QuickBooks Q&amp;A (UK)

Can I set individual invoices to different approvers without using workflows?

I'd like to be able to indicate which approver needs to approve individual invoices at the data entry stage, rather than using workflows, which don't seem to work for my requirements. Is this possible?

102

C

A

achatten

are my transactions complete

when entering a sale how do i kno when my quickbooks sheet s complete?

101

C

CrusoesCatering

I paid my subscription via Google Play store the app does not recognize that I have done so

The app will refund the payment in 1 day if unused

181

Transactions are not updating

Connectivity with bank account

81

VAT detail and exception reports for previous quarters

How do I find VAT detail and exceptions reports for previous quarters?

81

I want to customise invoice reminders so that my message is different for different customers.

I want to create two different invoice templates with two different sets of  messages for invoice reminders.  How do I do this?

131

Exclude transactions

Hi,Quick question regarding supplier refunds. If I haven't entered their invoice into quickbooks and they have refunded me in full, can I just exclude the payment and the refund? Or do I need to add the invoice and also raise a supplier credit and then match both off from the bank feedThanks in advance 

81

Can anyone recommend apps that allow QB and Teachable to synch? Thanks

No text available

101

There is no way to stop my employee who deals with transaction from seeing the bank balance, which is not what we expected. How do I stop employees from seeing this

We have one person to go through transactions but there are able to see the bank balance, which is a big no go. can we stop this? otherwise we will have to cancel the subscription with disappointment

534

I submitted a VAT return with a spreadsheet that I need to reverse, how can i do this?

No text available

111

asked in Reports and Accounting

I made one journal entry Dr Accrual: Fee in advance/ CR Fee income with Name of client included. but see nothing in Name column when I choose report Journal. why is this?

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11

how to transfer last year data

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72

S

synergysupercars

im trying to customise my invoices but it keeps saying webpage not available

111

Why is my linked bank account not included in my cash flow balance?

My cash balance on the dashboard is significantly lower than my actual balance. My linked bank accounts are not included, despite my bank account being currently connected for pulling in transactions automatically.

161

K

keithnichols

QB online backup and recovery

I am now running QB online after moving from QB Desktop 2016. I know that the cloud keeps my data secure. But if I make a mistake and want to go back to my data yesterday say, I don't see a way with the cloud version. The desktop version is easy. Can anyone guide me as to how they have solved this problem, or where there is a supplier that provides this service for QB online. I have data from 2017 which is important for business analytics. 

93

ammending existing customer emails

How do I change email address in existing customer accounts via an import? Or does this have to be done manually per customer? Thanks

201

How do I change back to the QB's self employed version via my mobile device, as opposed to the online version? not easy to navigate the latter!

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171

I haven't got any transactions showing since July. How do I update quickbooks to show recent transactions from my account?

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51

Quickbooks online no longer works for us because we have grown and we have a lot of data. It is so slow now. Has anyone left and migrated to another accounts system ?

Leaving Quickbooks online and migrating the data

141

U

unhappyhoppy

Why is my chart of accounts taking ages to load up?

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51

How can I connect my quickbooks app to my HSBC kinetic business account app?

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161

How to back date transactions to 5th April 2024?

I had my free 45 minutes with quickbooks. We deleted my bank so we could start over but I couldn’t reconnect to my bank account during the session. I want to start bank transactions from 5th April 2024?

141

How can I view all transactions input on self employed quickbooks

Just input a bank statement but not all transactions are showing on quickbooks self employed

91

I have the most basic quick books- so am I not able to link it directly to my SumUp?!

I’ve just got the SoleTrader most basic Quickbooks subscription. When I went through my SumUp account settings to link to accounting software it says it’s not supported?!

81

Apple self employed app not working at log in but Mac dose via internet?

No text available

171

M