Other Questions

After entering Time in QBO and preparing an invoice I am curious, how does QBO know that the Product/Service associated with the Time being billed is "General services:Hours"? How does QBO do the linking? Can we create and associate a different Service to the Time being billed on invoice? How do we do that?

Hi I have set up 1,000 invoicing recurring transactions for members of an organisation.  I now wish to change the invoice template used.  I would prefer to use a new invoice template; changing the existing one fails to give the invoice format I would like It appears that I have two options1) Edit all 1,000 recurring transactions individually to select the invoice template2) Fiddle around with the existing invoice template and put up with a less than satisfactory result Any thoughts or suggestions please?

I imported a number of bills with the incorrect invoice date how can I batch change the date

I use QBO but have a client who was using a desktop version and when his computer crashed, he had back ups of his data but lost his company files.  Problem is that QBO cannot take a back up onboard, only a company file.  I had already downloaded a trial version of the desktop version but that had expired. SO, I need to buy into the desktop version to be able to work on my client's back up but it seems QuickBooks refuses to speak to me as they don't want to sell the desktop programme.  QBO sales team can't help and have requested the desktop people to contact me but after weeks, still no contact.All QuickBooks wanted to know was how many clients I've got on Xero!  I've been using QB since its inception in the UK in the 80s so I'm not pleased at being treated so badly!!

Is anyone else reluctant to move to the online version of quickbooks and does anyone have any alternative accounting solutions other than quickbooks online? I have been a desktop user for 25 plus years and I have tried a couple of times to switch to the online version but it just isn't the same or anywhere near as good. Looking for some help / advice on anything anyone else has found that is nearer to the desktop version / way it handles etc Any responses appreciated  

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Hi, I have QB Pro 2019 and would like to convert to QB Online, am I able to do this, as I was wondering if Cloud Construction Accounting might be a better option for me, as we are a small business construction company.  Any answers would be appreciated.Many thanks.

Hi there, I have just come back to my laptop and had to log in again, and refresh connection to my bank as my imported transactions I had brought across earlier in the day had disappeared. I imported them again only to find that all the tag categories I had spent the day adding had disappeared. The tags column now says that I have zero tags when I actually had loads set up. Can anyone give me a hand to retrieve them? many thanks, Ben

I have the app permamently on because it's easier to delete trips not done, since I mainly  use my car for business. However it is not recording miles - Just puts random mileage in. Thinking of going to Xero as recommended  by a friend (who works in accounting) and she told me not to touch QBSE with a bargepole as it is notoriously difficult to use. Any ideas? Thank you.

Each event is different price point and cost, but am working towards 65% profit on each one

I have been using Quickbooks for nearly 3 years and the section where I enter customer details has always been the same, it has recently changed and the page now opens on a split screen with things all jumbled up, this I can get round but the issue I have is if I have mutliple customers with the same name, for example if I have a multiple Mr David Smith, I can save one as Mr Smith, one as Mr D Smith and one as Mr David Smith but after I've used those 3 options I cannot save another David Smith.Previously I have been able to just press space bar in the middle name or before or after the surname and this would recognise this as a different name but it seem that since whatever ridiculous update has been done it doesn't allow me to do this, I spoke to Quickbooks who suggested saving it as Mr Smith1 but as it prints the name on the invoice it does look a bit ridiculous doing this, Quickbooks have been absolutely no help whatsoever to the point that I am now looking at other software but fee

I am new to  quickbooks for self employment, i have managed to set up and use the invoices to send and then mark as paid. However i thought then it would automatically be added to the transactions list to show a payment in and be added to your profit totals? Does anyone know if this is possible ?

hi there, I am trying to setup quickbooks with my a2x integration but I'm finding it really confusing. A2X have advised that I need to setup a 'cost of goods sold' account under chart of accounts, and also a credit account for inventory. I have followed the screenshots here, but I'm not getting the same options:  I don't have that option, the closest option I have is Cost of sales... is this the same? Also I have the same issue for 'inventory' - I don't have this option: I do have 'stock' however, under current assets > stock  would this be the same? Thanks!Leanne  

Hi, Is QuickBooks Online down?

Hi all, can anyone help me as I have downloaded Desktop PRO 2016 to my laptop and am unable to open an existing company file from a memory stick.I keep getting sent around in a loop for activation and am unable to continue after signing in.Thanks for any help.

I have some small balances on my aged receivables ledger that I would like to write off to bank charges & exchange gain/loss. Is there a simple way to do this? Using QB online.

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Hi Team,Hoping you can help? I have registered as a Sole Trader, and have registered for VAT voluntarily (income way under £85k PA). Could you help me understand what expenses I can claim back the whole amount for, and what I can claim only VAT back on, and how to enter these in QB using the correct dropdown choices?I have used my own savings to start my business, purchase a van (cost +VAT) and stock. I've heard that if I have funded the start up myself, it can be classed as a directors loan? Does this means I don't owe any VAT or income tax until the amount I've invested is surpassed by earnings and VAT owed? Can I claim the VAT back I paid on the van?I started my business in October 2021. I understand my first VAT return can be submitted from Feb 1st 2022, and I don't have to submit a self assessment for Income Tax until end of January 2023?Trying to ensure I don't miss anything out I may end up owing.Thanks very much in advance for any help you can give me.Kev.

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I have been chasing a issue with Quickbooks for the last 2 weeks and none of their staff seem to know what the complaints procedure is. Can anyone tell me this? Many Thanks Steve

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I have QB self employed and i joined in December last year - it was a little difficult to connect my bank account - but eventually after 5 times it worked……i am now at the 30 need to refresh the connection - i have tried 25+ times over the last 3 days at different times during the day hoping something might happen - but frustratingly no i have tried on mobile/ my iPad and laptop - still nothing always the bank grants access but intuit has a problem with it and say something stopped us from connecting to your bank !!!!!!!!?????1) my bank is Royal bank of Scotland - (2 accounts) Please community - how can i do this ?

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