QuickBooks Q&A

After I connected my bank account, the current balance went under the credit card and now it's a mess when I'm running the reports. I'm trying to change the bank details, but I don't know under what account type and detail type should be the current balance ? Also the bank balance and quick books balance are different, how to equal that?

My categories are not giving me any detail on transactions

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Hiya Peeps Period one VAT return submitted through QBO but payment made using business debit card so had a small card fee. Bank transaction has VAT amount plus the card Payment How best to record this as vat payment is not being seen as match in bank Cheers N 

HII have moved the accounts using movemybooks and gone through the checklists and am left with balance sheet that no longer balances.One of the GB accounts in accounts payable has an open balance of £128.28 but this is not included in trade creditors and this is also the difference in the balance sheet.And yes the accounts include FX. Is there an easy way to do a one sided adj to clear it?Thanks 

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Logged back in after spending hours sorting out my accounts etc to now have it all missing? I even have the emails from when I sent the invoices. So I know I did it.

HI Everyone, Am I the only one to find the customer statements in Quickbooks annoying ? For some odd reason, the balance column is left aligned which not only makes the numbers difficult to read, but also doesn't look very professional (who ever left aligns numbers ?) and is an eyesore ! It would be EXTREMELY helpful if this could either be fixed or we were given the option to adjust at least some some aspects of the formatting for ourselves - this cannot be a difficult or contentious thing to fix so really hope QBO Engineers are listening.   

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I am switching from cash to accrual accounting for the VAT.  The balance of the VAT account at the quarter end differs from the figure that is on theVAT return for the quarter.  Is there a report I can run which shows the transaction which have not yet been included in the VAT return?  Once a transaction has appeared on a return it must get marked as filed so that it doesn't get picked up on future returns.  As such, I am assuming that the opposite is true and there's a report which shows transactions which have not yet been included in a return.Also, how do I validate the figures on the 'Open Transaction' column within the Prepare a VAT Return - the figures don't tally with the unpaid transactions I was expecting?  W"hich is making it difficult to trust the return values.Any help is appreciated. 

Hi forum readers, I'm using QB-Self Employed. I have clients paying into my bank, lets say I have 100 clients paying the same amount, that do not show the clients name. This means a lot of guess work or having to ask the client to disclose their bank details. This in turn takes up a lot of time. I thought once I had the information I could tag/customise the client account to display as their name within QB, even if the banks didn't want to provide that information. example of what I see... date - transaction - amount - etc, etc, etc2022 - xxxx1234 - 10 -2022 - Mr Dogs  - 10 -2022 - xxxx1234 - 10 -2022 - xxxx1234 - 10 -2022 - xxxx1234 - 10 - Now times the above by 50 and then tell me which deposit is MS Dogs? You cant because where the name should be is just the word TRANSFER (this gets replaced with client name ie: Mr Dogs). Every client paid on the same day. So you open each transaction(once you've asked the client to tell you their last 4 accou

Will Quickbooks Desktop Pro 2017 work with Windows 11?  If not, what is the latest version that will work with Win 11?

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I'm In the u k Quick books self employed. When doing invoices. When I edit work info. It won't let me save just tells me I've got an invalid phone number. And it does the same on the app on my Phone.

Hi, I have a staff member shortly going on paternity leave. How do I process statutory paternity leave but also top up his salary to full pay? I'm using Advanced pay roll. Thanks.

Does anyone know what is happening about the migration of data from desktop to online due to the discontinuation of Desktop? My understanding was that there would be an announcement on the 1st of August 22.

When I pay suppliers, I need to send them a remittance advice, I am using Quickbooks online advanced.thanks

Username is the new email, sales form has the new email, contact info is the new email. Invoice still says old email. It’s been days. Is there somewhere I’ve missed updating? Thank you in advance

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Trying to upload a .csv for an invoice to be imported. One invoice, multiple lines, all the same invoice number, but keep getting the error 'Some rows need invoice numbers' All the rows have invoice numbers. I have tried changing the invoice number, removing the descriptions, uploading just one line and nothing will upload. This is a process that we normally do eavry month and for some reason will not work this month?

How can I set up a separate Invoice number and Credit note number sequence?  At the moment when I do a credit note, it is picking up the next invoice number. I did manually change it, but then the next invoice picked up the next credit note number!  I would hope a product as 'advanced' as QBO would have the ability to have difference sequences?

As I had filed the CIS for him and I have now got it as unpaid, and when I go to add paid details I am getting this message "This transaction can't be saved because it's in a CIS period that was marked as filed. To make any changes unfile the CIS return associated with this period" Do I go ahead and unfile?