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...sorry dreadful typos above! I only want to send invoices as a link. The reason is that sometimes I need to make adjustments and need to avoid multiple copies causing confusion....
If it is a clean delivery, no problem, but sometimes something gets damaged or left on the van and we amend the invoice before sending. It looks like Go cardless is initiating the direct debit cycle as soon as you create an invoice - leaving no scope for additions of corrections? I now have a dashboard full of transations with no matches....
I do not want to allow my clients to pay online. Howdo I turn this off?
as above when i do look at this quarter on sales or purchase they always a month out so have do do a custom search ! so how can i change the quarter to my vat quarter dates ?
How I can allocate the invoice and the delivery fee or the expense transaction to one customer at the same time? Also, how can I allocate the expense created to my stock or the cost of sales? *tst
Hi i returned unwanted materials to a supplier and they’ve refunded me the full amount less a 20% restocking fee. How do I enter this in QBO and do I need to set up any new accounts in Chart of Accounts for the restocking fee? Many thanks Kaz
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Can someone PLEASE, once and for all, explain how to cope with the discrepancy between the invoice amount, and the amount received from Zettle once they have taken their fee. e.g. my invoice is for £20. I receive £18.90 or whatever from Zettle. The amounts don't match. How should this be managed? And does it REALLY have to be manual?! Surely there are shops out there using zettle all day every day I can't imagine they are manually reconciling every transaction individually. Please help!
When I'm in a dollar account, the option to select and bulk add transactions is not there. I can't even add individual transactions unless I first click on the transaction. Otherwise it says 'enter the exchange rate'. But I don't enter the rate - Quickbooks fetches the rate itself. I have thousands of transactions in US dollars so it's very obviously not practical for me to go into every one, click and then add. I thought I had found a way around this by creating a rule to auto-add these transactions, but to my horror I find that the exchange rate is now pulled in as 1 GBP to 1 USD for these 'rule' added transactions. Please tell me there's a way to bulk import these dollar transactions while keeping the exchange rate calculation, and please tell me how to do it. Thanks!
diff between bank banlance and QB: 4081.63−3845.38 = 236.25paypal qb balance: 236.36 notice they are very close numbers. Could be a coincidence, but I think this means I have some transactions that are mis-categoriesed maybe as transfer from bank to Paypal? Any tips for debugging this problem?
Effectively I want to split cost the transaction but still make the original invoice look the same as a single line.
Paypal shows the transaction was cancelled, but quickbooks has it still. Do I mark this as excluded in quickbooks
I want to safeguard against customers not paying me for work carried out by having an online Ts and Cs document they can sign prior to me starting work - I don't normally issue quotes (standard service pricing) but they are verbally made aware of my pricing structure prior to me starting work.I would like it to be created in QB and signable on my phone.
Tried on two different phones. Same result.
I uploaded a bunch of receipts about 8 hours ago and they are still pending. It said it would take a few minutes. Is this normal?
Local suppoet guide says - Gear Icon, then Account & Settings but such location not existing thru mobile App.
