Transactions

Apologies as I’m sure this is a simple or has been asked many times before but I’m new to quickbooks. So eBay hypothetically..eBay transaction/payout is £200. how do I adjust this in quickbooks as currently that’s £200 in sales but that’s not all profit. I need to take the cost of those products out of that and also packaging to find the true profit amount.

I had an email yesterday saying tags are being phased out and to use custom fields instead. Custom fields are currently not available for expenses in the Essentials and Plus subscriptions. Will this change when tags end as if not this is a significant reduction in functionality of the software. The email said it would be available to Quickbooks online, it did not mention Advanced subscribers only. Thanks 

I would like to set up a recurring invoice or schedule an invoice to be sent on a set date each month to the same client. Is it possible to do this in Quick Books Self Employed as i cannot find an option any where. I know you can do it in Quick Books Online as I use this for another company.Thanks - Sarah

Hi, We are invoicing monthly for expenses and we are attaching receipts to the invoices which are stored in Quickbooks. Our robes is the 20mb limit for attachments , receipts etc easily go over this limit and this makes the invoices very difficult to send- we have to send the same invoice multiple times with individual attachments , or create an invoice for each expense. Is there any way round this, can Quickbooks not alllow an increase in this 20 mb limit ?

I have tried to upload my statements/ transactions from april 22 - august 22 as they didn't download in this period (my own fault, 1st time using QB self employed). I have manged to download from my online bank , and save just the dates required but still wont upload. I just get this come up everytime ''Error ImportingDarn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us.'' any Suggestions or ways I can get this info to quickboooks to be imported?  many thanks!!  

Wondering if someone can help? In my self assessment summary I have expenses that are showing as disallowable.The previous year I have the same expenses and they are fine?When I double click the figure I was hoping it would show me the transactions that were disallowable so I can resolve the issue. It's showing me all of my 'Other Business Expenses' for things I know are allowable, such as monthly software I require for my job, and products with receipts. Any ideas? Thanks!

Hello I'm looking for some help regarding customer refunds in QB self-employed please. I've read some articles that explain what to do with the refund e.g. exclude the transaction and I can do this but what I need to know is; if you refund a customer and exclude the transaction, do you also need to exclude their original payment?  I'm thinking that if you don't, your income will be showing as higher than it actually is? I'm new to being self-employed and don't have any experience of business accounting. I can't get my head around this! Many thanks for any help or information.

Helloive been having some issues with invoices not arriving at customers emails, Some are saying there not seeing anything from us in junk or spam. They are just disappearing. The email addresses are correct and if i send an email from my email it will arrive but from quickbooks it just does not work. ive had a look and from what i can see you can only send from a gmail address instead? is that correct ? we would like our customers to recieve the invoices without having to ask if they have recieved it or not each time as this is not professional. Any help would be great. To add the email address that quickbooks is sending from is [email address removed] and i can not seem to change that to our email which i have put in the company info? help please

I am having problems processing bills and reciepts.  The list of reciepts is there which I have sent over from email but when processing them it is coming up with 'enter all fields'  they are all entered and I have gone over each field manually re-entering the information.  It seems like there is a field that isn't showing which needs information as it is all filled out correctly.  

How can we sort the order of the Receipts > Reviewed ?  When I click on the headers, only the "CREATED BY" toggles an arrow symbol up or down, but even that has no effect   

Every time I take a photo of a receipt within the app, it crashes. Been happening for around a week now. As a workaround, I can upload a photo from camera roll. That works.  I've tried reinstalling the app, force closing the app, rebooting phone, etc. I'm on latest iPhone with latest FW. 

As more customers are using invoice capture, we are being asked to send invoices to one email address and statements to another email. Without re-entering email every time, is there a way to do this in QBO?

Thank you for your time.  I am a new Photographer and new to Quickbook. When I want to use a Studio I will hire it.  I currently have the Studio Hire Transactions listed as 'Other Business Expense' but it falls under disallowed expenses even though it is strictly business related, I am unsure if it would be instead fall under Office Supplies. Any advice is appreciated.  Thank you. 

