Hi david-moorlandsl, thanks for joining this thread! Matching transactions wouldn't cause any duplicated payments as it's not adding a new transaction into your books, do you have more than one payment per invoice on the system (such as a payment downloaded from LawnPro and a payment downloaded from the bank)? In all cases, our first recommendation would be to use the reconciliation tool as this will help to identify any duplicate or missing payments so that the in QB balance and bank balance match. :)

Thanks Taaliah, I'd be grateful if you could disconnect and reconnect the app on QuickBooks using an incognito window and then attempt to reimport the mandates - please let me know if the match then appears automatically or if you're able to select the customer from the drop-down field (under 'match to QuickBooks customer)

Can I use the US QB desktop version in the UK instead of migrating to QBO?

Hello Jess881, no you cant as the US version is marked towards and for the US customers. It would be a case of you would have to either move to QB online or another software with the UK desktop version being discontinued. 

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@Jess881 wrote:

Can I use the US QB desktop version in the UK instead of migrating to QBO?

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@Jess881 

If you don't need to comply with MTD regulation, (imho) it's up to you to purchase and use the one time license for QB Desktop 2021 US version or QB Desktop 2020 UK version. Otherwise, you should migrate to QB Online or another cloud based accounting app. Purchase a 3rd party conversion service if required.

Hello,

 I am curently using the simplified expense method. My question is, when I review my bank transactions, do I categorise any home related bill - apart from internet and telephone where I need to manually split expenses- as personal?

Thank you for your help.

I have edited my personal info as I am now a director. I ran payroll end of Feb and have revisited it today as my tax code has changed, and it said payroll has not been finalised. There are now two payrolls, Every Month, and Every Month (Directors). If I add myself to the (Directors) will HMRC think I have two jobs as I’m still on the stand Every Month one, which I paid myself through last week?

Hello Samia Bessadi, 

Welcome to the Community page, 

So if part of the expense is personal then you would have to spilt it to show that. If you have worked for more than 25 hours from home it will work out the flat rate amount so you dont have to split or mark as personal. If you have a look at this link it tells you more and will explain it in more detail for you as well. 

Hello, I think we need more help here. When using the simplified expenses approach how do you categorise the actual bank transaction? As you cannot claim simplified expenses and the actual costs. So the business transaction will need to be categorised in a way that it doesn't show as tax deductable. 

Hi Max Phillips,

I recommend reaching out to our Support team about this matter. That way, they can ask for your account details in a more secure environment, and you can do a screen-sharing session. They are open during the usual business hours in the UK.

QBO UK:

1. Click the Help (?) icon at the top.
2. Choose the Contact Us button, or click the Search tab and then Contact Us.
3. Type something like simplified expense method inquiry in the What can we help you with box.
4. Proceed with the Let's talk button.
5. Select the Start messaging option.

QBSE UK:

1. Select Assistant from the top bar.
2. Ask general questions like "simplified expense method inquiry" or "talk to an agent".

If you have other concerns, feel free to go back to this thread.

I need to give my accountant access to QB. The problem is that I have looked up how to do that, and there are a few articles/ questions and replies, but they direct you to further articles and those links end in error messages. I did find one instruction (pasted below the line), but I simply don't have that option under the gear icon (attached) and cannot find anything like it under my Intuit account. Please can you help?

_________________

I'll share with you the steps you need to take to invite an accountant to your QuickBooks Self-Employed (QBSE) company.

Given that your accountant has a QuickBooks Online Accountant (QBOA), follow these steps:

1. Sign in to your QBSE company.
2. Go to the Gear icon.
3. Select Accountant.
4. Enter your accountant's registered email address in the Invite your accountant field.
5. Click Done.

You can also view this article: Send your QuickBooks Self-Employed info to your accountant. It has the steps on how you can send copies of your reports to your accountant. 

Do you have other clarifications about this process? Post a reply below, and I'll get back to you. 

Hi AshleyB3, thanks for joining this thread - are you currently on a free trial or billed via a third party (such as Apple or Google Play)?

I have an active account that is billed through Google Play

Hello AshleyB3, So with you being billed through google play that is why you are not getting the option to add your accountant. What you need to do is cancelling the billing with google play, once the billing cycle has fully ended with them and your account then is inactive and cancelled if you log into your account on a web browser must be a web broswer re enter in your billing details so you are then subscrivbed and pay us directly at intuit, you will then see the add accountant option in the cog wheel of your account. 

Any Questions please let us know. 

Honestly, I had no idea that this would even be an issue. I need to give my accountant access quite urgently. I cannot wait for the end of billing cycle for this access to be granted.

Hi AshleyB3, the alternative option would be to open a new account (under a different email address) directly from our website - we can then migrate the data from your existing account into this. Please note that mileage data is not able to be migrated and would need to be re-entered manually or as a year-to-date total. If you'd like to proceed with this option, please reach out support team here to raise the migration request. 

I’ve tried numerous times to reconnect by bank over the last few weeks and it keeps saying “sorry we couldn’t setup sharing, due to a technical problem you can’t share your data at the moment. Please try again later” I’m with Halifax. Can anyone help please?

Are there any plans to increase to number of concurrent user numbers?  We need to migrate away from QB Desktop by the end of the year, but QB online is currently not an option as it will not allow enough users. (We have 13 licenced currently).

Hello Dan-s2k, thanks for posting on this thread, Are you trying to do the reconnection on the Quickbooks app version or the web broswer version? Are you doing the reconnection on your phone or pc/laptop? Do you get an error code along with that error message or not? 

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@Mark of Somerset wrote:

We need to migrate away from QB Desktop by the end of the year, but QB online is currently not an option as it will not allow enough users. (We have 13 licenced currently).

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@Mark of Somerset 

Are you using an outdated QB Desktop Enterprise UK version? Where is your company located?

Hello,
I started a datswitcher from Sage 50 on 8th - it has the message:
The extraction has failed, the Dataswitcher team is looking at it. We will keep you posted
When can I expect an update?
Julia

Hello Julia, thanks for reaching out to us on this post, having had a look into it we can see the investigation is still being workjed on, it will be dataswitch that will update you not us and you will get an email from them letting you know the update. 

Thank you for replying. I can see from the message that dataswicther are looking at it. Following the contact it says it mught be 48 hours - wll it is now 4 days! Is there a contact email, websitem chat, phone number or anything for dataswitcher?
Can't believe it is taking so long - it isn't a complicated data set!

Thank you for the reply. I can see that dataswitcher are looking at it from the 'progress' screen.
The process says it might take 48 hours well it has been 4 days now!
I can't find any contact details for dataswitcher to chase them up - no email, phone, web link, chat link. What are their contact details?
Don't know why it is taking so loing it isn't a complicated data set.