QuickBooks Q&A

Ok, this may be a little confusing, but I will do my best to explain/describe... First, please realize that I am not great at QB and may need very detailed directions. I probably don't use a fraction of what QB is capable of doing. I have a chart of accounts that shows where to allocate all transactions, but I also use Class as another way to show where it's going. I use Class to enter the name of the project we are either billing against or receiving payments for... I need it for job costing... We don't keep inventory, because we are strictly a steel erector and anything we pick up as far as welding rods, grinder tools, etc. is "charged" or allocated to whatever class or project we purchased it for. For instance, 612 (in chart of accounts) is our supplies and material category... and we are working at a particular location... I would put 612 for category and then type in what we purchased under description and then the amount we paid... then enter the class/project under class. I need

I have just purchased QB, previously I send all my Purchase inv and statements to Sage via Auto Entry, do I need to subscribe again to Auto Entry or does QB have its own system ?In anticipation.Gareth

quickbooks contact numbers

I put the wrong figures into today's sales receipt.  How do i delete these and put the correct figures into today's sales receipt.

Hi All,  I am reconciling my HUF bank account in Quickbooks where the base currency is GBP. Because there are so many Florints to the Pound (roughly 450) the exchange rate I have in Quickbooks is 0.002235. As quickbooks only calculates the rate up to six decimal points and the bank uses more, (I would guess at least 10) the transfers are always inaccurate. Is there a way to manually input values without using Quickbooks to calculate the exchange rates? I can change the exchange rate in Quickbooks as the rate changes throughout my financial year but as mentioned above this is not accurate enough. thanks for your help.

A client was invoices 1000 by me.They have paid 500 on account I want to send them an invoice that shows the £500 balance due on the invoice How does that work. 

Hi, for some time now this has been bugging me so finally decided to post... Whenever I create a new customer and populate all the fields the *Display Name As always defaults to the blooming contacts name NOT the company name - I really can't see the point of displaying the contact name and if I forget to change to the company name (which I usually do), I have to go back in and edit it. Surely the Display Name As could be defaulted to the name of the business?? Thanks 

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I'm a freelancer on the UK Flat Rate Scheme

Hi! Can you please help me to resolve this problem? I have difficulty signing in to our Bank account to QBO. This has been the problem a couple a weeks ago. It says "try again in a few hours. (0000)" but this hasn't been resolved in the past few days and this caught our attention to seek your assistance. I am looking forward to your immediate feedback. Thank you so much

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How do I remove a vehicle from the drop down box in the miles section Thank you

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I can omit the pension then it will calculate the NI correctly, or I can include the pension but have to deduct the PAYE pension tax paid manually.  Or I can just calculate the NI manually - but then QB is  of limited value other than a record store

Our own bank details are appearing on our remittance advices to suppliers.  How can I remove this please. 

How to get a report that shows a list of sales for the year including the service date. I can't seem to find it in any of the report customizations or filters.

Has anyone had the same issue?

The connection to my bank is working but the Manage Account link in the Transactions menu just says"Something unexpected happened. Try again"I've used QB for 6 years and this only happened in the last week

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I have created a budget for 01/04/23 to 31/03/24 but under income there is no line to automatically bring in the end of year cash balance on 31/03/23

signing out page only on qb app on new phone

I used to be able to snap a receipt from the QuickBooks app but the option does not seem to be available now???

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