VAT submission not received by HMRC
What does it say if you look at your HMRC portal/account?
View ArticleChanging the date of a credit note
I received a credit from one of my suppliers for damaged goods, so I created a credit note (CN23) in QuickFile on 28th August which I have since used towards another invoice (QF286). I have been...
View ArticleChanging the date of a credit note
Although I'm not an accountant, but I would guess that providing they're not from 2 different accounting periods, I wouldn't imagine it would make difference - especially seems you're not VAT...
View ArticleStruggling to balance out my account to how it is
If you're just uploading your bank statements, what in particular is making your figures higher than they should be? What figures are you referring to?
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Dynamic tagging option
You need to set up the bank tagging rules for them to work on a regular basis. You can view what ones you have by going to Bank Accounts > Bank tagging rules: You can set new ones up here too
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Delivery note as delivery instructions
Would could be an option is a comments line? If you click on the little cog, you can enter a line as a comment rather than an actual item/event: Pasted image812x241 19.3 KB QuickFile is accounting...
View ArticleChanging the date of a credit note
My year is April to March so I'm not particularly worried about it, just wondered whether there's a way to tidy it up that I might have missed.
View ArticleYear End Accounts aggravation
Hi Sarah, Apologies no one has come back to you sooner. I'm not able to get hold of anyone until the morning which is why I haven't come back to you sooner. Bear with me and I'll ask someone to come...
View ArticleRefund button working
I can create credit notes and tag payments as refunds without any issues. Can you advise what client in particular (if any) you are experiencing this with please, and also what browser you are using?...
View ArticleEstimate and Invoice Numbering
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View ArticleYear End Accounts aggravation
Hi Sarah, Apologies for the delay here. I will look into this for you. RegardsGlenn
View ArticlePassword change button
I think you need to get QF white-listed, you should be able to do this by logging into your Outlook.com account. See the accepted answer below. Cannot send email through Hotmail / live.com / outlook.com
View ArticleInvoice templates for specific clients
The template you select in the invoice gallery gets assigned globally to all invoices/estimates. Take a look at our new Custom Trading Styles tool. This is currently in beta mode but will allow you to...
View ArticleVAT submission not received by HMRC
I see the return you're referring to on account ending 715. Looking at the event log the VAT return was sent before the VAT credentials were added. In general if a VAT return was sent electronically...
View ArticleStruggling to balance out my account to how it is
If you have been manually marking your invoices as paid to the bank then you upload a statement then you have likely doubled up on your figures somewhere. The trick to sorting this out is "Bank...
View ArticleDelivery note as delivery instructions
It sounds like what you're referring to is Purchase Orders. You can use a Purchase Order as a formal way to request goods from your suppliers.
View ArticlePassword change button
Hi Glenn,I've now changed everything across to gmail so I don't need to do anything with outlook right now, it was strange how estimates/invoices were being received by other staff within the same...
View ArticleChanging the date of a credit note
@ian_roberts I will send you a PM to discuss this further.
View ArticleRefund button working
@Kamila it's probably better if I can get some instructions on exactly how we can see this issue for ourselves. Can you let me know the date and amount of the entry you are trying to tag as a refund...
View ArticlePassword change button
Just to clarify, there is nothing wrong with the way QF is sending emails via SMTP. We've revisited this numerous times, the problem is different mail providers have subtle differences in the way they...
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