QuickBooks Q&amp;A (UK)

I don’t see when my customers have viewed the invoices. The tick never moves to ‘viewed’ I know they’ve viewed it because they pay, but for one’s who don’t!

No text available

143

N

C

cherry-peppers

How do I log my day’s takings for my cafe?

I use sumup

71

Client says bank is connected on their Quickbooks but not showing as connected on our side (authorised accountants)

No text available

213

My invoice layout has been changed and I am not figuring it out, can I go back to the old layout

When I write out an invoice on my phone it has been changed and is completely different I'm struggling to enter vehicle details etc can I go back to the old invoices system

61

Assigning Invoices to Projects

I use the Projects feature in QuickBooks to track the various projects we manage on behalf of clients. To bring in income for these projects, we invoice third parties. As far as I can tell, QuickBooks only lets you issue invoices to the project itself, rather than to the actual customer/third party. There doesn’t seem to be a way to simply assign an invoice to a project. Does anyone know a workaround — either to link an invoice to a specific project, or to link the incoming payment to the project at the same time as matching it to the invoice?

481

bank transactions not showing

I've relinked my bank however the last 3 months of transactions are not pulling through automatically

51

Can someone explain what Created by QB Online to adjust balance for deletion means and why it would appear in my Retained profit balance b/fwd account pls?

This is a journal entry that I haven't entered - can QB make auto adjustments to my accounts?

181

I cant edit sales invoice templates. I also cannot create new sales invoice designs. Running round in circles - this should be easy to find and adapt - wasted an hour!

Used to edit the form before but looks like an "improved" look has removed that option for old designs and made it hard to navigate. QB Help topic does not help.

163

EmmaYNew Member

Where has the VAT element on receipt upload gone? I have to go back into the receipt to add the VAT!

No text available

91

J

A

Adrian-Rodrigues-Cova

I am an accoutant. looking at my clients sole trader QBs account, I am setting up rules for bank transactions, can rules then be applied to historic bank transactions?

No text available

41

Why have the vat rates disappeared from the receipts section?

No text available

71

asked in Employees and Payroll

One of the employees have taken an unpaid leave, which I want to record in QB so that it will calculate his loss of pay from his salary. How do add the details?

No text available

131

Since quickbooks self employed went and it changed over I've had an absolute nightmare seeing my transactions. bank connection is real time but no transactions since july

No text available

121

How do I find a standard chart of accounts

No text available

61

How can I restore transactions in Quickbooks from a bank account that was previously connection to Quickbooks, but that is now closed?

I have had three accounts connected to Quickbooks for more than a year. All transactions of all accounts were imported correctly and the administration was up to date. Then I closed one of the accounts. And now all previous transactions of the account that I closed are no longer showing in Quickbooks. How do I solve this?

251

S

sarahlondontherapy

In Quickbooks Self-employed,the Taxes page, I cannot view last year's tax summary; the dropdown menu is off the screen for that year, pushed off by the previous 10 years

No text available

213

Account balance showing incorrect sum, transactions also not updating, I’ve refreshed permissions and also readded business account how do i fix this?

Permissions refreshed and readded, cache has been cleared multiple times to no avail, mileage tracker also not working

91

asked in Employees and Payroll

Has anyone elses payroll history disappeared? ours doesnt show any payments for this financial year!

No text available

468

asked in Employees and Payroll

B

battle1

An employee is due a refund of National Insurance Contributions - how do we do this via payroll ?

No text available

101

how do i send invoices by email as a pdf?

No text available

81

I am using QuickBooks Self Employed account. Will this be ok for next year when HMRC goes digital?

No text available

91

When Will Payments CSV Import Be A Thing

I need to be able to import bulk payments using a CSV, just like you can with invoices and sales receipts. This is not currently an option. The help assistant said that this is something Quickbooks are working on, although I get the impression they might of just been saying that to get me off the chat. Does anyone have a date of when this feature will be available. What is the workaround for bulk importing payments using a CSV? I thought this is quite a vital feature and cant believe QuickBooks doesn't support this already.

285

K

kahwoking

Invoice import

I regularly create a CSV file of invoices to import into Quickbooks online. However, every single time I do this import I have to manually set the date format of the Invoice Date column, and manually choose Inclusive of Tax or Exclusive of Tax against the column Item Amount.Is there a way to specify within the CSV the format of these fields?

486

E

Edward-Nygaard