Hello, 

We own a store, and I’ve set up a daily sales receipt that I can log my cash and credit card sales. The credit cards are broken up by type so that when each are deposited into my account I can match them. 
When I first started I must have done something wrong with the MasterCard portion because I can’t seem to match the transactions. I can see what has been deposited, but when I click match nothing comes up. If I go into the daily sales receipt for that day the MasterCard portion is listed but I can’t match it. 

Hi daniellecl Below are the main reasons why you won't be able to find a match/auto match a transaction within the banking section:  

There are 6 main reasons why you cannot find a match

Dates don't match (or are not close)

The bank account/credit card on the payment is not the same as the bank/credit card where the match is located

The amounts don't match

The payment has been reconciled

Multicurrency issue with exchange rates

Its already been matched to something else

Thanks for your suggestions; however, 

All of the dates match, or are within a day of each other. 
The amounts on the deposit match what I have on the sales receipt. 
If I’m looking at the right spot, I’m not seeing anything that’s been reconciled. 
Multicurrency is not an issue. 

Is there something else I need to look into? When I set up the daily receipts, I feel like I set something up wrong, once I fixed it, it appears  to have corrected itself going forward, but not on anything that had already been done. 

Hello Daniellecl, can you ring the support line on 0808 234 5337 and you will then be able to set up a screenshare with the agent and they will be able to have a look and see what is going on for you. The  line is open mon to fri 8am til 7pm 

Hi there

I was wondering how to write off pence that is outstanding on a supplier account in QBs online please?

Many thanks

Deb

Hello Deb B4, if you have a look at this article  it will tell you the steps you need to take in your account to get it resolved for you. 

Is there a Canadian support number? I didn’t realize I was on an international support line. 
Thanks. 

H daniellecl We'll transfer you/the post to the Canadian team and they'll be able to help you further.

Hi daniellecl.

Being able to reach a member of our support team when they need help is something we make sure all our customers can do. I'd be happy to provide our support teams contact information.

In order to contact the Canadian support team for QuickBooks Desktop you can contact the phone number provided in this link. For QuickBooks Online you can schedule a call directly from your account by following these steps: Schedule a Callback: click (?)Help in the upper right in QuickBooks Online > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback.

You can also reach out to us in social using these links: Facebook, Twitter, and Instagram.

All support teams hours of operation are from Monday to Friday between 9 a.m. and 8 p.m. ET.

Have a great day!

I worked it out finally myself.  The loan had been entered as having zero VAT when it should have had No VAT.  When I changed that it disappeared from the Sales list.  

Hi. I’m wondering how to add pension contributions as a self employed person into quick books. Tha ks

Hello there, @achor79.

Thanks for joining this conversation. Allow me to chime in and share information about adding pension contributions in QuickBooks Self-Employed (QBSE).

The categories available in the system is aligned with the SA103F deduction categories you can claim as allowable expenses for self-employment. You'd want to tag these contributions as Other Business Expenses. Once you're ready to file your return, you'd have to manually enter or itemized these contributions. You can read through this article for more insights: About SA103F Categories.

Also, I'd recommend consulting with a Tax Professional or an accountant so you'd be guided in categorizing your pension contributions accurately. You can visit the  Accountants Near Me | Chartered Accountants page to help find an expert.

For tips and other QBSE resources, you may visit our website for reference: Self-help articles.

Feel free to post again or leave a comment if you have more questions about contributions or anything else. I'll be here to help. Stay safe.

Hi Jack - I've lost my VAT rates???!!!!! I have no clue how this happened as they were there last time I used QB!!!! help!

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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:

 

 

 

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Hi allportrecycling, thanks for joining this thread, please check to see if the VAT codes have been disabled by navigating to Taxes > Edit VAT > Edit rates > Click the small cogwheel > Tick include inactive - from here you can toggle on any inactive codes. :) 

Thank you - back to normal now! :)

im new to quickbooks and mtd 

i sell new goods that are 20 percent vat

i also sell second hand goods that i use the global sceme that i pay 1/6 vat on the difference between sales and purchases.  ive used a split on my transactions but i cant work out how to use the data for the vat return. or is this software not suitable for my needs. im really confused over it all 

appreciate any help 

Hi funky figures You create another 20% VAT code that you apply to your global sales and purchases and give it a specific name. You can then run the VAT detail report, export it and then delete from the spreadsheet any transactions that aren't your global ones, you can then establish the amount you have to apply the 1/6th to and then you can adjust the relevant box on the VAT prepare screen to reduce the amount of VAT due..

hi all I need to split a credit card bill which comes in as one transaction into the various departments needed. all great apart from the drop down menu to change from percentage to amount does not always appear. what the hell am I doing wrong as I just cannot seem to find the magic key for it to happen. I always want to split by amount 

Hi sjmiller2019, are you adding the transaction manually via the + New button or by using the split function on the downloaded bank transaction? The default when using these is to show as an amount, to check for any cache or display issues, please try logging into QB via an incognito browsing window. :)

Hello! I manage finances for a charity and am converting our finances to Quickbooks.

How do I enter income and expenses for a different financial year for transactions that have been imported from my bank?

For example, all of the donations we received in Dec through a certain platform were deposited into our account in early Jan, So I want that income to be part of our 2021 accounts.

We also have some expenses in Jan that should be in our 2021 account - for example, invoices we paid in early Jan for work done in Dec. How do I designate these expenses for 2021?

Hi Georgia I am going through old transactions. I have some come up with amount but mostly they appear and the drop down for amount or percentage does not appear so I’m stuck. Thank you I will give this a go but cleaning the cache and restarting. 

I haven’t got access to my emails atm. I’m in the Uk, do I pay vat on my quickbooks subscription? 
thanks

Hi Em, all of our subscriptions are charged with VAT @ 20% :)

Using QB simple start in UK, can I use my subscription to create another separate account file for managing another company, like you could with the standalone version or do I need a separate paid license for each company?