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  • PayPal transactions and transfers

    From the answer: Hi Yummypuddingco.... Yes, that would be correct.... By recording the transfer from your bank account to your PayPal account, it tell the system that the total is coming from your PayPal account and has just been topped up by your bank account    

  • The amount on the Cost of Goods Sold report do not match the amount on invoice posted.

    From the answer: Hello Joana   Which product are you using QuickBooks Online or QuickBooks Desktop?Are you expecting the amounts to be the same?Could you provide a screenshot of the report and the invoice and attach to the reply so we can have a look at this for you?

  • VAT

    From the answer: There are two possible reasons for this, everon.... It could be that the dates of your purchases are outside your tax period (01-04-2019 - 30-06-2019).

  • Invoice in past filing period voided by mistake, refund required

    From the answer: Hey Kendikein,    Thanks for you post!... In response to the steps you outlined above:   1.... Yes, enter the same VAT code on the invoice and this will correctly reverse the exception.

  • Custom style invoice which has a footer with figures which relate to the data in each invoice created. So I change the style invoice to suit each time?

    From the answer: Hello there, .... I replicated your situation using my sample company file to confirm that changing the footer on the template will also update the copy of sent invoices in QuickBooks.

  • Importing customer list

    From the answer: Thanks for posting in Community Colin.... The fields are set in QuickBooks Online and when uploading can't be merged, you will need to edit the CSV file directly to include the two names in one column to be able to upload.

  • How to reclassify multiple transactions from one Chart of Accounts to another in QBO?

    From the answer: It really depends on the type of expense transactions: Some types of expense transactions can be easily reclassified in batch actions (see screenshot below) Split transactions that have more than one account selected in a single transaction can?t be

  • Trouble signing in to Quickbooks UK

    From the answer: Hello Caroline   We have found some changes to chrome have impacted some users sign ins.... If you can try the following   1 Check Chrome is up to date.Three dots in top right of Chrome)> help > about google chrome then install all updates   2.Go to the

  • Smartlook: Connect with an Expert On-screen

    From the answer: So easy to use!

  • can't sign in even though user and password ok

    From the answer: Yes am getting oops something went wrong so can't access my accounts.... Normally there is no problem, I have a QBO icon on my desktop which is also a google one.

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