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Home
QuickBooks Q&A
Transactions

Transactions

7,571 Topics
16,105 Replies

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7571 Topics

I only started my business in July 2021 but all my transactions are showing for the 2021 year. Is there a way to set the date range that I require, whilst connected to my bank account, without having to manually add each transaction?

No text available

4 years ago

Kalm Lettering

Transactions

INACCURATE NUMBERS EVERY MONTH FOR ETSY

I live in the UK and run my small business on Etsy. I have my bank and Etsy linked to Quickbooks Self Employed and ever since I signed up a few months ago, the numbers on QB never match my Etsy numbers. I have tried to 'speak to a human' through the QB live chat multiple times, and the agent leaves the chat without actually helping me each time. I originally signed up to QB to save me time and to make things easier but so far, this has not been the case. If the numbers on QB are never accurate, I can't justify paying for QB each month. I can't seem to email anyone so I'm not really sure what to do now?

4 years ago

mail-mind-gap-co

Transactions

I'm on self employed package. Once ive set an invoice up and had payment into my (linked) bank account, does QB not automatically recognise payment and log?? it isn't currently

No text available

4 years ago

berenfryer

Transactions

Any time I save an invoice in the app I get the error message "this action couldn't be completed right now, try later"

No text available

4 years ago

jameslowry007-ya

Transactions

How do remove or change where it says ‘30 day payment’ on my invoices?

No text available

4 years ago

KMA3

Transactions

Disallowable expenses.

My meals and entertainment are showing as disallowable expenses. But I understand these to be allowable expenses. Can anyone help?

4 years ago

phil-houston

Transactions

On my banking page a message appears every time I log in - Unable to load https://c34.qbo.intuit.com/.... No transactions show until I filter Can this be made to go away?

Unable to load https://c34.qbo.intuit.com/qbo34/neo/v1/company/XXXXXXXXX/olb/ng/getTransactions?accountId=147&reviewState=PENDING&sort=+payee status:0

4 years ago

Reece gent

Transactions

Need help catorgrising a transaction

Bounce back loan transaction. I have set up standing order to repay the loan and obviously its coming up saying i need to catorgrise the transaction

4 years ago

rubina

Transactions

How can I match 2 payments received for the total invoice amount?

No text available

4 years ago

bgconservation

Transactions

How do I add bank details to invoices so I can get paid, without having to add them manually every time in 'message to customer '

No text available

4 years ago

beverley_briggs-

Transactions

How do I change the “Hey”greeting at the beginning of emails sent with invoices?

No text available

4 years ago

Theboxofcheese

Transactions

switch on multicurrency

Hi,I have just signed up with QB Self employed (UK) and my first payment won't be sent.  I have had the warning message - "1 Transaction was not sent to QuickBooks Online because it is using a currency that is not supported by your QuickBooks Online."I have followed the instructions but keep going round in circles.Can someone help please?Thanks,Andy

4 years ago

accounts496

Transactions

We can complete a project we can still post invoices etc against it. Is there a way to prevent posting or at least warn if posting to a project with a completed status

No text available

4 years ago

chris322

Transactions

Hi How do I add an expense from my personal debit card and then claim the tax?

No text available

4 years ago

gracechoi1-outlo

Transactions

How do I see my income and expenses from 6 April 2020 to April 2021

No text available

4 years ago

carnforthcaravan

Transactions

How do I mark an invoice as paid if they paid via card?

No text available

4 years ago

kavehmohh-gmail-

Transactions

Why doesn’t customer account summary not showing on the invoice despite its formatee to show ?

No text available

4 years ago

James-Judd

Transactions

How do I apply the new sales template to existing sales invoices which are set up on the default template?

I have just migrated to QB online and need to update my existing invoices to my new template.

4 years ago

Giovanni4

Transactions

Can I see an estimate that I sent months ago? is there any record?

No text available

4 years ago

george-make-good

Transactions

How do i link an invoice already sent to a project?

No text available

I have just brought a van outright (no vat was charged on it) where do I record this?do I record as a normal transaction, and if so, under what category?it is solely a work vanUnder quickbooks self employed.thanks

I'm trying to upload sales invoices what is the best category to place it under please ?

No text available

4 years ago

harriet_brown1-h

Transactions

How do I alter the payment terms so an invoice due date is 14days rather than a month?

No text available

4 years ago

john292

Transactions

Can i change the status f an invoice

i have prepared a invoice but its status show it is paid how can i change it

4 years ago

surfersteve1970

Transactions

Estimate email contains plain text

When estimates are emailed to customers they contain a plain text copy of the estimate which makes the email look totally unprofessional. Invoices do not contain a plain text copy of the invoice.  

4 years ago

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