Transactions

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When sending Invoices and Estimates to customers, seems like the emails are showing as sent QB but not sending. I've tried several accounts, several computers, private browser and sending to several of my own email addresses, nothing comes through.

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I need to create a PDF showing all transactions for income and expenses for the last 6 months. Does anyone know a way to do this please?

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I then have to manually look for the scanned receipt and change the date form a mm/dd/yyyy format to dd/mm/yyyy . The date on the receipt is day and month and my quickbooks format is day / month. But during the scanning process it lists it as the wrong date format in my quickbooks transactions. Any way to fix this as I am currently printing them out and from the transactions scanning with my phone and then adding .

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Hi everyone,I'm really struggling to make QuickBooks work without linking a bank account. I can manually add transactions just fine, but I can't see any way of changing the transaction type from 'Cash on hand'. This isn't a problem for now, since I can just submit the correct info in my tax return, but I'm concerned that it will cause problems for Making Tax Digital in the future. Does anyone know whether this is an issue, or whether the transaction type is just an internal value that doesn't appear on generated reports, etc.?

I recently started an etsy store, and when I first bought the stock, I used my personal account. Since then the store has taken off more than expected so that I will need to log everything to pay taxes, hence using quickbooks. The problem I have though is that I have used multiple accounts/credit cards to buy stock since I began a few months ago. So I linked every account I had use but it quickly became too much to sort through everything.  I had already downloaded every invoice for purchacing supplies for the business and so I uploaded onto qbo. I did try and link everything but quickly realised that my income/outgoings section was (obviously) showing all of my personal income and spendings too. I have since set up a seperate account that from now on will only be used for the business.  However, I'm really not sure how best to go about adding my invoices and income to best keep track of it all, especially now that I've removed my personal bank accounts which I

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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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When I make an invoice to just one of my clients Its automatically saying thst is paid Even though I haven't sent to her! 

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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.

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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.

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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You hold the invoice and it just has copy, delete and a few other options that would usually have Payment received as an option

Current - Error 101 - Sorry, we can't update your account. Please wait a few hours and try updating again .

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