QuickBooks Q&A

A customer has made a duplicate payment and wants to leave it as a credit on their account. How do I process this to remove it from the bank transactions?

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where has all my info gone that i entered for the old system ?

I just want to back how it used to be

Hi everyone, relative QB newbie here, so after some help please.  I have just realised that I have been entering my credit card expenses incorrectly.  I have been recording the actual transactions / receipts under expenses, but then entering the payment to my credit card company as an expense too, so my bank is way out.  From step one, can anyone talk me through how I can sort this out / move the transactions to the correct area, so my bank balances? Thanks in advance. 

Is it something in the settings? Any help would be appreciated.

HiI want to set up some recurring estimates for some of my customers that have a certain product renewal every year, i can set up a recurring estimate but there doesn't seem to be the check box to send these out automatically which is what i want to do, otherwise it seems pointless setting up a recurring estimate as i still have to go in and manually send the estimate every year. Does anyone have any idea how i can do this. Thanks in advance Mark.

  Whether you need a copy of your reports, contact lists, or other business data, QuickBooks makes it straightforward to export. Here's how to do it depending on which product you're using. QuickBooks Online There are two ways to export your data: Using the Export Data tool This is the best option if you want to download multiple reports and contact lists at once into a single Excel file. What you can export: Profit and Loss report, Balance Sheet report, Trial Balance report, General Ledger report, Customer List, Supplier List, and Employee List. Go to Settings and select Export data In the Reports tab, set your date range from the Pre-selected date ranges dropdown Add or remove items from the Reports and Lists tabs by turning them on or off Select Export to Excel Choose the folder where you want to save your file, then select Save Select OK to confirm You can customise your report before exporting if you only need specific data. If you need to export a different report, here's

There is a Balance Sheet Detailed report but not a Profit and Loss detailed report. Why?

Can’t submit vat return. Server error comes up

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I use both Jobber and GoCardless integrations with QuickBooks Online. Recently I've noticed that some invoices show as paid in GoCardless, but remain marked as unpaid in QuickBooks Online. Jobber is also connected to QuickBooks, so I'm wondering whether the issue could be related to one of the integrations, payment matching, or a sync conflict between Jobber and GoCardless. Has anyone experienced this setup before? How can I determine whether the problem is with the GoCardless integration, the Jobber integration, or QuickBooks itself? Any troubleshooting advice would be appreciated.

Issue can be seen on any help page.

If Customise forms does not appear in my settings how can I customise them?

I've added categories when I add them as expenses (so tools, materials etc) but then they all appear in the phone, fax stationery and other office costs on the submission page

Looking at the VAT overview the top summary does not agree with the line in open returns, which I believe to be correct.

I buy a lot of stuff that goes in the purchases catagory and usually from tbe same merchants, can I set this up to automatically be set to purchases without having to scroll through the options every single time

How do I make the payment match the invoice without this never ending error

Am using autopayroll, but have disabled hopign for more options. don't really see them.

When I include shared parental leave for one of my employees the amount is not being offset against his salary despite the offset box being ticked. Does anyone know why and how to fix this?

I had Claude working with QBO but now when it attempts to connect I get this "error" message "Unfortunately, the app you’ve selected isn’t available for use in your country. Try contacting the app publisher for more information, or select a different app to use in QuickBooks. We’re sorry for the inconvenience." However, I'm in the UK and it was working fine. Something maybe worth noting when I go to the Help, it goes to US not UK (don't know if that has anything to do with it).

HSBC business account

There is a £17k discrepancy between the amount HMRC shows as due for 20-21 and the P32 report on Quickbooks - I have checked that all pay runs and EPS have been submitted?

how to change tax code for employees for new tax year