QuickBooks Q&A

I have PayPal set up to automatically withdraw the amount needed to cover a transaction from our company checking account. When trying to categorize the transaction in PayPal. I have a transfer and a  payment to a vendor or other business paired together. I have tried to unpair the transactions to allow me to categorize them correctly. For example, I  can categorize the expense part of the transaction properly. However when I try to categorize the transfer from the bank  I receive an error message stating this transaction has already been accepted and QBO will not accept the confirmation that it is a transfer from our bank. Does anyone have a solution for this?  If I accept the transaction as a transfer will it automatically separate the transactions into their proper categories?    Thanks, James 

Hi,Newbie here. Can anyone advise how I go about refunding a stripe payment which has been categorised as a deposit (transaction type) rather than a sales receipt?  My accountant advised me to add any stripe sales as a bank deposit so that I can split it into its separate parts (payment and fee). I have had to refund a customer via stripe which is showing in my For Review tab as an uncategorised expense. How do I add the transaction on quickbooks to reflect that it is a refund for the stripe sale? I anyone can anyone point me in the directions of simple instructions I'd be very grateful.  Many thanksCraig 

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This has been happening for a while now. Everything seems to be running OK, but I'm concerned that tax codes may not be updating.

For example if i invoice one customer 10 times in July, if i could see a reference for each invoice - restaurant, bar, outside area , deliveries . I would know which one i am looking for straight away?

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Hello, I have just purchased a subscription to QB online as we need to submit VAT returns from now on.  I am currently using a copy of QB Pro 2016.  I spoke to a customer help advisor yesterday who advised me to download a trial version of the newest release and then transfer it over.  When I tried to restore my QB Pro 2016 file though, that won't work on the newest desktop version.   Does anyone have any advice on how to get to the final destination with this please? Thanks,. Cat 

Looking at QB guidance for a cash accounting entry and using a BS account for prepaid amounts , I can't see how the cost gets to the P&L ?

Hi the end of year eps submission was wrong and was refunded CIS which was the incorrect amount. ive corrected it on QB(month 12) but isnt showing on HMRC end!! Am i doing something wrong?

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On the paperwork the vat is £7500 can I claim that full amount straight back or is it a case of claiming 20% on the deposit and monthly payments?

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How do I speak to a human

I have a query about my account but it seems to be impossible to actually speak to someone. How do I make contact?

Hi,Hope someone can help please.I've recently set up the Ebay Connector app as I'm about to have to register for VAT & it should make that whole process a lot easier. The problem I have is that QBO is counting the sales receipts pulled via the app, & also the daily payments received from Ebay, as total sales thereby double counting the sales.I have set up an Ebay Managed Payments bank account into which Ebay Sales, Fees & Deposits go, which I was led to believe was correct having watched The Quickbooks Chap on YouTube do the same process.What am I doing wrong?!!Many thanks

i have a business account and  im at pension age now .how do Irecord this as it gets paid into same account

A client accidentally paid his gardener with the company card and since then reimbursed the money back into the company account.  How can I easily record this charge and payment so it is clear in QBO?

I have a number of Custom Fields (5+ depending on the form) and QuickBooks Support have advised that an API will only pull the first 3.How do I reorder them so I can move my latest/5th Custom Field to fall within my top 3?

<p>when I try to edit my receipt/bill in the upload section for supplier or description the text always types backwards - does anyone know how to solve this problem?</p><p>also is there any way to default the nominal code to the supplier?</p><p>and when I try to split the bill - it never allows me to save - any ideas?</p>

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I have waited patiently. I have clicked update. I have re-authorised the connection. I have fully disconnected and then re-linked the account.  (The Co-operative Bank Business Banking.)I cannot wait indefinitely and am now seriously considering my accountant's advice, which is to switch to Xero, as this isn't the first time I've been left high and dry by QuickBooks.

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An invoice drawn under an estimate, show the value of the current invoice on the screen, but not when printed. Please do the needful to print same. Thanks