Discuss Your Business

My business has developed and grown over time and I've got a new logo and business name to support it. Please can you tell me how I change my logo, business name and email address to show up on my invoices? I go to edit my invoice template but when I change the logo, business name and email address it won't let me save my changes.

Afternoon All.We are a small charity and I receive weekly small amounts from church services and donations in cash only, which I use to keep petty cash topped up. it never goes into the bank account.  In the past on SAGE i have been able to show this as a cash payment direct to petty cash.  however I am stumped on Quickbooks.  I think where it says transfer from I have to set up a new one.  Would you keep this as cash in hand and bank and just give the name something like service cash?  Hope this makes sense as I am going round in circles trying to work this out. 

I cannot find it anywhere. I need to add CIS deductions to my invoices but cannot work out how to turn it on. I am using QB self employed. Please advise

I have an open invoice for £590.50. The customer has paid using Paypal and the amount I have actually received is £569.83, (fees £20.67). How do I apply the Paypal receipt to the invoice without leaving an open balance?

Firstly - I don't take PayPal for most of my customers, I don't want to take PayPal for most of my customers.  a bank transfer doesn't charge me 2% or 3% When I send an invoice to a customer there is a huge button saying "Review and Pay"if the customer clicks that they get a message saying "contact [company name] if you're not sure how to pay this invoice." where can I edit this to say "pay by bank transfer with these details xx-xx-xx xxxxxxxx" 

Hi, id like to link my Tide savings account to Quickbooks online but open banking doesn't appear to allow this. I can connect a current accounts but that is it. Is it possible or what would be the best work around. 

I've just re-opened an invoice I sent out in March which as been partially paid.Both the date of the invoice and the information informing me of the payment being made both refer to March 2023. But the invoice was created and paid for in March 2024. See attached file for clarification.Is this a bug or is it possible to somehow achieve this by mistake?!    

Two of my clients, despite sending them new account details for my business bank account have paid me into my personal account (used to be sole trader) If i transfer all the money into my business account how would I account for this the right way in QBs so it's all done properly and matches up with invoices i have sent through QBs. Thanks for your help!

why does quick books tick my customer invoices when i go to add a payment, one customer has over 1000 invoices, when i try to un-tick them, quick books then hangs on me

I need to invoice a client in euros but only have QB self employed which does not offer the multi currency functionality.  Has anyone got any suggestions about how I might get around this and properly account for the income?

Can anyone help - I have been creating invoices for customers. All payments received for each invoice is always via Bank Transfer.  I thought I was doing everything correct when marking it of as paid. However I have realised that my QB bank balance is significantly more than what is in my current bank account. I have narrowed the issue down to something I am doing wrong when I am trying to clear the paid invoices when payment is received. I don't know how to fix this and to stop my QB balance wrongly increasing 

Hello, when an invoice reminder is sent to a client, it shows the total of all outstanding invoices, not just those that are due. For example, the screenshot is of a reminder for an invoice that is for £1400.00, but is shows the total of all invoices not paid and not yet due. Is it possible to show just the invoice amount that is over or near due? Thank you

Our business is an autobody shop that repairs customers vehicles that have been in a collision. We receive payment from the insurance company and then the customer pays their deductible when picking up their repaired vehicle. I can't figure out how to receive payments from 2 customers on the same invoice. Any advise?

I’ve recently started an electrical company, of which I am the sole director and employee. Beforehand I had been working as a sole trader for a few years. I still regularly get paid as a subcontractor through CIS, and I am wondering can I still be paid as an individual through CIS or does it have to go through the limited company? Thanks 

Each month's end, I send statements to my 30-day customers, summarizing the previous month's activity. Shopify generates the invoices, which are then imported into QuickBooks using a connector. Ideally, after crafting the customer statement in QuickBooks I send one pdf for a statement with links inside the statement to each invoice, however I'm currently unable to directly link or attach itemised invoices to these emails within QuickBooks. Consequently, I'm left downloading the statement and invoices separately and manually incorporating them into the email content. Is there a way to automate the attachment or linking of invoices to my statement documents in QuickBooks?

Hi there, I just signed up to QB self employed and setup my invoice template however I have noticed that the incorrect email address is showing & I would also like to change my logo. I can't seem to find where to do this. Please could someone point me in the right direction?Thanks,Abbie 

Please someone tell me there is a way to set up an invoice so that my customer can pay via bank transfer!  I can put the bank details on the bottom of the Invoice of course, but then, when that Invoice is paid does Quickbooks see that the invoice is paid? Or do I have to go in and do the manual transaction categorization thing?   ALSO - If I set up the invoice this way - will Quickbooks still send a reminder to my customer if the invoice is unpaid after due date?  Most of my clients and service users ONLY want to pay via bank to bank transfer. As a charity, we can't afford transaction fees on everything. This is really very poor service from QB if it's not possible to do it. (I know it used to be!)

I am trying to set up a new user on quickbooks online, i have received the invite but it is not allowing me to log in - it says access denied? How to resolve? 

Hi, I have searched high and low online for a decent tax calculator for self assessment tax returns.They are all very basic! I have income from a variety of sources: interest on savings, dividend from my company, small pension payments which are taxed through PAYE at source, and a salary from my company which also goes through PAYE. Rather than having to wait until I complete my self assessment return next year, it would be very helpful to know what my tax liability will be - using the same calculation as HRMC - before the event, so I can plan ahead. Any help would be much appreciated! 

Hi I have a customer set up in quick books with their email address , but when I send the invoice they never receive it but I receive a copy to my email address.Many thanks Paul

I am not using QBO to its potential after researching what I can and cannot do and need to ask a question over the holidays which QB sales will answer in the new year.We use the simple module which we know doesnt have recurring invoices and then also prompt payment discount.  We are a small almost not for profit monthly community style magazine and wanted a method of invoicing and preparing figures rather than spreadsheet on google drive, currently paying £14 but really cannot double the payment to get the recurring invoice, We invoice 20 customers the same amount either monthly , 1/4 or annually and a discount is applied for payment by 28th day of month. The problem we have is people pay late and still only pay the discounted figure. Does the prompt payment discount only apply on the invoice up to and including the final day and then clears so it is not applicable ? Is there any way of doing this without doubling our monthly sub to QB? Our monthly DD is due Jan 3rd and would like

Hi everyone, I would like to add expected invoiced (current active jobs) to the cash flow forecast, however will quickbooks identify this expected income when the actual  invoiced are raised and sent and adjust or will i have to delete manually? My big concern is that we will double up and see false figures. Thanks in advance  Gavin   

I have set up bank rules to post receipts against customers but I then have to manually allocate these receipts against invoices for each donor. Is there a way to automate this so that all receipts are allocated against invoices for all customers ?

We have been running QB online version uk since 2018.  Every invoice we send out to customers has up to 5 attachments.  Every supplier invoice has a copy of the actual invoice attached.We have just started trading as a Ltd company so have had to get another QB.How do we extract all the data from our original QB's, for reference and for complying with HMRC keeping your documents for 7 years?.  We don't need to keep the original QB open once every one has paid. They are being treated as 2 separate companies.Any advice?

I;m new to QBO and I am trying to create an invoice but i dont want to share my home address with customers either in estimates or invoices, how do I do that?