QuickBooks Q&A (UK)

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I'm trying to update company details, and it comes up either changes saved, session expired please login again, or that it can't have special characters. I've got administrator access, but at a loss. Can anyone help?

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Having just started with QB, I successfully linked up a bank account and then downloaded recent transactions from April 26. All good. So I now want to download last financial year transactions and cant find where I can do this. Do I need to disconnect and reconnect? Any help much appreciated.

We have bought some items from Amazon lets say it was for £100 which we've paid for. We've then returned some items for £20. Both of these transactions have automatically come into the bank. Now I've downloaded the invoice/bill which Amazon now has for £80 and the credit note for £20. How do I process these matching everthing off in the bank?

I just ran a client's April payroll and I couldn't see any journal posted to reflect the claim for Employment Allowance. Are we doing these journals manually in 26/27? Seems a backward step, as these have always been posted automatically as you ran the payroll, going all the way back to QB Desktop. I have submitted an EPS on their behalf to claim EA in 26/27. Thanks

Hi, I have an employee that has returned to work for us after leaving at the start of the year. He is still on the employee list. Can i reactivate him? when I go to his employee profile he shows as a leaver and under the actions tab I can see 'edit leaver status' however it is faded out and I am unable to click it. Do I have to add all his details again or is there a way to put him back on payroll TIA

Not pulling transactions

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I am travelling and I think my account has been geolocked

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how can i change back to the old quickbook invoicing system

I am trying to add a 5% price increase to all of my products in one go rather than having to adjust the price of every single item which would take ages! Google says I can use Price Rules but I see no options to add a rule depite following the steps on google. Can any one help please?Many thanks 

It keeps on saying can't find the company So I can't login online

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Do I need to create an invoice to match the amount? It's only £14

  Retention (holding back 5–10% until the job is signed off) is standard practice in construction contracts, but QBO doesn't have a built-in retention feature. That means most of us have had to figure out our own workaround. We'd love to hear how you manage it:- Do you use a separate 'Retention Receivable/Payable' account?- Do you adjust invoices or use credit notes?- How do you make sure the retention shows clearly on your balance sheet? If you've cracked it, please share your setup — it would help a lot of people in the same boat!  

Here's what's new and worth knowing in QuickBooks. From time tracking improvements to free expert onboarding, we've got a few updates to share, plus the latest on Sole Trader Plus if you missed it last month. [INVOICING] A more organised way to manage your invoices.  We've made some improvements to the invoicing experience: cleaner, more intuitive, and giving you more control. Here's a quick summary of what's changed: Managing exchange rates on foreign currency invoices: If you invoice customers in a different currency, exchange rates have moved to a more structured location. You can now choose whether a rate change applies to just one invoice or all transactions in that currency today. Send Later and Print Later: These options have moved from checkboxes to toggle switches. Easier to review before you hit send. Invoice status tracking: You can now see a clear timeline of invoice activity without leaving the invoice.  Invoice templates Template options have moved. Swit

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