Thanks for visiting the Community, Jayemmee1.

I'll share the steps to set up End of current month (EOM) payment terms on your sales invoices.

In QuickBooks Online, you can set up your payment terms to Due by certain day of the month and put 31 in the day of month box. I'll show you how.

1. Go to the Cogwheel icon or the Settings icon at the top.
2. Select All lists.
3. Click Terms, then New.
4. Enter your desired name.
5. Choose Due by certain day of the month.
6. Enter 31 in the day of month box.
7. Once done, hit Save.

I've also included this article for future reference: Customise invoices, estimates, and sales receipts in QuickBooks Online. This guide will show you how to personalise and add unique information to your sales forms.

You can count on me if you need further assistance with payment terms. I'm always here to help you.

The LLC company has low annual turnover that is below VAT threshold.

Is it a legal requirement to provide invoices for every good/service sale for non-VAT registered company?

Hi

I have just set up quickbooks for my husband who has a ltd company, 1 director. 

he has been taking salary adhoc which i need to record but i can't work out how to use the payroll feature to add it onto the system - also need to understand how the tax and NI is calculated and is this done automatically so I can make payment to HMRC?

thanks

Hi kp72, have you already selected either the Standard or the Advanced payroll plan?

Hi jacobyuan, we'd recommend checking this over with HMRC or an accounting professional for the full guidelines.

Hi QBS

I'm uploading my credit card transactions manually and it all looks ok but when I review and categorise them they show as income, not as an expense.  What am I missing?  I'm using QB self employed.

Thanks

Beth

I appreciate you for joining the thread, Beth. Let me share with you some information about importing bank transactions to QuickBooks Self-Employed (QBSE).

This error happens when the transactions aren't formatted correctly. For now, you can delete the transactions from the Transactions page, then upload them again.

1. Sign in to QuickBooks.
2. Click on Transactions at the left pane.
3. Locate the transactions, then mark the boxes beside the Date column.
4. Select the Exclude icon, then tap Apply.

After that, prepare the entries using the 3 or 4 column format. Make sure that the money in and money out transactions are in the correct columns or configuration.

You can check out this screenshot for your visual guide.

Once the file is ready, import the transactions through the Settings icon. When they're available in QBSE, review and categorise them.

Just in case want to connect your bank or credit card accounts to QuickBooks so you don't need to bring your entries manually. Use this link as your reference: Connect bank and credit card accounts to QuickBooks Self-Employed.

If you have any other questions while categorising your bank transactions, let me know by adding a comment below. I'm more than happy to help. Have a good day!

hi 

I have an issue that I hope isn't unique, we have a mix website where we sell items and book classes etc for an aerial school.
The problem is, we have installed QB Connector (bridge) to integrate the website and QBO.
when someone pays for an item online Ecommerce, the invoice is created by the website and sent to the client, it also creates an invoice for QBO. this is fine, but it matches it automatically as if its paid.
because the credit card company pays about 3 days later for the transaction after taking their percentage this creates an issue in QBO banking - the transaction gets downloaded from the bank but there is no invoice to match to it (as this has already been matched/allocated when the invoice was posted)
how do I allocate it? I can't exclude it as the amount invoiced (and closed) is the full amount but the bank transaction is different, as they take their fees
please help! 

Hi Twisted Cirque, thanks for joining this thread - is the invoice marked as paid automatically for the full amount (minus any fees)? If so, you can exclude the transaction in the bank and record the fee separately using an expense (+ new > expense, selecting a bank/fee chares account under 'category'). :)

• How to record when you've paid CIS to HMRC? 

Recording a CIS payment to HMRC in QuickBooks Online (QBO) is a breeze, and I'm here to show you how, @EDI18.

When you turn on and use the CIS feature, you're allowing QuickBooks to calculate your deductions, track CIS withheld or suffered, and create reports for HMRC.

You'll have to record any payments you've made to HMRC after you submit a return. This will show that you’ve paid CIS in your reports and allow you to make a match with the associated bank transaction in QuickBooks. This way, your books are balanced at the end of the tax year. To do this, here's how:

1. In QBO, select + New and create an expense.
2. If you have created a supplier for HMRC, enter the name in the supplier field.
3. Choose the bank account from which you have paid HMRC and the payment method. 
4. Select the date the payment was made on.
5. In the table section, under the Category column select the CIS Payments to HMRC account.
6. Enter the amount you have paid HMRC.
7. Select Save and close.

