Transactions

I received an ACH payment from a customer that overpaid an invoice.  On the next ACH payment from them, they withheld the overpayment from the total payment amount.  How do I apply that to the credit on the account?   Jan [Removed]  

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Hello Community,I wonder if someone can help me.I have just started using Quickbooks Self-employed.  I can record expenses and create invoices so the simple stuff is all good.However, this month I incurred some mileage expenses that I will be invoicing to a client at 45p per mile (HMRC rate). As the client is paying for my tax-deductible expense I wonder how the expense and payment should be recorded in Quickbooks if at all?Any thoughts?Many thanksCatherine

Where invoices should be it has invoice pay. Am unable to make invoices using the app.

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I am trying to bring my book keeping up to date and I have imported invoices, some of which showed settlement discounts (specific amounts) offered if the invoices were paid within a certain times. Many customers took these discounts and I now need to match the payments received and the relevant invoices. What is the most efficient way to do this, please? I have a list of the discounts taken up there did not seem to be a facility for allocating this "memo" column when mapping the Excel sheet.

the amount of £5 needs to reduce the customer invoice

The link comes up with " Can't find the page you requested"

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I have a quick question regarding how to "process" this type of transaction.  The company took out a cash advance on a credit card and was charged a fee for doing so.  On the statement, it does NOT show up as a finance charge.  It breaks it down by purchases, finance charge, and fee (even though it does say that it is a finance charge (fee) for taking out the cash advance).  My question is how do I account for this "fee"?  Do I count it as a finance charge? What do I do with it?

Hi,When I pay our carer we go on to online banking and make a payment to their bank account.In Quickbooks, should this be recorded as an Expense or a Transfer?ThanksAndrew

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I use a Sumup card machine to receive client payments. Sumup take their commission before I receive payment to my bank account. I receive a monthly invoice for the commission which has already been paid. How do I record this in QuickBooks self-employed?

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Logged in and its a basic menu.No customers.No previous invoices.Lost ability to invoice/estimate

I'm now worried as I've only been self employed for a couple years and review all of my transactions in QuickBooks Self-Employed - I have zero transactions from February and March despite making about 15 purchases (and sales) at various places - I send parcels regularly with Royal Mail which is set to 'Admin' in Starling and has always been sent over automatically to QBSE, so it's not like I've been buying random things and they've been set to a personal expense and they're not being sent to QBSE ahhhhhhh! I'm just worried as I have ZERO confidence with tax returns now if it's not keeping track of all of my expenses so I could easily miss things (that it usually doesn't miss) if I'm not careful (this was the reason for using/paying for this service in the first place). I have even more recent transactions that are being transferred to QBSE from Starling as per usual, my typical Royal Mail expenses and also more random expenses are there from the past couple weeks.I've set the

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Should my invoices be added to my profit and loss amount automatically when marked as paid or do I need to do it manually? The don't seem to have been added to the profit amount but I'm not sure how to link it.

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I am looking for some clear guidance on where I am going wrong please. I am trying to catagorise my bank transactions. I have several statements which have been paid . I can see all the invoices and credit notes which these statements relate to, and have everyone put in on QuickBooks. when selecting ‘match’ I can find all bills but not credit notes. Therefore cannot categorise the transaction. Any help would be greatly appreciated. 

I am using QB payments. QB is matching my deposits to invoices and the transaction is showing up under unapplied cash payments. Why?