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  • Cash payments

    From the answer: Hello Andrewkerr81,   You can record these payments through a sales receipt.... You can also set up a cash account through your chart of accounts to show you receiving the payment in cash rather than straight to your bank, which you will then be able to

  • Duplicate Invoice numbers in error

    From the answer: Hello CompletelyPC,   Does it also auto-fill any other information on the invoice, or is it just the number?

  • how do i mark a transaction as CIS deducted?

    From the answer: Thanks for reaching out to us for assistance, pud,   Let me get the help you need in recording your transactions.

  • Quick books self employed - add product or service box

    From the answer: Hello Dwma1970,   Could you please send over an example of the text you are entering into this box?... Thanks,   Talia

  • Entering Bank Transactions Manually?

    From the answer: Hi Nicola   Are you using the QuickBooks Online or the Self Employed package?... If you are scanning the  statement in what file type are you saving as?

  • Lloyds sync

    From the answer: Hi Janey1   The 187 message usually appears if a security question is answered incorrectly.... Do you  have pin sentry or a memorable word/password set up as extra security with Lloyds?

  • CIS in QuickBooks Self Employed

    From the answer: Hello Andy Bates,   CIS is only a feature offered in our Small Business products, not Self Employed.... If you need to use this feature, you will have to cancel you self employed account and take out an Online subscription.

  • Mileage CSV import

    From the answer: Hello NeilSSP,   Unfortunately there is no way to import normal CSV files.... It would be a case of adding these trips manually.

  • HSBC Bank Statements in PDF?

    From the answer: Welcome to Community, Skinbad.... You can look for an online .PDF to .CSV file converter.... Make sure to check the file converted to ensure all data is accurate before you import the transactions.

  • Mileage not saving

    From the answer: Hello jeff jones,   Do you get a message when trying to save the mileage?... Thanks,   Talia

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