QuickBooks Q&A

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Hi I am new to quick book, I have learnt how to add a transaction (year 2022) and when I click save it won’t add the transaction, but if I entered it for todays date it accepts it, can I not put in last years details? 

Another query for first time VAT return in QBO please.I have some adjustments from previous periods I need to adjust my first VAT return for.How can I do this please and keep everything in synch. Many thanks again

I have 2 old invoices saved on an excel spreadsheet and i want to add them to my new QB account, these invoices are already paid. How do I add them without it emailing my customer's? Any help would be really appreciatedThanks

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This was easily done on QB desktop as it would take all the invoices that were marked as Pending. But as the "Pending" feature is not available on the Online Version I'm not sure how to produce this information

My customers use those fields to understand the customer profile so I need to be able to run reports where I can select to see those fields.

I missed the submission date last month, I have sent this months, but when I try to send July EPS inland revenue keeps rejecting it on basis it is out of date

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I started trading on 04/09/2020 and am doing my own accounts this year. I've run report from 04/09/2020 to 30/09/2021 - the report doesn't show data, but there is info on my bank account

I've had endless issues updating the link from the quickbooks app to my bank account.  The app has now taken to assuring me that it is linked but does not display any bank transactions.  The website version does display the bank transactions.  How do I get these to both show the transations?Thanks!

I am really struggling with how to apply credit notes in QB.  I used Xero before and it was so easy and you could in a few clicks apply the credit note to the relevant invoice after you created it.  In QB I can find no solution to the point I have deleted the credit notes and reduced the invoice amounts accordingly.   I may receive 30 invoices per month from 1 supplier. That supplier may issue a credit note for a partial amount. I want to apply that credit note to the invoice and in turn have it reflected in the supplier outstanding balance.  I have told QB to automatically apply credits in the settings but this seems to have no effect whatsoever. QB certainly isn't intuitive and nothing I have Googled so far resolves how to do this.  Why is such a simple task so difficult in this product?

I can see all my transactions but when I select taxes my self assessment is blank. Why is this

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I cannot update my phone number online and when I submit a change request I get an American code even though I'm UK based.I therefore cannot verify my phone number.

I am trying to reconnect our account to QB. I get as far as 'Which accounts do you want to connect?' I can see our account listed, and there's a green tick to the right hand side but it won't allow me to click the 'Connect' button. It says 'Select an account to continue.' But it won't allow me to click on the account. Any suggestions how I can resolve this please?

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I have deleted a previously reconciled entry and am now trying to do my next reconciliation, but I get the message 'Your account isn't ready to reconcile yet'. On investigation, I have an entry that had been reconciled and then deleted. I can see the entry on the Audit History but it will not let me reverse the reconciliation, which will hopefully clear the problem. Any ideas?

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How can I tell whether I have QuickBooks Time (not Time Premium) included in QBO Plus. Some things suggest yes, but other things suggest No. It certainly isn't working as I would hope.

Please can someone contact me urgently to resolve

why can't i add another user

I have set up the scheme with Quickbooks, but when I post sales the VAT says No VAT.

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?also is there any way to default the nominal code to the supplier?and when I try to split the bill - it never allows me to save - any ideas?