QuickBooks Q&amp;A

thesavvycaters

How can I disconnect Ebay Connector? When I press three dots all I get settings for setting the way I want data to be synced, I cannot find how to disconnect it

When I click on three dots all I get is "Transaction sync start date" "Retrieve settings" "Sales settings" "Items settings" "Tax settings" "Payment settings"

markstockwell

i am new to quickbooks and registered as a sole trader. the transactions page does not look like the one in the tutorial so i cannot categorise my transactions

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nailsbyemily

Hi, I’m a nail tech and would like to add my monthly income from customers as a single lump sum rather than each customer, what’s the best way to do this please? Thanks

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EmmaTag

Parent Company Showing on Invoices

Is anyone having issues where the Parent Company name is now showing on the Invoices/Sales Receipts being sent out by email?I have troubleshooted with QB support and am awaiting a escalation call back....I have ensured the check boxes are not selected for parent and the display name is for company name to display only, but it is still showing a parent company.    I even created a new template to make sure all the correct settings were enabled.  It was all working fine on Friday (16), come back today (19) and now am unable to send any Sub customer stuff out as it showing wrong. Thoughts welcomed as really need to get work done and invoices sent to customers 🙂The only current possible work around is to remove all sub customers ..... we have far too many accounts to make that possible!  

Betty51

How do I record and charge costs to a restricted fund for a charity? I'm using quickbooks online but it doesn't have the classes feature. Any help would be appreciated.

We are a charity not for profit and still finding my feet with quickbooks online. We have received a restricted fund in our bank account and I don't know how to record the restricted fund and then charge the appropriate costs relating to this restricted fund. For some reason I can't find the option to select the classes feature on my quickbooks online account. Is there another way to record and monitor this restricted fund without the classes facitliy?

michael45

Created purchase orders from estimates

Good evening, about a month ago we noticed that when you create a purchase order from an estimate (great for creating traceability) QuickBooks has now changed the ship to address on the purchase orders, to the customer that was on the estimate. As a business we sometimes ship direct, but 95% come through our address first. Has anyone got this issue, as QuickBooks support are not solving the problem? 

Have two separate QB accounts. 1 account was upgraded to the new Intuit UI in Nov but my large account is on old interface. Anyone know when the upgrade will be complete?

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When I go to my advanced settings and I try to save start financial year the same as tax year it does not save

svwnw9

Account Management

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rswatsonjones

I need to shrink the page as I cannot see the whole page on my screen and cannot see the scroll bars either. How do I adjust the page to fit my screen?

I cannot view the whole page on my screen

I need to shrink the page as I cannot see the whole page on my screen and cannot see the scroll bars either. How do I adjust the page to fit my screen?

rswatsonjones

Account Management

I cannot view the whole page on my screen

happy13

a transaction won't match with an invoice, how do i do this

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franmullins

I am getting an Error importing message when trying to upload a .csv file of Transactions. Any ideas?

I have checked the data.csv file and it looks fine. I exported it from my Barclays online banking. There are over 900 records.

I want to cancel my subscription . Signed up 11th january . Ive had enough this is not for me its rubbish unless you are a tech guru ,i am not .

mcacarpentry

Account Management

How do you actually cancel this service subscription . Going round and round in circles and getting no where

Grey_Heron

Unable to scan receipts since app upgrade android

Recent app upgrade on android.  Now, on tapping "scan a receipt" I am taken to my photo library and the scanning function seems to no longer exist.  Tried deleting cache and data - didn't help.  Uninstalled and then reinstalled the app - still no ability to scan a receipt.  Phone is Pixel 8Pro will all recent android updates.  Any suggestions much appreciated.

thecosycottagechildminder

im trying to find out how I can forward online email receipts to my quikbooks without the needs for screenshotting and saving pdf versions of receipts-

I save all my emails with receipts to a folder surely there's a way to link these to save me time screenshotting or saving each recipe to device to upload manually?

Hi, I'm unable to do my accounts from the last tax year, can anyone give me advice on this please? Thank you

caragh

VAT

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Is anyone else having an issue with the connection to Tide. Mine hasn’t worked for a month. Have followed all steps, reloaded apps. Tried on website.

cpjoineryandmaintenance

3rd Party Apps

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finance244

WISE UK conection expired: trying to renew consent but i keep getting an error message. something went wrong. we couldnt finalise your consent, try again later

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receipts into bank transactions

DonnaThe Schmoo

Reports and Accounting

I am sole trader.I uploaded all my receipts into receipt section.I uploaded all my cash sales into the bank transfer section.I linked my business bank to the bank sectionMy receipts [Costs of goods] came from my personal account.My personal account is not connected to Intuit. I do not want it connected.Is there a way to get the receipts to show as i cannot get an accurate profit and loss without them being recognised?

pearsons524

Has anyone had any issues with invoices not being included on box 6 of the VAT return "Net Value of Sales". We thought it was initially that they were part paid, not this

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What categories map to HMRC.s Self Assessment Box 44 Residential property finance costs?

SCS63

Employees and Payroll

I am a Residential Property Landlord and pay mortgage interest each month.I have been unable to find an existing category or create a new category that maps to Box 44 (Residential property finance costs) on the Income Tax Self Assessment generated viewed in the Taxes section.There is only Income Tax relief at the 20% basic rate tax on the value in Box44, so all the mortgage interest cannot simply be shown as an expense.Is this something that is currently in Development?

101

Is there a report on QBO that shows all the notes that are input on the Sales Accounts?

Rachael5

Reports and Accounting

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sdsmidlands

I am in need of a delivery note that has a option for the customers signiture. The one on qb doesnt have that option ?

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