Transactions

Hey, i have linked my bank account but it is only showing transCtions from Jan 24 tp present day. I need April 23 to end of Dec 23 too but cannot find how to do this. Please advise. 

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HiAny advice would be appreciated.I have a customer who has been invoiced and they have completed the transaction. I have now mad a purchase for their product and shipped the product. I have reconciled the purchase under cost of goods sold.How do i link the purchase with the sale?

This is the message from my customer.  I have tried to pay this multiple times, with two different credit cards, both of which are working cards, and the transaction is not going through. Now I am getting a message that it may have been paid, and that it could just be a delay in the Intuit system.

good evening, how do i add my sort code and account number to my invoices?

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The option to select bill or receipt is no longer available - it defaults to receipt and cannot be changed. This has only recently changed, used to work fine until a week or so ago. Why the change? Can it be undone? Bills now have to be entered manually, real backward step unless I am missing a trick...

The invoice to is there but not the name I'm sending it to

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App is terrible to use. Will not load any data unable to fined create a new invoice.

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Why should all expenses subject to CIS have to go to a single account? It is absurd, to say the least, that when using CIS all other categorisation flies out of the window. Does CIS mean the end of organised accounts? With regards to VAT, any number and type of accounts can be set up. When entering a bill or expense, any of those categories/accounts can be selected whilst also choosing whether vatable or not (and what rate). A default VAT rate can be set to a supplier, but that can be amended and doesn’t affect the category. Why can’t CIS be the same? Categorise the transaction as you wish in addition to selecting whether to apply CIS. Off-course, the actual rate (0% / 20% / 30%) will be set according to the payee. It's hard to believe such a major fault still exists. As a workaround, though far from ideal, I would set up CIS sub-accounts within the existing categories. However, a sub account can only be of the same type as the parent account. Worse still, no n

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I.e. I pay £152 (£126.67 plus £25.33 VAT), my contract is to invoice my client “at cost”, should this be £152 plus £30.40  VAT?

It was payroll?

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I have quickbooks self-employed in the UK.  I buy lots of books which are not an allowable expense tax purposes.  I want to record them as an expense so I know how much I am spending on them, but I don't want them to come up as an allowable expense.  What category should I mark them as when I log them as transactions?   Many thanks. 

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I have a liability account for a vehicle which has a balance outstanding. I have now sold the vehicle back to the dealer in exchange for a new one. The outstanding finance was settled and the difference was put towards the new vehicle, so the money hasn't physically come back to my account. How do I do clear the outstanding balance on the liability? I tried crediting it with the amount, however this seemed take off all of the vehicle expenses to date as well? I would be very appreciative of some help, Thank You 🙂 

Hi I am new to Quickbooks. I have connected my bank account to QB, I can see deposits I've made into my bank account in QB, I can also see transactions like card payments etc in QB. However, the balance of the account in QB (cash Balance) does not match my bank account. Any thoughts?Rob

It means processing double the amount and it doesn't delete it from the review page, you have to go back to the receipts list to delete what you don't want. Too many blips and tics Quickbooks.

Hi, I added in some old invoices to give to a client from 05 April 23 until now. I pressed "Mark as Paid" but its shown its all paid on todays date. I have tried to change it to the date I actually was paid, but I cannot find out how. Can anyone help me please?

how to add bank details to invoices