I refunded two customers on Stripe and when this has gone through as a transaction on my bank account, it has combined with 3 customer incoming payments:£40 refund Customer A£40 refund Customer B£20 payment Customer C£20 payment Customer D£20 payment Customer ESo -£80 for refunds, +£60 payout, -£1.50 stripe fees. So one transaction of -£21.50 is showing on my bank.I have processed the refunds on Quickbooks (credit note, expense, receive payment) but do not know how to apply the -£21.50 so that it matches the 3 open invoices and the 2 refund payments. Your help is much appreciated. - I'm hoping that there is a simple answer.Thanks   

My concern is the system automatically duplicates the details of the invoice I just made and creates a new one - causing a duplication and sometimes 3 copies are created.

What’s up with the app today!

Is it possible to set a default category for every bill you import into QB. 99% of the bills I import are for the same category.

I set up a product in quickbooks online, set a retail price of £6.66+ vat and a cost of £2.30+vat, still shows this when I look at it. Never bought any so stock is zero. It's a product we make, costs us £2.30+vat in parts. Start selling a few, look at my stock valuation summary and it's posting a cost of sales of £10.70+vat each. Why would this be?  

I'm working with a customer that operates what I would call a dropship company.They act as sales business but don't hold any stock, they sell reasonably high value items so a website for customers to buy from isn't seen as a current requirement. Today, an order comes in, they back that order off with one of their suppliers, send the supplier the delivery note (with their own logo on it etc), the supplier sends off the goods, happy customer.To keep the accounts in line this requires a purchase order for the order with the supplier, an invoice for the end customer to pay (on credit terms).  The products, costs and prices are all recorded in quickbooks as are the customers and suppliers.With an existing customer we want to reduce the manual processes of producing these documents one set at a time, is there any way to produce these documents for a set customer/supplier/product/price/cost ?In an ideal world, this would produce a set of PDF's which can then be attached to manually

We changed the bank account used to draft paychecks from, and it's debiting properly, but despite mapping being set up to use the new account before running payroll, it still keeps on posting under the old one in chart of accounts. We've had 2 paychecks since the account change doing the same. "Update transactions" doesn't do anything, and at this point I'm kind of losing hope it's ever going to work properly. How do we fix not just past, but also future paychecks?

Hi,I have multiple bank accounts with the same bank and I transfer money between the accounts. QB has correctly matched up the the transfers but has started adding VAT to transfers and I cannot work out why it's doing that. Presumably it will all balance out as one account will have input VAT out and the other output VAT, but my VAT this quarter is about £2k more than in any previous quarter, although I don't think this period feels like it's been better than others. It also feels wrong because it will show my input and output amounts as higher than they should be. I assume HMRC wouldn't be very impressed by that even if the VAT works out in the end. Can anyone suggest a reason why QB has suddenly started adding VAT to transfers between account and how I can fix this? Thanks,Nick

We raise sales invoices to replicate those prepared by the agent, but in order to reconcile fully, we include negative lines for the items such as commission. But because of QB's incredibly clunky "Product/Service" element of sales invoices (seriously, can anyone explain why this is mandatory?), we add these service lines, but there is no option to make the expense element have an expense VAT code. So it appears in Box 1 or Box 6 as negative and requires manual adjustment. Also, we need there to be reverse charges this quarter, and so the manual journal is now twice as clunky. Am I missing a way to do this?

I have several transactions showing in my quickbooks activity that I have not made

I went into my bank transaction on QBO to go through them. Every single one had been marked as "Formation", all were listed as Sundry Expenses and VAT had been added, even though I'm not VAT registered.I was able to go through and manually correct the entries but what on earth is going on?

I have a lot of trouble uploading the csv file of transactions. When they finally uploaded all transactions, mistakenly show as income. Why and what should I do now?