QuickBooks Q&A (UK)

User has restricted sales

Hello All I was given access temporarily to a client's data before formally being provided with the accountants access which is still to happen. I accessed QB Online (I thought this was the product they had) and could only see a dashboard with zero activity in each tile. QB was also hanging badly and wondered if it was some kind out outage?! There was no sidebar with the various ledgers and report options etc. It was blank.Anyway, support asked me to clear cache etc or try a different browser (although it was fine the day before with a different client - could this actually be the issue??). I was unable to do this at that time as the client was gone. Some time later they texted a screengrab of the APP that they use!! Does the app speak to online version or should I be accessing on the app rather than online via QB website?? Or could it be that I have chosen, say, Online rather than Self-Employed (what error would this show??).Is this the reason I am having an issue or is

My payroll function isnt the same as last month

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I recently started using Quickbook.Previously, I have been using excel and I assign each client with a Client Code. Example AT89780.I would like to import these codes into Quickbook. But in the templates, there isn't any option to add it. Is there any way to do that via the import?Also, I would like to add "Tag", e.g. "Important client" and I would like to add "referral", how do I do that?

The reports provided don't see to go back more than the current year even when I choose earlier periods.

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My QB was in an insane state, balances out by over 800K, deleted invoices, missing transactions for years, Two completely empty VAT100 reports, a random open VAT return, VAT and corporation tax payments deleted, accounts deleted. Unable to match £20k worth of VAT payments to old returns that were not submitted MTD.How stupid of me that I attempted to bring it into order and have my QBO and bank balances match. I now have a completely erroneous 100 page exception report so it is well beyond ability to edit them out individually (not that I know how). I've downloaded it into spreadsheets and with many dates and descriptions missing, I can organise a lot of it, but not all. Most alarmingly, it has brought in a tonne of old (eg 2015/16) invoices that either don't exist, or it has duplicated them with different and incorrect VAT amounts .... sending my VAT due balance to extremes. VAT is due in less than 2 weeks, end of year is 31st August. Had Quickbooks since mid 2014 and I do NOT wa

Hi, I had a tax rebate paid into my business account, which category do I put this under please so that I don't get taxed on it as an additional income? Thank you 

We are a registered charity and exist entirely on donations, which may come by bank transfer directly into our account, but also regularly in cash or by cheque, which we send to our bank with multiple other amounts.  We record these amounts in QB as a deposit split into these multiple items.  I would like to be able to generate a report - specifically for a Gift Aid Tax Reclaim, that shows these individual amounts.  We have found a way of generating a report, by filtering the relevant income accounts, that shows all individual transactions, but have not found a way of including all relevant items in a deposit which is split into multiple amounts.  Those amounts remain hidden. Please could you help with this. Making a Gift Aid Reclaim on QB Desktop was very straightforward; it doesn't seem to be so easy on QBOnline. We tried using one of the reports on the list 'For my Accountant' and the report showed no data.  Any suggestions you have would be welcom

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The program has added together my figure for “collected on sales” and my figure “paid on purchases” to suggest that I pay HMRC the sum of the two figures. I am pretty sure that I am supposed to deduct the figure “paid on purchase” from the “collected on sales” figure and pay HMRC the balance, not the sum of the two figures. Something is clearly wrong. Any clues?

I want to add a pdf or photo of my receipts for parking or congestion onto a serial on my invoice.i.e. Monday - on site + parking (photo) + congestion (pdf)There's not an attachment sign so not sure how to go about it.

I have purchased an item from a supplier and am paying him part of the money but do not have an invoice as yet. How do i allocate the money to their account?

Hi I recorded the vat Payment in the wrong account instead using our bank current i used cash in hand account. How to correct it?thanks.

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Last week I did my pay run as normal, as I have done for a few years now, but the "payroll journals are being published" just kept spinning for a good couple of hours, possibly longer. Then eventually works.. I have run this week's payroll and it seems to be doing the same. I have never had this problem before and the journals used to be published within a minute. FPS is sent and accepted by HMRC and I get email confirmation of this. Also I don't think payslips are being sent, even though I am pressing the "send payslips" button.This is somewhat frustrating as I don't want to be checking back all day to see if it has worked or not and obviously without the journals published my bank account doesn't match. I want to do payroll, check it's all ok and get off and forget about it. 

I am not adversed in journal use which is how it needs to be done on KF

I recently did an automatic bank uploaded to Quickbooks but Quickbooks has put all my bank transactions under expense and no matter how much I categories its still showing as expense. I only realise this when I checked the Taxes section of my quickbooks Online Account, the VAT collected on Sales shows £0.00. This is incorrect considering that I've made a few sales.Another annoying thing is that under the Action column under chart of accounts I don't have the option to view register.I've wasted soo much time chating to Quickbooks help centre that they say they will look into it and get back to me within 7-10 working days. This is getting deeply frustrating considering I need to do my vat return in less than 2 weeks so I'm contemplating going to Xero.

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I want to understand more about QBO Backups that is a new feature in QBOA/Advanced. Who can perform the company's backup or who has the rights - ordinary user, or higher level user or Admin..? Also I have seen in the article on Backups that there is data that can and can't be backed up. During a restore of older backup I would like to know (a) what data gets restored, (b) what data gets deleted and or (c) what data is left untouched?  Does restore overwrite the entire database such that data such as recurring transactions would have to be recreated again..? What happens for instance if a backup is done (let's call it backup Z) and then a new customer is created and then a recurring transaction that involves that customer is created e.g. recurring invoice. Then one restores the backup Z to the live database. In such a case what would be the implication on the recurring transaction which had the newly created customer e.g. the recurring invoice? Can one crea