QuickBooks Q&A

HiI want to set up some recurring estimates for some of my customers that have a certain product renewal every year, i can set up a recurring estimate but there doesn't seem to be the check box to send these out automatically which is what i want to do, otherwise it seems pointless setting up a recurring estimate as i still have to go in and manually send the estimate every year. Does anyone have any idea how i can do this. Thanks in advance Mark.

  Whether you need a copy of your reports, contact lists, or other business data, QuickBooks makes it straightforward to export. Here's how to do it depending on which product you're using. QuickBooks Online There are two ways to export your data: Using the Export Data tool This is the best option if you want to download multiple reports and contact lists at once into a single Excel file. What you can export: Profit and Loss report, Balance Sheet report, Trial Balance report, General Ledger report, Customer List, Supplier List, and Employee List. Go to Settings and select Export data In the Reports tab, set your date range from the Pre-selected date ranges dropdown Add or remove items from the Reports and Lists tabs by turning them on or off Select Export to Excel Choose the folder where you want to save your file, then select Save Select OK to confirm You can customise your report before exporting if you only need specific data. If you need to export a different report, here's

There is a Balance Sheet Detailed report but not a Profit and Loss detailed report. Why?

Can’t submit vat return. Server error comes up

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I use both Jobber and GoCardless integrations with QuickBooks Online. Recently I've noticed that some invoices show as paid in GoCardless, but remain marked as unpaid in QuickBooks Online. Jobber is also connected to QuickBooks, so I'm wondering whether the issue could be related to one of the integrations, payment matching, or a sync conflict between Jobber and GoCardless. Has anyone experienced this setup before? How can I determine whether the problem is with the GoCardless integration, the Jobber integration, or QuickBooks itself? Any troubleshooting advice would be appreciated.

Issue can be seen on any help page.

If Customise forms does not appear in my settings how can I customise them?

I've added categories when I add them as expenses (so tools, materials etc) but then they all appear in the phone, fax stationery and other office costs on the submission page

May's updates are all about working smarter. From AI-powered insights to automated Making Tax Digital compliance checks, QuickBooks is doing more of the heavy lifting so you don't have to. Here's everything you need to know. [PROJECT MANAGEMENT] If you manage project-based work, this one's worth knowing about. You can now create detailed project quotes that give you a clear view of anticipated margins before the work even starts. What this means for you Project-specific quotes: Build detailed quotes tied to individual projects, breaking down costs and income by product or service so you can forecast profit margins in one place Automated financial tracking: Standard costs and sales rates fill in automatically, saving you time — and you can convert quotes directly into invoices or progress bills, either by percentage or line item Real-time performance insights: As work progresses, compare actual income against your original quote to spot issues early and make informed decisions Who

Looking at the VAT overview the top summary does not agree with the line in open returns, which I believe to be correct.

I buy a lot of stuff that goes in the purchases catagory and usually from tbe same merchants, can I set this up to automatically be set to purchases without having to scroll through the options every single time

How do I make the payment match the invoice without this never ending error

Am using autopayroll, but have disabled hopign for more options. don't really see them.

When I include shared parental leave for one of my employees the amount is not being offset against his salary despite the offset box being ticked. Does anyone know why and how to fix this?

I had Claude working with QBO but now when it attempts to connect I get this "error" message "Unfortunately, the app you’ve selected isn’t available for use in your country. Try contacting the app publisher for more information, or select a different app to use in QuickBooks. We’re sorry for the inconvenience." However, I'm in the UK and it was working fine. Something maybe worth noting when I go to the Help, it goes to US not UK (don't know if that has anything to do with it).

HSBC business account

There is a £17k discrepancy between the amount HMRC shows as due for 20-21 and the P32 report on Quickbooks - I have checked that all pay runs and EPS have been submitted?

how to change tax code for employees for new tax year

I’ve been moved to a new quickbooks from self employed quickbooks.

Does Advanced Payroll pick up tax code changes from HMRC automatically? I've had P6's notified for 3 employees but their tax codes are still the same. I'm more familiar with Core Payroll where I know how it works. Is there a setting somewhere in Advanced that I need to change? Obviously I can do these manually, but just for future knowledge.

Help please. How can I change the mileage rate from 45p to 55p Thanks

I am using the new bank transaction screen and the helpful "request more info" button has let me add requests to go to my client for additional detail. But for two of the transactions listed, the button just doesn't work. Have tried resorting and refreshing but still no joy.

Its above

how do I download all client invoices