QuickBooks Q&A

We use QuickBooks Online Plus UK on the Flat Rate Scheme using the Cash Basis. We need to correct paid invoices in filed VAT periods because they were coded Exempt instead of No VAT. Intuit says to reverse and recreate the transactions. After creating the credit note and replacement invoice, should the credit note be applied to the original paid invoice, applied to the replacement invoice, or left unapplied? We need the correction to flow into the current VAT return without affecting bank balances.

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Just noticed I haven't been billed by Intuit for our July subscriptions. Normally happens on the 8th of the month. Is there an issue with July subs billing, e.g. changes to payroll per-employee charging?

If I tried to print an invoice, it doesn’t come up in reader any more it opens a new page in Safari that you have to open then when you print the right hand side of the page is missing

After trying QBO some 14 years ago, and suggesting how important this feature is. Intuit has now finally added a pretty basic function (this was always in the Desktop version) which helps massively with stock control......We now have Item Receipt.   Rejoice.

I posted earlier Rin here about the date format being incorrect on purchase orders. I can see a reply in my account but if I try and click the link it just takes me back to the community Home Screen. Can anyone see if this link works or is it me and my five different computers I tried it on? https://quickbooks.intuit.com/community/manage-suppliers-and-expenses-134/purchase-orders-due-date-wrong-format-374808

Previous receipts have also changed from alphabet to numerical.

Hello, I need to generate a report that shows transactions over a period of time but grouped with the ones with VAT added (20%) together and those without VAT together so we can see the totals of each group (VAT and no VAT). Is there a report that I can run to show this? I dont want to run the VAT 100 report.  Thanks

Need some help!

How do I send it to be paid online ?

Entered bill but the inventory is not updating -mapping not done correctly

The app seems to either not open or takes a very long time (10-15minutes) to open. Happens on mobile data and on home WiFi. iPhone user and need access whilst out and about at work. Anyone else having same issue? Considering leaving Quickbooks due to the inconsistency I’ve had with access over the last few months.

Bonjour, un client a payé sa facture le 2 juillet via QuickBooks et j’ai reçu les fonds 3 juillet de la part de QuickBooks directement sur mon compte bancaire. Le client a ensuite annulé son paiement le 7 juillet et je viens d’être débité le 8 juillet de la somme. J’ai suivi la vidéo, les démarches et tout ce que j’ai pu trouver mais je ne peux ni annuler ni supprimer le paiement.Voici le message d’erreur : “la suppression de l’opération a échoué car cette opération a été déposée. Si vous voulez la modifier ou la supprimer, vous devez d’abord modifier ou supprimer le dépôt sur lequel l’opération apparaît.”L’opération n’est pas rapprochée et apparaît dans mes opérations bancaires à catégoriser, même Intuit Intelligence n’y arrive pas, il m’indique juste : “Marquez le paiement comme non payé ou créer une opération pour le paiement retourné/NSF” mais ça ne fonctionne toujours pas.Quelqu’un peut-il m’aider, s’il vous plaît ?

Any ideas?

I already saved the product'services that I am going to use in my invoices prior ... and when i am creating invoices currently, the product/services that I had already saved are not autopopulating so that I can select and unable to do manually also

Just moved over from another Software and need to add leave balances to the employees

Can anyone assist? My bank is Chase.

Error is on Quickbooks not bank

A few months ago I was having problems with quick books desktop 2024   I could not save a back up copy, it shut me down and all my payroll remittances came oiut to zero, among other problems.   It was suggested here that I download the enterprise trial version, which I did.   After 30 days it expired and i was able to download for another 30 days which has now expired.  Now I am locked out and can not get into my company file.   I still use quick books pro 2024 desktop for another company, but how do i get my quickbooks that is in enterprise and downlaod it to my desktop 2024.  Hoping this is possible

The Add receipt function on the mobile app is not working when accepting bank transactions

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Hi, I have what I’m sure is a silly question. Whenever I pay bills with my Current account, transactions are coming up as Bill Payment (Cheque) although I have never chosen Cheque because we don’t use them. When I open the relevant transactions, I can’t see any way to change it so I’m not sure what I’m doing wrong. I also had one of the bank charges coming through as a cheque for some reason, unfortunately I didn’t notice it until later: can I change this, and if so can I change it without messing up my reconciliation? Thanks in advanceEvander

Hi, I am having a problem with the Financial activities by Tag Group report, I am sure it’s likely my misunderstanding than an issue with QB! I am running it for this quarter split by month. However, under April for Phone Costs (to make up an example), it’s missing a transaction that was billed in March but paid in April. Is this because it’s under Accrual? When I change the report to Cash basis, then it includes the missing transaction but also Unapplied Cash Bill Expenditures from the Credit Card account so neither Cash nor Accrual basis is matching the total figure I have in my own spreadsheet. I understand there’s a bit of an offset with the Credit Card account because paying it off each month doesn’t exactly match the calendar month but the month in the statement but is there any way to make sure the bill payments are included based on when they were actually paid, not the date on the bill itself?Also is it possible to run a similar report of Financial activities by Tag Group spli

I’m not understanding why, but I’m not able to turn off QBO ML categorization feature despite having tried everything including disabling Suggested Categorization in the banking’s transaction section.  I need them to stay uncategorized until matched with receipts coming from Dext which already have them categorized so they can automatically be match with transaction in QBO instead of having to do it manually if just scanned into QBO from the start, but if the transaction are in any other state other than uncategorized while also not being in the For Review stage, they won’t match.