QuickBooks Q&A

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I want to do sales reports based on a region with customers, so i want to be able to filter by sales rep. In a way i need a field in the edit customer section that allows the sales rep to be entered.

When running a Statement in Quick Books don’t expect it to be the balance owed by the Customer as at the date (e.g. 31st Mar’25) you put in for your Statement. If you put in a statement date of 31st Mar'25 you expect to see the invoices and credit notes outstanding as at that date.Not with Quick Books, if you allocate a payment to a March invoice say on the 5th April, then this is what happens on the 3 types of statement you can run: Invoice does not show as 'Open' on the Open Items Statement unless you un-allocate the payment. In the balance brought forward statement the amount due will be different to the running balance total. In the running balance total it shows the invoice value but it then takes this invoice value off the amount due. On the transaction statement it shows the amount as being received.None of these statements are easy for a customer to follow and I the left justified column makes me embarrassed to send them out to customers. Quick Books Co

I cant create and invoice any more as I keep getting error message to choose payment method. but there isn't a payment method choice to choose from on my sole trader. I have message quickbooks numerous times but they cant help. Anyone knows how to fix this? I was able to create invoices for years. its just last few months I cant. It also have worked since the update but stopped working now.

Why does my app close after I enter a journey in the mileage section?

We purchase materials, and pay subcontractors, to repair properties on behalf of Landlord's. How do I record purchases (materials & labour) to a specific property on Quickbooks, and then how would I link that to the Landlord, so that I know how much to raise an invoice for at the end of the month?

In January 2024, I reported a simple bug with the iOS / iPhone app.In the invoices list screen (on the iOS app) invoices show as “NOT SENT”, when they should show as “SENT” (as they had been sent).Each individual invoice shows the correct status. It is just the invoice list where the wrong status is being shown. The cloud / web app at qbo.intuit.com shows the correct status everywhere, so it’s just the iOS app that’s wrong.In June 2024, I received an update from Quickbooks support saying… The engineering team have now completed their investigation and have advised at this time that the resolution to the behaviour you are experiencing will need to be treated as and included in an enhancement project. We do not have a time frame available for enhancement projects but please rest assured that this will be prioritised against ongoing work.It’s now June 2025, and the bug remains, hence my question. How many years do I have to wait for this bug to be fixed in the iOS app?

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No options to chat or call anyone about this either now too!

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After you have connected with the bank

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An employee that left 6 months ago, is now returning. How to I change their account from terminated to rehired?

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Since the new layout changes, I can no longer attach files to credit notes. The upload box is missing from the page. All I can do is select an existing upload.  If i go to settings > attachments like the help page says, there is no option to upload a file. The same if I go to the supplier > suppliers details. All I can do is select an existing upload, not upload a new file. 

My employee had a second job when they started, but has now left. Do I need to change their information (outlined above)?

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Hi.I've deregistered for VAT with HMRC and successfully submitted my final VAT return.In QBO I've followed all the steps suggested in help such as turning off MTD, changing everything to No VAT etc but.....I can't seem to change my invoice format to exclude all reference to VAT (the  suggested 'Customise look and feel' option isn't there)  also....In Taxes<VAT the next return still seems to be active in spite of following the shut down steps Can someone help with these issues please.Many thanks

For example, clicking on a project name is doing nothing. Clicking on a menu item and sub heading is doing nothing.

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I've got a main parent credit card (Natwest) and then we have 9 staff who each have sub accounts (credit cards). Each month I reconcile the sub accounts and I set up individual transfers from Natwest to the individual sub accounts. Then when Natwest takes their month DD I can pick up all of the transfers and it works perfectly. However this month I have one credit card which has a credit balance, so I have posted the transfer the other way, so from Natwest to the credit card, I have posted £28.86. Natwest have taken their balance which is the sum of all the individual credit cards less the credit card that's in credit.My problem is when I try and match the payment in the bank, I can pick up the positive transfers as normal but it doesn't give me the option to pick up the credit.I apologise if I haven't explained that very well! I feel I am missing something really obvious, can anyone help? Thanks