyone suggest the most efficient way of using QB to run a large construction project? We have to time record, invoice for weekly plant hire costs, materials, request money on account and send 2 weekly invoices and send regular itemised bills to the customer Any advice on the best way to run it would be hugely appreciated, thank you
Client started using QBO on 01/10/22. They are not a new business, used to use XERO. No migration or opening balances. The client has been doing all the bookkeeping and bank rec but she had constant issues. I now went to do the bank rec and there is a beginning balance of £72007.71. There are no bank transactions before 01/10/22. TB and BS at 01/10/22 are correctly showing £0. Any ideas how to solve it please?Thanks, Dominika
I have logged in and my quick books app and it's says no overdue payments are due and I carnt see my old customers details who have payed
