QuickBooks Q&A

I am using an IMAC with macOS Monterey, logging in via safari. . Id be grateful for any help 🙏

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for example the month shown in the description needs to change each month, but I have to do this manually each month, i would like to insert a form field or code to do this for me

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  Making Tax Digital is the government’s plan to move UK taxpayer’s records from spreadsheets and paper, to a fully digital system. It applies to VAT-registered businesses and will soon apply to Income Tax records for self-employed individuals and landlords with an income over £50,000.   Whether you’re not sure where to start or you’re stuck on something specific, post your questions here and our experts will guide you through. Making Tax Digital (MTD) Resource Hub Whether you are setting up MTD for the first time, preparing for MTD, or troubleshooting, you will find the right support in our resource hub.   Learn more about Making Tax Digital (MTD) here.  

I signed up to Simple Start in April on the 90% off deal. I paid for an annual subscription and set up a direct debit with the next payment due April 2027.2 weeks later on May 12 I was billed a monthly direct debit by Quickbooks of 20.00. I cancelled this duplicate direct debit and informed Quickbooks that I had done so via live chat and asked for a refund in the duplicate charge. I was told that I would receive a form for a refund request via email. I have not received this. Today Quickbooks emailed me to say they had cancelled my subscription and have removed access to my account. So I’ve paid an annual and monthly subscription (that was not set upor approved by me, so who knows how that has transpired). And I still don’t have a functioning Quickbooks account. I can’t get an answer from Quickbooks. The live chat just dropped off after 2 hours of waiting 10-15 minutes between responses with no usual offer of resolution.How do I get a response from Quickbooks to resolve

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Can you raise an invoice when you can't select the tax option from your phone?

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when i send invoices as a recuring transaction, is there anyway a whatsapp cant be auto sent also? 

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  Just getting started with QuickBooks Online for your construction, trade, or contracting business? This thread is for you.   Whether you're a sole trader who's just switched from spreadsheets, or a growing company that's moved from a different accounting package, we'd love to hear:- What's going well so far?- What's taking longer to figure out than you expected?- Is there a specific construction workflow you're struggling to replicate in QBO?   Our community has a lot of experienced QBO users in the trades — ask your questions here and let's help each other out.  

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I'm trying to update company details, and it comes up either changes saved, session expired please login again, or that it can't have special characters. I've got administrator access, but at a loss. Can anyone help?

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Having just started with QB, I successfully linked up a bank account and then downloaded recent transactions from April 26. All good. So I now want to download last financial year transactions and cant find where I can do this. Do I need to disconnect and reconnect? Any help much appreciated.

We have bought some items from Amazon lets say it was for £100 which we've paid for. We've then returned some items for £20. Both of these transactions have automatically come into the bank. Now I've downloaded the invoice/bill which Amazon now has for £80 and the credit note for £20. How do I process these matching everthing off in the bank?

I just ran a client's April payroll and I couldn't see any journal posted to reflect the claim for Employment Allowance. Are we doing these journals manually in 26/27? Seems a backward step, as these have always been posted automatically as you ran the payroll, going all the way back to QB Desktop. I have submitted an EPS on their behalf to claim EA in 26/27. Thanks

Hi, I have an employee that has returned to work for us after leaving at the start of the year. He is still on the employee list. Can i reactivate him? when I go to his employee profile he shows as a leaver and under the actions tab I can see 'edit leaver status' however it is faded out and I am unable to click it. Do I have to add all his details again or is there a way to put him back on payroll TIA