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when I connect to my bank accounts there is a period from the 21/1/25 to 27/2/25 that is not showing on my Quickbooks transactions, can you please advise

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J

1 year ago

K

Kaye10

Banking

Is there a problem again with PayPal syncing to quickbooks?

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My bank account payments haven’t updated for a week now so can’t tally invoices - any ideas?

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why does the quickbooks balance not match the bank balance on the transactions page?

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Can I manually apply a credit amount to a refund receipt as quickbooks isn't doing it automatically?

Customer has made an overpayment which is now showing as a credit. I have created a refund receipt but the amount is not being applied from the credit to the refund receipt. How do I do this manually?

Change currency from dollars to pound

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Quickbooks Desktop Pro UK trial versions

Does anyone have trial versions for quickbooks desktop pro (UK version)? I have a client file that dates back to 2013 version that I want to convert. If anyone has trial versions for the following years, I'd really appreciate it:- 2016/2017- 2021

Updating Quickbooks to latest version

I have QuickBooks Premier Accountant Edition 2020. On the update website Release notes for QuickBooks Desktop 2020 (intuit.com) it says there are versions R11, and R14, and i am on R8, however whenever i try to update from Quickbooks, nothing happens. Now obviously with the retirement of internet explorer, i can't access the help site, so need the R14 version, so i tried to manually download the version, but again only version R8 downloads. Can QuickBooks please fix this.

how do you edit product code so that can include on purchase ordes?

how to get the box allowing items to be included on purchase order. does having categories set up affect this?

Is anyone else having trouble with QB not matching bank transactions to invoices / receipts

The invoices / receipts are there but the banking page isn't picking them up

I don’t see payments options when creating an invoice

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In the sole trader app is there a way to use the snap receipt function to add an expense manually? I can only see the option to link the receipt to a bank transaction

Just upgraded from self employed where I could do this.

Does anyone answer request for a callback

Not interested in metro. You take my money, answer the request

How do I change my old address to a new one on my invoice

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How do I upload existing invoices to QBs that I didn't create via the platform?

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How do I see an itemised list of my disallowable expenses?

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When I send an invoice from my iPhone my bank details are not shown but when I send one from my laptop they are displayed just fine. How can I resolve this?

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issues with ebay connector app

im having issues with ebay connector app only pulling data from 22nd of may i need it to pull it from 22nd of match but its not working. ebay said no issue their end quickbooksthemselves refuse to help and the app developer saw an error but cant fix it its been 9 days and no fix! cant even leave a review on the app as its saying im not using it

Hi, I send about 15 invoices to the same customer every Monday. Most of the content is exactly the same apart from 3 minor details which are the date, vehicle registration and order number. Is there a way that I can set up a template invoice that I can use every week, just click on it and change the 3 minor details mentioned above? this will just save me some time typing out each invoice repeatedly every week.Best regardsAnt

I currently use QB for my business (sole trader, registered for VAT) but not for my rental property. How do I add my property to QB for MTD for Income tax? Thanks

I would like to consolidate my income from my business and property for MTD and not sure how to do that via QB.

How do I generate an itemised list of disallowable;e expenses from my 2024-2025 tax summary. What is the step by step procedure?

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miniexplorerschildcare

Reports and Accounting

How do I set the package that it only calculates / shows from April 2025 only. Even though my year end set as 6th April it’s showing Jan to December in current figures

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Reports and Accounting

Is there a report to provide clients with which will list each Net Pay of each Person, then total the amount due to HMRC including employer allowances

I would like a report with each net pay, total amount due to HMRC (inlcuding employer allowances deducted) and pension payments due.

I have agreed that a customer can pay an invoice by monthly standing order. How do I allocate those payments to their account so that the invoice balance is reduced?

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Has anyonne has problems linking to Business Virgin Money or Allica bank Access accounts? I cant link to either of them

Virgin Money - can even enter details as I dont have depit card and this is what is requested Allica - My account access is autenticated but then no account appear to link to

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