QuickBooks Q&A

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I have logged all of my vehicle expenses as expenses and haven't adjusted for business use vs personal use. I want to make an adjustment now. I know the proportion of business/personal use and want to make a cash adjustment. How do I do this in Quickbooks Online?

I use Gocardless and want to set my default payment method to Direct Debit for all invoices

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Having read loads of threads about this, has anyone actually had to write off a customer invoice as a bad debt using QBO? I've only been using this for a couple of months and concerned it's going to go wrong like everything else has .....I know I need to create a new Expense account in Chart of Accounts with S20% VAT (Call it Bad Debt or whatever), but what do you actually do with the invoice in question as it's obviously being auto ticked every time I go to receive payments - if thak makes senseThanks

Hi there, I've paid our first VAT bill and recorded it in the taxes section of Quickbooks online, but the amount appears to be sitting in our charges account in quickbooks? Any suggests what I've done and how I can fix it? Many thanks! Heather

Ive created a list of contacts from QBO reports and I would now like to send them all an email with an attachment. Can I do this from QBO?

SIMPLE QUESTIONHOW TO DOWNLOAD BUDGETS?

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We bank with Co-op.  The feed to QB keeps dropping out with monotonous regularity meaning that we have to manually input data, which is a pain.  Any suggestions? 

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Hi everyone, I am beginning to think I am really thick but can someone explain the basics please.I have been told to scan invoices to Dext, I can do this fine.  I am reviewing the information and categorising the items. Then I press publish which sends the info to Quickbooks Online.I am then going into Quickbooks to transactions - some are being matched instantly ie where an item for say fuel has been purchased and paid for immediately.  I am reviewing some of the items and categorising them again and pressing add, they then disappear as categorised. This is where I don't understand what to do next please.  My suppliers accounts are showing that I owe them but I know I have paid the monies but I have obviously not found out where to match an amount to an outstanding invoice  I appreciate I am asking someone for a very long reply but any help appreciated.Thanks in advance

When using On-line QuickBooks, I have a reason to use a custom field. Nice but I have no control where the field is displayed on the invoice page.Seems to me that online invoice formatting is at version 101 where as desktop offered and had done a far more mature solution for invoice layout.

This whole thing is turining into an absolute nightmare! Is this some kind of scam ?  You literally force me to have to end using some functional software for some watery, flakey half arsed version of something that was working fine! and to top it off 90% of my data is not being transfered over!  You want to charge me £900.00 for my historical data to be carried over after paying for it monthly ???  what the hell was I paying for in the 1st place ?  Estimates, purchase orders, inventory, nothing that I was paying you for is being transfered over!  WHERE IS THE FUNCTIONALITY ON THE QBO THAT WAS ON DESKTOP VERSION? Custom fields for products and services that were on the Desktop Version where are they ??  Ive been using this software for oinly a day and found half of its is missing.  Just not unusable in this state, now I have to find alternatives at even MORE costs!!   What on earth is going on, just a few basic fields, with the mos

When printing Balance Sheet and Profit and Loss in QBO there is no provision to exclude accounts with 0.00 balances. Hmm Reports are extended with useless content. 

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I'm currently using QB Sole Trader.  The software I use for booking in jobs and managing clients has the ability to export invoices to QB normal version but not Sole Trader.   As a ST, can I use the normal version of QB, and could I export my data to it so I don't need to start again for the tax year?

Does anybody else experience this?You are entering bills / expensesAll has worked for the first 5 times you do this....enter the bill and then attached the PDF receiptThen the 6th one....you just CANNOT attach the fileYou refresh the page.....nope - does not work....You save the Bill with no attachment and then reopen it to attach the document....does not work you try again....no luckYOU THEN SHUT DOWN THE BROWSER AND ALL AND START AGAIN AND IT MAY WORK..... This is so annoying......and happens in Edge, Chrome, Firefox...... 

Is there an option when importing bills into Quickbooks to include the "CUSTOMER" field to map to the CSV Import file?  This would be so useful as we import hundreds of bills each month and they need to be tracked by customer so that we can run our PLs by customer.So many good things about QBO yet this seemingly fundamental field box is missing from the Import data mapping boxes.I'm sure I'm not the only business who needs this function. 

I'm unable to add my nephew into my payroll as this is a second job for him.  I just get an error when trying to put in his tax code followed by the BR tag.  is this just not possible in my payroll standard add on for my QuickBooks software?  I'm also reading that should I want to  upgrade the payroll to advanced then all data must be deleted then input again. thanks.

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We need to download the prior filed VAT returns from QBD