Hi im new to all this. I've put all my expenses through for the past month, my dashboard shows all expenses, and the breakdown show all expenses are allowable but at the bottom, the total only show about half the amount yet nothing is disallowed? thanks

nicolaboote-hotm · ‎March 05, 2021

JasroV · ‎March 06, 2021

Thanks for sharing a screenshot with us, @nicolaboote-hotm.

I got some steps we can perform to isolate this issue. I suggest clearing your QuickBooks Self-Employed mobile app data. Let me guide you how.

For Android:

Click the More Options ⋮.
Select Settings.
Click Refresh Data.
Then choose Yes.

For iOS:

Go to the Menu ☰.
Select Help & Feedback.
Click Refresh Data.
Select Refresh.

For more insights, you can refer to this article (this also apply to QBSE Mobile App): Troubleshooting Quick-Start Guide for the QuickBooks Online app.

Moreover, I’m adding this link that you can use for guidance in categorising transactions in your QBSE account.

You can always tag me in your reply if you have other concerns or questions managing your transactions. It’s always my pleasure to help and keep you in working order. Have a good one!

View solution in original post

GeorgiaC · ‎March 05, 2021

Hi nicolaboote-hotm

Thanks for your post,

We've got a guide here which covers which transactions are allowable and disallowable for each category in line with HMRC's Self-Assessment deduction categories. Please compare this to your Tax Summary report where you'll see the total allowable and disallowable amount showing against each, and you can click into the figures from here to see which specific transactions are posting against this.

If you feel this is calculating incorrectly please get back to us below so we can take a closer look. 🧐

nicolaboote-hotm · ‎March 05, 2021

Thank you, I will take a closer look.

nicolaboote-hotm · ‎March 05, 2021

Hi, there is still nothing in disallowed expenses, so I cant click on anything to investigate it.

GeorgiaC · ‎March 05, 2021

Hi nicolaboote-hotm

Could you post a screenshot of where you are seeing this figure? You can cover the figure itself before sending if you don't want this to show :)

JasroV · ‎March 06, 2021

Thanks for sharing a screenshot with us, @nicolaboote-hotm.

I got some steps we can perform to isolate this issue. I suggest clearing your QuickBooks Self-Employed mobile app data. Let me guide you how.

For Android:

Click the More Options ⋮.
Select Settings.
Click Refresh Data.
Then choose Yes.

For iOS:

Go to the Menu ☰.
Select Help & Feedback.
Click Refresh Data.
Select Refresh.

For more insights, you can refer to this article (this also apply to QBSE Mobile App): Troubleshooting Quick-Start Guide for the QuickBooks Online app.

Moreover, I’m adding this link that you can use for guidance in categorising transactions in your QBSE account.

You can always tag me in your reply if you have other concerns or questions managing your transactions. It’s always my pleasure to help and keep you in working order. Have a good one!

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Hi im new to all this. I've put all my expenses through for the past month, my dashboard shows all expenses, and the breakdown show all expenses are allowable but at the bottom, the total only show about half the amount yet nothing is disallowed? thanks