QuickBooks Q&A (UK)

I have successfully created a sub-customer which appears correctly indented in my Sales > Customers list. I have a project in the 'Projects' module with the same name as the sub customer. The specific problem: When I go to Projects > New project (dropdown) > Convert from sub-customer, the screen explicitly states: 'You don't have any sub-customers that can be converted to projects.' This is incorrect, as my sub-customer clearly exists in my customer list.

Rest of message reads - Something's not working. Give us a few minutes and try again. If it still doesn't work, please contact us.

The effect of this is that the balance in QB and the balance in the bank differs and I'm not sure how to record this.

The bank account balances with nominal ledger.  However, when I click on 'reconcile' I get the following message..... 'Your account isn't ready to reconcile yetYour beginning balance is off by -£1,930.20. We can help you fix it' The £1930.20 relates to three transactions which have been deleted, any idea's as to how to remove them from the reconciliation screen ?

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I have about 5 months of trips not being tracked. Any advice please?

Amongst the frustrations of the app, the ability to see historical transactions is one of them. Surely it can't be too much to ask to be able to open a customer and find out everything you have invoiced them for? Instead we are allowed to see a token few transactions - regardless of "resetting the data".

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Where are the codes needed in order to install quickbooks 2021 UK version?

How do I make a company admin a primary admin? There is no option to do this?

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Most customers want Monthly Statements of Account in Excel but the New --> Customers --> Statement option sends them a pdf. At the moment I'm running the Accounts receivable ageing detail, filtering it to a specific customer, exporting it to Excel, re-doing the formulae and then sending it as an attachment. I can't do this for the 100 odd customers so I do it for a handful but it's a pain. Is there a way to do this in bulk from QuickBooks?

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I want to open an account with uber They asked me for a value added VAT Certificate can I get it please

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try ing find out how I can set the rules in QB for the synchronise from Ebay -Ebay Fees - to direct fees in QB , Postage paid Ebay - to Direct Postage in QB , AD fees in Ebay - Advertising fees in QB

is chat function working? is there any customer support function at all?

you say we will call you back but there is no number to call in the first place

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I'm working on a client's bank rec and they have a sales invoice with 4 deposits of £500 on it. Usually, I'm able to fill out the deposit amount and reconcile off pretty easily. But, when I enter £2000 for this invoice, I can't find it to reconcile off against each amount of £500. If I change the deposit amount to £500 on its own then it works and I can reconcile it off. Feels like this is probably a glitch but can't find anyone who has had this problem before.

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They used to be there for each payment I've made to QB but now there is no option for me to access/download my invoices. Anyone else had this problem?

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