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  • How do I run the a customer balance detail report to include dates from the previous year?

    From the answer: Hi there,  annatfaulkner , I'd be glad walking you through  changing the date range so you can see the transactions from the previous year.

  • Receive payment with Paypal

    From the answer: Hello there, SB VA.... Thanks for joining the Community.... Allow me to share some information about the error you’re experiencing with PayPal Payments.

  • How do I get the description of work carried out on an invoice to come back up when sending as email?

    From the answer: Hello and welcome to Community Sam.... Can I please confirm in more detail are you referring to checking an invoice once this has been sent?

  • When importing from mobipos how do I import the categories of items sold

    From the answer: Hi there, saffrondenton.... It sounds like this a third-party POS app.... When it comes to importing categories from third-party apps, MobiPOS in this case, it's best to reach out to their support.

  • Invoices

    From the answer: Hello Paula,   Welcome to the community and thank you for posting your question.... You can use the following process to record what we call recording Bank Charges but in this case its Fuel costs not bank charges.

  • How to filter transactions with a certain vat code and then edit those transactions codes?

    From the answer: Hello  moggyman11 , You'd be glad to know QuickBooks Online has different transaction reports you can choose from.

  • Major Bug sales receipt template layout changes by itself

    From the answer: Hello there,  sales ,  I hope you’re both doing well there.... I’ve thoroughly read your original question.

  • How do I enter corporation tax

    From the answer: Hey Lisa19,   Thanks for your message.... We do not directly support corporation tax.... You could speak to an accountant and they may be able to advise a way this can be entered manually.

  • How do I create a credit note?

    From the answer: Glad to see you here,  smellysnelly7 .... Let me guide you with creating a credit note in QuickBooks Online (GB).

  • Cash rewards downloading incorrectly from bank - every 10 points valued at 1 monetary unit

    From the answer: I'm not clear on this points arrangement   if the value is actual cash, you can walk into the bank and withdraw money from that account, that is one thing   but if you can not withdraw money, then it is not cash and should not be tracked in a bank ac

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