QuickBooks Q&A

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apologies if this post appears more than once (had issues logging into the UK site) Will the sole trader plus account suits the needs of a self employed sole trader (no VAT) who also rents out a couple of properties?Looking for the right MTD software solution.thanks

My accounting period runs until 30 June, however, as the business was incorporated 10 June 2024, my first CT600 only covers the first 12 months until 9 June 2025 and I need to file a second CT600 to cover the peirod in my first annual return. After successfully submitting my first CT600 in the accountant view of pro tax, I'm now trying to create a new return here. The dates don't auto populate, there are no workpapers, and it seems the system doesn't like my 'from' field entry of 10 June 2025 and highlights it red. Any ideas on how to raise the CT600 from 10 June 2025 to 30 June 2025 to cover the annual accounts reporting period?

I have just started to use QuickBooks Online. I am adding all the information from the bank statements I have imported. I cant allocate an older VAT payment, I get the error "You have either selected a tax liability account on a transaction where it's not allowed, or haven't specified a tax rate along with it." I haven't entered any old VAT return info to pay it against or record payment. Any help much appreciated.!

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Recently started working at a new place and they’ve been running qb5.0 for 1999 on an xp machine and it’s recently had a drive failure so I’m stuck with a company file I’ve made it backup of i have quickbooks 2006 but when I try to update the file it gets stuck on updating monitored transactions and eventually spits out a 6025 runtime error ive also tried on a win 7 32bit machine and it also gets stuck on monitored transactions and just sits there for hours any help would be appreciated we’ve had to close up shop cause of this 

Every time I I open Quickbooks (sole trader) I notice my banking connection has lapsed. I set up with open banking and in my Banking app (Starling bank) the co sent is showing as still active/current.

Where / how can I set-up rules for uploaded receipts In the example, belowThe rule I've created in the transactions screen for this supplier hasn't been applied in the receipts review screen, so the bank / credit account , tax type and account/category are blankdespite already having an account category set-up for this supplier, the receipts review screen has mis-categorised the Account/Category to "Dividend"despite scanning a VAT amount the Tax type is blank     

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I have tried to run various custom reports at various times during Saturday. This is not the first time I have had this problem!

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My banking app shows it’s connected to QB Sole Ttader app, but the QB app never seems to update my bank transactions in its app

Essentially, I'm looking at the Match/Categorise column of an entry where I've transferred money from my connected business account to the account my spouse and I use for basic everyday living (i.e. it's a non-business related outoing payment). It's a figure in the "Spent" column rather than "Received". Even though I'm going to exclude it I want to ensure it's categorised properly and I can't find a relevant selection. I tried creating a new category (+ add new account) but the sub-category. It's not an expense. It's obviously outgoing so it's not income.

Everytime I open Quickbooks I get a pop-up ad for loans. Am I not already paying for a service so why am I getting ads pushed on me?

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I'm still within my 90 days permission

A client wants to add payroll to their subscription

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When trying to put an expense in a category sometimes the category doesn’t fit the invoice. Workwear or tools for example

I am looking to improve our invoicing process by bulk invoicing using either CSV uploads of spreadsheet sync. It looks on there like I cannot specify the delivery email address for the invoice but not sure if I'm missing something? I have several customers that request invoices for a specific contract be sent to a different branch and I'd rather not send out everything to everyone each time.  Thanks in advance for any help

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It appears that the planner section has totally disappeared. Intuit I hope this isn't permanent as I find it very useful.   

My business earns a lot of money in USD, but since I'm from the UK, I obviously use GBP. Whenever I transfer money from PayPal to my Bank account, it first converts to GBP and then sends it. My setup looks like:- Integrated PayPal account using QuickBooks Integration with PayPal - This is a GBP Account- PayPal USD account to the Bank Accounts so I can track all the USD expenses and payments in the same PayPal account (since integration isn't multicurrency).- Business Bank Account where I transfer the PayPal money intoWhat's happening is that if I set transactions as a transfer from Bank Account and say it comes from the PayPal GBP account, it works fine. It's GBP to GBP. However, whenever I try to set a transfer from my PayPal USD account to the PayPal GBP account, it converts the USD to GBP exactly, so $100 = £100, which is obviously wrong. But here is the major problem: I can't correct the values in my account history in the Chart of Accounts because if I correct them there, the

When linking my bank account monzo does what it needs to do and s3nds me back here saying everything has worked. I then get back to quickbooks and it says "sorry, something went wrong, try again". Gives me the try again button and does nothing.

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