QuickBooks Q&A

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We are a UK charity. We recently had a big donation from a corporate entity for which we needed to raise an invoice. as QBO doesn't support narrative invoices, we needed to create a custom product/service. This was recorded as Item-Type "Service" with the income-account set to "Donations:Corporate". The invoice has now been paid, but it appears on the SFA as "services" income rather than as "donations:corporate". I can't see how I can amend this other than by creating a journal. I tried editing the Product/Service to make it a non-stock item with the income account set to "Donations:corporate"Is there a way to amend the original invoice

Hi QBers, Does anyone know if you can add a "Delivery Charge" field at the bottom of the invoice that's unaffected by the "Discounts" field?   Thanks in advance! Charlie

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I turned on Employers Allowance claim late in the financial year, so did not use the full amount that I could. Can I claim it back through Quickbooks or do have to go through HMRC?

Hi, I have a negative open balance with a supplier. This occurred due to an overpayment to the supplier.  This amount will never be recovered.  Is there a way that I can clear it so that I can deactivate the supplier and tidy up my supplier records? Many thanks!

It is now 08:36 but I have been working since 06:30 - I have 2 x PC's and use Google Chrome and MS Edge and have had to sign in five times on my right hand machine tom acces Quickbooks online- why when logout is set to the max of 3 hours?

I'm using Quick Books Self Employed and I have a discrepancy between the amount I have invoiced and the amount I receive. This is because I there is a fee for client paying via credit card (2.5% + 20p).  For ease of example, let's say my most recent invoice is £1025, which is made up of £1000 of billable work and £25 credit payment fee. This means, my accounting software records £1025 business income, but I only receive £1000 into my bank account.  How do I deal with this as it throws out how much I've earned when it comes to reporting to HMRC at the of the tax year?

Problem previewing and printing an invoice via the app when using as ipad

Is any body having problems adding items to "products and services" at the minute? I can't seem to add any?

I assign classes to all sales receipts, and it would take a long time to manually input classes by opening each transaction individually that I have imported.

I have tried going to chart of accounts and payroll expenses. When I find the right entry and click on it it sends me to payroll history. Please can someone give me step by step instructions. I've followed the ones already on the forum but it's not working for me. Thank you!

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Why is adding supplier credit notes so difficult? The nature of my business means I get several of these a month applied to my Supplier accounts (Not Deposited to bank)  I love the upload reciept feature for adding supplier invoices to the system and automatically filling in all of the information, but why on earth hasn’t this been setup to do the same for credit notes? It’s actually making me want to find different software to use as adding them and applying them seems hugely overcomplicated. My previous software (Pandle), you put the credit note on, then it simply showed you open bills to apply it to. I feel like you have to jump through way too many hoops on QB.. Would it be possible to revise this? I can see there’s plenty of people online asking for similar. 

Hi-A business has a loan set up in QBO as a liability.  The business makes the monthly loan payments and in QBO the payments are posted to principal (liability) and interest (expense). A customer is going to take over paying the loan payments by repaying the business. In other words, the business is going to continue paying the loan payments and the customer is going to repay the business. Do I continue posting the business' payment to the loan?  How do I record the customer's repayment to the business?  

When emailing via quickbooks, the invoice emails look very professional with correct formatting and the correctly named PDF attachment. When I email out an estimate, the formatting is horrible and basic. It almost looks like it is in plain text format however I have triple checked that under sales -> online delivery I have ticked full details, PDF attached and online invoice (not plain text). It's immediately obvious as when editing the custom form styles template, under the emails tab, the preview on the right side shows the problem.

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I'm working in advance payroll, 2 payruns in the last year were duplicated and submitted to HMRC. Can I delete the payruns that have been submitted? What are the consequences? Its now year end and the last payrun was run, should I resubmit an FPS once the duplicated payruns are deleted? When do I produce P60's?

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