QuickBooks Q&A (UK)

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I am looking to allocate overheads each month, across several classes (funders).  I'm ;=looking at different ways such as creating an overheads class etc but if anyone is doing this, I would love to see the methods.  Thank you

Hello. I'm new to quickbooks and I'm having trouble importing from excel. I need to put a message on the invoices but for some reason the information is being put in the 'show on statement'box so it is not showing on the invoices. I am using the sample spreadsheet and putting the message I need shown in the memo column as instructed. I have even tried importing the actual sample data but the same thing happens. Any ideas what could be wrong? Thanks

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The supplier balance on the Ageing Payables report doesn't include the supplier credits?

Using Quickbooks system can I send a generic email advising my customers of a general price increase?

Hi, I am trying to load Quicken 2004 XG, which runs on windows XP onto a windows 10 laptop for my 89 year old father. He's always used quicken and is comfortable with it, so doesn't want another product. I've installed it using compatibility, but its asking for an installation code, and wont accept the original as its been used on his defunct PC. The number to call is now of course not used, and Intuit themselves have no clue. Can anyone help?

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How can I change a category from.expenses to sale of product

Attempt to improve financial analysis when preparing management accounts to include location cost as well as class (cost centres). The head office for the company often makes bulk purchases for its satellite office locations (for the sake of cost efficiencies etc).

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I have a sumup Business account linked to my card machine

Hi all, please advise: Everywhere it is stated that expenses incurred before the start of trading activity should be treated as expenses occurring on the day trading activity commences. But what should be done with expenses that, while incurred before the start of trading, still fall within the same tax year? What date should be used to record such expenses - the actual date (since they still occur within the tax year) or the date trading activity begins? EXAMPLES:1. A drill bought 5 years ago - should obviously (for me) be dated on the first day of trading.2. A table bought a month before the first day of trading (within this tax year) - should it be recorded under the true/invoice date or a fake one (the first day of trading)? Additionally, is there any trick I should use recording such expenses or can I use my Chart of Accounts as I normally do after the start of trading activity?Kind Regards, Jake, a novice self-employed in the UK.

Invoice due

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All transactions on my statement are present and correct and ticked in the reconcile. The missing amount is exactly £258.54.

I have just taken my first paypal payment linked to my quickbooks account.The problem I have is that the invoice has been automatcially deposited (see pic below)  Now I have the transaction showing as I have transferred the funds from paypal into my business bank account but can't link it to the invoice as it's already been categorized automatically (see pic below) it also has the fee deducted off.   How do I record this payment and link it to the invoice and include the fee ? 

We have just linked our bank accounts to quickbooks online.  When matching payments or receipts each individual invoice paid or received shows on the bank register rather than the total amount.  Makes it a nightmare when reconciling to the bank statement.  Can the entries be grouped to show the total payment or receipt?

Hello,I've been having numerous issues trying to reconnect my TSB account to Quickbooks. I found an old thread which talked about clearing cache, cookies, disconnecting, reconnecting, manually uploading, incognito and private windows, all to no avail.When I go through the steps to connect, or in this case reconnect, I have a blank pop up window, but my security settings are all good to go including pop up windows allow, but yet, it fails to load every time.I have taken screen shots of this mornings tries, but it doesn't seem to want to go past the static-fdpwidgets box.I have spoken to TSB this morning who have advised me that there is no connection to other applications on their end, and to be fair, I have other applications connected to TSB and it just seems Quickbooks is having an issue.Anyone else experiencing this particular issue with TSB?Thanks

It was a quick way for me to see what i could be expecting money coming in etc, i cant see that shortcut anymore

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I've sent a request to my accountant but they are saying they can't log into my account with the link. Has anyone any idea what is going wrong.Steve