QuickBooks Q&amp;A (UK)

How to I remove existing payment methods which I no longer need or use?

When I click the arrow next to payment methods on invoices, I have several which I no longer use. This pushes the ones I do use down the list. Can I change the order, or remove ones I no longer use?

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J

1 year ago

K

katherineelizabethwood92

asked in Banking

Is anyone else having issues keeping their bank account linked to Intuit? I’ve tried to disconnect a re-link because it has stopped showing my transactions.

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Can I increase the date range to record a invoice payment? I cant go back far enough. Payment is visible transaction area but I can't allocate it to an invoice.

I can link payments to invoices up until a specific date but after that it doesn't show when trying to record the payment. In the bank transaction section I can see the payment but it only allows me to mark it as 'business' but not directly to the relevant invoice.

51

My app has stopped updating. It’s connected to my bank but since the end of August it has not updated

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71

step by step how to use Core payroll

i need a step by step guild on Core payroll as mine is not working properly

31

With the recent AI introduction with Banking, has this upgrade introduced a need to resign with the Banks. Not simply "renew" the current login, but fully sign in?

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171

QuickBooks will not allow me to remove/delay employee pension enrolment

Hi there, First time i have used the community support function so I am hoping someone can assist as QB's support are not helping. One of my employees has entered into their 3 month of employment and when running payroll it has auto enlisted them to the NEST pension scheme, even though I turned off auto enrolment. I have followed the QB's guide to deactivate the employee but the system wont change the status from 'Enrolled'. I tried multiple times over many days, logged out/logged in, removed cashe/cookies from browser, same result. Previewing payroll shows NEST contributions for this employee and their employee information, section;  Workplace pension, loan & other deductions states the following: Pension statusEnrolled (Eligible jobholder)... This employee does not want to be in the scheme, pay day is tomorrow.QB's support state its an error, high priority, working on it. Firstly, is anyone else experiencing this issue and se

20

Advanced payroll. How do I identify this message: there is currently 1 incomplete action in 1 pay run?

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81

How do i add terms and conditions of sale automatically to invoices?

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9613

asked in QuickBooks Time

Is there a step by step instruction guide for time entry

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21

What to do when HMRC takes a different amount than shown on a VAT return

I have a couple of VAT returns from last year which were filed via QBO and accepted by HMRC. However, HMRC took slightly less by DD (apparently because of interest adjustments) than the return amount, so the returns are showing as having small amounts still owing. How should I express this in QB so that the returns show as having been satisfied in full? Many thanks.

603

trying to import a .csv file of old bank transactions but get an error message saying probably us, try again (which I have) and then to contact us.....

The option to chat with an expert or be called back is not "live" - I would have chosen one of these....

132

Hi all,I have transferred my GBP to USD and am confused how to record this. I have set up multicurrency and added my USD bank. Please can someone help

Hi all, I have transferred my GBP to USD and am confused how to record this. I have set up multicurrency and added my USD bank. Everytime I use the transfer option it adds to my overall USD bank balance which I then can't reconcile. I have used the journal option and have Dr USD and CR GBP which then have managed to Reconcile my USD bank which was showing double which feels wrong however I'm unsure how to post the GBP bank and where to post it to? Please can someone help

213

Hi,Can I alter invoice’s to allow for the following :-Re: construction invoices Reverse Vat20% Labour cis deductionThanks

81

Can anyone advise us on what to do? We trying to run payroll but the SSP for an employe is not reflecting on the payroll, that's preventing us from completing payroll?

Help with SSP

231

asked in Account Management

How do I track an invoice ? I need to know its been read by the client ..

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101

How to record dividend payments in QBO. Using the default COA it records them as an expense

I paid myself a dividend and noticed that it comes out as an expense, this doesn't seem right. Can someone explain how to record this prperly in QBO. UK Limited company, single director/shareholder. Thanks Jim

831

asked in Account Management

Sales by Product / Service Summary not working in modern view on one account but working in another account. Does anyone else have this problem?

Sales by product / service summary does not work in modern view but will work if you switch to classic view. This only happens with one user (we have three; one for the accountant, one for company admin & one standard user. It works in the company admin mode, but not in the standard user mode. Anyone have any ideas why this might be please? I have spoke with Ricardo at Quickbooks but that was a week ago, and I have heard nothing since. We use it to create a list of products for each day, so it is something that we can't do without. I am concerned that when / if the option to switch to classic view is removed, we are stuck! Help please.

51

Hi,i cant seem to link paid invoices to bank account to record payment. nothings shows up in transaction to link. any ideas why this is?or how to sort it?

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41

I'm a plumber already using an app to generate invoices. How do I upload these in a simple fashion much like the quick snap receipt function?

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81

HiDoes anyone know if the Quickbooks 'simply start' plan automatically allocate invoices to bank transactions when they have been paid?Cheers Chris

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91

I have got a chase current account on the app , which one do you choose on the list

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71

asked in Account Management

how do i create my own categories for transactions

I would like to customise my categories for transactions is there a way I can do this

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