Discuss Your Business

I saw the thread but am none the wiser. Why wouldn't the uploaded information directly insert into the company template for sales, which is set as the default.  If this doesn't work then can QB add in another field on the import template  so we can add this in quickly and easily without having to manually go into each invoice to add it? Is there any other work around?

Hi, I had a customer pay me last week by cash. However she had (conveniently) forgotten that the price excluded VAT. She then made the VAT payment by bank transfer.The cash was deposited by me into the business bank account via the Post Office, who charge a fee for the deposit. This fee is of course deducted prior to its arrival in my account.As a result, I have 2 transactions in my bank and quickbooks for the one invoice: one for the cash deposit minus the Post Office fee, and one for the VAT via bank transfer.This produces 2 problems for me:1. I can't get the transactions to match.2. As VAT registered company, I don't know what to set the VAT as when reconciling as the cash transaction is the client's payment for services excluding VAT and the post office fee, while the bank transfer is essentially purely VAT. I have marked the invoice as paid and then generated a bank deposit where I minus the fee from the Post Office, but because I have 2 transactions for the same invoice

Hello, Here's a question that I can not seem to get a straight answer on and I am in desperate need of some help. I use my quickbooks online mainly for my payroll and to keep my banking synced with all my records. I recently decided that I wanted to keep all of my customers and invoices logged into my quickbooks to eliminate all the paper stacking up on my desk. I figured out how to do all that, but here's my problem. When they are paid obviously all of those checks get deposited into my account and synced to my quickbooks register. So when I go into receive a payment on the invoices, how can I make it so that it doesn't go into my bank account as accounts receivable? That just makes it so that my income is doubled if that makes sense? I just want to somehow mark that they are paid for my own personal reference. So basically I am just logging all of these invoices & payments for my own personal reference trying to avoid all the paperwork.

how do i get my estimates list in date sent order ?rather than a-z - i have no options at all to filter or change this 

How do you manage inventory quantities when importing from ebay?I have multiple variations of various items and if I add stock to each of them my value would be ridiculous?TIA

One of my customers paid their invoice via the pay by debit card option and she got an opps it's not you it's us message that there was a back office issue and the payment may or may not have gone through.  It's showing pending in her bank but showing unpaid on my QuickBooks online account and we now have to wait for the online banking to update on Monday to see if the payment was rejected and all the time I'm out of pocket with the invoice unpaid and not in my paypal account

Hello, I use Quickbooks self employed. I currently send money from my business to a private pension/savings account. Does anyone know if this can be used against tax and if so how would i categorise it?   

Hi all, does anyone know why our clients are receiving the below message?  Error - Payment wasn't successful, try again or contact your seller? This has been happening for a few days now and I've never received this before, 

Hi,I am the sole Director of a LTD company and want to pay myself a first dividend, but rather than take the money out as cash, I want to credit it to my directors loan account.I have the directors loan account set up which currently shows a negative value equal to the amount of cash I personally invested. In my Chart of Accounts I have an Account named "Dividend" which has "Account Type - Other Expenses" and "Detail Type - Other - Other Expenses".My questions are:-Firstly, is the Dividend Account set up correctly and,secondly, what are the step by step instructions to achieve the above.Thanks in advance

Good afternoonI have taken payment today for my first invoice via the Zettle card reader. Zettle will be charging their standard 1.75% fee for the transaction. I am confused as to how to record the transaction in my Quickbooks. Obviously the amount transferred to my bank and carried into Quickbooks will be my invoice amount minus the transaction fee. How do I show the invoice as being paid in full and the fee which was attached to the transaction to ensure that it balances with my invoice amount shown in QuickbooksMany thanks, Paul

Does the automatic email reminders function work in the simple start plan of quickbooks?

We have followed the instruction to the letter to try and connect QB to our CAF Online bank account.  Error 103.My ID, my password and unique word are all correct. I have tried this at least 6 times without success. A colleague of mine who also has access to the same bank accounts has tried several time too with his ID, password, and unique word, again it comes up with the same message.  Is there are glitch peculiar to CAF Online Bank? Here is a screen dump of the error.      

