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I've recently taken on a new client and asked them to connect the bank as of 1st May but it has connected from the 3rd Jan and their transactions were correct up to the 30th April and bank reconciled as they are vat registered. Can I change the connection date or delete bank data for 3rd Jan to 30th April. The previous accountant didn't have the bank account connected
When will these be fixed?
You say there’s a problem with my subscription. Please can you check what’s going on as I need to invoice my clients?
Hello, I was reviewing last year's General Ledger activity against the bank and noticed the bank had several unposted transactions ( because I had manually posted them last year). I accidently hit post and now they are duplicated, but I can't tell which ones they are. Is it possible to run an audit report to see what I entered into Quickbooks today. None will have today as a transaction date they were all 2022 transactions.
Hi there! I run a franchise business with royalities and IT subscription being taken before I receive my revenue payment. E.g. Revenue: £1,000Royalties: £200IT: £100 Payment to me: £700 I"m not sure how I would record Royalties and IT to make the book balance because my physical transaction was only £700. Any help would be great Thank you!
How can I generate a report showing a list of credit notes issued to customers in QBO please
I'm trying to identify some backdated transactions in Quickbooks which have been posted after the year end. Is it possible to identify the posting date for transactions without going into each of them individually, such as sorting by posting date on the general ledger; or is there another way to find these transactions easily?
for example I receive a vendor invoice dated Aug and enter on QB in Aug which is the tax point. But the costs relate to Sept and Oct, I would normally post to a nominal called prepayments and release specific amount each month, but wondered if QB has a better way of dealing with this?
I’ve updated iOS, restarted my phone loads of times and completely reinstalled the app twice!
Hi We run a travel company and can take bookings for trips running up to two years in advance.We take a deposit, with the balance due 90 days before the trip.The trouble I'm having is that the sale is showing up on this month's P&L, which is causing chaos.I need two things:The invoice to show as a liability until the trip is deliveredThe income from that invoice to match to the same month as the costs incurred in delivering the trip, not the month I made the sale.Any help greatly appreciated! Bruce
Hi I am new to quick book, I have learnt how to add a transaction (year 2022) and when I click save it won’t add the transaction, but if I entered it for todays date it accepts it, can I not put in last years details?
I am really struggling with how to apply credit notes in QB. I used Xero before and it was so easy and you could in a few clicks apply the credit note to the relevant invoice after you created it. In QB I can find no solution to the point I have deleted the credit notes and reduced the invoice amounts accordingly. I may receive 30 invoices per month from 1 supplier. That supplier may issue a credit note for a partial amount. I want to apply that credit note to the invoice and in turn have it reflected in the supplier outstanding balance. I have told QB to automatically apply credits in the settings but this seems to have no effect whatsoever. QB certainly isn't intuitive and nothing I have Googled so far resolves how to do this. Why is such a simple task so difficult in this product?
Please can someone contact me urgently to resolve
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?also is there any way to default the nominal code to the supplier?and when I try to split the bill - it never allows me to save - any ideas?
I've set up PayPal on QB so that it automatically sets the invoice as paid and adds an expense for the PayPal fee. When the money is transferred to my bank account, it does so less the PayPal fee. How can I match the bank transaction with the invoice less the fee? I've scanned the help and the one item that looked to be on target seems to be missing!
Hi I have a few pending mandates in my QuickBooks online, that I no longer needed, how can I remove these?
