Transactions

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The created credit note has the two options to the left of "edit / send" Clicking "send" sorts out the issue, but I've never had to do this before.

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If I go strait to print the custom field are missing

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hi allI am looking at how to integrate my Amazon business purchase invoices into QuickBooks without having to upload receipts myself. These are not receipts or invoices for items I have sold. These are just for items that I have purchased. I have found there is an Amazon business purchase app created by intuit themselves but this only seems to be available in the US and when I try to connect my amazon.co.uk business account it says I have a standard account. when I try to log onto Amazon.com my business account shows as a standard account as I am not a US business. is there a way around this so that I can have my invoices automatically upload direct into QuickBooks without having to manually send them over and over again thanks in advance for any advice available

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I am trying to upload a budget but the only format available is (Jan - Dec ) But the FY for this Budget is July - june.

Hi All Our bank account (Wise) has both GBP and USD sub-accounts which we use for paying foreign suppliers in USD. The GBP account holds our funds, while the USD account is usually empty but occasionally has small amounts due to Wise offering cashback on certain transactions. In QuickBooks, these are set up as separate bank accounts. When we pay for something in USD, Wise first uses any available funds in the USD account, then covers the remainder by converting direct from the GBP account, resulting in the invoice being paid from two accounts. For example, a $99 monthly subscription might be partially paid with $2 of cashback from the USD account, with the remaining $97 taken from the GBP account as a currency conversion. In QuickBooks, this might appear as a £80 transaction in the GBP account ($97 x exchange rate to GBP) and a $2 transaction in the USD account. How can I accurately record this transaction in QuickBooks, given the partial payments from two accounts

My predecessor as accountant clearly didn't know how to deal with it, because she has processed it as an expense on the bank account - the customer is the payee, but this transaction does not show on the customer account. So it still looks like the customer paid this invoice, when he didn't.I would like to remove this from the 'GoCardless Chargeback' account and put it back on the customer account, where it belongs.I know how to edit the deposits so that the cash into the bank is tied up with the customer receipts and GoCardless fees. Should the chargeback have been processed in the lower half of the deposit as a negative amount to/from the customer account?I'm new to the business and to QuickBooks, and it's been a learning curve.

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Hi all, I've just started using Quickbooks Self-Employed Sole Trader, to charge for my hours for a company.The role involves driving and parking, which the company wishes to charge as an expense to them.In the past when writing my own invoices, I'd create a separate table to record the expenses separate to work charges on the invoice. When creating invoices and charging for my hours, I can not find a tab to add these expenses separate to my work.Do I just have to record as a work transaction and not an expense? I am worried this will mess up the in app calculations for tax season.

Hi, I have just checked my account and my linked Etsy transactions stopped syncing in August last year. What can I do to bring them in for the last tax year? Thanks 

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Need urgent help. I was matching gocardless or direct debit transactions in the for review tab as "add" as the client balance was automatically becoming 0. Now I discovered that this is double counting the revenue as the invoice as well as the bank deposit both are appearing there. Then I spoke to my accountant he explained that gocardless transactions most of the time do not match automatically. They come for review only when there is an issue. He asked me to undo what I did previously, then delete the payment from the invoice for each client manually and then "match" the transaction in review tab manually to each client again. When I tried this, I am unable to delete the payment in the invoice as the enclosed issue arises. It shows a bank deposit already exists and you need to delete that first before deleting the payment in the invoice. I zeroed out the bank deposit, then deleted the payment and rematched the transaction. It worked. However, now I am afraid that this will impact the

I originally synced the two perfectly but ever since they don’t seem to be connected. Invoices or new customers on service m8 don’t sync over to QuickBooks or the other way round.

How do we change email subject header for invoices from Invoice [Number.] from Company      to Invoice [Number.] from Company Job Ref [Job Ref]

When I get collections through Gocardless or direct debit, client balance is automatically set off. In for review list, If I "add" the collection is getting treated as a deposit and sitting in revenue due to which revenue is double counted. How to resolve this. If I try to "match", its asking me to select the clients manually to offset their balances, but the balances are already set off so the client does not appear in pending balance list. What is the correct method to offset gocardless or direct debit. 

all the expenses which i paid ,those receipts i want to attach in quickbooks

Receipts snap broken

References customers put in payment of invoices do not match what  appears in my bank account vs QB