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Hi, I am setting up our QBO and I have set up a product&service with a debtor account entered as the income account, this is how we have had it set up in QBD. However, when I enter an invoice using this product/service it defaults to the Uncategorized Income account. This is incorrect for me. Why is it doing this? How can I make it go to the debtor account I want?
hi i have a inactive customer that i need to make active again, can you tell me how thanks again
I handmake knitted items. I then pass them on to an emroider if the customer wishes to have them personalised. I deal with providing the total cost to the customer and then paying the emroiderer her set fee. How can I set this up on Quick Books?
Hello all,I created a TB report for a period of one and half year but the transaction details will only give me a half for the half year period of the second year, which is the total showing in the report as well. I expected that the full 18months sales will show. Meanwhile other ledgers will show the full 18 month detailsDid anyone have this experience or did I configure wrongly?
Hi all ... QB On-line user newbie ... 2 separate questions (though I suspect the answers may be related): When setting up a new customer, I can see the fields for Company and Contact Name, and the company address fields. However, I cannot find a field, linked to the Contact Name for their Job Title. I have got around this by putting their job title in the first line of the address ... but obviously, if the contact name changes, I will need to remember to remove the old contact's Job title form the address field. Is there an easy way of linking a Job Title field to the Contact Name field. I occasionally need to add a Customer's PO number to my Sales Invoice. I have created my custom invoice form, but have not been able to spot a field for Customer PO. Again, I have got around this issue by typing the PO number in the Description Field, once the invoice is generated, but an automatic process would be better. Any hep
I have just upgraded to Plus so that when it comes to tax return submission, the expenses will not be taxed. However, I still need to change invoices which have already been raised. How do I do that?
It still says my company name at the top etc and has retained a couple of the graphs but you can't open them etc
Hi, I'm completely new to this so forgive me. I have signed up for "Simple Start" plan, as I now need to file my VAT digitally. I have entered all my supplier invoices one by one. And also all my sales invoices. Now I need to enter any Credit Notes from suppliers. Is there a way? I tried to enter as a normal invoice but make the figure minus, however it says error. But I cannot find how to do this. If I click "+" and select "Supplier Credit" it asks me to change my plan/price. But the plan I'm on, Simply Start, says features are "MTD Ready" & "Submit VAT Directly to HMRC". So I assume that everything I need to do for filing VAT (such as credit notes) would be included in this plan. And IF I have to upgrade to a premium plan, which one do I choose? Because it doesn't tell me how expensive I need to go to activate this feature! Thanks
My QBO invoices are not saving, it is taking up to 12 min on the ipad. QBO support people cannot give me answer why.We have started to create estimates and then convert to invoices however 85% of the time this take QBO 5-15 minutes to convert to an invoice. I have called numerous time. The best answer I got in the last six months was "we are going to discount your bill." Another QBO support rep said to upgrade and that will save the problem. Both are unacceptable. We are small business with less than 4 users.Mark
My invoice numbers have missed out sequences
Hi!New to this, so please be kind!I am using Quickbooks for a small ltd company of E-commerce sales using WooCommerce (Wordpress) as the platform. This allows for Debit/Credit Card Payments and I allow PayPal. For that reason, I sync a Bank Account and PayPal account in Quickbooks.It appears easy days I must have integrated the WooCommerce site too.... It appears to be essentially 'double accounting' the sales in that i have a huge backlog of 'debtors' with invoices to be paid if they paid via Card payment, however this revenue is also accounted for in the Company Bank Account (as it deposits weekly for example). This is essentially causing 2x revenue I have clicked on 'receive payment' in the invoice section of quickbooks, and that reduces the 'Debtors' but also increases the 'bank account' on my balance sheet, and does not reduce my 'sales' on my P&L, thus it is still there twice?In addition to that, the deposits from WooCommerce Sales to Bank Accou
Hi, can anyone help please? the qb value is different that the actual bank total. i cant see where its gone wrong. is there a way to restore to a previous date, or if not can all the transaction be removed anyhow and start again? thank in advance
After uploading my credit card bank feed, I then snap receipts linked to each of these transactions.So they are showing in both areas.So if I review and match in both banking and receipts, will that mean the transaction us in QBO twice?Your help would be much appreciated ? ?
I have to manually update it to see what’s in the bank account and all the money coming into my account shows in quickbooks as expenses so I appear to be making a massive loss.
I am trying to prepare an invoice before the sale but i'm not entirely sure of the customers details yet. Is that even possible on quick books?
Hi all, we purchased a product from screwfix, not realising until we got back it wasn't the correct product, so we took it back and received a refund. How do i enter this? i read elsewhere you do a bank deposit and enter "accounts payable" but when the box opens it states: "Use Discounts/refunds given to track discounts you give to customers.This account typically has a negative balance so it offsets other income.For discounts from suppliers, use an expense account, instead." So it states at the bottom use an expense account but i cannot find the refund category. Hope this makes sense!.
I have tried deleting and recreating a new template, closing and reopening quikbooks, but I still have the same issue.
Hi all I am wondering what the council tax (the business is a pub) payments should be categorized as in the banking transactions? Thanks in advance
