QuickBooks Q&A

My company is in Colombia. I want to connect QuickBooks to Claude so that it can read the information. It appear the Claude connector only work with QuickBooks when the company is in the US

Where can I find a side-by-side comparison of the two mentioned programs?  I need to see what features migrate from Desktop Pro 2021 to the Annual Subscription Pro and to see if I purchased the correct one.  Our office does not utilize any online features such as credit card or online banking.

Not sure what else I can add here?

I have a client, who has started using Locations this year.  I have reclassified all the transactions for last year to reflect the correct location.  All the invoices are showing the correct location; however, the payments associated with each of those invoices is not updated to reflect the correct location.  This totally messes up the balance sheet.  How do I fix the payments so that they reflect the same location as the invoice they are associated with??????

So I have been forced to go MTD. I am a sole trader and not VAT registered. I was wondering what tax type I need to put into my standard material receipts and what to put in regards to tax inclusion and tax type. I tried to use ChatGPT and Google but it comes up with mixed results. Any help would be great. I’ve also done all of my invoices as tax out of scope. I think this is correct? Let me know if not, thanks in advance guys. Really struggling with all this new style of book keeping. 

I am a sole trader that works for myself and also do a bit of work as a C.I.S. contractor for a couple of different builders. of course I invoice them the full amount and then they take my tax off and pay me the money owed. how do I then connect the invoices to my bank statement and account for the tax paid

Since the most recent update, when I try to open any company file from my server, it takes forever to open and navigate between menu items.  I have other computers that I have not run the latest update and there are no issues with any type of latency.  

I have QB Online and no longer need QB Enterprise Desktop.  But I occasionally have to access my Desktop version for reports.  After cancelling the Desktop can I still go in and access information if needed?

I had posted this before last month but it wasn't resolved and now looks like it's been removed. App isn't letting me upload pic of invoices to categorised transactions, the paperclip icon appears but doesn't work. I have followed the previous instructions given, spoken with staff via the phone and ultimately was told to wait for an app update to happen. The app has been updated twice now and the problem still hasn't been resolved. On my previous post, other people had commented saying they were having the same problem so it is definitely an issue. Previous advice was basically remove the app and turn off my phone, then reinstall which didn't work. Temporary solution was to use a web browser but this isn't sustainable long term. If we could get a proper solution that would be big help. 

Since February 2026, no intuit income transactions have shown up and customers have confirmation they have paid.

Every time I generate an invoice and have all the relevant boxes applied for some reason as soon as I hit save the amount on the invoice changes to a smaller figure for no reason (usually the value of VAT). Yes I have VAT applied on the drop downs. I now can’t invoice because of this issue.

When I’m in the Layout Designer and set all the columns, I choose the widths of each column I’ve selected for the template. When I click on OK the Preview shows it correctly, BUT when I click Print Preview it defaults back to the default size, same if I actually print a hardcopy. The Preview shows correctly and if I go back into Layout Designer it is also still showing the changes correctly.What am I doing wrong or missing that the Print Preview or a printed hardcopy doesn’t reflect my changes.We’re using QuickBooks Accountant Desktop 2021

I used to be able to but since a few weeks ago I can no longer upload files to each transaction. The option doesn’t allow me to click on it.

Can you urgently resolve the RPS_LOCKOUT error after today's subscription renewal? We cannot access company records, and our business operations are affected now today!!?

Switch off VAT Getting constant error message

Client is not VAT registered, QuickBooks may not have been set up correctly at the start. I have changed all chart of accounts to No VAT and yet when I fill int he details on expense receipts ready to math to the bank, it keeps calculating a VAT element that I cannot edit. Is there somewhere I can change this? Settings is set to Outside Scope for VAT.

Hello, I hope the community can help me figure this problem out. I tried Quickbooks support, but after finally navigated past the god awful AI Bot to a support agent, after 20 minutes of the agent taking 3-4 minutes between replies, and enduring drivel questions of ‘how’s the day going’ and then having the audacity to ask if I am still there when I ignore the drivel questions I gave up!    Sorry, I am ranting I know, I am a nice guy really, just Intuit really do frustrate.  :) Anyway, the real issue if anyone can advice, for around 4-6 weeks now (since the new awful layout was forced upon me again). when entering Sales Receipts, more often than not, after i press the submit button it will freeze and then it comes up with the error 'We were busy working out the VAT but didn’t quite finish calculating it. Save your invoice again.' - Clicking submit again always immediately goes through.    From the dozen or so I entered this morning the error came up 3/4 times. We are not VAT registered,

Went in to bill my customer before delivering and I get a message that validation is no good.  QB Online will not let me access any estimates at all.This is unbelievable!

Dear colleagues, In 2025 we issued an invoice with an item A.Now I've realized the correct item was B (we actually sent item B to the customer), but as the year 2025 is closed, I cannot correct the invoice and our inventory is also wrong. How can I solve it? Thanks in advance!

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Dear Forum Members,We received a letter from Companies House UK advising that "From 1 April 2027, all companies will need to file their annual accounts using commercial software", i.e. software filing.It surprised us to see that QuickBooks Online is not (yet?) listed as suitable accountancy package for software filing:https://www.gov.uk/software-company-accountsI believe that all users of QBO deserve a statement from QBO with regards to:- whether QBO will become accredited by Companies House for software filing- what the time time / dates are for this accreditation, i.e. will it be in time for the deadline set by Companies HouseHas anybody heard anything on this from QuickBooks?Many thanks for your help.

I am having issues uploading any attachments to transaction on iOS it’s not letting me add attachments I’ve deleted app and reloaded can anyone help please 

I’ve uninstalled the app and re-installed but no success. I found a few things on google and tried but had no joy.

How do you verify bank account