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QuickBooks Q&A (UK)

QuickBooks Q&A (UK)

QuickBooks Q&A

Banking
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- 244 topics
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- 2502 topics
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- 3216 topics
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- 2289 topics
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10000+ Topics

I can’t connect to bank

Trying to link my Monzo account. Accepts everything in Monzo, directs me back to QB then it’s just a blank page

51

F

1 year ago

J

juliesnow39

asked in Other Questions

I can’t connect my bank account even though the bank account is showing sharing and had the email from intuit to say connected but then the quick books says whoops somethings gone wrong

I can’t connect my bank account even though the bank account is showing sharing and had the email from intuit to say connected ,but then the quick books says whoops somethings gone wrong

81

Can I see bank transactions fron 2024, i have just joined QBO filters dont seem to work?

how do I see all transactions from the last 12 months. I have just joined QBO. filters only go back to 01//012025

251

asked in Account Management

My quickbooks app won't let me login tells me this account doesn't include quickbooks online and to sign in with a different account but I only have this account

I use the self employed version

91

asked in Account Management

add accountant issue

in the add accountant section there is no option to add an email. Its just blank.

81

1 year ago

M

Michael-Broom-Smith

asked in Other Questions

I want to ask why I can apply an invoice amount to a balance sheet account? Example: Someone pays me for a rental £5,500. £5,000 for rent £500 security deposit

But I can not raise an invoice because I cannot have a product category that posts to a balance sheet account. Why not? Thank you

141

asked in Other Questions

UK based how can I get my mileage to show on P & L in self employed without creating figure twice?

No text available

51

asked in Other Questions

How to share quickbook data with my accountant? Using safari or chrome on iPad I cannot select any option from the web page. Only save button available. Any help?

No text available

71

asked in Making Tax Digital

My cis deductions are not working through the app, it’s not calculating the cis amount on the invoices.It was working but has now stopped!

Previously working however now not ! Spoke to Inuit they advised using the website

91

asked in Other Questions

Where in Quickbooks Self employed do I find the option to customise the email message when sending an invoice. I can find it on QB online but it doesn't help!

No text available

237

K

1 year ago

A

adamsroofingservices2

asked in Transactions

Trying to sort my template out for estimates? when i write everything down in the description box and send it to email it goes down one side? what am i doing wrong?

how do i remove everything else in my template so as i only have a description box

41

asked in Transactions

I have an error message when invoicing 'select at least one way to get paid'. I haven't seen this before despite invoicing regularly.

No text available

95

asked in Account Management

When I try to email an estimate or an invoice to a customer, the estimate or the invoice does not appear in the space below, so I think I am sending an empty email?

No text available

161

sowen80New Member

spreadsheet will not load to hmrc vat return

vat spreadsheet not loading

61

asked in Other Questions

How do you assign the credit payment in type as it has already been listed as a transaction

Therefore if the credit card payment has already been listed in the transactions will it recognise those transactions?

91

vat return is showing as open - unable to submit

my latest vat return is showing as open - can't see any option to submit 

71

asked in Other Questions

I initially set up as a sole trader but needed to change to a ltd company. I have registered with Companies House and now need to change this in QB. How do I do this?

No text available

121

asked in Other Questions

how can I set the columns in a TSB .csv file to be able to import old transactions?

currently it is saying there are Null values and to look for an abnormal date format, however these are all normal

231

asked in Other Questions

is anyone else having issues with not connecting to the bank today 22/4/25

No text available

71

i have de registered for vat should i down grade my plan

No text available

31

C

1 year ago

H

High Garrett Properties Ltd12

asked in Employees and Payroll

Employees Expenses

Hello All.  We are new to the platform - We used to use Sage one Payroll In sage we used to be able to add the expenses on their payment so salary is £1000 expenses £500 payment to be made is £1500.  (Example) I have just started the process and the new payment is only saying £1000 not £1500 (on the draft) am i doing something wrong? as it isn't what I expected.  Any help or advise would be great.  Thanks Richard.  

161

asked in Other Questions

My clients keep emailing me to say they can not pay invoices online and their payments are not going through. Does anyone know how to rectify this?

They have to do bank transfers

61

A

1 year ago

M