QuickBooks Q&A (UK)

Debits: 5,442.32 3,500.00 437.51 38.59 89.40 483.00 9,990.82 Credits: 6,979.57 141.00 1,049.40 920.51 503.70 127.99 100.00 170.65 9,992.82 Error msg: Something's not quite right Please balance debits and credits.

I have around 500 Customers setup on my system with payment terms already set on them. I need to change the payment terms now so that all customers are paying at the same term rate. Is there a way of doing this without individually having to go into each one and changing it?

Hi, is anyone else who uses the GoCardless integration finding that the deposits aren't being created since the 24th March? I contacted support on Monday and went through it in detail yesterday but they told me there hadn't been other reports of this issue. Thanks, Stewart

I’m missing about 8 months of imported bank feed. I’ve updated my bank connection. It is current with the last several months available but still has a large gap in banking activity. How do I recover the missing information? Do I risk unlinking then re-establishing the bank connection or would I lose all current data?

iphone says storage is full so not sure if this means my financial data will be lost..?

New day, new issue with Quickbooks. My office admin noticed today that a recurring invoice that is usually set up for manual payment (‘let customer make payment’) is now scheduled for GoCardless direct debit payment. We thought it was our mistake, I then tried to disable GoCardless on that invoice, the toggle is switched off, I save, but when I refresh and open again - it is enabled again. I opened the issued invoice rather than the recurring template and the same happens, even if I select to save for this invoice only.I then noticed that any invoice that was set up for manual payment where that customer has an active GoCardless DD mandate has now switched to GoCardless payments. This is a particularly big issue for us as we sell some low margin items where the GoCardless fee can eat up a significant portion, for these services we have an invoice template which has a highlighted note to request manual payment. I can't cancel the mandate as for everything else that has a normal margin,

Hi i have daily tracked and logged trips.how do i set this potential deduction so it shows as an expense for mtd quarterly update

Dear Concern,While shifting towards new laptop i install my purchased QB version into new laptop with same product and license no. But for activation it required validation code which i dont have.Beacuse last time i purchased through a vendor and he didn't give me the validation code and know he is asking money for providing it but when he sell to me he said its a life time version please help me how i activate it into my new laptopYour prompt response will be highly appreciatedReagrds

I have documented a problem in which QB is randomly adding 20% to supplier invoices from time to time. This has caused me to overpay a supplier. QB are refusing to take this seriously, closed the first ticket without fixing the problem and are now wasting my time demanding I try on multiple browsers - which will not help identify an intermittent and rare issue.  Why don’t they take a catastrophic problem seriously and how can i get them to do something?

Im using the latest Intuit for sole traders. I can't see anything in the app that indicates when the report is sent or how to do it I have linked my HMRC account to Intuit but since then I've only had reminders from HMRC to submit my report.

 Getting paid should be one of the simplest parts of running your business. But whether you're chasing an outstanding invoice, dealing with a customer refund or wondering why a payment doesn't match your bank statement, it's not always straightforward.We know how important it is to keep your cash flow healthy and your accounts accurate. That's why we've put together answers to five common customer payment questions, with practical tips to help you manage payments confidently in QuickBooks Online UK. 1. How do I record a bank transfer or part payment against an invoice?Bank transfers are a familiar way for UK businesses to get paid. But what happens when a customer pays only part of an invoice, or sends the money directly to your bank account?The good news is that QuickBooks Online lets you record both full and part payments while keeping track of the outstanding balance.To record a payment:Select + Create, then Receive payment. Choose the customer who made the payment. Select the payme

 Want to stay ahead of the latest QuickBooks updates and discover new ways to save time, streamline workflows and deliver more value to yourself or clients? Join us for our FREE In the Know webinar, where we'll walk through the latest features, product updates and innovations designed to help you and your practice thrive. 📅 Thursday 29 October 2026⏰ 11:00 am – 12:00 pm (UK time)💻 Online | Free to attend Here's what we'll cover:✅ Making Tax Digital (MTD) – Explore the new client-wide MTD hub.✅ Intuit Accountant Suite (IAS) – Discover new features to help you manage your practice at scale.✅ What's new in QuickBooks – Get a first look at conversational invoicing and the unified work hub.✅ Reporting & advisory – Explore customisable KPI dashboards and AI-driven cash flow forecasts.💬 Live Q&A – Get your questions answered by our QuickBooks experts! Whether you're an accountant or bookkeeper, this is a great opportunity to stay informed and make the most of QuickBooks. Register no

Deletion of my account.

delete my account

When I email a customer an estimate from my phone on QuickBooks online, when I check the activity log it just says added. It doesn't say anything about the email being sent.

The four columns are Date, description, credit, debit. filled all the blanks with zeroes. Not sure what else to try.

The 0% EU Code is not populating the Vat Return. Has anyone any way around this?".

Our company had to go into liquidation, this was back in March, the bank account has been frozen but this month an ex employee told me their p45 came through blank, unsure why this happened. I need to correct it and resend it but I have no access to the company money. What are my options here?

should be 170 characters only My Wise bank connection has lapsed. Reconfirming consent in QuickBooks fails with “We couldn't finalise your consent.” Please investigate.

I send the invoice directly to the landlord at his address. I used to put his rental in the reference address box. But now this is hidden.

For businesses importing 0% goods from NI, the above is the code to use, but it doesnt populate in the EU section of the VAT Return. It should, shouldn't it?

We’ve previous used the CSV to mass change prices etc for my products. Although I can download the CSV file there is now way to re-upload it back?I’ve asked the AI assistant and it confirmed the previous method, then rowed back saying the feature isn’t available when I confirmed that import is missing from the More drops down menu. Please advise as this is going to be very time consuming to batch change items.  AI CHAT LOG: To re-import your edited Products & Services CSV back into QuickBooks Online:Go to Sales (or Get paid & pay) → Products & services On the Products & services page, look for the Import option (often near the top-right, sometimes under a small drop-down/“More” menu). Choose Products and services as what you’re importing. Upload your edited CSV file. On the mapping screen: Make sure QuickBooks is mapping your columns to the right fields (especially Name (and SKU if you use it), and Expense account). The key to updating existing items (not creating dupl