QuickBooks Q&A

Why oh why are Intuit again rolling out 'features' that is making the product worse. The 'enhanced' report layout is dreadful, many have said that on here. There is less information on them (in my case I have to do more clicking to see the infomation presented on the original layout) and look terrible on wide monitors. Where are these suggestions coming from because it seems it's not from us, the paying customers!PLUS my favorited reports have now dissapeared. Unbelievable. 

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Hi,  I overpaid an invoice to a supplier by £140.64, which they have subsequently refunded (no credit note).  I am now trying to complete my bank reconciliation.  How do I record the overpayment against the invoice?  Then, how do I record the refund?  Many thanks for your help!

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Is it possible to set the default date format and VAT format (inclusive or exclusive) so that I don't have to select it every time I import invoices from a spreadsheet? Those values are never going to change in the CSV file I am importing, so if I could have them set as defaults it would save a couple of clicks every time and eliminate the possibility of human error (the more often I have to select it manually, the more likely it is that one day I'll select the wrong thing!). Hope someone can help.

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I need to claim the VAT back in my return

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I need to relink my account to the bank but it keeps bringing an error. How do i find out what the last date the bank was linked so that I can try unlinking and relinking? Im worried I will end up with duplicated data when it does work.

We have QuickBooks advanced. We have two employees. One is paid a set amount monthly and the other is paid for whatever hours he’s worked monthly. We have a pension scheme with NEST. We have two groups set up, one is called monthly and one is called hourly so that two separate submissons are made. QuickBooks is only syncing with one of these. I cannot connect the other employee to the other one as they have already been paid in the tax year (this is the error message I get) Does this mean that I can’t connect them to the specific group and the submissions can’t automatically go from QuickBooks to nest? 

inv5360 from 21.07.2021 but a year end JNL were created in 2022 but the customer made the payment 04.10.2023 who do I recon the account it shows overdue.please advicestef 

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Hi I use Quickbooks self-employed and uploaded a receipt a week ago but it's still showing as pending 'Gathering receipt details...'. How do I clear it? I've looked at other similar posts but I don't have a 'Needs action' folder in the Transactions menu so can't follow the instructions in other posts to clear it. Also, my home page says I have 3 transactions to review but when I click 'Review now' I get 'We didn't find anything', the only transaction that shows is the pending one ??? I've tried changing the transaction filters but can't find the 3 unreviewed transactions. ThanksCharlotte  

Hey guys! When I send out an invoice and customers choose to click through and pay online by PayPal, Quickbooks automatically deposits the payment into an account for me... but it's the wrong account! Any ideas where can I change it?? It would save soooo much time! Cheers!Nic

Hiya Peeps I have paid my son for some ad-hoc work that he has helped me with but now need to have that payment, and expense, in my QBO.This is not Payroll as falls well below the need for that but simply a few hours worked. Where would the expense be best placed in ref. to Chart of Accounts? Many thanks N   

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The HSBC KINETIC does not connect to QB, from HSBC app it says “connect”, but it’s not. however there is no option to connect business account in QB. I did request for new bank to be added in MAY 21…

When we try to send email while we press send it just crashes & it exists the app

Quickbooks Time (AKA T-Sheets) PTO Accrual versus Quickbook Desktop Payroll Accrual Options not the same!  When accruing PTO using the "per hour worked" / "Per hour paid"  -- NOT THE SAME - BEWARE  -- needs fixing by QB We notice a issue where Quickbooks accrued time was not matching T-Sheets (AKA Quickbooks time)What we found is very alarming. Quickbooks will accrue on hours PAID where T-Sheets accrues on hours WORKED.  The difference is that T-Sheets is not going to accrue sick or vacation time on sick and vacation hours as these are not hours worked BUT quickbooks will accrue PTO because these are hours paid. QB and T-Sheets needs to each have a 3rd option so that all options are covered under both platforms.  Right now the only option covered under both platforms is accruals per pay period 1: Accrue PTO per pay period2: Accrue PTO per hour worked3: Accrue PTO per hour paid. QB - can you please comment on this?  

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Hello, I am changing our PTO accrual to be based on hours worked/every hour on paycheck. However, whenever I enter the numbers I want, e.g., 0.05769 (for 120 hours PTO annually) or 0.03846 (for 80 hours PTO annually), Quickbooks keeps changing the numbers to 0.05778 and 0.03833, respectively. I cannot get my numbers to hold. The PTO will be off if I go with the QB numbers.I set up this same thing in TSheets and everything accrued correctly in there.Please help, thank you. 

Hi,I noticed that some of my credit card deposit entries had been entered incorrectly, I entered them as bank deposits and put the bank name into the account box and under "add funds to this deposit" in the account column there I put in what the money was received for in this case book binding. These entries had already been reconciled The bank is now saying it is out by 2k and when I click "we can help you fix it" it is saying on all entries under the column "last changed" that the date is invalid, I didn't change the date on any of the transactions. Also under "Change type" it says multiple changes. How can I fix this?Best Regards,Noel