Transactions

Hi all hope you are well   I am new to quickbooks and I am trying to get my head round it    So for example I work for a client for 8 hrs and £20 = £160    So I have to add it on the transition page as a income and then set up a new invoice and add it there on the invoice    so I am basically adding it twice    Does this sound right ?   Its the same with Products if I buy a piece of wood I have to add it on the transaction page and then have to add it on the invoice    am I doing something wrong ?   I have the basic self employed package 

2 years ago

sales@gjwenginee

Transactions

I have 3 transactions that are showing as deposits but are expenses how do I amend them

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2 years ago

saramead-yahoo-c

Transactions

My page hasn’t been loading correctly for a couple of weeks. It says pull down to load correctly but that doesn’t work and I’m not able to issue invoices etc.

Many of the icons that used to be there are no longer. In fact it won’t allow me to do almost anything of my usual tasks while in the app!

2 years ago

richardhomefromh

Transactions

My income invoices when paid won't match on the app .. says not accepted says check transaction if OK then do it online it matches on Website but not through the app??

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2 years ago

EPC-NOD

Transactions

VAT not registered and never added a VAT number - yet all transactions are needing VAT classification. Help!

I've been using QB's for a couple of years and all has been good - but when I was away I used my phone app to review transactions.  On going on to the PC version it is showing a VAT column for all expense transactions.   There is a VAT tax page which shows a filing date - despite never being registered for VAT.  I've tried help but unfortunately the office is closed.  I'm unsure if I've been hacked or why VAT is now showing up.  It is showing in the settings - no tax, but nothing changes on the transaction page.  It still contains a VAT column and as I don't have VAT info for the expenses I can't categorise them. Any help would be appreciated.  

2 years ago

support-getdynam

Transactions

Hi,I want to create automation to send invoices to customers. Could you write me some ways to set up that automation?Thanks

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2 years ago

Matt Cross

Transactions

I'm not a fan of the way QB invoices, and for years prior to using QB, I have my own invoices template. Can I upload these to QB instead of using the built in template?

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2 years ago

accounts-neog-or

Transactions

Is it possible to remove some fields on the customer invoice screen to reduce the number of tab key strikes required?

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2 years ago

Ian Hamilton Hydraulics

Transactions

How do you put a queried purchase invoice on hold so it does not get paid?

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The owner has agreed to offset invoice from supplier for work done at his personal home, how do I offset this invoice?

2 years ago

hello-akmenutrit

Transactions

Records Transactions (capital funding, loans in/out)

Hi,I would like to know how to record this flow of transactions :Funding of company - Share :Deposit of Funding capital into the company, for example £1500Director Loan to the companyThen one of the company director is lending to the company a sum of for example £50000, 0% interest, to be repaid within 5 years. Also, how to track repayments?Company Loan to a supplierThen the company lends to a supplier for example $20000 (different currency, not sure if this is relevant in recording it, I have multicurrencies enabled), 10% interest to be repaid within 3 years. Also, how to track repayments?Where the interest goes on the balance sheet? Not sure if this is relevant, but this is for a UK ltd.Thanks for your help!

2 years ago

dan-welland-hotm

Transactions

I accidently deleted an invoice I am still waiting to be paid. Is there a way to retrieve this invoice?

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2 years ago

communityoilLevel 1

Transactions

How can I find the date when I entered a particular invoice? Some of our invoices have to go on paper and there is no trail for that process. Please advise.

Because of upstream processes invoices are sent a while after the actual invoice date. With paper posted invoices there is no record of when I sent such invoices.

2 years ago

daviesplumbingan

Transactions

I can’t seem to customise invoice layouts using the app as I have on my pc. The layout is correct and carried over except the business logo

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2 years ago

sian-garforth-re

Transactions

How to set up recurring invoices for: multiple people, with different payment amounts, each month requiring different dates to indicate what period that payment covers

We are a care home company that charges a four weekly fee, all fees for each individual are different but we need to set this up as a recurring payment to save time. The invoice or cover note needs to indicate what period the invoice covers. We don't want to manually change the invoices each month so wondered if there was a way to set this up on the template and just change the message that would then apply to all the recurring invoices.

2 years ago

Ross_ScopeB

Transactions

PayPall card payments

When customers pay via the card payment link the funds obviously sit in Paypal then we withdraw to bank, we then record a transfer from PayPal to Bank. But our PayPal balance shown on QB home page shows a massive negative, we believe this is because QB is marking the invoice as paid but filing the money to uncategorised funds instead of to PayPal.So should we be marking the transfer of funds from Uncategorised funds ( not PP ) to bank instead ? Or is there a way to fix this. Hope we have described this clearly enough. Thank you

2 years ago

steck

Transactions

Airport pickup and dropoff transactions incorrectly set as disallowable expenses

I've been through and categorised all the airport pickup and drop off fees I've paid (as an Uber driver) first as travel expenses and then changed them all to car/van expenses. The tax report for 2023/24 is still showing them all as disallowable expenses, which tells me it's making this decision based on the transaction from my bank in some way and now how I am categorising them. These fees are a legitimate allowable expense for taxi drivers. Is there something I'm missing?

2 years ago

mel14

Transactions

How do I enter a training related expense in QB?

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How can I create new categories to list my expenses accurately? I'm an artist and want to categorise my expenses into materials, promotion, printing, event fees etc.

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2 years ago