Banking

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Hi,Is there a possibility to specify the tax amount explicitly on the invoice level without using a tax object?For example, I have an invoice for a single line item for 100 and 20 of that is a tax. I would like to be able to put  20 directly there instead of being forced to specify a pre-configured tax type.  Regards 

Hi,On my QBO i have two accounts synced - my bank account (Starling Bank) and Paypal.I use Paypal for receiving payments from my online business but i also use Paypal as a payment method to make purchases (equipment etc). When i use Paypal as a payment method the funds do not come off my paypal balance, they come out of my bank account which is set up a payment method within my paypal. However on some purchases that i have used paypal as a payment method, rather than the transactions being shown under my bank account for review transactions, they are being shown under my paypal for review tranactions, even though the funds to make the purchase are coming out of my bank account.  How can with be resolved? How do i move the transactions from my paypal for review transactions, to my bank account for review transactions? Many thanks,

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Hi,I had a BOS business account but they were not very nice to me so I closed that account and changed to TSB (which is my current bank).Transactions were made with that old (and now lo longer existing bank account) in November and December of 2022.I can not link to that bank account to get all the transactions as it has been closed. But I do have the bankstatements of all those transactions (not a csv file!).How can I still add that bank account to my quickbooks and add all transactions manually. As far as I can find and see, I can only link a bank account, but since it no longer exists, I can obviously not link it.Anyone knows how to add a new bank account manually to be able to manually add the transactions from my old business bank account?

Hi. Can someone help please? When I create an invoice for a customer and receive payment as a deposit, this is doubling up instead of matching the invoice.Can you help please?Wayne.

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For the last month or so my QB self employed wont connect to the co-operative bank - anyone else having these issues? 

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I keep getting the following error when attempting to update my business banking feed: Something kept us from getting any transactions here right now, and that's all we know. Try again in a few hours. (102) It has been 4 days and I am unable to refresh the feed. Any suggestions? It was working absolutely fine for the last few months.

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When I am paid by my clients Monzo auto sets money aside for tax. When this shows on QuickBooks it looks like an expense and I’m not sure how to get around it? I have categorised it as corporation tax?

I have found a posts on the US and Canadian sites about QB fetching bank statements directly from the clients online banking, rather than waiting for the client to get them to us.  I cannot find anything on the UK site.  But a member of my team has activated the service on a UK client with a Santander bank account.  I cannot find the option on any other clients, even other clients using Santander.  The link for the list of supported banks on the US site as expected only lists the US banks.   Is this feature available in the UK or is this dataset in which the option is available a one-off?

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I was trying to import a load of bills (csv file taken from a huge statement, have all the invoices so no problem there) but all invoices are for different projects which we post to 'Class'. However, there is no column or map to for 'Class' Half-arsed or what??? Like wise QBO does not have a standard Aged Creditors that lists each Supplier and totals for 30 days, 60 days etc in detail. Surely that's a basic accounting necessity??

We use Zettle to record cash sales as well as card payments on the door.  Recently we refunded a cash payment of £5 on the door.This created a Credit Note in the accounts during the daily automatic import to QB from Zettle rather than a simple entry to Zettle refunds.Since then every single import from Zettle to QB has created an payment to the same amount and an invoice to balance the amount in an account "Unapplied Cash Payment Income" resulting in multiple spurious entries and spurious "sales" of that amount every time.Clearly this is a bug as the original refund should simply have been recorded as such.How do we resolve this to stop any further spurious entries and correct the Zettle sales figures? 

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In attempting to set up my first rule I have mistakenly applied it and got the wrong outcome.  I wanted to assign cash bankings from the bank link by a rule but have sent a bunch of transactions to Sales Income rather than Deposits, which I think would have permitted me to choose an account.I can do a journal to switch accounts but that leaves the sales transactions in place.I could delete the sales transactions and manually input the deposits to the right account but what effect would that have on bank reconciliation?Is there anyway of rewinding things back to before applying the rule please? ThanksDave 

Our supplier asked for a deposit of £300 upfront.  They submitted a bill for less than that and refunded us the balance direct to the bank.  How do I show this in QB?