QuickBooks Q&A (UK)

When I search any invoice no it won't return any findings

Hello, My client wants to use a cashflow/forecasting tool and I know QB is withdrawing theirs.  My client has certain suppliers that are paid by BAC's and others that are paid by credit card. QB would just put all due invoices into the planner and the bank account, this would mean amending them or even deleting. For instance if AA Ltd has a due date of 31st March its picked up in the cashflow for that date from the bank, but we always pay them via credit card and equally receive another 30 days 'credit'. Is there an app that we can link to QB that will show all the bank / credit cards and allow us to allocate a supplier to that payment method and then look at each one independently? Thank you in advance  

We are a charity and providing historical Financial Reporting is frequent and vital to obtain Grants. Whilst QBO can produce a 1-year comparison, why not a multi-year one, without needing to repeat the task several times and exporting into Excel?

If I temporarily disconnect the bank will I be okay to continue?

Why can you not set a specific start date in Quickbooks? It only lets you select a month, what do you do if your financial year does not start at the beginning of a month?Thanks

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So normally.  I come on my app. It'll say match transactions. Invoice. 10 Mrs Jones £60. I hit match. Happy days.Now that function doesn't work. It just says try it on a computer. And it's for every single transaction.... I can exclude. I can accept deductions.But not a matched payment. Even with repeat customers. Any ideas guys? Thanks.

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Search for £100.00 no results search for £100 results in finding the transaction, Why ??

HelloPlease could you tell me how I can generate a report by a single location and split out by class?Thanks   

Whenever I go to the community it always defaults to the US, and when I switch to the UK I get a validation error. Every now and again I can actually get access to the UK community but it is infrequent. I have to say, QBO makes it incredibly hard to self serve!

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As I understand it a sole trader usinge cash acounting only needs Owners Equity and Owners Draw equity accounts. In Quickbooks there are Retained Earnings and Opening Balance Equity acounts, why do I need these acounts and why can I not make them inactive?Thanks

We have a no of companies with different versions of QBO.The largest co is on Quickbooks advanced and I would like to set up Purchase Invoice approval.I have been through the workflow and cant seem to find a way to do what I want which is to send the approval request to the person who set up the purchase order.Location is used for the site location so cannot use that. Is there a way to manually send out an approval to the person concerned?? Thanks Charlotte

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How can I install my non-subscription QBD licence on a different machine - the installation asks for an activation code but there is nowhere to go to get a code. The 0[removed] number is a waste of time and the normal QBO support are not able to help.

It's letting me go to transactions via the Web and match my transactions to my invoices but the app keeps failing and saying it can't match and leaves a red exclamation mark

I have used business account during holidays accidentally and don’t know how to categorise the expenses

The invoices my clients receive are all sent associated with an old email address of mine.   I have changed all contact details to my new address but this has not updated the invoices that get sent out.  So clients are replying to my old address.  No where on the site can I see my old email address to be able to change it to the new one so I am completely at a loss as to how to change it and why this is happening.Thanks

eg, tax due is showing 10k, but I have had CIS deducted from me for 15k

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I don't see any transactions from February 19-24.

can i erase my details and start again

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I used to be able to see in customer detail alongside any invoices and again if I drilled down further to edit the invoice it no longer shows sent there either?