QuickBooks Q&A

Cannot link accountant. I have tried it through mobile which says error, try again later. Also on pc after clearing cache and trying multiple browsers it just gives me a blank screen after clicking - settings - accountant (new) it loads nothing.

My payroll costs are automatically put onto my accounts from the payroll journal, but as my bank is linked the bacs payments are causing me an issue. If I exclude them my bank balance on the balance sheet is wrong because it’s not matching what’s in the bank compared to what I have entered on QB. And if I add the BACS payments it has duplicated payroll costs in P&L. Please help 

I tried to add myself as an employee so I can’t start taking a salary from my business, but when I get to the end of entering my information it says I can’t pay myself that was as a Director of the business. how do I go about taking a salary from my business please? I would like to take a weekly pay ideally 

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QB on my phone doesn’t show all my data

Clicking to bill from receipt clears the payee field, and the tax fields. That info then has to be manually entered.

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Hi I used to open 2 tabs of my QBOL so I could work between the 2 pages/tabs.I would click Ctrl and right click on QBOL Customers for instance and have 2 pages to work with.The last week or so when I click Ctrl and Customers in QBOL it no longer opens a second page. Do you know why. It still works when I open 2 pages on my WooCommerce site? Many thanksDebbie

Just noticed one client has no bank accounts updating since 17 May (NatWest, Halifax, Virgin, Capital One all the same). Error message is "Sorry, we can't update your account. Please wait a few hours and try updating again (9999)." How can I fix this? Seems odd that it's across a variety of banks.

how to change customer email address?

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Trying to categorise my invoices and all the categories have disappeared or travel costs and sales etc

Please let me know what has been going on

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it comes up on the invoice as 0 pound owed

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On our receipt from GoCardless on 5/6/24, we had 10 transactions listed in the lower section, all with the Memo/Description as above 'GoCardless Payment initiated outside of QuickBooks'Checking the history of the account (Other Income from GoCardless), this has never happened before. So how do I identify the customers the funds have come from? Thanks in advance 😉

I've been drafted in to help a friend whose book-keeper has gone off sick - she is not available to ask questions. I have never been on this side of a Direct Debit mandate, so the learning curve is steep.The bank feed shows GoCardless receipts in every day, listing them under 'For Review', but I can't see how to 'Add' them. How do I process them so the total appears in the bank register and the details get posted to the customers? And they leave 'For Review'I can see that she made use of the Undeposited Funds account, so I have tried categorising one of the receipts as a transfer from the Undeposited Funds to the Current Account, but I still can't see the detail of the payment and am uncertain as to how to clear out the UF account.Actually, on checking the current account's 'bank register', I see the GoCardless receipts do seem to be posted correctly!! So, what do I do with them under 'For Review'?

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I use QBO Advanced workflow approval for my client. This client is trying to go completely paperless and rely only on workflow approvals .The bank accounts are connected and synced in the bank feeds however, they cannot be used due to the workflow approvals (purchase orders) missing in this dashboardI am unsure if we can have an option to convert bank feed transactions directly into purchase orders?Thank you

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