QuickBooks Q&A

This is so I can keep track of bills and manage my cashflow better.

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gocardless deposits not being created since 24/04/2026. There are posts on the community forum from customers with the same issue. Is this being looked into?

  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

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For example the refund was £50 and should show up as -£50, but only shows up as £50! Unable to but in the negative symbol on keyboard

I’m having an issue with saving my bank account through the app and my browser on my iPad. I get to this final stage and it doesn’t allow me to save.. nothing happens.Any help would be greatly appreciated. 

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  If you've noticed your bank connection dropping every few months, requiring you to reconnect and re-enter your credentials and you don’t know why. This is for you. It's one of the most common questions we see on the QuickBooks Community, and the good news is: it's not a bug. It's actually a consumer protection feature built into how Open Banking works in the UK.   Open Banking is a UK regulatory framework that allows you to securely share your bank account data with third-party apps like QuickBooks. Rather than handing over your online banking login details, Open Banking uses a secure connection meaning QuickBooks can read your transactions without ever storing your password. So why does it disconnect? Under Open Banking rules, your consent to share data with a third-party app — like QuickBooks is time-limited. Most UK banks set this at 90 days. After 90 days, your authorisation expires automatically. This is intentional: it means you regularly have the opportunity to revi

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  If you've recently signed up and setup has been sitting on your to-do list, this is your nudge. We offer a free setup call where one of our team will walk you through everything at your own pace. No jargon, just practical help getting you up and running. Slots are available this week and next, book yours here   

  Imagine you had a direct line to the QBO product team for five minutes. What's the one construction-specific feature you'd ask them to build? Maybe it's a proper WIP report, better retention tracking, smarter subcontractor management, dedicated cost codes, or something else that's been on your wish list for a while. Don't hold back — the more specific and detailed, the better. We genuinely want to know what would make the biggest difference to how you run your construction business.  

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I want to customise a sales receipt to use for receipts of donations to my charity.  I have managed to rename the template Donation Receipt but my problem is that the words 'Invoice to' still appear above the customer's name and address.  Obviously the company donor does not want the words invoice on the form.Can this be fixed, and if so how please.Alternatively, can I start from scratch to make a donation receipt?Thank you. 

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I rent a room solely for business use

  One of the trickiest things in construction accounting is keeping costs cleanly separated across several active jobs at the same time — especially when the same crew, supplier, or piece of equipment is shared across projects.   What's your biggest challenge here? Some things we hear often:- Costs getting tagged to the wrong job (or no job at all)- Subcontractor invoices that span more than one project- Shared equipment costs that are hard to split- Not realising a job is over budget until it's too late How do you handle it, and what could QBO do better to help?  

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I need to process payroll for the 2025/26 tax year and I can't chase pay period dates

I clicked on excluded and now cannot find the expense to reinstate it as I did it by mistake. Does anyone know how to reinstate it?