Transactions

Why has Quickbooks changed the title of the pdf attachments for remittance advices from Remittance_Advice... to BILL_CHECK...?Makes NO SENSE to a UK audience.

Can not send an invoice

I have applied multiple petty cash buys as ‘cash on hand’, which shows the cash on hand account as a negative, I then applied a deposit as ‘cash on hand’ but this hasn’t credited the cash on hand account and is still showing the cash on hand account as being negative when I thought the deposit would then take the account into a positive. What am I doing wrong?

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Hi, hope someone can help me! I'm fairly new to QB, used to use Kashflow. On the kashflow system I would raise a purchase BILL, the bill number would be auto-populated, I'd hand write the BILL number on the actual hardcopy purchase invoice and add it to my file. If I wanted to find a particular bill at a later date I could just search the supplier, find the bill number and then go to my file and find the corresponding bill by the sequential bill number system. With QB's I don't see how to add an auto-populated bill number. The only thing I can do is add one myself, then add the same number to the hardcopy bill. The next time I come to add another bill I have to first check back to see what the last bill number was so I get the sequencing correct. If not I would never be able to find the hardcopy in the file. What does everyone else do???? Please help, thanks 

In Kashflow I left invoices unpaid to serve as a production reminder that we had to have there product made by that date and when it was ready I would then add pay, the unpaid invoice reminders set helped me track orders so. How can I apply payment without effecting balances on nominal codes/bank accounts on chart of accounts Please

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a customer has paid into the euro acc instead of GBP when I am paying the invoice into the dummy acc do I use the figure paid into the euro or what the invoice is.

Hi, Due to cash flow issues, a client I am working with has paid their employees in several smaller sums over a period, rather than in one lump sum. What is the best way of matching these smaller sums to the Payroll journal entry? Thanks 

Account has advised I can only claim 70% of VAT (rated at 20%) for a specific transaction. How do I reflect his on QuickBooks so it is correct on the VAT return?

I want to add a salesman to the staff members, but I only want them to see the customer's and create customers, write invoices and see invoices, nothing else.

Hello.We are using QBO and use projects. For example: Client1Client1: January workClient1: February workClient1: March workClient2Client2: January workClient2: February workClient2: March work Client 1 and 2 have both signed up to gocardless and that works fine.  We can ask client1 and client 2 for payments on the top level but cannot ask on the projects as it thinks they are not signed up. Does that make sense? Any ideas on how to apply it to all projects for a client? Thanks

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The account number shows up fine when I create the invoicem but changes as soon as I email to customer.

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Our organisation receives monthly income for various invoices and last month we were overpaid by £72,162.69 by one customer. I matched the payment against the correct invoices and left the overpayment as uncategorised income.  However, on our monthly income payment this month a credit note has been applied which has reduced the payment amount. When i try to match the payment against the correct invoices, the downloaded transactions amount differs to the selected transactions. For the life of me, i can't think of the best way to resolve this without leaving some of the invoices with a partial balance, etc. Any advice is appreciated. Thanks

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I have tried running a Purchases by supplier detail report and it is completely blank despite many purchases in the period.  I must be doing something wrong.  Anyone got any ideas?  Thanks

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A question that must occur repeatedly but for which the online help information is wrong. We need to update 500+ recurring monthly invoices to reflect new prices for defined products and services. The invoices do not appear to pick up the changed prices automatically. The (US) help information (dated July 2023) instructs one to tick a box telling the system to update recurring invoices when using the process to update product prices in Products/Services. An entirely understandable method. But ... there is no such box. Then, it says that if you update one of the recurring invoices the box should appear in the update product price page to update all of the other invoices. Wrong again! No such box appears.Since the help information is useless, does anyone know how a large number of recurring invoice templates can be updated automatically? This is for QuickBook Online.

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Tried journal entry and again i have 40£ diffrence may be VAT...Can you help resolve this