QuickBooks Q&amp;A (UK)

published in QuickBooks Product Updates

sofiamdc-2341Community Manager

Optimise your view: Customise your new QuickBooks Online dashboard layout

  QuickBooks Online now offers an integrated platform designed to streamline your financial management. This comprehensive experience provides an all-in-one view of your business' health, enhanced by artificial intelligence (AI)-driven financial insights and simplified navigation. It centralises all your essential tools and services for peak efficiency. In this guide, we'll explore key features that empower you to customise your QuickBooks Online dashboard experience and get the most out of your financial data.   You know what data you need to see the most, which is why you're in control of your dashboard. Tailor it to your needs by deciding which widgets to display and how they're arranged. This helps you focus on the information most relevant to you.   Choosing Your Widgets Think of widgets as customisable information panels that provide quick insights. To pick which ones appear on your dashboard: Find and select Add or remove widgets. This will bring up a list of av

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published in QuickBooks Product Updates

sofiamdc-2341Community Manager

Simplifying Your Workflow: A Look at the New Integrated Platform

If you're like most small business owners, you're juggling a lot. From managing your books to handling customer relationships. We know that every minute counts, which is why we're so excited to introduce our new integrated platform experience. We've made some big changes to help you find what you need faster and get more done. What's New? Optimised Navigation You'll notice some things look different, but the core tools you love are still here and better than ever. We've simplified the navigation to help you get to your most important tasks with a single click. App carousel: Your Dashboard is now a personalised toolkit. Access apps like Expenses and Sales directly from your home screen. Create actions: Need to send an invoice or record a payment? The new Create actions menu puts your most frequent transactions right at your fingertips. You can even customise it to fit your team's unique needs. Bookmarked for you: Your favourite pages are still just a hover and click away with the prom

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Muhammad-Asif-Khan

how to transfer last year data

No text available

synergysupercars

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

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mannovatrade

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.

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QB online backup and recovery

keithnichols

asked in Transactions

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. 

Vidya-Felix

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

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endurancewoman

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!

No text available

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breathe_leah

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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kevin206

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

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unhappyhoppy

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

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swbroberts

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

No text available

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randr4ewe

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

info2237

asked in Transactions

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

lizforbes479

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?!

kimnoyman

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

No text available

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asked in Reports and Accounting

t.patronias@beet

Our Sales system reports in USD, while QB uses GBP, causing mismatched revenue vs CRM. Is there a way to convert Sales P&L to USD?

Our Sales system reports everything in USD, but our QuickBooks company file is set up in GBP (both company currency and base currency). As a result, our revenue numbers in QuickBooks don’t match the revenue shown in our CRM system. I’d like to know: Is there a built-in report in QuickBooks that allows converting our Sales P&L into USD? If not, what’s the best way to achieve this? (e.g., custom reports, workarounds, or third-party integrations) Has anyone faced a similar challenge, and how did you resolve it?

why is my address at the top of the invoice coming up showing ST not Staffordshire like it shows in my company details information

djbmechanical

asked in Transactions

No text available

moomakers

Hello my account balance isn’t up dating it’s been the same for two weeks now.

No text available

kimber01

How long does it usually take to register a bank that’s not recognising the directory?

Requested bank my POS

nickikennedy

How can I reconnect my Virgin credit card to my QB self-employed? It is not working, and the email that support sent to try and help did not accept a reply.

I've tried multiple times to reconnect my Virgin credit card to my QB, and succeed in connecting to the Mobile Virgin account and giving permission, but then get returned to intuit and am asked to press 'continue' to finish the process, but this just takes me right back to Virgin, and then I get an error message.

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Stephanie-Fernandez

With my bank reconciliation the date of a payment received is showing differently to when it was actually received and what is entered. I’m confused?

No text available

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info2232