QuickBooks Q&amp;A (UK)

Total invoice paid showing on app

Hello, On the app when i click on invoices it displays Total 2024 invoices at the top - but the amount isn't 2024, it's the total amount since i started QB. Does anyone know how to amend this setting?Thanks

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Alison411

Categorising a tax payment to HMRC

Just paid last year's self assessment. How do I input this please? Is it a business expense or a personal…. For QuickBooks online 

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June transactions are missing

Hi Junes transactions are missing from my account on quick books

31

How can I add student loan repayment for an employee?

Hello,I've received mail from HMRC asking me (the employer) to start deducting a student loan from July.The mail also included his NI, Payroll #, and start date to deduct.How can I deduct it?I searched for it here but couldn't find it.I'm using the advanced payroll version on QuickBooks.I'd appreciate your help in advance.Cheers,Insoo

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asked in Do More with QuickBooks

How to edit my template

No text available

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murfdb

Hi, On Transactions page, my bank account is connected and up to date. But "in quickbooks" isn't updating.

No text available

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We accept Amex. If we take £100.00 they only pay £98.10 less the 1.9% charge. Our bank account is linked to QB. How do I reconcile the difference?

Our account has only recently been linked too QB. The difference needs to go to bank charges but I can't find an option to do this.

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asked in Account Management

How do I cancel my duplicate account?

How do I cancel my duplicate account, I had problems when Yorkshire in Business stopped using QuickBooks and tried to set up again, I am now paying twice though I only use my original account.

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I am having a problem with receipt scan saying that the figures dont add up. When i take off the VAT it is accepted. There is VAT on payment. I am registered. I want it

I want to reclaim this.Why does it not recognise it!!!

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Should JE be created automatically when running core payroll or do I have to create it? If so how?

No text available

151

When i get paid by a client via PayPal, the invoice is marked paid, but then when i transfer the money from PayPal to my bank account, how should i assign it within QB?

The sum is less paypal's fee so it needs to be adjusted and the fee noted somewhere.

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How do i deal with a sales invoice with a negative value, i sold a car and took part ex in at more value than car sold, quickbooks wont let me do an invoice this way

No text available

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TaxReturnHell

How to view the detail of which expenses have been categorised disallowable?

Hey there,  On viewing my tax summary, Quickbooks has categorised a large number of my expenses as disallowable - but I'm 99% sure almost all of them are allowable (my accountant certainly used to put them all through). How can I view the list of which specific transactions have been marked disallowable by QB? At the moment all I can see is a number (39) so I have no way of knowing which transactions are the problem ones... and therefore if it would help to recategorise these transactions.  Thanks

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QBO is telling us the historical payroll data will never be reintegrated back into qbo so they won't be able to create P32s and P60s etc.

they provided limited excel files of all our data and expect us to frankenstein the data to create end of year documents? This is absolutely unacceptable and we paid for this service, has anyone else been told this?

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asked in Other Questions

Does anyone have a crowdstrike issue?

Is anyone having problems with the CrowdStrike issues?

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Downloading receipts

I need to download my receipts. When I go to do it year-by-year some of the links don't work. How do i proceed?

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I need to download all my invoices

I need to download a copy of all my invoices for the past few years. I have the excel sheet with the basic details but I would like the invoices themselves without having to download each one individually

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asked in Do More with QuickBooks

Different online estimate version not customisable

I have been using the same estimate template for a couple of years now to create my estimates and email them to my (UK) customers. I email my customers summarized details and a PDF attached so they can download a copy of the estimate. I see that now QB have added a new feature enabling me to 'Share a link to the estimate: Your customer can use the link to download, print, or approve the estimate in an instant.'When the customers open that  https://connect.intuit.com/..... link in a browser, they can see a small 'View estimate' button on the right and yes, they can download, print the estimate, but with a completely different layout / colour scheme / activity table / of my PDF estimate with lots of info missing, other (not used) info added and a blank footer. There's no option anywhere to customise the online template and nothing I do to my existing estimate templates is reflected on that online version, which the customers are supposed to approve/decline. 

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asked in Other Questions

Help help help help help

Help help help help

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Miserable serviceDisappointing service

I need to talk

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asked in Reports and Accounting

Have the drop down lists on Dashboards been amended to remove displays based on Financial year?

I can no longer select displays based on Financial year.  Drop down list shows Last 30 days,This month,This month to date,This quarter,This quarter to date,This year,This year to date.

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Shortcut to invoices has gone and I’m unable to see previous invoices, it’s all disappeared

No text available

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I have paid a quarterly VAT bill, reconciled the bank account and coded it to the VAT liability in the balance sheet.  When I go to the Taxes : VAT part of QB and record the payment, the bank account reduces incorrectly and the payment doesnt appear. Essentially QB is recording the payment twice even though it is paid only once appearing in the list of bank transactions.How do I record a VAT payment in the Taxes : VAT section, get it to appear against the only payment in the list of bank transactions and match it.

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How do you make an invoice from paid to un paid

No text available

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