Transactions

Is it possible to add a missed transaction to bank account when reconciling?

If you're switching from spreadsheets to QuickBooks Online, you don't need to enter every invoice and bill by hand, you can import them straight from a CSV file. Importing invoicesBefore you start, your spreadsheet needs to meet these requirements:.csv format Up to 1,000 rows per spreadsheet, with a maximum of 100 invoices per import No negative charges (discounts or credit notes) — add these manually afterwards Each line item needs its own invoice number, customer, invoice date, due date, item amount, and item tax codeTo import:Go to Settings ⚙ and select Import data Select Invoices Download the sample file, or use your own .csv with the columns above Select Browse, choose your file, then Next Map your spreadsheet columns to QuickBooks' invoice fields (fields marked * are required) Choose your date format (e.g. D/M/YYYY) Select Exclusive or Inclusive for VAT, then map your VAT codes to QuickBooks' VAT codes Review the summary and select Start importIf you're on QuickBooks Online Plus,

can you correct a bank keying error for a cheque deposited?

After a month plus of the photo upload button not working, QB released an update and solved the problem. Now they have released another update and the problem is back.With the new layout on the iPhone app for posted transactions, I click on the transaction and select ‘attachments’  then’ take a photo’. The app lets me take a photo and then buffers to completion, but the photo isn't attached when it finishes buffering. Can someone please advise? I have the latest iOS on my iPhone and the latest version of the app (uk).

In the transactions window - transactions fail to load. Has been the same for weeks. Deleted app, disconnected bank etc. still no fix. Any ideas how to solve this?

Quickest way to attach a receipt to bank transaction in the mobile app?

I have checked all tabs and Chart of Accounts Bank Account History. I have dis & reconnected account

Since 27th March 2026, when we were switched to the new layout, The iPhone app has started to include the customers Company Name twice on the invoice.Eg, an invoice will look like this:PestControl.co.uk (Franchising) LtdPestControl.co.uk (Franchising) Ltd119 Leathwaite RoadLondonSW11 6RWThis only happens where Title, First Name and Last Name are blank.In these circumstances, the app has been programmed to include Display Name, then Company Name in the invoice. As the display name is almost always the same as the company name, you end up with company name appearing twice.The web app correctly doesn’t work this way. The web app NEVER includes Display Name on an invoice, so invoices correctly show company name just once on the invoice.I have been working with Support to get the issue resolved, however the engineering team say that the iPhone App is working as expected and won’t be changed. Engineering accept the iPhone App is working differently to the web app, and that the company name a

Is anyone else having the same issues?

Can the default be not cropped, i have to go to options and undo the auto crop every time!!!!!

We're having trouble loading Transactions. Please try again later.

No text available

No text available

Hi, I have reconciled my January accounts but now notice that I have posted one transaction to the wrong category.  The amount is fine, I just need to change the category (from Payroll expense to Payroll liability) but I don't want to mess up the reconciliation.Can I amend this through the chart of accountant, open up the transaction and change the category or will this mess-up the reconciliation?  Sorry - I'm new to book keeping and just learning as I go.

No text available

Hello I am a new user just in the middle of setting everything up and was wondering what is the standard way of recording fuel used in our vehicles? No need for per mile etc as the vehicles are ours so just a case of recording the individual transaction and attaching copies of receipts. Thanks in advance :) 

SI recibo un pago de un cliente en moneda dólares, siendo mi moneda colones de Costa Rica, el sistema me aplica un registro de diferencial de cambio, lo cual esta bien, el problema es que lo hace retroactivo a la fecha del pago anticipado, que puede ser días, meses o años atrás, donde ya los EEFF han sido presentados y autorizados, variando las cifras en los 4 estados. ¿Cómo se detiene eso?

Is anyone else struggling to add a manual expense to there account, every time i try it just shows an error

How do I now exclude?

See above

We cannot login with our primary admin account. Pls help. Can we change the passwords without login? Or can you pls help to change the primary admin account to [email address removed]?  primary admin account: [email address removed].  Any questions, pls contact [email address removed]. 

How do I include the credit note when allocating a payment to bills and a credit note?

I need some Feedback

I quite frequently work more hours than I should weekly and rather than charge on the invoice the hours will be paid in lieu In the future. Is there a way this can be totalled up weekly and out on the invoice so the client is aware of the total also

I’ve tried to change all of the different filters but still nothing works