QuickBooks Q&amp;A (UK)

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usersuzanneflux

Why is it no longer possible to switch company from the Profile menu?

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182

asked in Do More with QuickBooks

Can i have a supplier as a customer also?

No text available

241

asked in Employees and Payroll

Hi, I am trying to get payslip of one of the employees from last year. The QB allows to see only this year payslip. All other info is missing. How can I get access ?

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51

I am the Primary Admin for 3 companies on QuickBooks line My Switch Company button has disappeared from the Profile list this afternoonHow do I get it back?

QuickBooks Online

81

Trial balance doesn’t match closing balance on bank statement, despite monthly reconciliation being correct

I reconcile my bank account on QuickBooks Desktop each month so that it matches the business bank statements however my accountant contacted me today to say my the trial balance don’t match the bank statement.  How is this possible, when the reconciliation is matched to my bank account monthly. How do I find where the difference is and what caused it?

565

Switching Accounts online

today we are unable to switch between companies, we are having to sign out and sign back in to change the company we are working on. Has anyone managed to resolve this issue?  It's taking up valuable time and is quite frustrating

81

asked in Do More with QuickBooks

Can I have another field before Name in the Customer list?

We have unique identifiers in our chargebee system which I would like to show in the Customer list.  I'd like a field before Name, Company Name, Phone etc to show teach separate identifier.  Is this possible

121

Switch company no longer available, has it been moved?

In Settings, under Profile there was an option to switch company. It disappeared today?

243

asked in Account Management

Cannot switch between companies and cannot log off

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283

Switch company no longer there

No text available

31

asked in Do More with QuickBooks

Is there a way to identify customers who's data is older than 7 years old on QBO and remove them from the system?

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241

Some of our clients pay by monthly standing order by bacs. How do we set up the invoice to show the correct amounts owing

Do we set it up as a recurring transaction

71

asked in 3rd Party Apps

How to talk to a QuickBooks team member about my app not functioning properly

My transactions for review are not loading up, the screen just says please wait 

101

Switching between companies

I no longer have the option to switch between companies in the drop down list after clicking on the gear. Has this happened to others and is there a way to resolve it?

193

My qb app won't download bank transactions

It just says 'try again'. Works on desktop version

51

asked in Employees and Payroll

Can i know why i can not see switch to company option from today?

when we need we can go each company in our group but "switch to company" option is not shown today

171

L

lpkoenig

Switch company is no longer available

No text available

101

Customer statement: list transactions by date

Hello,I have many projects ('jobs') per customer but each one generally only has one invoice. When I create customer statements the transactions are listed alphabetically by job name rather than chronologically by invoice date. With all the invoice number and due date information lumped in as one line it makes it a very confusing document to read sometimes if it runs to several pages.Please can I at least have a way of listing transactions by invoice date? Ideally I'd like to have 'Due Date', 'Job Description' and 'Invoice Number' all as separate columns so that I can sort on what I like. Will this be possible?Thanks,Angus

10319

Supplier payments by third party

Hi We have used a loan company to pay some of our suppliers.  They have paid each supplier directly, so there is no record of payments going out of a bank account.  How do I record the invoice and then the actual payment made to the supplier from the third party. Any help gratefully recieved. Thank you.

554

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Mark ArmisteadNew Member

Backwards Step - Planner/Cashflow

Seems the little pixies in the dev team have been playing games again. 'Fixing' something that wasn't broken. Now we have less information and downgraded quality of data at monthly intervals instead of daily. Also we now don't have a rolling 12 months with missing two month historical.Where do Intuit get their requests from on how to change the product as we've gone from Intuit saying they were going to remove the Planner to now make a complete hash of it. We've gone from being told, out of the blue, that it was being removed, now we have this complete mess of a 'feature'I've sent in my feedback, for what it's worth. 

196

Uncleared transactions on bank rec

There are uncleared transactions on a bank rec that have cleared. I realized I dated a rec Oct 24 instead of Oct 23. How do I reverse a future rec and not a previous rec? 

101

asked in Reports and Accounting

payment submission reports coming through as XLM format and pension companies not being able to open them?

i have called twice now via telephone to Quickbooks to be advised the payment submission file is coming through as a XLM format when sending over to 3rd parties and them not being able to open the file or having the software within the business to open the file, i was advised by Quickbooks it would go to technical to investigate alternative formats. That has not been done or anyone has come back to me and when trying to convert the file ourselves, its not pulling through correctly either? I am banging my head against a wall as i've got the pension company putting onus on us to sort, invested hours trying to sort ourselves when I have tried every avenue to correspond with Quickbooks to give another way around this? Can someone please point me in the right direction on how to get this sorted promptly 

153

Our quickbooks keeps marking off invoices as paid when they haven't been paid, we reconcile with the bank account but it's automatically marking some off as paid

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