Transactions

I have used templates to customise the invoice but they don't fit nicely on A5 and I can't move things so they sit nicely.  If there is too much on a page being invoiced, the totals go over the page but I can't get them to break the page nicely so that items are listed together.  It's more down to appearance and it does look unprofessional.  Any advice would be great.

I have seen a video where you go to the estimate select the customer dropdown box and your customer should now have a project title under their name but nothing appears on mine.

Had money in unapplied cash which I have moved to debtors a/c. How do I apply to Invoice.  In 'deposit to' box do I put the account it was originally paid in to or do I need to create something new? In outstanding transactions I think I need to tick box next to Invoice it applies to?  Then is it 'save & close'?   Also money in unapplied cash/debtors was in previous financial year, is this going to create a problem. Help please.  Thank you.

I can see from Dext that my client has submitted the invoice to Quickbooks but on the Quickbooks audit log it has my name as the submitter rather than the client. Has anyone seen this before?

In my bank transactions, I have tax-paid transaction. is this my allowable expense and under what category should I file it?

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Afternoon,So I've tried multiple times to get a straight answer from QB live chat and I get told something different every time or the wrong information!To put it simply: - I paid £49 to a company called trade master- I went to the bank page where the transactions are automatically linked from my bank and added it as an outgoing under 'training'.- They then gave me a refund of £49 - On my banking page, this transaction comes up automatically- How do I add this (what account type), as if i put it under 'refund' it shows as an expense and despite putting in 'no vat', it will still show as an 'income', showing my business has 'made money'. Which is not correct. I wish to add this as a refund amount instead in which it does not affect my total income, taxable income, etc.Please help! Thank you and kind regards.

Hi, I bank with Santander Business and always seem to have problems with the banking connection so my transactions do not integrate. I have had issues since the end of October. Up until the end of October all my transactions were tracking. However since I have unlinked my bank account and reconnected it, I have now lost all of the transactions from before. Is there anyway to restore these?

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Why is my QuickBooks not showing previous invoices? There are a lot of transactions missing when looking on the QuickBooks app on my phone. What has happened to them? Have they been deleted by QuickBooks?

I have found that the quickest way for me to enter our supplier invoices into QB is by uploading the PDF's to the receipts page and then creating Bills from there. The system auto recognises alot of the information so it reduces data entry. However, we have a manual system for tracking purchases and i would like to start using the purchase order function in QB. Is there anyway to match uploaded receipts to Purchase Orders in the system or is this functionality not available?

Sending invouces

Certain transactions are being logged as 'disallowable'. For example: - AirBnb correctly categorised as 'Travel Expense' is disallowable- Train tickets from TrainLine correctly caterogised as 'Travel Expense' is disallowable.  However, some other transactions for the same companies, for the same categories, are allowable.  WHY?! 

Quickbooks failed to import all my transactions causing reconciliation problems. I decided to import my bank statement manually for a single month to fill in the gaps of the missing transactions as finding them manually is simply ridiculous. Terrible mistake, Quickbooks didn't seem to offer to only import missing transactions or warn me of detected duplicates... Please tell me in the year 2023 there's a one-click batch option to remove suspected detected duplicates in quick books... 

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How do I unmark an invoice

When entering a percentage - eg 30% in the ‘Discount Percentage’ box it calculates an incorrect amount but somehow is correct in the total balance figure.  Can anyone advise on how to correct this? Thanks

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There are also several transactions of £0.00 and voided. Also some payments, negative and Unapplied. Newbie to QBO. Thanks in advance.

I take payments through Stripe via Acuity Scheduling. People pay either as they book (invoice generated in quickbooks through integration), or they pay later, then once paid the integration updates the invoice as paid. A high majority of my invoices are not sitting in my Undeposited funds account on QBO, but there's about 20 or so that are paid but sat there. Do you know why they are there please and what I can do about them being there? Thank you 🙏

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Does anyone know where the DELAYED credit note option has gone to? A customer has returned an item and I want to issue a credit note to be applied to an invoice for a future purchase. Previously there was a DELAYED CREDIT option in + menu, but it is no longer there.

Hi there,What category should I put my postage transactions under?Thanks,James