QuickBooks Q&amp;A

enquiries48

Has anyone had problems with mapping revenue groups when merging with another system?

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little-miss-orch

Since the new layout to qb app, which looks awful to navigate around. Old version much better. There is no where to add the ‘date’ of service to invoices.

My invoices look a mess and I am not happy with this presentation to clients. Its embarrassing i cannot use the date column. Where is the date add box!! Would share photos if there was an option to do so.

marcushayes368

Where do I find the list of CSV files that I have uploaded? I believe I have uploaded one of them twice

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Does anyone know why bank data was asked to be shared

johndallas9

Banking

Why was I asked to share my bank data

Multi Company/Project Account Set Up

Kye1

Banking

Hello, I’ve recently started a new subscription and would appreciate some guidance with the setup.My company, Property Hive Group (PHG), manages lettings blocks. One of our sites, Leicester One, is a 56-unit development and will need to be set up with its own dedicated client account.Leicester One will be receiving all rental income from tenants and managing its expenses from this account. I’ll also need to generate monthly profit and loss reports and raise invoices from PHG to Leicester One for our management services, as well as for any applicable chargebacks.Could someone please advise on the best way to set this up within the system?Many thanks in advance.

Error message but I didn't choose a start date? 'You cannot enter a pay run date that is earlier than 31/05/2025, the date you chose to begin using our service.'

How can I change/update this?

lewisgeorge0109

My transactions haven’t updated since the 28th April. Does anyone know why? And how can I fix this?

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I’m using sole trader , 2 bank accounts connected . for a week its saying unable to connect to my accounts , this is the same in the App and online ?

clarecornwell

Account Management

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roy22

client name only appears as the promo client code, not the company name on my list

client name only appears as the promo client code, not the company name on my list. Maybe I didn`t set it up correctly How do I change it to appear on my practice list by company name?

How do I reclaim vat bad dept vat

jhwilliamshaulage

VAT

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rtsandlogistics

how do I print a list of my invoices for tax year 24/25?

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Bubble01

Modern View Incorrect Financial Year dates

It seems that the modern view has the fiscal dates as the default Financial Year dates. This is very frustrating as we have to change the date manually now and it leaves the possibility of running the wrong report if we forget the dates change.The classic view seems to have the correct setting but every time if we click on an item and click on back to report, it reverts to the modern view with the incorrect dates.This is unsatisfactory as we spend so much time now just selecting dates.I will be seeking alternative products for all my clients.

hayley4

In the new modern view the system ignores our actual financial year and inserts the fiscal year instead which is of absolutely no use. Why do our settings not carry over?

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jamesduffy1086

I am unable to record payment for a few different invoices I have sent and be paid for. I go through the add payment section but it doesn't update when I save it

I can see the amount is selected correctly and I can see the box is ticked correctly. It just doesn't update once I save it.

enquiries46

I am experiencing an issue with Quickbooks system automatically allocating receipts to sales invoices - even if the receipt has already been allocated to another invoice

When I look at the audit history the transactions is described as 'indirect edit by system'

mcmconstruct23

why are my tax reports for last year now showing as blank

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Quickbooks Payroll shared company car

jsc983

Employees and Payroll

Hi,I'm Payrolling the benefit for a shared company car but I'm finding that the value of the benefit being calculated in Quickbooks is too low. Has anyone else noticed the same?  The Price for Car = £13995Using an Appropriate percentage - 30% = £4198.50but QB rounds this down to get a Cash Equivalent of £4198The car is shared between 5 employees, so I make that £839.60 However, QB is truncating the amount and using £839 to calculate the amount to be payrolled. That means I'm 60p off for each employee each month, so by the end of the year I'll be £36 short on the amount payrolled.  Is this a bug or my misunderstanding? I've put the Benefit calculation log below. ThanksJames Total price for car with accessories £13995.00Minus capital contributions £13995.00Using an appropriate percentage of 30%After applying percentage £4198.00Number of days available 365Number of days in year 365Cash equivalent based on number of days available £4198.00After takin

Jack1993

Quickbooks Modern Reports - Grouping classes and 'Other'

Hello I've attached the issue. It seems to get to the point in the modern reporting view where all the remaining classes just group into 'Other' and those figures that you can see in the 'Other' column can't even be clicked to open up any sort of transaction report.  This isn't an issue in the classic view. In the classic view, it simply shows all the classes. Does anyone know how to fix this to show all the classes in modern view? Not an issue now but if classic view gets removed in the future then it will be. ThanksJack

fcross-asc

Since the updates i am no longer able to change the text in the standard email that is sent with the invoice. How can i do this as some of my invoices need different text

Before the update i could change text before sending the invoice

Batch invoice edit greyed out!

Buzz7

Transactions

Frustrated! the batch edit button within sales (all sales) is greyed out again!I've been onto support and tried clearing cache, different browser, incognito etc but the issue is still there. My own IT company say all the internet browsers are up to date and say it must be a QBO issue. Please help, this feature is the main reason we went with QBO to edit multiply invoices each month. Thanks,Angela

david-barraclough67

can i amend the fiscal year?

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Tom8517

CIS submission not correct total to sub contractor

I have noticed that when i go to submit my monthly CIS report that some of the sub-contractors totals are low (missing payments made) When I check suppliers account etc, its all there. Correct dates etc. I have tried logging in and out but not correcting itself. I had unsubmitted a file because of it.

Seeing a deleted transactions previous categorization

franky5

Transactions

Hi,I was in the process of reconciling an account and noticed that five transactions from a previous period have been accidentally deleted.Is there a way to retrieve the details of these transactions and see how they were previously categorized?Thank you.

mark-hindes

my advanced settings has june as the first month in the fin year, which is correct as our y/e is 31/5.BUT the balance sheet retail dearmnings seems to assume its 31/3

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