QuickBooks Q&A

It seems the description field is missing from most reports - do not be fooled by the memo/description - as this is not the same field. spent over 1 hr on support and they could not do it. I am somewhat amazed a batch report of sales or bills cannot be easily generated.

Hi I'm new to quickbooks and need some help please. We have our QBO set up with GoCardless attached. We had a group of invoices that were being paid via GoCardless but we updated a couple of them after they were initially sent out and resent them (big mistake, lesson learnt), but Gocardless still took the original amounts and have matched them against the updated invoices. So the invoices are marked as paid, but did not take into account the differences in amounts on a couple of the invoices.  Now the Tide payment has come in and can't be matched to the deposit as the amounts don't match. So how do I rectify the issue?Do I delete the GoCardless deposit then restore the invoices to the original amounts and then use the tide deposit to match and pay the invoices? I will need to have one invoice recognise the overpayment as a credit?  to a client and have another invoice recognise the underpayment some how too. I hope that makes sense Thank you in advanc

I recently purchased the Quickbooks Essentials Edition a few days ago at a discounted price of GBP £30.20/year.I now find myself in need of upgrading to the Plus Edition due to requirements for managing stock and purchase orders. Upon attempting to upgrade my subscription through the subscription and billing options in my account, I encountered a discrepancy in the pricing. The Plus Edition is advertised at a price of £41/year, which would mean an additional cost of £10.80 compared to the Essentials Edition.However, when I proceeded to upgrade, the system is quoting me a total of £302.46 (+ £60.49 tax), which seems significantly higher than the expected difference in price. As per my calculations, the difference amount should be £10.80. I kindly request your urgent assistance in resolving this matter.

I would like all receipts uploaded sent to me in a file, can this be done in simple start? Looks like it can in Online...

I get a 590 bank connection error trying to download my Santander bank TXs.I have tried to connect via a normal and private browser window and still no joy. I have used Google Chrome and Brave browsers and still no luck.I really think the issue is with QB, let me explain.Normally its a 90 day maximum connection period, but when you log in to connect its asking for 99yrs duration, and this date also comes through from my bank SMS OTP code.  Previously this used to show just 90 days duration.Is this a coding error from QB to my bank that is causing the issue?I have downloaded them manually as a CSV file and added, but it would be easier if this was automatically retrieved.When it fails, it also says it has reported the issue to QB and it will be resolved and someone will be in touch - this has been ongoing for several weeks now and not resolved, nor has anyone from QB been in touch.I see many folk having similar issues.

Hi,I'm a bit puzzled at the moment as I have read articles saying that there is no current ability for read only access, but then in the same post, there is a reply saying that custom roles CAN be created with specific permissions.I have created a new role but I cannot see anywhere here that allows me to edit the permissions.  There are no links to edit and nothing is clickable.  I tried to save it in case the role needed to exist first but it will not let me save it as it says no permissions have been created.I have also tried to edit an existing user with a predefined role but this is the same and it doesn't give any button or link to be able to change anything, only the button on the bottom that says save changes.I have also noticed that when the permissions load, it shows the area and a summary.  I have to click three times to expand the list of permissions, once which collapses the description, again that brings the description back and then finally to show the list

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Hi, I just need a list of last tax year's' sales invoices in 3 columns: net amount, VAT and gross amounts to download into excel, but can't seem to find a button to do this as with the expenses.

Absolutely fuming!  Just lost the 2 hours I had worked on as I just got signed out for no reason.

If I have the same expenses such as electric, ink, phone can I copy these to every month rather than manually input them separately 

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Why can I not see customers in shortcuts

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How do you link your accountant to your account

GoCardless has deposited a payment into the bank and automatically matched the invoices however it needs to be match in the bank. Where do I put it so not to duplicates the payment. Just cant think where to put it. 

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My QB account has been showing up bank connection errors etc for a while and generally not running correctly as it should.QB offers everything I need as a self employed , small business. So I really don’t want to switch else where.is it possible to import all of my data to date (well end of the tax year just ended) say onto a memory stick and re start my QB from fresh? 

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I'm never sure how to categorize some purchases.  Obviously, if my guys purchase a shovel, a new chain for chainsaw, or blades for the PVC cutter (basically any expendible tool/supply), these are considered Small Tools & Supplies.  Likewise, if we take a truck or skidsteer in for servicing, it's Repairs and Maintenance.  But if we purchase motor oil, brake fluid, a truck battery, or DEF (diesel exhaust fluid), would that be considered a purchase for R&M or SmT&S?  My accountant says it really doesn't matter, as they are all expenses, but I ponder this questions weekly when I code transactions and really want a fixed answer to stick with...

Can I talk to a human

Payroll Employment Record P32 report will not print but all the other reports have printed ok. I get the message "An unexpected error occured, please try later".I have been tryng all day, has anybody else had this?

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Hello All Whilst setting up my MTD account i accidently tried to sign in using my personal Govt Gateway ID. Obviously this threw up an error but now i cannot seem to find a way to go back and try again. Can anyone help with this please? Thank you in advance