If you have done the above in the past, how do you now unlink an account ?  I have a LIVE and a DEAD account both showing when I login. 

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@JackS wrote:

Hello Community :waving_hand:

I wanted to create this space where you can ask your top-of-mind QuickBooks questions and our team will help you get an answer.

 

Topics can include and not be limited to; Banking, Self-Assessment, Reconcile, Transactions, Tax or Reports.

So, pop your question below and an expert can help you :backhand_index_pointing_down:

 

 

I've read all the answers on this site that I can find about Venmo, but have not seen the way to handle the AR with regard to the fees and reconciling the customer account.  How do I reconcile my bank account when Venmo is used as payment against invoices? When I receive the payment a from Venmo, how do I show it as a full payment to the customer even though we received the reduced amount due to Venmo fees.

I'm brand new to Quickbooks and have not been able to connect to my Starling account despite many attempts and trying different devices.  It just times out.  Am I doing something wrong or is there an issue with Starling?

Evening, I have an employee who has asked me to reduce his salary for the next 2 months, and increase his pension contributions by the reduced amount, for the same 2 months (then back to his normal arrangement after that). How do I do this in Quickbooks payroll? 

Many thanks

Hi billing91 What payroll system are you using, the standard or advanced system?

It seems like the fee for Paypal is quite high where do we see transaction costs? if we are getting Paid £500.00 what will be the fee?

how do we delete the paypal option if we are not happy?

Hi GeorgiaC thank you for the information and it does not seem to solve the issue.

incognito window just the same and also after I cleaned the cache. any other ideas please cheers Shane

just to make it clear I'm adjusting already imported transactions and marking them split.

Hi I also just went down my 25 most recent imported transactions. out of the 25, I clicked on split and of the 25, 6 would not show the drop down menu to allow amounts to be put in. I checked, some had invoices attached some did not, some from the same company as I looked for a reason but could not see any

Hello Mrandmrs, thanks for posting on this thread, - to remove the paypal option from the invoices what you need to so is this , simply disconnect the app by navigating to Apps> My Apps> Select the droop-down beside app> Disconnect (please not this can only be removed by the user that added this). 

I need to submit my VAT return today but keep getting the following error message: 

taxReturnInvalidMTDEndDate

Please can someone assist asap?

How confident are you that you have fully activated MTD with HMRC? I say as I was stuck in a strange place a year or so ago when I was using the MTD portal via QB but all of a sudden HMRC said I was not properly registered for MTD their side so it kicked out my VAT payments but there is nothing QB can do until you speak with HMRC.

I hope this might help?!

Hi KineticC, thanks for joining this thread - is the end date of the open return a future date and does the date match the expected submission with HMRC? 

Hi there. I am looking to create a returns form for our customers so they can just tick what they are returning.  At the moment we ask them to fill out a separate form and there are all sorts of mistakes with codes which is slowing down processing credits.

Is there an option to create another form just showing the items ordered and a tick box next to the code?

Cheers 

Sarah

Hello Sarah510, thanks for posting on this thread, there is no way of being able to do this in Quickbooks, you would need to leave this as feedback hat gets sent straight to the developers. Main cog wheel>feedback. 

I've only just started. I've imported a few thousand transactions from bank accounts and I'm starting to categorise things. I've set up some rules etc. Well this is where I am, but here's my question.

Is there a way to get an overview of expense categories and manage them, so I can organise the categories I want first rather than be forced into creating them one by one on the fly. 

Also, can you have sub-categories for expenses? I'm used to being able to have, for example, a 'Transport' category, under which might be things like 'car maintenance', 'fuel', 'road tax', 'car insurance', 'breakdown'. I've come to the conclusion that QBO simply doesn't operate the way I expect it to in this regard.

Thanks for following this thread, DigitalM. 

With this, I suggest consulting an accountant to get advised what account to use when categorizing the transactions. 

Regarding with your second question, you can create subaccounts in QuickBooks Online to keep your chart of accounts organized.

Here's how:

1. Click Accounting from the left navigation menu.

2. Make sure Chart of Accounts is selected at the top of the page.

3. Select the green New button in the top right corner.

4. Enter all necessary information, and then check the box labeled "Is sub-account" and choose the parent account.

5. Click Save and Close.

I've also added these resources to help you manage the chart of accounts in QuickBooks Online: 

• Learn about the chart of accounts in QuickBooks
• Add an account to your chart of accounts in QuickBooks Online

Fill me in anytime you need assistance with using QuickBooks. I'm always here to help. Take care always. 

Hi there

I have a figure in the Cash on hand account which I need to transfer to our bank account.

If I select + NEW/OTHER/Transfer/Transfer funds from Cash on hand to bank account will I be able to match the bank deposit, which is made up of three separate figures, to the transfer?

Thank you for your assistance.

Deb

I am new to Quickbooks and can't find anything that explains what it does and how to use it.  I am looking for something really basic to start with in simple language.

For example it took me ages to find the box in which I could ask this question as one needs to select the button 'reply', why is that logical?  Surely it should say 'Enter question here'.  This is an example of my confusion with the whole platform and why I'm looking for an introduction. 

Hi Deb B4, the matching mechanism works by scanning for amounts and dates within a certain range, if the transfer is outside this amount then the match won't be found and instead you would need to record each transfer separately.

Hi ChrisSheldon, thanks for joining us on the Community - we've got a range of getting started guides and free on-demand webinars to help get you going, is there any particular area you'd like further guidance with? :woman_technologist: 

Keyfob deposits.

Hi,

I currently record Keyfob deposits as current liabilities as we return the deposit when a gym member leaves so I didn't want it to show as income on the P&L. My question is how do I record the refund so it doesn't show up as an expense and is deducted from the current liabilities.

Many thanks!

Hi margot3, you can record an expense transaction (+ New > Expense) with the current liabilities account selected under the 'category' field - once saved, this will reduce the amount owing in the liability account (as the transaction is not posting against an expense account, this will not reflect on the P&L). 

Fantastic, thank you!