QuickBooks Q&A

No text available

Hi, we are using advanced payroll and are reviewing the payroll categories we currently have. There are a number that we would like to remove as they are no longer relevant but the option isn't available. Does anyone know how we can remove these?

I keep getting the following message on my Sales Invoices activity_table_content_0_TaxSummary This is displayed in the VAT Summary box. How do i fix this? Thanks 

I am using spreadsheet sync to update customer invoices but keep getting a message showing error - no data available.  The invoices are uploaded correctly and I have over 3,000 invoices a year. Does anyone else have the same problem? 

I have set-up a workflow for a supplier bill approval but workflow is not sending the bill for approval. The invoice states it needs approval but the flag shows it still needs to be sent. I am creating the invoice and I am the primary admin and my colleague who is admin needs to be the approver. Does anyone know why the bill is not being sent for approval?

No text available

I have an invoice which needs to be written off as bad debt and another which needs the amount on the invoice adjusted down. I am being told that because I am using the flat rate scheme once the VAT return has been filed then these invoices cannot be changed. This leads to a situation where these invoices will always show as unpaid and overdue and partially paid. This therefore makes my figures in quickbooks wrong and shows I am owed more money than I actually am. I am being told nothing can be done to resolve this and therefore my quickbooks account will always be wrong. So despite being able to resolve this with HMRC directly quickbooks can do nothing about it. I can't believe that this is the case as I am sure at some point or other most businesses will need to write off an invoice or adjust it regardless of which type f accounting 

every report defaults to the modern style. i prefer the classic style and have to change each report.

I started a reconciliation today and have messed it up, so I would like to start over but how can I restart or delete? Thanks for any help.

Hi, I am setting up our QBO and I have set up a product&service with a debtor account entered as the income account, this is how we have had it set up in QBD. However, when I enter an invoice using this product/service it defaults to the Uncategorized Income account. This is incorrect for me. Why is it doing this? How can I make it go to the debtor account I want?

No text available

hi i have a inactive customer that i need to make active again, can you tell me how thanks again

No text available

No text available

No text available

In a recent Quickbook webinar organised by our accountant agency and Quickbooks, we were told that the Cash Flow Planner (Beta) is available to all online users and IOS users. I saw 'Cash Flow' listed in the left land panel on the web version on the trainer's screen, and the Cash Flow button in shortcuts in his IOS, when clicked, there is the chart that shows prediction to future months.However I couldn't find the menu entrance nor the chart with a prediction on cash flow in our web versoin and on IOS. The trainer said we should speak to our accountant for access, but our accountant said we should check with Quickbooks. Could anyone please help and advise what we need to do? Thanks

I handmake knitted items. I then pass them on to an emroider if the customer wishes to have them personalised. I deal with providing the total cost to the customer and then paying the emroiderer her set fee. How can I set this up on Quick Books?

Hello all,I created a TB report for a period of  one and half year but the transaction details will only give me a half for the half year period of the second year, which is the total showing in the report as well. I expected that the full 18months sales will show.  Meanwhile other ledgers will show the full 18 month detailsDid anyone have this experience or did I configure wrongly?

Hi all ... QB On-line user newbie ... 2 separate questions (though I suspect the answers may be related): When setting up a new customer, I can see the fields for Company and Contact Name, and the company address fields.  However, I cannot find a field, linked to the Contact Name for their Job Title.  I have got around this by putting their job title in the first line of the address ... but obviously, if the contact name changes, I will need to remember to remove the old contact's Job title form the address field.   Is there an easy way of linking a Job Title field to the Contact Name field.  I occasionally need to add a Customer's PO number to my Sales Invoice.  I have created my custom invoice form, but have not been able to spot a field for Customer PO.  Again, I have got around this issue by typing the PO number in the Description Field, once the invoice is generated, but an automatic process would be better.  Any hep

I've started using QBO from 1 April and submitted first MTD return via a separate route.I now wish to align QBO to take this into account along with year end brought fwd balances, and use QBO for future MTD submissions. Can anyone advise how best to approach this please. ThanksDave

I have just upgraded to Plus so that when it comes to tax return submission, the expenses will not be taxed. However, I still need to change invoices which have already been raised. How do I do that?

When I am accepting the invitation and trying to log in to my Quick books time account I am getting the following error:Wrong LinkYou have clicked on an invalid link. Please make sure that you have typed the link correctly. If are copying this link from a mail reader please ensure that you have copied all the lines in the link. When I am trying to login to through this link (https://tsheets.intuit.com/ ) I am getting the following error:We couldn't find a QuickBooks Time account associated with this User ID or email address.Try signing in with another User ID or email address, or contact your admin. Please help in resolving the issue.

Hi due to changing tax reporting changes in 2024 I need to change my year end to 31 March 2024 instead of 30 April as my accountant has said this is the easiest way to report having your year end in line with the new reporting dates. I presume QB is aware of these changes so what I need to know is can I change my year end so my current year with be 11 months but also so all the reports will still work if I pick last financial year etc. Thank you

I am the primary admin for our clients, I need to transfer the primary admin role to the client's new accountant before I transfer the billing.  The instructions indicate that there should be an arrow by Actions in manage users in order to do this, however, this does not appear in my clients accounts, am I missing something? Go to Settings ⚙ and select Manage users.Find your client on the list.Select the ▼ dropdown in the Action column and then Make primary admin.Follow the on-screen steps to approve the transfer.  

No text available