QuickBooks Q&A

Hi,i have an invoice which is grouped together with few other invoices. i need to just move one from that to next month. Example: Invoice dated 6/21/26 in QBD is for $10,000, i need to move just $5000 from that to 7/1/26. what is the JE so the remaining $6000 stays in June?

There is no tab called “Income Tax” that lets to connect HMRC.

Anyone have tips on how to find a full overview report with business summary, turnover & the different category tabs?

Nothing to add

I have checked all tabs and Chart of Accounts Bank Account History. I have dis & reconnected account

I keep getting an error message that says something unexpected has occurred when I try to reauthorise my HSBC business account - how can I solve this?

Husband has one sole trader QB subscription and one joint property subscription 50:50 with wife. How do I report only 50% of property income from QB for husband as wife is not yet MTD

MTD IT report for review is showing the wrong reporting period. Have logged out and logged back in and rechecked the report, still showing standard quarter. Want to report calendar quarter, it is showing as calendar in the settings and also at HMRC.

Since 27th March 2026, when we were switched to the new layout, The iPhone app has started to include the customers Company Name twice on the invoice.Eg, an invoice will look like this:PestControl.co.uk (Franchising) LtdPestControl.co.uk (Franchising) Ltd119 Leathwaite RoadLondonSW11 6RWThis only happens where Title, First Name and Last Name are blank.In these circumstances, the app has been programmed to include Display Name, then Company Name in the invoice. As the display name is almost always the same as the company name, you end up with company name appearing twice.The web app correctly doesn’t work this way. The web app NEVER includes Display Name on an invoice, so invoices correctly show company name just once on the invoice.I have been working with Support to get the issue resolved, however the engineering team say that the iPhone App is working as expected and won’t be changed. Engineering accept the iPhone App is working differently to the web app, and that the company name a

Is there any way to mark a one-off bonus as excluded from the threshold for pension auto-enrolment on Core Payroll? It's taking the employee over the monthly threshold for auto-enrolment (£10k/12) but they will remain below the annual threshold for the 26/27 tax year (£10k pa). QB insists on auto-enrolling them and there seems no way to tell it to ignore the bonus as it's a one-off in that month only. When you add the pay type, it's ticked for pension entitlement and there's no way to un-tick it.

It says there's a problem everything looks correct for me?

I submitted my first MTD Income Tax quarterly update. I now need to correct how a mileage expense was recorded. Can I amend the submitted update, or should I correct the bookkeeping and include the change in the next update or year-end finalisation?

Why does it say that my plan doesn’t support the phone app any more? I wasn’t aware my plan had changed!!! 

I have a client that is using the VAT Margin scheme. Can anyone assist in how to record this in Quickbooks.

Is anyone else having the same issues?

This is my first attempt at MTD

Non of the transactions that I have reviewed back to 2024 have been reviewed. Everything before that year does not show. Why

Trying to work out how to connect my QB account to HMRC self assessment for Making Tax digital.

I need to adjust the profit and loss in the statutory accounts, how do I do this?

Can the default be not cropped, i have to go to options and undo the auto crop every time!!!!!

We're having trouble loading Transactions. Please try again later.

My PC was corrupted and since I have had it returned to me I cannot access my QB desktop and errors 6150, -1006 occur.  How do I fix these errors? 

cannot load banking feeds from standard bank

MTD Income Tax Overview page never completes loading when accessed via QuickBooks Online Accountant. Tax Return page loads normally. Issue occurs across multiple client companies and multiple browsers. Console shows no JavaScript errors.

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