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When I look to do my end of month payment run I can pay the first bill and it shows all the payment fields e.g. payment date, select invoice and amount. But when I look to pay any more invoices then the bill payment window looses most of the data fields, so I have to log on and log off each time I pay a bill! Hope someone can help - I'm running Safari 16.2 OS. Thanks...
Ok, i have came across an issue and looking advice.I charge customers Commission, which i log in Quickbooks as Sales Receipts weekly per customer.The commission i charge is held in my online payment processor and i then pay my fee's/bills (platform costs&payment processing cost) out of it before the remainder of my commission is deposited into my account.I then select the transaction from banking feed and go to match it to my weekly sales receipts. My issue is, the payment that hits my account after fee's is less than some of the customer sales receipt so they do not appear in the list when i need to match the transactions.My process is:I receive a payment into my bank, go to match the sales receipts for the week, then i manually have to reconcile and input the bill i automatically paid out of the commission before it hit's my bank. This should balance the week, but as some of the customer sales receipts are larger than the amount that was actually received in my a
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Hi, I have a custom build e-commerce and CRM system which contains all invoices and customer/client details. I use my system to generate invoices for digital advertising products. Is there a way to link my system to quickbooks so that both talk to each other? So that everything is synched. Here are some of the things I want to do. > I have nearly 5000 invoices I want to upload to quickbooks Going forward: - When i raise an invoice in my system it creates the same invoice in quickbooks automatically.- When I make changes such as marking invoices as paid on mine it changes the status on quickbooks as well, and visa versa. I understand that there is an excel/CSV upload function but I'm looking at something which is more automated and synched. Does anyone know of anything? Thanks Marc
I have been asked to "sort out" a CIS problem for a friend and Im struggling. I have one sub contractor that is Standard 20% CIS and one that is Gross 0%. In Category for Standard 20% CIS I have selected "CIS cost standard (20%)" What VAT rate do I use ? The previous book keeper used 20.0% RC CIS (0%), yet online in a youtube video it uses Standard 20%. In Category for Gross 0% CIS I have selected "CIS gross (0%)" What VAT rate do I use ? Ive never been involved with CIS before so could someone help please.
The heart of this question is "is a journal entry that debits one account and credits another the same as a transfer?". However, I'll describe the confusion I had to ask the question: This is all about the very first transaction in my business. Bank transaction number one was a deposit of £1000 into the newly-opened business bank account as a "director's loan". Following the web page on how to record a loan in Quickbooks, I have a new entry in my "chart of accounts" for "director's startup loan", and I'm happy with that. However, I've seen THREE ways to record that money being there, and they are: 1) In a video about learning booking with Quickbooks that didn't include automatic bank transaction importing, I was shown how to create a new bank deposit entry. In that entry, the account (in my case "director's startup loan") can be specified as where this money is allocated. 2) When my Quickbooks detects the bank transact
Can anyone recommend any sensibly priced software for connecting the above 2 sales channels to QBO please? We have our Ebay and Amazon connections sorted but struggling with the above two sales channels. We just need to import customer records and add the sales transactions automatically. Thx in advance.
We are currently using Xero for a UK company that has a branch in France.The French accountant says that Xero is not suitable as it does not give a transaction number to each transaction.Is QuickBooks suitable for downloading the appropriate reports for French reporting?
so confused! I entered 2 vendors bills in QB and then made payment. The account were incorrect. It took the bank a week before they refunded the amount. The bills now show as paid and their open balance is 0.00I need to record the refund - presume as a deposit - and make payment again to the correct account. How do I record the payment?
Hi, I have a fully reconcilled quickbooks account linked to my online banking and all the balances match perfectly. I need to fill my annual tax return for the company (UK) and when I create a profit/loss report for that financial year, it doesnt seem to include all the expenses; most notably the Credit Card Payments – they are recorded as the QBO Type it suggests of "Credit Card Payment", and assigned to the American Express Supplier. Most of the company expenses are paid for on this card, the company actually is currently loss-making and propped up by loans from myself (this is fine and planned), but when i run the report it basically states that the income is more than the outgoings which is wrong. Is there something in the reports or a setting I need to activate to make it include all expenses in reports? Here is a screenshot of how it looks if I undo the transaction to show how I assign them; Many Thanks!
The issue that I am having is that when a customer has an open balance and a new invoice is issued that the only thing that they pay is the new invoice. I have went through and checked a dozen times to make sure to include unbilled activity. I have also made sure 3 times this evening to make sure that the invoice was setup correctly and have "Account Summary" turned on for invoices. Why when there is a past due bill that its not getting shown for the customer when they go to pay their current bill online?
HI ! i am using quick books self employed ...i had about 4 bank accounts for tax year 21-22 ... 2 at the beginning one being a student one, then i started using starling near the back end of that year. I connected them all as i sometime paid for fuel and other business expenses using my student one. however, a) i have student loan payments coming in that one, ive classed them as personal is that correct? Also the biggest one i'm not sure on, i transfer a lot within ie into savings, out of savings, between bank accounts .. what do i class these transactions as? I know there is a business transfers option, but they aren't business transfers it's just me moving money? sometimes from my business card to my personal, sometimes in and out of my savings? not sure how to label them?Thank you!
I have generated an invoice and saved as a draft but it is not showing up on my invoice screen as it does usually - the only way I can find it is by searching the invoice number in the search bar. I have tried changing the order invoices are displayed in, logging out and back in etc.. it shows up as normal on my iPhone app but not my laptop. Why is it doing this?
Hi, I am new to QB Self-employed and I am stuck with simple expenses such as lunch expenses, hand tools expenses, PPE expenses? These are all business expenses and I have looked at the documentation but it only talks about 'entertainment' which a lunch is not. It should be simple. At the HMRC website it is clear. So where are the right categories?Thanks in advance and Happy New Year.
Hi,We sometimes get paid in cash from our customers and then our drivers may need to use some or all of this amount to purchase stock.How do I match this with the bank transaction which shows the cash deposit and also with the invoices that we received for some of the cash that was used to purchase stock?I have tried a couple of times but I am left with an amount that I cannot apply to the customers accounts where they have paid in full as some of the cash was used to buy stock.Many thanks!
Hello, How to record expense in QBO and credit the owner's investment account?What VAT rate should I apply for on owner's investment account category details line on expense registry page.