Once you're done, make sure to review and match your bank transactions. Doing so will put them in the correct accounts and keep them updated. For the step-by-step guide, you can refer to this article: Categorise online bank transactions in QuickBooks Online.

Also, there are three available reports for CIS (CIS Contractor Monthly Statement (300), CIS Payment and Deduction statement, and the CIS Suffered Summary for CIS) in QuickBooks. To learn how you can access and run them, I'd recommend checking out this article: How to run CIS reports in QuickBooks Online.

Keep me posted in the comments if you have other concerns about tracking CIS payments in QBO. I'm always around to help. Take care, @EDI18.

Hi, I'm trying to update my Santander bank connection, but when the new webpage opens to log in to Santander, it won't let me fill out the PIN box. I can put my customer number in, but I can't 'get into' the PIN box. I've not had this problem before. Please can you help?

Many thanks

Hi EOlley, thanks for joining this thread - we'd be grateful if you could attempt the update using a different web browser and/or private browsing window to check if there are any cache issues preventing you from completing this field. Please get back to us below if this doesn't resolve. :woman_technologist: - Georgia 

hi, why my QuickBooks acc cannot use the CIS? I have researched how to use the cis by opening the advanced at account and setting but there is no CIS found.

Hi adlyn farhanah We can see that your QuickBooks account is related to the Malaysia, the CIS function is only available in UK products. 

Hi can someone debug our QB Online Standard Payroll?  We started the Feb RTI process this morning for this month, spotted an error, deleted what had been done to that point (i.e., before submission to HMRC), and started again.  The process appeared to go as normal, and after submitting the RTI to HMRC, we had confirmation that the correct info had been sent to HMRC, but QB told us that there was a problem with the journals, and sure enough, the audit log has no trace of any payroll journals today. 

How to I seek help from QB staff on this?  

Hello SD Payroll, your best option would be to ring the support line that is on mon to fri 8am to 7pm on 0808 234 5337 and you will be able to set up a screenshare with the agent on the phone and they will be able to then see the same things as what your seeing and help you to get it resolved. 

Direct debit has not been collected, by go cardless even though thus method of payment has bee successful before 

Hello, benfleetcounsell.  

Thank you for reaching out to the Community. There are possible reasons why Direct debit fails to collect. When a Direct Debit payment fails, as a service user, you’ll receive a notification via an ARUDD (Automated Return of Unpaid Direct Debit) report, citing a reason for the failure. The most common reasons are insufficient funds or where a payer has canceled their instruction. Other reasons include:  

• The account has been closed, transferred or is not recognized
• There is a dispute from the payer, such as the amount or due date
• There is no Direct Debit Instruction in place.

In this case, I suggest reaching out directly to Direct debit to check why it's not been collected by go cardless. See this link on how to reach them: Go Cardless Suppor.  

To learn more about how Go Cardless work in QBO, consider checking out this article: Learn more about GoCardless Direct Debit for QuickBooks. 

Feel free to visit again if you have additional questions. I'm always delighted to help you some more. Take care!

I'm missing transaction information from August - November.

QB has pulled in the date from either side but has a big chunk missing from the middle. Can you help?

Hello Lauren-M, thanks for posting on this thread, so all you need to do is just csv the missing transactions so that is shows in your account for you. So if you are missing transactions from august to November then it is just a case of downloading these transactions from your bank into a csv file in the correct format quickbooks will except then uploading them in so then you don't have any missing and they will then all show for you. This link will hope you here.  

Hi!

I just recently got Quickbooks and am looking to import my mandates from GoCardless into Quickbooks.

However, when I go to import the mandates, it will show a list of all my customers, but then say that it can't find any mandates to import, even though the list of mandates is coming up? I've included an image of the page that comes up below.

Any help would be much appreciated. Thanks

Hi Taaliah, thanks for posting on this thread - does the status of the mandates in GoCardless show as active and not as pending customer approval? 

Hi!

The status of the mandates on GoCardless is all currently active.

Thanks!