QuickBooks Q&A

We already are familiar with how to create a bill from a purchase order, but is there a way to link a PO to an existing bill which has already been paid? One of our team paid the invoice before we marked the PO as received; as a result, we are generating a second bill for the same item. Obviously we can remove the duplicate, but we would like to be able to link the PO to the bill for reporting continuity. Is this possible to do the other way round? I can't find any articles on this.

When I try to link transactions to invoices there is not anything there even though it has been paid In the bank. It says if it isn’t there the bank is still processing it but there are invoices from months ago that I still need to match.

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What has happened to the Batch Action Get Paid by Direct Debit?I need this facility as I import hundreds of invoices at a time.

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I use my company AMEX card to pay for personal items and pay down AMEX once a month but all my personal expenses are included in VAT returns, P/L and B/S.   QB support line advised my to set myself up as a supplier, use NO VAT and uncategorised expense so via bank feed each time a personal transaction comes through I categorise  as above.  Reconciliation works perfectly.   To pay the company what I am due (detailed in supplier account above) I was advised to set up myself as a customer, uncategorised income, NO VAT and create an invoice for the months total.  Payment is received to a Personal bank account I was also advised to set up then finally I pay down credit card using funds from that account.   All reconciles no problem but all the expenditure and income are shown in P/L and B/S. Is there a way to keep reconciling via live feeds but exclude personal transactions from reports and vat 

Does anybody know if Unused employers national insurance allowances for previous years be claimed in Quickbooks online? If not who do you contact HMRC?

Hi, We have a third party CRM system that creates invoices and then pushes them across to QBO for sending.  We have a problem where the VAT is rounding up when the invoice comes across to QBO. Is there anyway we can stop this? Many thanks,MjM_Somerset

I want to cancel my quickbooks subscription

Hi,Do you know if it's possible to import data from a CRM System into individual Sales Customers account?At the same time all transactions are captured in Accounts Receivable and VAT control accounts. Kind regards,

Seems like the EXCEL export Stock Valuation Summary report, from Classic view, shows all zero values incorrectly. Exporting to Google sheets works correctly.  Modern view shows the values. Tried several computers, private window. 

Receipt review is lengthy with several clicks and long lookups. Why?I have 40 receipts each week all are on the bank transactions and none for drawings!Payment account - only 1 available it should default and not present as not selectedCategory not selected or use of last for supplierCreate receipt from expense only offered sometimes?Bill or Receipt ? When is one or the other selected? As all are transactions already paid none are bills?Match receipt to transaction not always offered?

My question is about matching bank payments coming into QBO with invoices. In order for QBO to auto match the transaction it seems to need the Customer name to be identical to the name coming from the Bank detail. i.e John Smith has to be John Smith. If it's slightly different (e.g. Mr. J Smith) it gets confused and just finds me a load of similarly priced invoices as a choice to match it to.  Is there any way of getting QBO to match them from the Invoice number which is also used as the Reference coming in with the BACS bank payment. These should match identically for every transaction but QBO seems to ignore these and just give me 5-10 invoices to choose from when it should be obvious which one to choose. I end up having to go through every transaction and matching them when it should be easy to automate. Hopefully I'm missing something obvious and this isn't just a limitation of the app. Is it possible to use a Rule to match Invoice number to Bank Detail Reference?&nb

I’m looking for information on recording home office utility bills.i use a business account for QBSE, however, bills for the office I use at home come out of a personal account. what is the best method of recording the allowable expense percentage of these bills in QuickBooks self employed?can they be recorded as a lump sum including all the bills, or should each bill be individually recorded?

How can I export all my data from QB DT in a format that I can import in SQL (Dynamics GP)

When entering an item the popup that appeared as you typde was a suitable width so you could read the products (the pop up overlapped the other columns). Now it is very narrow, as narrow as the column, meaning you only see the first part of the description, all of which are similar e.g. "O-Ring" " as the item ID# takes up the majority of the width.  Is it possible to change this back?I've tried various computers, private window.  

Hi, How do we add part payments onto invoices on QuickBooks Self Employed? It is frustrating me that I cannot keep track of what my customers have paid already. Many Thanks,

I am seeing uncategorized deductions under my 2024 Tax deduction list. However, all of my expenses have been posted to a category. Why is this and how can I get QB to allocate them properly?

I have 8 years worth of Invoices that I wish to import into QB (both for value for money reasons and accountancy reasons) and I have arranged them into files not exceeding 100 invoices. I don't have Excel but do have (not boasting here,) OpenOffice Calc on my desktop. I don't wish to own Excel unless it's absolutely unavoidable. Each Invoice has a paragraph or two describing the parts and labour aspect of the job, full name and address and email details and the invoices have been exported to my desktop from the Invoice2Go platform. I have been meticulous on the spreadsheets which I've edited through Zoho Spreadsheets, then downloaded each batch of 100 invoices to my desktop which then gets recognised as the only spreadsheet software I have- an OpenOffice Calc document. Can't say I'm filled with confidence about this, as I get the impression that Open Office is somewhat sub standard. Absolutely everything, despite many adjustments to the spreadsheets, keeps failing on QB... I am wo

Hi all, I'm at grips with most of QB now having been utilising it since last year but have a query that's frustrating me.I started using QB prior to having a business account so have £310.16 of expenses entered on QB prior to the business account being used (transactions were from my personal account at the time).So each month since using the business account i'm reconciling my statements against QB and transactions are matching on both etc BUT on the main Bank Transaction dashboard screen my QB balance is lower than my Bank balance by the £310.16. Does this matter much? Is there a way of sorting this out so they both match in value? I didn't want to link my personal account which is where those £310.16 transactions are from. I've delved everywhere and unable to suss it out. Can anyone advise please?Many thanks - Amanda

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I have been adding vat that I have payed on my expenses, however I have noticed it's not showing when I do my monthly expense report, i.e I pay a subscription of £11.99 but only shows I have payed £9.99

I have SSS installed on several PCs. On some, but not all,  the QBO login is saved so it doesn't have to be entered each time. Does anybody know how to configure this?Richard   

A client has changed their accounting period, so I need to run a for 16 months so I can pull this into TaxCalc to complete the annual accountsI don't appear to be able to do this, is there a specific way to access this information