Other Questions

Hi,whenever I input text into the “add product or service” box in the quick books self employed invoice, there is some text missing from the end, it doesn’t state how much text you can input but quite often I have to add another product or service to show all of my text on the invoice. I can’t find any info regarding this and it’s quite frustrating realising there is missing info once you have sent the invoice! thanksDarren

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Hello. I work for a small charity and we are funded by various grants and therefore pay our expenses from a number of different grants.  How can I keep track of the running balance of each grant as I'm paying bills? I have been running a report periodically to keep track but there must be a simpler, more efficient way of knowing the various balances instantly. Thank you!  

For some reason I cannot click on Advance to Next Period as I have now completed the final payslip for 2018-19 submitted an FTS for the end of year - the Advance to Next Period is not highlighted - what have I done wrong - this is the first this has happened to me

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We want to send Estimates (renamed Pro-Forma Invoices) with attachments, to whole Classes of Customers. Is this possible without going through one by one?

Hi all,  I am really frustrated, not only because the old templates on desktop are not in QB online but I created my own template and imported it into QB Online and it was working fine but now for 2 weeks the imported templates don't work!They are correct in the custom styles and preview but when i create an invoice and select my template it has no format at all and all over the place.  This means I am using the standard templates which don't look as good.This is not a good way to run a business, we are not demonstrating consistency with our clients and it is unprofessional!  I have called and spoke to the online team and they have screen shared and gone through everything and said i need to delete and re-upload, done this and it has not worked. Can anyone help?

Hi there, I have recently trialled the Quickbooks Self-Employed platform and I am looking to complete a subscription to the service.However, when I open Quickbooks, it states that the cost for subscription is £4 per month for the first 6 months. When I sign in, it states that I must pay £6 per month for the subscription.How can I take advantage of the £4 subscription and NOT the £6 service...??Thanks in advance...

I am having a really hard time with this. I have created a user to whom I want to give full access EXCEPT deleting transactions.When I do this, the user cannot ATTACH files!!!There is only the option " Allow users to have the ability to change or delete transactions"I don't want them to be able to change or delete BUT i DO want them to be able to ATTACH files to invoices they create!!!! This is completely beyond my undestanding - don't people want to be able to allow others (employees) to create invoices/bills etc and ATTACH the invoices/bills themselves but have control in that it will not allow those persons to DELETE  transactions??? Please help

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Hi,I take deposits from all my clients to secure bookings. At this time of the year, many are these bookings are for the next tax year when the work will actually be taking place. I hold the deposit until the job is completed as I may have to return them in case of cancellations. How do I not account for the deposit in the current tax year but in the next tax year?Thanks

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Trial ran out, I upgraded, paid through iTunes, got receipt and now when I log into QB SE, I see this page and it won’t move so I can access my account, can anyone help please. iTunes say it’s QB app support as it has been paid, QB. Support are not helping :( 

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When entering a payment for multiple  USD invoices I get the error message and cannot save the payment

Hi, am I able to transfer all the information and transaction details within a quickbooks self employed account to a quickbooks online account?

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Is there a way to get notification id an estimate has been received and viewed by a customer?

Invoices are received to an automated email inbox their end, and they have a 90 day payment term, so when the payment date came & went, and I chased it, they claim not have to have received it. If I cannot prove I sent it on the original date, I will have to re-submit, and wait another 90 days for payment! How can I prove I emailed the invoice on a particular date? (other than the date of the invoice?) Thanks!

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Is it possible to enter batch transactions in Quickbooks Desktop 2019 as in a long journal entry with multiple dates? Having to record one by one because of the dates is very frustrating. The article I have read here states that this is possible but there is no accounting menu in the application. Thank you in advance!

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I took out the self assessment service because I am a sole contractor however I am also a Ltd company and need to track My invoices with VAT liability how can I do that?