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As a small organisation with a lot of cash receipts and not near a bank, we top up our petty cash from cash sales takings, about once per week.We enter the gross sales takings into QB, but this does not match the bank statement. It doesn't seem possible to enter an expense transaction along with a credit against a bank entry, so we have problems reconciling the bank account. Can anyone advise how to get round this problem please?
We have supplier amount at a minus figure as we are due a refund. All invoices and credit have been entered into Quickbooks Online. We have now received the refund from the supplier via bank and its showing in Quickbooks banking transactions. How do I match the two amounts to bring the the opening supplier balance to £0.00 So far spent about 1 hour going round in circles. any help/advice greatly appreciated - thanks!
So long story short... We agreed to purchase a marketing business for £5k. The owner let us run it and use any income made from the business to then purchase the business from her. We made 2k (through the business) and paid it to her, we then put 3k of our own money into the business and paid her the remaining 3k. How do I account for this? So the business 'paid for itself' and now is an asset? Or just a huge expense? We aren't VAT registered if that makes any difference and sole traders. Thank you!
When you press apply the screen does nothing and no change is made.
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I'm self-employed using Quickbooks Simple Start. I have a flex account which I run most of my regular business expenses though. Thats easy and set up. However, I pay for big things like flights and hotels on my Credit Card. This isn't a 'business' card so most of the transactions are personal. How do I track these expenses within the business as an expense but not going through the business bank account and effecting what QB think the cash position should be?
Is there a way to add more custom fields in the content section of the custom forms styles? I have a client who has different types of invoices that are sent out but when I change the custom fields for one invoice it changes it for all.
Hello all, I apologise if this has been asked countless times already within the forums, but would be grateful for some direct support as cannot find the same scenario on the other threads. I have purchased a new handset for business use and was advised by the accountant to use the business account for the direct debit and upfront fee. The website I purchased through did not allow an option to use different accounts for both fees. I attempted to put on the business, but the necessary checks were unsuccessful and the initial payment refunded. I therefore have two transactions needing categorising, showing as spent and recieved equal amounts. How should I record these to not look like sales or income? Secondly, I was informed the check failed due to insufficient time of the business bank account being open and to use a personal account and amend the direct debit details once received. This option was successful, so I then transferred the upfront fee to my personal account
I think this is now four weeks since this bug (re)appeared & still no admission, never mind any action!(the following is copied/pasted from a previous thread that got nowhere, so I'm not holding my breath) The previous (correct) operation was this...New Bill / Expense / Invoice / Cheque - the top left box (Supplier / Customer / Payee) was already active, i.e. the cursor was in there ready to type the name. Current (wrong) operation is now...New Bill / Expense / Invoice / Cheque - the top left box (Supplier / Customer / Payee) is not active, i.e. the box must be clicked before entering the name. Please re-instate the previous code. From a data-entry / productivity point of view the new operation is so much slower - it makes QBO an absolute pain in the a**e to use.Why have a keyboard shortcut (ctrl.alt.s) for Save & New when you then have to reach for the mouse to click a box before you can enter anything on the new transaction? Oh ... &am
Hi All. We recently held our AGM to review last years accounts, review the year to date and plan for the future. As we are busy the only time the Directors could be together was over the weekend. We booked a convenient hotel equal distance between Directors arriving late after client works on the Friday, meeting all day on the Saturday and then headed home on Sunday. As we were away over the weekend the Directors partners attended too. The hotel rooms were the same price for single occupancy as dual occupancy, the only difference was the evening meals. Could you help with the allocation of costs?Hotel was B&BDinner Friday and Saturday night. Many thanks
Hi, I'm trying to set up multiple currencies on my quickbooks Online Self employed account - I can't find a way to do it anywhere - can someone please help?Cheers,Lisa
new invoice for this month is slightly less than my overpayment.
I would like a clear difference for each of my clients so that when I am in their accounts it is obvious.
We are accountants. This is not only affecting our bank account and we also cannot access our clients banking either. The staff who have their own logins are unaffected. I've tried multiple links to the bank feed (left hand navigation, clicking from the dashboard etc..) but get the same result of nothing happening when links are clicked. Please help!
We successfully import Credit Card Charges using IIF but we remain unable to import the Credit Card Credit Transactions. The problem is with the Transaction Type. The import module does not recognize any of the Transaction Type Codes we have tried. We've searched thoroughly the Import Kit for examples but have had to resort to trying educated guesses. For example, we have tried CCARD CREDIT which is the code in the filter list for transaction type in Reports. We have also tried CREDIT CARD CREDIT which is the code that displays in a report within the Transaction Type column of a printed report. We have tried other variations. But no success. What is the code we need to use in our IIF files for Credit Card Credit Transactions?
None of my invoices or estimates are showing
Seriously !!!! I cannot be the only person who is fed up with this rubbish !!!You create a Sales Receipt on the fly and add in Address details - it saves for that transaction BUT NOT FOR ANY FUTURE ONES WITH THAT CUSOMER !!! it fails to update the Customer record with the address that you used - IT DID THIS IS THE DESKTOP VERSIONWhen you do update the CUSTOMER RECORD with the address - the phone number on the Sales Receipt is never populated !!!!!! Seriously !!!! Who else is struggling with this terrible system
