QuickBooks Q&A

I PUT MY COMPANY'S INDIAN ADDRESS IN BILLING ADDRESS FIELD AND IN COMPANY'S ADDRESS I POPULATE AUSTRALIAN ADDRESS OF THE COMPANY FOR WHICH I AM PAYING.

Unable to link bank account

does anyone actually know anything about this product

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Here’s a clean draft you can send to QBO support/forum:Customer made an overpayment and we refunded the excess amount, but the customer balance is still showing incorrectly in QBO.Example:Customer invoices totalled $100Customer accidentally paid $200I used “Receive Payment” and allocated the invoices, leaving an additional $100 credit on the customer account (showing as -$100 balance)I then:Created a Refund Receipt for $100Used the same date and same bank account as the refund transactionThe refund appears correctly in the customer transaction list and bank feed, however the customer still shows a -$100 credit balance in QBO.What is the correct process to clear/remove the remaining customer credit after refunding the overpayment?

When reconciling receipts, I get some receipts in USD. I would like it to automatically read the USD amount into AUD amount, how can this automatically get done? I am not able to turn on the multi currency option in settings, even though I am on quickbooks online.

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I am constantly getting errors Unable to get you invoice from server try again later And Unable to save you invoice

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I have followed all instructions provided on the website, permissions are correct on the online banking settings. We have tried multiple logins all of which achieve the same result with trying to connect, disconnect and reconnect on each. I am also not able to import historical transactions which has been over the past 5 days as this bank feed prior to upgrading had been working successfully for the past 7 years. Bank is Westpac. Any help will be appreciated

  We’d love to support you on your journey with bank connections.   If you’ve got any questions, select ‘reply’ to post a question in this thread and have your questions answered by qualified QuickBooks Online experts.   Hopefully, you’ll help other QuickBooks users with the same questions out in the process!   Did you check out our Connect and manage your bank account in QuickBooks Online help article?    

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is there a way to check a glitch with how profit loss reports are done the last two months seem to be off

I am looking for advice, I setup open banking feeds on Sunday (17/5) which was setup successfully (The bank balance is correct and matches what is in QBO) however no transactions have been downloaded.  Since Wednesday I have tried:- Disconnecting and reconnecting the bank feed with multiple employee banking logins- Reviewed banking settings to ensure data sharing is on- Recheck instructions to make sure I've not missed anything Bank is with Westpac, unsure how to make the transactions come through

I have several transactions (journal entries) that need to be edited and processed each month. These usually appear each month on the dashboard for me to edit and enter each transaction. They no longer appear on the dashboard, and I can't figure out how to get them back. How can I get them back onto the home screen / dashboard?

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has anyone had issues with profit loss reports since spril 2026

How to get QBO to automatically separate "Realised" and "Unrealised" Foreign Currency Loss/Gains to separate accounts and only post "Realised" gains to the P&L.

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Last month and agin tis month I l;odge my BAS through the Quickbooks link - then - my BAS statement just disappears. donesn't show as TO DO or under history - there is nothing in my payments section - it just does not show up - where is ti - how do I get it back?

Just getting started with QuickBooks Online for your construction, trade, or contracting business? This thread is for you.Whether you're a sole trader who's just switched from spreadsheets, or a growing company that's moved from a different accounting package, we'd love to hear:- What's going well so far?- What's taking longer to figure out than you expected?- Is there a specific construction workflow you're struggling to replicate in QBO?Our community has a lot of experienced QBO users in the trades — ask your questions here and let's help each other out.

I registered for Beam, in preparation Pay Day Super, before I had marked last month's super contributions as "Paid". I didn't realise that Beam would immediately take over after registering, and thought that I could create the super contributions and then there would be an option to "Mark as Paid". Last month's super contributions is already lodged with the previous clearing house.

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