QuickBooks Q&A (UK)

No text available

the client information is the same for every invoice. once I put the first couple of characters, it then populates the correct client info. I'm not doing anything different, but now it just freezes. I have tried using different browsers but the same problem occurs.

when i try to switch schedules qb says it cant be done if they've already been paid

Is it possible to downgrade a QuickBooks Online Simple subscription to a Ledger-only account. The client is currently pausing their business activities and would prefer not to continue paying the full subscription fee during this period.

No text available

No text available

Could you be able to explain it as best as you can please?

No text available

The SMTP settings allow my Quickbooks invoices to come out from my email and domain as [PII removed]. Problem is this is no longer my domain or email and it is confusing for new clients.

No text available

No text available

No text available

Just going through my newly linked account but not sure how I should record the following: An Invoice was created in previous software and payment shows in my now linked bank account. How do I go about recording/posting these payments. Transaction Type: is it Deposit or Sales receipt.Account: Would it be Sales or Services (Invoice is for Labour)From/To: CustomerProduct/Service: Do I use this section? I have Sales and have added a General labour. Your insight in the correct way to record this would be appreciated.

Bank transactions not updating

I don't want to give permission to QB AI to scan all my banking - as my personal and business banking are closely connected, and don't want my transaction details to be scanned and stored by an unverified 3rd party, subject to data-breach etc.

I need to see the opening balance for each category.

In QB's Income Tax - Self Assessment Summary the year start date is set at 6th April, have changed year start date to 1st April but still reports from 6th April. Is there somewhere else this can be sorted?

The +New Button doesn't seem to be working anymore, it hangs on a faded black screen, tried several computers, cleared cookies, tried incognito.

Hello, I am running a business promotion that offers cashback for purchasing a specific service. This is defined and allowable in UK VAT legislation - VAT Notice 700/7, section 10.1 https://www.gov.uk/guidance/business-promotions-and-vat-notice-7007. How do I account for the cashback to the customer after they have paid their invoice? Customer payment methods could be card/cash/cheque/bank transfer etc. and cashback payments will occur separate to the supply of services, so a simple discount will not work for 'applying' the cashback. Hope you can help.

No text available

Displays this message for each account Reauthenticate your Monzo (UK) connection. (350)

No text available

No text available

No text available

My emails are working fine though so no issues with the internet. One customer has paid although it still shows as not viewed?