I have send some invoices, but I cannot see the actual email in my email app.Where can I find my invoice emails?Cheers,Walt 

All of our customer accounts are 7 days - how do we issue a statement with the correct aging in the table?Currently it defaults back to monthly so it doesnt provide clarity to the customer how overdue they actually are!

Evening - Does anyone know a way in which you can set up a customised payment term based on the service date rather than the invoice date? Any help much appreciated!

Hi Can someone please help me, I have been sending invoices on a monthly basis to the same email addresses without problems, then last month the invoices are coming up as sent but they are not being recieved by the clients. I have uninstalled the app and re installed it. I have cleared the cache and data that still hasnt solved the problem

Hi, I wonder if anyone else is experiencing this please? Up to 10 days ago I had no problems sending invoices. Now I receive error message "invoice undeliveredWe couldn’t reach some of your customers. Double check the email address and try again."Online chat has advised my account is now a priority to be fixed by an engineer.  No timescale on this being fixed.I can send the invoice manually, but as the majority of my clients pay me by card this is not a good option. Hope someone can help please? thanksAnn

Hello,Im very new to QuickBooks and running a business also so sorry in advance if this question seems a bit silly.Basically I recently set myself up as a sole trader and made a payment from my business into my personal account, how do I mark this as a payment to myself? I had initially set myself as a supplier by accident but it marked as an expense so I have deleted it and dont know how to go about categorising it correctly within the QuickBooks app. Thanks-Connor

Hi All. I've been finding that my invoices get seen more if I actually share the invoice attachment from my own email address rather than send it from quickbooks. Quite often clients seem to not find the QuickBooks invoice ( maybe it goes into their spam?), whereas I've never had a problem when sending an attachment. ( I can do this from my quickbooks app...: ''invoice preview and then share''. However the down side of this is that the invoice  does not get marked as 'sent', and therefore i can't mark it as 'paid', after I receive the payment. It stays as ' draft'. Has anyone else experienced this , or are their any suggestions? Many Thanks

Trying to run a report that will tell me which customers have bought a product/service so that I can then email them with specific offers relating to those that they have already bought. I have run a similar report before that gave me all of the customers contact info, but I now can't find or work out how I did that! Any help/tips would be great. Thanks, Russell

Hi,I use QBO Plus.I have been recording drawings of transferring money from Business to personnel as a self employed person with no employees. I have not been recording as transfer, but have been matching the transactions from the bank feed that syncs with my bank and matching with the below image under Equity, Partnership Distributions. Is this correct, and if so doing it via bank feed is same as recording as a transfer? - Thanks

Hi i am new to QuickBooks, and i need to my UTR number, TAX week to show on my invoices.  And i am really struggling to find this, i have tried the customise options but they dont seem to work.

Hello, This morning I have looked to update the transactions coming through from Lloyds bank as I do every day, but without warning 8 of the 9 companies I'm currently managing have come up with the following message: Your Lloyds Bank Business Banking (UK)... connection has expiredUK Open Banking regulation requires you to authorise your bank connections every 90 days. Reconnect now to keep your transactions coming into QuickBooks.Reconnect This makes little sense as:a) 3 of the companies had their bank connection re-authorised just a couple of weeks agob) there was no warning given yesterday / previously to advise that the connection was soon to expirec) it's strange that the transactions are still coming through for just the one company, when it has been treated exactly the same as all the other ones I manage If anyone can help / advise, that would be much appreciated! Kind regardsTrevor    

wonder if anyone had used an app for integrating both Airbnb & Booking.com with QBO? 

HiI work in the film and Tv industry as a self employed art department worker and sometimes production companies say they have to pay my National Insurance at their end due to specific accounting rules within the industry.How do I reconcile the difference between the original invoice amount and the lower amount paid into my bank after the NI deduction? ThanksSimon