QuickBooks Q&A

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HiI have historic supplier bills that have marked as paid via the 'bill payment' process.  However, I also have downloaded bank transactions that relate to the same bills - can I link them how do I handle them so that I don't double account?Thanks 

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I have just started up business and my expenses are over £9000, the vast majority before trading. Everything is accounted for in the app but when I look at the tax section it is excluding anything from before trading which is making me show a profit. I can’t work out how to add the pre trading expenses.  

I have used a customised customer contact list for 5+ years to contact my customers when they should be due to order goods. To do this (as a work around as there is no specific date field for this) I have used the Notes field in the customer record with the first line being "CONTACT YYYY/MM", which could then be sorted in ascending order, so that I could contact customers grouped in the relevant month, e.g. CONTACT 2023/09 (for contact in September 2023). Other first lines included "HQ / ACCOUNTS ONLY", "NO CONTACT", "PASSED TO NTR" & "TRADE", which meant that all customers to be contacted by year & month appeared at the top of the report, then customers appeared in groupings based on the alphabetical first letter of the first line, i.e. as listed above. However, since July when I have added new customers (with notes in the same format), they have gone to the bottom of the report and are not sorted by the correct date, but alphabetical on the company name. I have spoke to suppo

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Can't upload the full receipt from an image, quickbooks is cropping the image and missing the full receipt

Hi I use QBO to manage my clients. I click into my client, for example, who uses QuickBooks Self Employed. I send their invoices every month. But one of the recipients isn't receiving the invoice, they are receiving the email to say how much, but it is also saying 'We're sorry. We can't show the invoice details right now'I have attached a screenshot from this person as we are confused why this is happening. As far as we are aware, none of the other clients are experiencing this and at the beginning of the year, their invoices were going through fine.Any help would be greatly appreciated.Sally

onto the company or business repsonsible for the balance?

I have been using quickbooks online for a year. It is too advanced. I want to cancel and start with QB selfemployed. I have exported all my mileage, expenses and invoices. Can I import these into the new QB self employed account when i get one?

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Both accounts I am to set up will be easier to work with if I do not connect QB to their bank accounts.  I would rather input transactions myself from their bank statements

Our password manager has identified my password as WEAK so I want to remedy that situation

Can anyone have issue to connect Barclays Business account, i can only connect my personal account

I am trying to get a supplier report showing me all the invoices posted to one (what we use) P code BUT I want the nett amount of the invoice not the gross/paid amount.  there is no filter on the "transaction list by supplier" to help me 

I'm having trouble accessing the invoice payment settings as the loading indicator just keeps spinning. I have cleared the cache and attempted again however no luck. https://ibb.co/FVrcP1z Let me know your suggestions, please 🙂

Hi, does anyone know what is going on with the Co-operative bank connection atm? Not only did it disconnnect itself earlier this year, losing me months of data, but I cannot now seem to 'fix' the connection, which Quickbooks is asking me to do.It sends me round in circles entering and re-entering Co-op OTPs, passwords, usernames and security codes. Because it keeps giving me errors 185 and 103, I have checked, double-checked, treble-checked I am entering all these correctly (by going to Co-op itself and re-entering them), and I am.I also now don't dare disconnect my Co-op account and try re-adding it, since it already won't let me log in successfully. I am afraid of losing all my data (although, frankly, its a lot less data than it should be at this point, thanks to the drop-out).At my wits end. (Even to just hear someone else is currently having this issue would reassure me I am not losing my mind!)Maybe i am missing something.. though if Co-op is known to be badly incompatible w

Safari browser. Lloyds bank current account

Hi can you explain what the differences are between Online quickbooks and desk top quickbooks, we are using the advanced version

My GoCardless is correctly integrated with Quickbooks so there are no issues on that end. Just in case, I have already approached GoCardless with this and they have assured me that there is no issue on their end. When I create an invoice I check to make sure that the Direct Debit option is ticked off. However many times I've realised that the payment is still overdue for a long period on these invoices, so when I open up the invoice to check what the problem might be, it has reverted back to the manual payment method (let customer pay by card). I'm not sure why this is happening but it is causing issues as I'm not getting paid from customers in time. Can anyone help?

i have to invoice a insurer for work we do , as part of that i then send the vat portion to the business to be paid by them. This isn't always paid for immediately, but i have to send the invoice showing it as being deducted . Hopefully this will make sense i wonder how i do this correctly?.

Having submitted a vat return when the vat refund was paid into our account I then went to; taxes, view return, record refund. Problem is that I forgot two weeks later and did this again. Record refund twice for the same vat refund. How do I undo one of these?

I am deducting an excess paid by a customer from an invoice which then needs sending on to their insurer.ie - the balance is paid by the insurer SHould it have vat within the excess? or deduct it free of vat using N or 0%?

When you click on a customers sales transaction list nothing is shown in the memo box - I would like to put a description in here but can't see how to do this?