Hi yes its been paid.  would it be something to do with the category for materials i have entered it under?

Hi vstruthers8, thanks for the screenshot - yes, the account to use would be the QuickBooks code CIS supplies and materials :)

So, my only way to proceed is to do online banking with my main account. Is that right?

I cannot see a category for non-taxable income in QBSE. An example would be a lottery win.

It's possible to classify some payments as charitable, but will QBSE pick these up and deal with them appropriately when esyimating tax due?

Thanks for answers.

Hello Daryl42, so QBSE is just a partial template as it only covers part of the actual form you fill out. qbse covers boxes 15-46 of the sa103 form  so something's have to just be entered straight onto the actual form and not into qbse to then be entered on the form.  This link has more information about the self-employed form. 

I am porting a non VAT registered company from Desktop to Online with MMB.

how to I set up the Online company to ignore VAT, seems to be forcing me for a VAT reg number which I don’t have. Or do I just ignore that section and do the import?

Thank you for stopping by the Community forum, @Gilbey.

You have my assistance to help set up your QuickBooks Online account successfully.

Before doing so, may I ask for a screenshot of the page where you're on? I appreciate any extra details you can give, and it will help us isolate the issue and provide the best solution.

If you have the Skip option, simply click the button. Then continue setting up your company without entering any VAT registration number.

To import your data from QuickBooks Desktop to Online, you can use this article as your guide: Moving from QuickBooks Desktop to QuickBooks Online.

Moreover, I'll be sharing the following tools to help handle the migration process from QuickBooks Desktop to Online:

• Fix errors when you move from QuickBooks Desktop to QuickBooks Online
• QuickBooks Desktop to Online: conversion process checklist

Whenever you need more information about the procedure, feel free to get back in here. I'll be ready to help you at any time. Have a great day!

Thank you for the response.

Being impetuous I simply ignored the VAT setup screen on Online as there was no skip option, all appears to have worked fine.

Question: Attachments did not come across, is there a process to reattach them from the Attach folder as in Desktop. As HMRC and Intuit encourage the paperless system now which is compliant with MTD there must be a way?

Hi there, Gilbey. 

I'm here to help provide some troubleshooting steps to isolate the attaching file issue in QuickBooks Desktop (QBDT).

When you migrate from QuickBooks Desktop (QBDT) to QuickBooks Online (QBO), the attachments that were associated with each transaction in QBDT will be migrated to QBO and should be visible when you view the corresponding transaction.

However, you may need to re-upload and re-associate some attachments from the Attach folder with their respective transactions in QBO if they were not automatically migrated and linked during the migration process.

I've added this article to learn more about attaching files: QuickBooks Document Center: FAQs and common issues.

Also, I'd like to share this article to learn more about the conversion process: Find out how your books will move from QuickBooks Online to QuickBooks Desktop. This article is for QuickBooks Desktop US. The same principles can be applied to the UK version.

I'll be around to answer if you have follow-up questions about attachments. Have a great day!

Thank you, but I think the article is specific to the desktop version. I can only find one ATTACH folder which holds documents.

To clarify; these documents were attached to the desktop transactions. After the migration there are no attachments associated with any of the migrated transactions.

Obviously to manually add them is totally impractical as there are hundreds, if not thousands to find and then attach to the transaction.

Hi, I am new to QB's and have a standard payroll subscription.

I have 2 accounts, a 'current' account [my business monzo account which is linked] and I made a 'savings' account to represent my monzo savings pot. It isn't an actual bank account but I have transactions between my monzo and monzo pot. - so basically my bank account and pot matches the 'current' and 'savings' on QB's.

I have a limited company, I am the owner/director and have hired myself as an employee. 

I have added myself as an employee, completed the profile and completed payroll. I have also as an employee viewed my payslip. I just need to submit my FPS to HMRC. [I'm waiting on an activation code to complete this before payday in 10 days time].

The money to pay myself wages has left my quickbooks 'savings' account, I can see this when I view 'bookkeeping' > 'chart of accounts'. But because my wages hasn't physically been paid out yet, my physical bank account no longer matches QB's. 

So how does the money actually get from my physical business bank account [employer] to my personal bank account [employee]? I cannot find any settings or options anywhere to select where the money should go to and from. I'm thinking if I bank transfer this myself, it will come through QB's as a new transaction, but according to my account history on chart of accounts, the transaction has already happened. So how do I balance that if it shows twice? 

Also, with my physical bank accounts I placed the amount needed for wages into a monzo pot so it was set aside and could not be spent. If I can get QB's to pay me as an employee in future, how will it access the monzo pot's or can I no longer have them and have to keep everything in the one monzo account? which makes it harder to put money aside for different things. I'm sure I'm overcomplicating things, so if you have any suggestions to make things easier please let me know, like I said I am new to this! please bear with me. 

Thanks in advance, Kayleigh.

Hello Kayleigh I, thanks for posting on this thread, So in QuickBooks running payroll is only for recording/calculation of taxes and submission purposes, we do not have the direct deposit feature on it yet like paying the employee with the actual money for their net pay. You will have to pay or make the bank transfer outside of QuickBooks. Once this reflects on your banking page in QuickBooks, you can match it with the payroll journal entry. 

Hello Jamie26, thanks for messaging on this thread, you will need to ask and speak to HMRC about this to find our the information you need to then fill it in. 

I can log in but I can't do anything else in QB Self Assessment web version - spinning wheel of "We're fetching your data" and only error messages when I try to chat to an agent. I need to send invoices today. 

Hello LH36, thanks for joining this thread - we don't have any login issues reported currently. Are you using a Mac or Windows device, and are you unable to access on more than one web browser? 

It's not exactly a log in issue. I can log in; I just can't see any of my information after I do. I'm on a Chrome Book currently. I can't access on Chrome, Firefox, or Brave. 

Thanks for the clarification LH36 - is the issue the same when using a private browsing/incognito window to access QuickBooks? 

Yes, the issue is still there in incognito.

Thanks LH36, are you updated to the latest version of your chosen web browser and are you able to access the app as usual if you have this installed on your mobile device? 

Hello, I can't access using the app on my mobile either. Again, I can log in but it just spins and never lets me access any of the tabs down the left-hand side. I have updated my OS and I have cleared my cache on my laptop to no avail. I don't understand why it worked less than a week ago and now it doesn't.

I need my information out of this system asap. Please send me all of my data to the email address associated with the account. 

Hi LH36, we've raised an investigation dealing with the issue that you're experiencing - please reach out to our chat team on this link quoting the reference INV-83789 so that we can take the required account info to add you to this.

I can't access the chat either! This is totally unacceptable. I need to be able to invoice my clients so I need you to give me my data.