QuickBooks Q&A (UK)

QBSE not fit for HMRC. Not fit for MTDMy posts on other threads are being ignored by Quickbooks representatives for weeks on end, so I am starting another thread here. Quickbooks representatives have confirmed that QBSE "will not fully satisfy or provides HRMC request for more detailed financial information if your business needs complex accounting features since QBSE only has basic features."  Quickbooks representatives have also confirmed that QBSE is not suitable for HMRC requirements for MTD (Making Tax Digital).  QBSE is therefore not suitable to be sold and marketed as an Accounting Software for Self Employed businesses and should not be advertised as such. This is a request for Intuit / Quickbooks to be honest and transparent with their customers about the limitations of the product that is being marketed and advertised as 'Accounting Software' - it is NOT effective Accounting Software - it is an aid to completing the Tax Return - this is the only f

I have downloaded my May mileage but the spreadsheet shows no transactions...however I have reviewed all of my journeys in May and can see them in the App...I tried the help section in the App but there seems to be no way to engage a human being!

We use QBO to manage staff expenses. They submit the expenses, they are then reviewed and, if OK, we "Create expense".  In order for these expenses to be reimbursed to employees via our payroll, I typically go to the Expenses screen and select the relevant date range and do an export, that I pass on to our payroll team. However, I have realised today that the filter and export work using the transaction date and not the submitted date.  So, if an employee is a bit late submitting their expenses and they submit a claim for an expense that was transacted in a previous time period, then there is no obvious way for me to tell.  I have tried running the Expenses by supplier summary report, but that can't be used to cross-check, as it only provides the net amount (excl. VAT).  What I need is a way to view all expenses logged in a specific time period, so that I can be sure that staff are being properly reimbursed, or to be able to mark an expense

So a supplier of mine based in the US overcharged me and has now issued a refund. The original bill was in USD but of course the credit to my bank account is converted to GBP, I'm trying to follow the online guide to account for the refund and I choose the correct currency, as in USD, then select the supplier and select Accounts Payable - USD, I then get an error stating "The transaction needs to be in the same currency as the A/R and A/P accounts you use. I have to choose USD because otherwise the credit can't be linked to the correct supplier as they're set up as USD.Does anyone know the correct procedure for processing supplier refunds when the supplier is not using the home currency?Thanks

So i had a Quickbooks Premier accounting 2014 edition installed, i recently had to reinstall Windows on my PC, I'm installing the same Quickbooks program again but its not taking my licence number or product code, I live in south Africa so there's no way for me to call support. and i also don't want to buy a new licence.

Hi I'm using Quikbooks self employed on my desktop. I'm not too good at all this and made a made a few mistakes. I believe I've imported some transactions twice and some I hadn't filled in correctly on my linked bank acc. I'm looking to DELETE all my transactions for the last year and half so I can re-import them correctly. I have seen I can exclude all the transactions but I still want to delete. Is this possible or do I need to start a new account? Thank you.

I've added new employees, who are paid on an hourly basis with rolled up holiday pay added on top each month. I've enabled rolled up holiday pay in the 'pay schedule' and ticked it in the settings for the employee but the pay isn't adding to their payslips when I run payroll.  Any suggestions as to what I might be missing in order to get this to work? Thanks

Apologies as I’m sure this is a simple or has been asked many times before but I’m new to quickbooks. So eBay hypothetically..eBay transaction/payout is £200. how do I adjust this in quickbooks as currently that’s £200 in sales but that’s not all profit. I need to take the cost of those products out of that and also packaging to find the true profit amount.

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I had an email yesterday saying tags are being phased out and to use custom fields instead. Custom fields are currently not available for expenses in the Essentials and Plus subscriptions. Will this change when tags end as if not this is a significant reduction in functionality of the software. The email said it would be available to Quickbooks online, it did not mention Advanced subscribers only. Thanks 

Basically doing working from home expenses, using the simplified rules which is max £26 per month. When i enter the hours in Tax Profile its automatically calculating for the full 12 calendar months = £312 My start date is Jan 2024 so can only claim for the 3 months @ £26 which should = £78 How do i rectify this?

