QuickBooks Q&amp;A (UK)

How to delete all transactions

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M

Mr Tangerine Man

Can QBO produce an automatic invoice based on an expenditure item?e.g. Invoice recved from supplier X for £100 recorded in QBO ...which generates a £100 invoice to Y?

As an additional feature could the auto invoice include online payment link please

111

Why does phone app use so much storage? Mine is currently almost 10gb, seems excessive for a cloud based system?

Can this be deleted? Any negative effects?

252

Where s my customers list

Quickbooks have lost all my accounts for 5 years..all my customers emails and phone numbers..duplicated invoices..consistency failed me

61

Asks for payment method when creating invoice?

Anyone getting a red error when creating a sales invoice.  Asks for payment method.  Never done this before.  Doesn't make any difference if I choose use DD or Ask Customer to make payment?

169

Customers aren't receiving their emailed invoices

I've had at least 4 customers this week say they're not receiving their emailed invoices. I have added my personal email plus the business one to their invoices and resent, none have arrived. Is there a glitch in the system?

111

D

Debbie Polden

Reports

Is there a report that shows the last time a customer purchased from us, like a customer purchase history type report?Many thanksDebbie 

51

asked in Employees and Payroll

H

hillrn

where is part 1 of p45 retained in payroll

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113

Hi I have paid the VAT on my car repairs the actual work was paid by the insurance company but I was responsible just for the VAT. It shows as a transaction in QB but I need to log it as a 100% VAT payment as I should be able to claim back the whole amount. How do I log this in QB and how do I record it as 100% VAT for the purpose of the VAT submission. 

21

How do I add mileage to allowable expenses automatically

I can track mileage but when I go into taxes it doesn’t appear.

191

When I connected my bank with Quickbooks, I didn't realise in connected it with the 'Cash on Hand account'. Can I relink bank feed to the 'Bank Account' account?

To be accurate with names, I don't want to use 'Cash on Hand' account linked to my bank account, as I don't have cash on hand. Can I re-link the bank feed to another account, and transfer all the transactions (preferably not having to categorise them again)?

121

A

A

Anonymous

What steps are Intuit taking for HMRC closure of company accounts and tax return service?

HMRC are closing the company accounts and tax return service to force people to use commercial software. Intuit do not appear in any of the lists of suppliers for Commercial Tax. Are they working on it, or should I start to seek an alternative supplier?

41

Cant stand the look of the updated app. Find it very confusing to add invoices with everything tucked away. There was nothing wrong with the old version. Xero here I come

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101

After completing sales receipt and clicking on Save and New, the receipt is recorded, but the cursor is not placed in the Name Field, ready for new receipt?

This is a small issue but nevertheless costs time when entering several receipts.   The issue has only appeared in the last few days.

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Why aren’t my transactions uploaded even tho my bank account connection is active ?

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131

X

Xavier11_2

Show Exchange Rate on Invoices

Hi. How can we show the exchange rate on invoices?From this month, one of our clients requires FX rate along the VAT amount. Thanks

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T

Trufflepig

I'm experiencing an issue where some of our invoice emails (especially those ending .ni.sch.uk) are not being received by certain customers.

I'm experiencing an issue where some of our invoice emails are not being received by customers. This issue has only started in the last few months.

101

Fixed interest on a Hire purchase loan

Posting Fixed Interest payments for a hp loan

141

Transaction Export with Description and Memo

All my Paypal transactions come in as "Paypal" without any information so I manually add a memo which is already a painful process.I then export the data to have a list for further analytics but it either does not show the memo (export in transaction menu) or it doesn't show the description (export from reports menu (transaction by date). I need both obviously.Can someone help?

132

asked in Do More with QuickBooks

QBO analytics app recommendation

HI I am trying to identify software that can integrate with QBO and offer the ability to build dashboards to provide me with information such as....POs raised, today, this week, this year,...... daily / weekly trend graphs POs receipted / GRN'd, today, this week, this year,...... daily / weekly trend graphs Invoices raised, today, this week, this year,...... daily / weekly trend graphs POs raised but not GRN'dPOs GRN'd but not invoicedInvoices raised but not paid, and the profile of the dwell timeAll the above being categorized by "class" thank you in advance Alan   

73

How do I export to excel?

After searching for a client in invoices I want to export the data to excel to match with my bank transactions so I can see which invoices are unpaid.  Any ideas?  I have used the little icon top right with says download but it goes into a   .json  extension which I can't open.

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asked in Do More with QuickBooks

Can anyone help us connect to QBO using MS Flow ? I think we need a connector that strangely QB just don't seem to have..?

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113

Reports

Hi, Does anybody know of a report please that shows the outstanding (unpaid) amount of customer invoices net of Vat (sales tax). I can only find reports with amounts that include sales tax. Thanks.

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