Ask Your QuickBooks Question | Drop-in Session

Taaliah Shoaib

Hi!

I just recently got Quickbooks and am looking to import my mandates from GoCardless into Quickbooks.

However, when I go to import the mandates, it will show a list of all my customers, but then say that it can't find any mandates to import, even though the list of mandates is coming up? I've included an image of the page that comes up below.

Any help would be much appreciated. Thanks

G

GeorgiaC

Level 13

Hi Taaliah, thanks for posting on this thread - does the status of the mandates in GoCardless show as active and not as pending customer approval?

Taaliah Shoaib

Hi!

The status of the mandates on GoCardless is all currently active.

Thanks!

D

david-moorlandsl

Here goes. I've made a bit of a mess in my newbie status to QB.

We linked software called LawnPro, which snyc'd the invoices in LP to QB, but it made a right mess, adding new customers, multiple invoices of the same ect. But I got all that sorted.

Whilst I was sorting it, I went through the LP program and mannually made a payment for the customer's invoices. Then later, with the knowledge of the bank link and needing to match them, I matched the payment from the bank feed to the invoices. Now I have a QB balance that is over £8k out compared to the what is in the bank... oh dear!

I am thinnking I need to get back through and delete all the manual payments I made, but I don't know how to define between manual and bank feed match. I used the payment date for the manual payments from the LP software (manually noted in there). I know - what a stupid thing to do!

I have tried to figure out if I am right in thinking that this is the issue with QB and the bank account not showing the same, but then I can only find about half of the payment being manual, but then again I am unsure if I know how to find them all.

I am in a right mess! Just when I thought I was getting a grip with it. I really wish I hadn't linked the LawnPro Software to QB.

Any help on how to sort this mess I have made for myself? We are talking about hundreds of payments.

G

GeorgiaC

Level 13

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. 🙂

J

Jess881

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

Level 14

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.

S

Samia Bessadi

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.

Level 14

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.

M

Max Phillips

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.

J

Jen130

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?

AshleyB3

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:

Sign in to your QBSE company.
Go to the Gear icon.
Select Accountant.
Enter your accountant's registered email address in the Invite your accountant field.
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.

G

GeorgiaC

Level 13

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)?

AshleyB3

I have an active account that is billed through Google Play

D

Dan-s2k

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?

Level 14

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

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).

Fiat Lux - ASIA

Level 14

@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).

@Mark of Somerset

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

TWBC

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

Level 14

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.