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Something's been changed in the QBO system for the worse Up until recently, clicking on a pdf attachment to a transaction resulted in the pdf opening in a separate tab in the browser to view, perfect, very useful As of the last few weeks, new pdf attachments no longer behave like this Instead, clicking on a pdf results in an automatic download which can only be viewed by opening the download to view in whatever your default pdf viewer is, time consuming and not very helpful I've flagged this up via live chat and the response I effectively got in not so many words was "sorry, that's how it now is, live with it" In the big scheme of things it's minor, but for me it's a detrimental change to a product I've been very happy with up until now I asked the customer service rep to pass our chat onto technical staff so hopefully somebody will see sense and rectify this
Hiany help appreciated, trying to upload bank transactions to complete VAT return and i have an issue i have not seen before. uploading 3 months of transactions, 1st-12th of the month is ok to import, rest of month "info missing" all on the same csv file? repeats this for each month?? thanks
Hi, Wondering if anyone can help? I accidentally deleted a number of transactions in QB self-employed. I've seen a way to get hold of the transactions to re-enter is via the audit log feature. However, this feature does not appear under tools on QB self-employed... Is there another way to retrieve this data or should I be able to see audit log? Thanks.
Hello So here is the issue that I am facing. I ordered online from a supplier and paid via PayPal.I then allocated the Payment From PayPal as a Cheque to the supplier under Creditors.This is how I normally deal with it and when the items arrive with the invoice we enter the invoice and use the cheque to pay it. This all works just fine. Now I have run into an issue where I ordered online and the supplier then later phoned and said one of the items are no longer avaliable. So they refunded an amount of the original payment. Now then this is my issue. There is no Invoice for the total amount that was originally paid. That means that I cannot simply create a Supplier Credit as there is nothing on an invoice to credit. So for now I used the original cheque to pay the reduced actual invoice that arrived. Then when the Credit arrived via PayPal I added that as a cheque to the supplier.That means the supplier account is now at Ze
Under the invoices tab, I just have a long list of invoices that say '! Delivery issue'. The only way to check the customer received the invoice is to call them. I cant keep doing this.
Ok, so now that I have Quickbooks Online, I now see the ECS VAT codes as well as the RC. Now I just want to confirm which code I should be using to account for RC purchases such as Google Adwords? The main difference I see is that ECS 20% inputs into box 2 on the VAT return and RC into box 1. I have always used RC in the past, do I continue to use that?
We have QBO integrated with GoCardless. Usually a deposit from GoCardless (which includes payment of multiple invoices) is entered automatically into our bank account in QBO with the amounts allocated to the correct invoices. Occasionally the deposit is not entered automatically in which cash we create it manually from +New>Bank Deposit and until very recently this allowed the invoices to which the deposit related to be manually selected. Following a recent update to QBO the Bank Deposit screen no longer lists outstanding invoices so the deposit cannot be directly allocated against the invoices to which it relates. Please advise if this is an error or a deliberate change and if the latter then please advise how we should now enter these transactions which for the past two days have not been automatically created bia the integration. Thanks
When I try to edit an invoice the box to the right opens and I click green edit invoice and nothing happens?
when i send invoices as a recuring transaction, is there anyway a whatsapp cant be auto sent also?
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Recently created a rule that has messed up 2 years worth of meticulous record keeping on quick books self employed. I have both my business and personal transactions running through this account. I tried to mark a TFL transaction as a travel expense but instead of the program recognising the provider, it just turned all 'card payments LTD' transactions (which happens to be 80% of my transactions both personal and business) into travel expenses and now I've lost 2 years or more of data because I didn't have a back up record of which transactions of those were business and which were personal. I have thousands of transactions which have been affected . Tried to contact QB today and they said I must manually rectify that there is no way to restore my data to 19th november 2022 when I made the mistake or when the rule was created. I am now going to be very wary as it seems the programme cannot identify the provider of the service(visible when you click on the transaction) but only the 'car
I have PayPal setup as a Bank. Lots of income via websales, also some expenses come out of this account. I was advise to set the bank as Cash in Hand type, and review sales transactions as Sales receipt - this way they appear in the sales tab otherwise they appeared as a negative expense. This is Ok bu I cant split a sales receipt into 0% and 20% VAT portions - any advice welcome
My understanding of the reference field (e.g. where you type in a check number) is that you are free to enter alphanumeric numbers - for example, A101. But for some reason I can't confirm through searches, etc. Can someone confirm that ref can contain more than numerals - that there are no circumstances with exporting, ,etc. that would cause any problems?
I am splitting an income amount that is a transaction from my bank showing as income. When I try to split this into income and anything else for example expenses, I sometime get to split by percentatge and sometimes by amount and it seems random as to which option I see. Why is this and how do I change the option from percentage to amount?
I am using the Sales Receipt import template, but when I try I get an error on my sales receipt number Unknown error9664This is the *SalesReceiptNo that I am using as it is the next sales receipt in the sequence on my clients quickbooks. I am using the same format at the sample template provided so I am not sure how to resolve this. Any advice would be appreciated.Many thanksAmy
I am added money to my bank account in multiple times. After, I paid my suppliers in one bill. So I want to group the transactions were I receive money like this I can match them to one bill.
Hi Is it possible to transfer entries from one quickbooks to another? I have one account on Quickbooks which I would like to copy the transactions of the last 6 months to another Quickbooks. Is this possible? Many thanks
I undid a reconciliation by mistake and cant reconcile it again is there any way of doing this?The amount used to be e.g 12653.33 and now it says 9856.25. I am struggling to reach the amount that matches the bank statement and would appreciate any assistance there is. Many thanks.
This could possibly be the worst app I have ever used ?
