QuickBooks Q&A

Hello Community 👋This is your space to ask your top-of-mind QuickBooks questions and get help from our experts. Topics can include (and aren't limited to): Banking, Self-Assessment, Reconciling, Transactions, Tax, or Reports! If you're stuck on something, this is the place to ask.So, drop your question below and an expert will help you out 👇 

I need to file a VAT return today and QuickBooks has become unsynced from HMRC. I tried to log back in with the usual button but when clicking it, it takes me to the home screen with an error message that says 'URL not found'

Payment details that I have saved via the desktop version on QuickBooks, used to automatically appear in my created invoices and email that would send to the customer, however now it is just blank. I have to go into the desktop and create or convert to invoice and it works fine on there but not on the mobile app. This is the android version on Google pixel by the way. Any help on fixing this appreciated Thanks Aaron

Filing date should be a valid date and lie between end date and today's date (code: "INDIRECTTAX-19702")

Why don't let me put addresses in the product

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My client has added various sales invoices and paid them off when he has received the payment. They are not showing on the MTD for ITSA submission. Turnover is zero. Invoice and payment dates are within the first quarter for MTD.

Spreadsheet Snyc is not working want to get the Catalog URL to add it to the trusted Catalog Address within excel

We've had a lot of questions about the first MTD quarterly update deadline on 7 August 2026, but that's just the start. If you're in scope for MTD for Income Tax, there's a repeating cycle of dates you'll need to keep on top of throughout the year. Here's the full picture.Your MTD for Income Tax timeline (for income over £50,000)6 April 2026 — Start date for keeping digital records 7 August 2026 — 1st quarterly update (covers 6 Apr–5 Jul) 7 November 2026 — 2nd quarterly update (covers 6 Jul–5 Oct) 31 January 2027 — Self Assessment tax return for 2025/26 (submitted the usual way) 7 February 2027 — 3rd quarterly update (covers 6 Oct–5 Jan) 7 May 2027 — 4th quarterly update (covers 6 Jan–5 Apr) 7 August 2027 — 1st quarterly update for 2027/28 tax year begins 31 January 2028 — First tax return submitted straight from MTD software (for 2026/27)A few things worth flagging:Quarterly updates ≠ your tax return. They run on their own separate schedule. You'll still do a normal Self Assessment re

how do i run a trial balance by month of March only in quickbooks desktop and not year to date. i only want the tb for the month of march only 

I'm a UK business invoicing VAT-registered customers in the EU, and I've beenworking out what QuickBooks Online actually gives you versus what EN 16931(the EU e-invoicing standard) requires. Sharing what I found in case it savessomeone else the digging.The gaps I hit:- There's no field for a Peppol participant ID anywhere (BT-49), so there's  nowhere to route the invoice to.- Customer VAT numbers come back masked from the API (e.g. XXXX7654322) even  though the full number is stored — so you can't pull them out programmatically.- Billing addresses in the UK edition have no country field, which is mandatory  (BT-55).- QuickBooks gives you a tax rate, but EN 16931 needs a VAT category (S/Z/E/AE/K).  Reverse charge and intra-community supply both have to be identified correctly  or the invoice gets rejected.- No UN/ECE unit codes on line items (BT-130).CSV export doesn't really solve it, because most of the data you need isn't inQuickBooks to begin with.Belgium's mandate has been live sin

Some receipts dated for example 09/07/26 are being recorded in the For Review page as 07/09/2026.

Is it possible to add a missed transaction to bank account when reconciling?

My accountant has advised me I don't need to be with the app. As my earnings are not enough.

If you're switching from spreadsheets to QuickBooks Online, you don't need to enter every invoice and bill by hand, you can import them straight from a CSV file. Importing invoicesBefore you start, your spreadsheet needs to meet these requirements:.csv format Up to 1,000 rows per spreadsheet, with a maximum of 100 invoices per import No negative charges (discounts or credit notes) — add these manually afterwards Each line item needs its own invoice number, customer, invoice date, due date, item amount, and item tax codeTo import:Go to Settings ⚙ and select Import data Select Invoices Download the sample file, or use your own .csv with the columns above Select Browse, choose your file, then Next Map your spreadsheet columns to QuickBooks' invoice fields (fields marked * are required) Choose your date format (e.g. D/M/YYYY) Select Exclusive or Inclusive for VAT, then map your VAT codes to QuickBooks' VAT codes Review the summary and select Start importIf you're on QuickBooks Online Plus,

What’s the difference between a receipt and a bill? Eg a receipt for goods purchased and a mobile phone monthly bill. Do they all go down as a expense

When I get paid by bank transfer from a customer, I cannot add the invoice as paid to my bank account, it won't me to do it so, I to record it, I click the cash button.I know this is wrong but what else can I do to record the payment????

can you correct a bank keying error for a cheque deposited?

I have recorded all expenses at gross value and now want to apply a private use % to the tax computation. Is this possible on QBO?

In the transactions window - transactions fail to load. Has been the same for weeks. Deleted app, disconnected bank etc. still no fix. Any ideas how to solve this?

If you're a sole trader or landlord, you may have seen reminders from HMRC that your first Making Tax Digital (MTD) for Income Tax quarterly update is due soon. Here's a quick rundown of what you need to know and what you need to do. Does this apply to me?MTD for Income Tax became mandatory from 6 April 2026 for sole traders and landlords with qualifying income over £50,000. If that's you, your first quarterly update deadline is 7 August 2026.If your income is below £50,000, this doesn't apply to you yet, the threshold drops to £30,000 from April 2027 and £20,000 from April 2028, so it's worth knowing it's coming. What period does it cover?For most people, the first update covers 6 April 2026 to 5 July 2026.  What actually is a "quarterly update"?It's a short summary of your business income and expenses, sent to HMRC through a compatible software (like QuickBooks). Important: this is not a complete tax return. It doesn't replace your Self Assessment, and it doesn't require any tax calc

The new version is much more complicated

Quickest way to attach a receipt to bank transaction in the mobile app?

When applying payments to invoices whilst using the app, the email advice is plain, simple and unprofessional compared to the template when using the website. The invoice template is universal, why can't the payment receipt also be.

Income Tax is not an option in All apps