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Hello When I complete an invoice and enter all the customers details it is not showing on the invoice. All that is showing is the customer name and post code. Please see attached. Also, can you amend the email message template as it isn't very professional. Many thanks 

I`m entering an expense and selecting the payment account but when I press save & close I have noticed it allocates it to different account. So then I have to go back in and change it again.

Hi all,I have Etsy integration turned on in QuickBooks Self-Employed. Some time around October 2023, it stopped synchronising with Quickbooks. Since then it hasn't updated that Tax Year.It had partially completed the tax year, so with no choice I had to delete the integration as other attempts didn't pull the later data through. So now I have no Etsy entries for 2023-24 Tax Year at all. The integration has said its finished updating, but its only done the 2024-25 Tax Year.Not sure if anybody has found a fix for this?Cheers.

How do I unfreeze it?

The monthly standing charge goes out the bank monthly and then the bill comes in and is paid by that standard charge. What entires do you have to make on QB to make that happen. I have been entering both and have got into a mess. 

I've tried Reports - Sales and customers - Sales by Customer Type Detail and then selected the columns I need but although I get the info I need, the invoice numbers are listed multiple times for each item on each invoice, for example - 4 items on one invoice totally £40 is shown as 4 lines with £10 on each line. The report also includes discounts percentages too which affect the total when I add it ot excel

Hello, I have an inventory part in QB Enterprise that was mistakenly set to an expense account in the COGS section by another user. How do I correct the COGS account without impacting prior closed periods? I would normally just create a new item and archive this one but we have active PO's with this item and a huge current inventory under that item name that I'm not sure how I would be able to adjust all of it to a "new" item name still being the same product.Thanks!

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HiI have paid a supplier through our bank.  It is for 2 Oct invoices and a credit.  I have previously created a Cheque in the Suppliers account added the invoices and credit then matched the Cheque against the bank transaction.    I have clicked on Cheque but it is not showing the October invoices - any help much appreciated??

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Can anyone enlighten me as to how I can add an invoice to money coming into my account and get it to show as a + £xxx rather than a deduction? 

I have set up a sub account to Trade Creditors, for proforma prepayments. When the bill arrives and I match the payment to the bill, the net effect on the supplier account is correct. However, for the Trial Balance, it shows a balance for the bill under TC and a negative balance in the proforma sub account. I want them to clear both sides. It is misleading and makes no sense. I have read that there is only one default TC account in QBO, but it has allowed me to create a sub account, so why do they not interact and net off on the BS? And yes the 'overall' balance for Trade Creditors on the BS is correct, but when looking at the independent items, they should be showing the correct balances too, and they simply don't.

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I have issued an invoice to a customer.they have paid the invoice but have now returned an item, and want a credit note.How do I do this in QB Self Employed?

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I have several foreign bills that I have paid but I am unable to find a match for them

I receive a state pension into a different bank account. Do I record this as a personal income in my transactions? 

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Quickbooks has asked me to reconnect PayPal but after logging in and initially saying "you're all ready" I'm then told "We're sorry, we couldn't confirm it's you"I am able to log into PayPal normally away from Quickbooks, but I'm not being allowed to reconnect this account. Any help please? I've tried disconnecting PayPal completely from Quickbooks, but when I go to add it again, I'm given the same message.

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"Error submitting filing electronically. Error reason:The requested form is not ready yet. Newly created data is still being processed. Please try again in a few minutes." We have deleted the payslips and retried, but we always get this error. The payroll has worked fine for years, so this is something new. We use Quickbooks PRO online. Any one else had this issue?

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