QuickBooks Q&A

Because you cannot customise Sales Invoices in any useful way I have tried adding a custom field. There is no help to understand what a custom field is associated with (Customer, Product ) clearly this has been addressed in the Advanced version.  Also how do you actually get a value into the customer field in online

All of the text on my invoices is not printing, just the colour boxes and lines

Hello!I've tried searching for this and haven't found anything so apologies in advance if it's already been answered.I have worked for a courier company on a self-employed basis for around 6 months.  Every week they issue a "self billing" invoice (i.e. they produce it but it's from me to them technically) and pay the according amount into my bank account.I've now registered for flat rate VAT as from 1/3/23.  The company I work for have a process where you can ask for the invoices I mentioned to be re-issued retrospectively.  This then obviously means that they owe me the VAT for all these invoices which they pay as a lump sum.My concern is how to reconcile a load of invoices with no VAT paid (and corresponding payments to the bank account), and then one big bank payment which is effectively all VAT.I'm currently on self-employed and was planning to switch to online for obvious reasons but wanted to check this was possible to resolve in QB online.  I've used Xero in

Can anyone help please? I have QuickBooks (UK) Self-Employed.  I want to add a document containing my T&C's to every invoice I send out. There is too much text for the footer of the invoice.I've read that you can create a document and paperclip it to your invoices as they go out. But I can't see anywhere to do this. The attached screen grab shows what I can see when I open up the cog symbol in the top right... Any ideas? Thank you so much!Sarah

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Hi all.  I'm learning QB and have an issue with credit card payments - I initially categorized these as transfers from bank to Amex, but since undid these in "Banking" and categorized as Credit card payments. This now looks good in "Categorized" but my Balance sheet is majorly messed up as the bank also shows the original Transfers out, and Amex still shows transfers in - when you look into the transaction logs (via balance sheet) both entries are there still.   How can I delete these error entires, as they don't appear under Banking "categorized" tab but do appear and are "counted" in account transaction logs?  I assumed that if you undo an entry and re-categorize it should ditch the original entry but QB doesn't seem to do this. pulling my hair out!   Thank you

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I do. I particularly find annoying: The revised report format that requires additional clicks to see information.The fact that the screen refreshes whenever I make a change to a transaction, meaning I often need to scroll down to find where I was. I sometimes wonder whether software companies make changes on the basis of customer feedback or because they "think" [sic] that they are improving something that is already perfectly OK.

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Hi I am trying to sub my VAT return. Used the wrong HMRC login details. How do I correct this? Cant get the QB system to take me back to teh login point.

Transactions not showing on quickbooks from eopsnow

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We currently have a webstore selling books and other printed materials using WooCommerce. We are looking to connect WooCommerce with QBO and wanting to know:When an order comes in from woo and it has been processed through our payment processer, will the payment type be designated on the invoice and be marked as paid or will we have to manually select the payment type after import?When a payment is processed in Woo using our payment processer some payments will not be deposited in our bank account for days/weeks. Does QBO have the ability to designate those invoices in some way until the payment is deposited?

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Keeping a running total of what's been previously invoiced?

how do i delete a payment received

As stated above, I am unable to open a temporary trial version of QB desktop which I need to do in order to extract my 25+ years old QB desktop data to QBO On running the installation I get Error 1325 : the Documents folder is not valid. QB can only be installed on a hard drive. Support were not able to help. I suspect the error may be caused by the fact that I store my data on F drive rather than the windows standard C drive Any ideas how to get the program installed? Many thanks Nick Marmont 

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So for example, I get some income which is £1000, when I confirm it, it changes to €1000 which then works out the exchange rate and think I’ve actually been only been paid £865

I understand I can switch the view but I would prefer to be able to change the default

HelloI am looking at setting up QBO Payroll but have a questions about paying employees. I understand that you have to make the actual payment to employees outside of QBO but I think the details are uploaded automatically to the bank account the payments are sent from if the bank is linked to QBO.  Does this mean that there will be a single line on the bank account for each employee so effectively all staff that have access to QBO bank will be able to see what individuals are paid? Thanks  Lisa 

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Last week made a connection with no errors when I was setting up QB for the first time. After figuring out QBs, I purged account to start clean and went to add my Revolut Business feed again but hit an error. Process works all fine, pop up to Revolut comes up, signs in find. But when it returns to QB interface, I get the following error: "Sorry, an unexpected error has occurred. We could not fetch your accounts from your bank". Check with revolut, it isn't an issue their end. In revolut, the connection is shows as live. When I go to "manage connections" in quickbooks, it even shows the bank with the correct values for each currency account. But it doesn't fetch transactions or allow me to assign each revolut account to the different currency bank accounts I have made in QB. Any help would be appreciated. Thanks