Transactions

I just reconfirmed my bank account with no problems but now missing all this month's transactions. The only advice I can find is for a non self employed account. How do you update bank transactions please?

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I want to set up a series of automatic invoice reminders for overdue invoices.However, sometimes a customer has a valid reason for not paying straight away - possibly due a dispute. So I want to stop the invoice reminders until the dispute is resolved.Can this be done?

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Hi, I would like to point you to another thread - "Users Unable to Use Custom Sales Forms" by @apmessner. - to highlight the problem is not fixed. Standard users who apparently have full access to the customers and sales elements are unable to change between invoice and estimate customisations which defeats the whole concept. Please can this be added? They don't need to be able to customise anything simply hop between the layouts used for the invoice/estimate. No, giving them admin access is not a valid answer. Thanks Heather

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Hi, I've just transferred some money from my business to my personal account, what do I save the transaction under, ? Cheers 

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Hi,I would ask that how can i record a refund to another company after they overpayed. So they sent me an invoice for that overpayed amount and Ive payed it back but not sure how to record that invoice that ive payed as a refund. I have tried to add new category under expenses but I`m not sure what would be the right fit and cant find similiar proplems by searching.thank you

I have entered my transactions for the month and want to reconcile the account. I have entered the ending balance, ending date and details of charges, but when I click on "Start reconciling", it doesn't move onto the next screen with the list of transactions - but stays on the same screen. Can anyone explain why this happening and how to rectify it? Thanks.

or how i can change it back?

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Hi there,I do hope someone can help as I'm going round in circles.I need the postings for the payroll as the HMRC employment allowance or salary sacrifice are not posting correctly.Here is my payroll breakdown:Gross Earnings : £6,270.91Salary sacrifice (pension) : £630PAYE : £780.60Employer pension contribution : £37.50 plus £630 salary sacrificeEmployer NIC : £385.58Employee NIC : £221.40Net Earnings : £4,215.83Many thanks.

How do I link cash sale that I manually add in Quickbooks to the money once it’s been deposited into the bank? If I don’t somehow link them, it looks like I have received the money twice?

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App issue not possible to access invoices

Hey All,   I have an auto payment that gets generated every month right out of my bank account. When I pull up the balance sheet, all the payments are showing as a negative. Any idea why this would happen and how to correct it? Thank you

Hi, hoping someone can help save my sanity? I'm using QBSE I have an Ebay shop (UK if that makes any difference) and buy my shipping labels via Ebay with Paypal. I'm just trying to tidy up my accounts and noticing it's duplicating transactions between bank and PayPal.  It's showing the money charged for the label by paypal. but then also shows as a credit / transfer to bank account. It makes it look like a business cost and then also business income. I've taken a snip of this. I'm going through manually excluding all of the transfers as this seems to be falsely increasing my profit as it's not true income. But honestly, the idea of going through hundreds of transactions is not appealing. I've done 2 months worth at the moment and this can't be right? Is there an easy way to deal with this? Can I bulk exclude these duplicates? Thanks!

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Mobile app version 27.84.0 on AndroidI snap a receipt and go in to review it.  When I try and enter a "Tax Type" the app freezes then crashes.I've tried emptying the cash, deleting data and Re syncing data, and problem persists.Any suggestions welcome.  Chris