I would like to set up a recurring invoice or schedule an invoice to be sent on a set date each month to the same client. Is it possible to do this in Quick Books Self Employed as i cannot find an option any where. I know you can do it in Quick Books Online as I use this for another company.Thanks - Sarah

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Looking to discuss my upcoming February renewal with Quickbooks. I got given a phone number to call but of course it's with a stupid automated service that is asking me questions I cant give clear answers to the point it cuts the call off. Any recommendations who I best can speak to?Thanks

Hi, We are invoicing monthly for expenses and we are attaching receipts to the invoices which are stored in Quickbooks. Our robes is the 20mb limit for attachments , receipts etc easily go over this limit and this makes the invoices very difficult to send- we have to send the same invoice multiple times with individual attachments , or create an invoice for each expense. Is there any way round this, can Quickbooks not alllow an increase in this 20 mb limit ?

I need to make a correction which is three months back.  How do I unreconcile three months of bank statements in QuickBooks Desktop Pro?

I have tried to upload my statements/ transactions from april 22 - august 22 as they didn't download in this period (my own fault, 1st time using QB self employed). I have manged to download from my online bank , and save just the dates required but still wont upload. I just get this come up everytime ''Error ImportingDarn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us.'' any Suggestions or ways I can get this info to quickboooks to be imported?  many thanks!!  

Wondering if someone can help? In my self assessment summary I have expenses that are showing as disallowable.The previous year I have the same expenses and they are fine?When I double click the figure I was hoping it would show me the transactions that were disallowable so I can resolve the issue. It's showing me all of my 'Other Business Expenses' for things I know are allowable, such as monthly software I require for my job, and products with receipts. Any ideas? Thanks!

Why does QuickBooks Self Employed include car hire payments and fuel costs in 'DISALLOWABLE EXPENSES' for a driving school vehicle? These are valid expenses and are included by my accountant when preparing my tax return yet QuickBooks Self Employed excludes them???

Hey,I'm not a QuickBooks user and haven't had the chance to use it yet, but I will soon. I'm the lead developer of time and attendance / clocking software, and we'd like to integrate it with QuickBooks if possible. However, I have no knowledge of how and what Quickbooks supports in terms of Timesheets and Payroll. Our software knows the amount of hours an employee worked, what rates (IE Normal, Overtime but not the actual monetary value). Can we allow our users to import this into QuickBooks payroll? If it's possible is this via manual CSV File import or a Rest API or something else? Thank you for your time! 

My first year flat rate 1% reduction on VAT ends on the 31st Jan and I need to schedule quickbooks to automatically start tracking the new rate from the 1st February.   I believe this should be possible but cannot seem to find any instructions on how to set this up to take effect without manually adjusting it on the 31st January.  Can anyone point me in the direction of some instructions on how to do this correctly?   I'm terrified of getting anything VAT related wrong so need a very simple step by step guide with screenshots if possible! 

Warm Hellos and thank you in advance for your help.  I would like to know where I can find the backup files from QuickBooks Desktop 2024?  Also, is there a way to retrieve them and or send or grant access for my accountant to open them?   Thank you muchRandy W. 

Hello I'm looking for some help regarding customer refunds in QB self-employed please. I've read some articles that explain what to do with the refund e.g. exclude the transaction and I can do this but what I need to know is; if you refund a customer and exclude the transaction, do you also need to exclude their original payment?  I'm thinking that if you don't, your income will be showing as higher than it actually is? I'm new to being self-employed and don't have any experience of business accounting. I can't get my head around this! Many thanks for any help or information.

Is there any way to make the VAT to be cleared on VAT Tab when payment is made? Thanks 

Helloive been having some issues with invoices not arriving at customers emails, Some are saying there not seeing anything from us in junk or spam. They are just disappearing. The email addresses are correct and if i send an email from my email it will arrive but from quickbooks it just does not work. ive had a look and from what i can see you can only send from a gmail address instead? is that correct ? we would like our customers to recieve the invoices without having to ask if they have recieved it or not each time as this is not professional. Any help would be great. To add the email address that quickbooks is sending from is [email address removed] and i can not seem to change that to our email which i have put in the company info? help please