QuickBooks Q&A (UK)

The implementation of Sales Orders in QuickBooks Online is utterly inadequate. The lack of custom fields, the inability to create packing lists, and the failure to convert estimates into sales orders are all unacceptable. It's mind-boggling that this essential feature has been removed from the online version. This should be addressed immediately, but I am confident it will not be. 

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'm unable to match a USD payment to open GBP bills for one specific vendor in the bank transactions section. This used to work until last month, but now no bills appear when I try to match. The bills are open and correctly entered in GBP, and the payment is correctly recorded in USD. This issue seems limited to one vendor—others work fine.

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New chart of accounts set up part way through the finacnial year. Sales already recorded in "old" system. If invoices (minus credits and payments) are imported to the "new" system, how can this be done without recording the same sale twice, even if the item is recorded simply as "Sales"? Is there something in the importing part that I have missed? The closing balance could become the opening balance for each customer (ie without importing invoices), but this means setting payments against a lump sum rather than against individual invoices. Thanks in advance for your advice.

It appears I'm unable to print my monthly statements, nothing appears on screen now, somethings changed, this has been happening since June 25. Clicking on the 3 dots to open a PDF brings up a blank screen, can anyone assist?.

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Anyone else can no longer use the app, making the service mostly useless?

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HI I have just finished my first VAT qtr in quick books and preparing my first VAT return.I have transactions before I registered for VAT that I want to include.I have all the transactions recorded with the correct VAT rates and the correct balance is showing inthe VAT control account.However when I go to do my return it will only do a 3 month period and include transactions from that period.I can not adjust the period I want to claim for.The suggestion is to do adjustments, but when I try to do this it affects the control account as it asks for something to adjust against. but the transactions are are already there and it causes issues.Can anyone please tell me how to claim the past VAT. Thanks

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We have a long standing account Sales which has a saved VAT rate of 20%. If we check the account details it shows the saved VAT rate.However, roughly a month ago when entering a new Sales Receipt for Sales it is no longer populating the VAT field with the saved VAT rate and it has to be entered manually every time.Other accounts are working normally and entering the saved VAT rate.

Hi all, Months ago I had to add a bcc email to one of my customers invoices. I can now not get rid of it. I can delete every time I do an invoice- but I want to permanently delete the Bcc address that is stored against this customer. I have searched in the customer details and in my invoicing settings but can't find a way.  Can anyone point me in the right direction please before my bcc colleague gets so fed up of me forgetting to delete her address that she leaves! Thanks

I have a petty cash account - say I withdraw £200 and place it into my petty cash box, which is represented by that account. In the UK, it's common to use journal entries for recording transactions. For example, I recently spent £120 on office supplies, £20 of which was VAT.When recording this via a journal, I credit the petty cash account by £100 and apply a 20% VAT code on the same line. I then debit office expenses using the same approach. However, this results in my petty cash account only decreasing by £100, not £120—meaning the cash balance is overstated by £20. In short: Journal entries in QBO allow VAT codes, which implies that VAT will be handled correctly across all affected accounts. However, when you apply a VAT code to a net amount in a journal, the VAT portion is posted to the VAT control account, but the cash account is only reduced by the net amount, not the gross amount. This results in an overstated cash balance, which contradicts basic accoun

 i am unable to get vat price column inside invoice when get pdf file .  

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This is so annoying...the "Do you want to leave without saving?" message comes on after i add to a current invoice, or create a new one. The invoices are automatically saved in QB, but it is worrying (and annoying) - it should not be showing. Ay ideas/resolution would be appreciated.

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Im trying to do an estimate but its saying no terms added when im trying to save it

The account balance in dashboard has not altered for 2 months