QuickBooks Q&A (UK)

I have seen this can be set while payroll is being done, but don't see any advice on how to do it after payroll is complete.

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I can create a financial activities by class report which shows the breakdown of income and expenditure by class against the account heads. We have always done this.But if I want to see 'what remains' in each restricted class at a year end, I have to change this report to cover "All Dates" so that I can see the final balance in each class.  However, what we need is Financial Activities by Class report that includes a balance of the final amount in each class for that year i.e. the report should run like the current, but then at the bottom *include a line with the balance of funds brought forward from the prior financial year / period*.  There should then be a second line at the bottom which totals these amounts showing the total available in each class.Without the additional line showing funds brought forward, the report is pretty useless it never shows the true ending balance of the classes at the end of the period.  Some will show a negative balance wher

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It is not clear from current posts how to check your remittance advice settings. From what I have read, there is setting under gear icon -> Account and Settings->Sales->Messages where you have the option to tick or untick the box called "Email me a copy at [email address removed]". Mine is ticked, always has been.For the past couple of months, I have been submitting remittance advice to suppliers, but I am no longer receiving a copy of the email and attached PDF remittance to my central email account [the box is ticked]. There is no where that I can see anywhere in Quickbooks how to check what has happened or changed - my concern is that if I am not receiving the email, how do I know my suppliers are receiving the email notification.  Has Quickbooks changed something to cause a bug in the system? or if anyone can provide some advice, please let me know or if you are experiencing the same issue so I can determine what steps to take next. Thanks.

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Hi all, I wanted to post this here so others don't waste the hours I spent yesterday on this issue! I was moved over to Core Payroll for this month and ran my first payroll, but the FPS submission to HMRC kept failing saying my credentials were incorrect. I had never had this issue with the old payroll solution and my HMRC password had not changed. After nearly 2 hours talking to support and re-running the payroll several times, I then had a hunch which turned out to be true. Core Payroll cannot cope with HMRC credentials which contain punctuation. So if you have a complex password that isn't just letters and numbers, you'll have to simplify it in order for Core Payroll to be able to talk to HMRC. Support later confirmed this is the case. This isn't mentioned anywhere in the support documentation and the support team clearly weren't aware enough of the issue to suggest it straight away (although the people I spoke to were very friendly and were trying their best).&n

normally the list drops down but I type in the start of the word and nothing happens

I need the option to change the account type (nominal code) on an invoice

Its showing on the list of Pay Runs  all the HMRC Submission boxes as a orangey colour (HMRC submission not sent)HMRC have received it and sent an email to me (Submission Received)

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I have a client that wants to pay their invoice by credit card. Ideally I don't want to use PayPal, is there another way to do this?

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This happens intermittently and I think there is a glitch in the software

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This function always used to work fine but issues since update of app I think...

does a tax refund show as credit on payroll

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Someone has filed a VAT return showing "open transactions" that don't appear in the VAT detail report

We are now using quickbooks to send out various sales/purchase forms, we also have multiple users, but they are all sent from our generic e-mail address, we need these forms to go from specific users email address's, how do we do this?

Hi this is for anyone who has Go Cardless linked to their QuickBooks.  QBO has started flagging invoices created as having an error with Go Cardless.  It states your Go Crdaless is not set up for multi currency transactions. However the issue lies in that the invoices are all in GBP and the DD option isn't even selected as the customer doesn't use direct debit.  How can I fix this?  It is very annoying.

I have just signed up to QuickBooks for my catering business and in the process of customising invoices, sales receipts etc. Today I created my first invoice and applied two payments manually as the customer paid me by bank transfer. I have sent them the invoice (which shows as paid so that is fine) but also wanted to send them the receipt for the payments they made. I cannot see a way of customising that receipt to add in my logo, colours etc. My invoice and sales receipt have all been customised with my logo, I have altered the colours of the column headers etc and would like the payment receipt to match. Is this possible yet? I have checked the community and can see loads of people asking for the same thing but nothing recently, hence why I am asking again. I have also already submitted my request using the feedback option in QuickBooks.