Transactions

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Hi,  I refunded and credited a customer on an invoice, and their open balance shows $0.00, but when I generate a statement for them, the credit still shows up. I've double checked that everything was applied correctly and came out of the correct accounts. Any ideas how to clear up the statement? Every other report shows a zero balance.  The statement shows a balance forward of -$555.00 on one line and a chk refund for $555.00 on the next line, generating that zero balance, but why can't I get those two lines to not show up on the statement? 

I've noticed that a payment I made onto my Barclaycard credit card hasn't shown up and my transactions are now out. How do I manually add that in?

I'm working on a client's bank rec and they have a sales invoice with 4 deposits of £500 on it. Usually, I'm able to fill out the deposit amount and reconcile off pretty easily. But, when I enter £2000 for this invoice, I can't find it to reconcile off against each amount of £500. If I change the deposit amount to £500 on its own then it works and I can reconcile it off. Feels like this is probably a glitch but can't find anyone who has had this problem before.

They used to be there for each payment I've made to QB but now there is no option for me to access/download my invoices. Anyone else had this problem?

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I have tried uploading a CSV with both Titles and No titles included. Also have ensured that Date, Description and Amount has been included. But as mentioned the system doesn't provide a reason as to why ikt has not been uploaded.

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I want to use the receipt capture feature in the app and on the computer, but I often have purchase invoices or receipts that are split between multiple settings, what is the best way to go about this? Should I upload them twice?

i am the admin - but i can't see if its a product version issue (ie need to pay) or if its because im on an old version of quickbooks online (my customer has qbo and their version has lots of different features to mine even though we both have same subscription!)

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Hello all 🤚 When I snap receipts using the QBO APP, they do not show up in QBO signed in via my MAC..I have uninstalled the APP and then installed again.I have changed the password, and have signed out and then back in using the new password in the APP + on my MAC.I have a Samsung S24 ultra phone where I use the APP and I also sign in via my IMAC.Browsers I use is Safari or Chrome. I have no idea how to resolve this issue, so any help you can offer will be gratefully received. Thanks ever so much 🙏

For some reason any transactions prior to 7th April of this year aren't showing in quickbooks for me. Despite my banking being connected for many years prior. I'm with Natwest, so had to switch to an online banking connection rather than the business banking connection, however these dates don't coincide. I've also tried uploading a CSV file of the missing transactions for the first 6 days of this tax year where I get the following message - We've filtered out 20 transactions that we already got through your bank connection. Looks like this file doesn't contain any valid transaction data. Check the file and try again include all transactions When trying to import the transactions for the previous tax year, also using CSV I get the following - We've filtered out 61 transactions that we already got through your bank connection. Looks like this file doesn't contain any valid transaction data. Check the file and try again include all transactions Please advise, I'm

Hi, Hoping someone can help. We are a small manufacturing firm and just starting using Quickbooks Online (used Sage previously). So at the moment, we send out an Estimate to a customer when they have requested a quote. This has the Estimate Date (the date we did the estimate) and the Expiry Date (quote expires in 30 days). When the customer then comes back to us to accept the estimate, we change the Estimate status to accepted and fill in the "accepted date" and "accepted by" fields. However, we would also like to put when the customer would like the job for (ie. 2 weeks, 3 weeks) but cant see a field for this? Surely "shipping date" is literally that, the actual date we ship the item out and we dont want to create an invoice until the job is actually completed and ready to be invoiced.  When I look at All Sales (invoices, estimates and payments) there is a Due Date column but it seems that for Estimates this is the Estimate Date rather than an actual due date for t

Hello,I'm a freelancer who secured a project that will be completed by a colleague. As I was the initial contact, the client paid me directly, and I took a commission before passing the remaining amount to my colleague.For example: - Client payment: £1,500- My commission: £300- Payment to colleague: £1,200 How should I categorise this in QuickBooks Self-Employed to ensure only my commission (£300) is taxable, and the amount I pass to my colleague (£1,200) is excluded from my tax calculations?I've considered marking the colleague's portion as "Personal" to exclude it from business income, but I'm unsure if this is the correct approach or if there's a more appropriate category.Any guidance would be much appreciated.Thanks Andrea

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I'm interested in whether other UK charities are going to have the same issues that I have already come across with the removal of "tags" as they are replaced with "custom fields", and have some questions for Intuit below. The first issue (and a legally significant one) is that existing tag data will be removed from May 2028, three years from now. As Intuit should know, it is a legal requirement in the UK that all financial information is retained for seven full financial years after the year in which the transaction happened (for regulatory oversight). Deleting the information that has been stored in tags until now will cause all UK organisations to lose data that they are legally required to keep, unless they manually copy all the existing tag data to their new custom field(s) - at a massive administrative cost. Why is it not possible to have an automated process that can perform this transfer for historic transactions if you insist on deleting the old tag data so quickly? 

I am very new to Quickbooks and still not 100% sure of what i am doing.We reconciled end of year and we got a '0' balance.  When trying to reconcile April and May invoices it's showing a £90,000 difference and 112 'uncleared' transactions, I have no idea how to sort this out but neither does anyone else either

I need to separate as one is taxable business income, and one is allowable expenses for travel. How can I do this?

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This has been a problem for months and QuickBooks seemingly can't fix it, despite me flagging it multiple times. I see from Google that it's a common issue. Has anyone managed to fix the issue themselves?

This feature caught me out.  There is no clear indication there are possibly multiple matches unless you expand the transaction line.   This then tells you there are other valid matches but you have to go find them with the find other matches option, even though it's just told you about the earlier invoice. It explains the logic it is using :" Invoice YYYY is more recent (dated 2025-07-01) compared to Invoice XXXX (dated 2025-05-01). Therefore, Invoice YYYY is prioritized as the most likely match." There should be a option to suggest the earliest dated open invoice of the same amount at the very least. I've talked to support and the say it is working as designed.  This isn't helpful as it means it is now far easier to match the wrong invoice in the bank feed.

Hi, my credit card company says i am connected, but it does not export expenses into QB online. I did a manual export to a csv file and then requested upload into QB. It said it all worked yet i've gone into QB and the transactions do not appear anywhere. Any ideas please. I am on the basic subscription and I do not have any issues with transactions exporting from Natwest Bank Account. Thanks Tracey