Entering expenses and then correcting errors - but locked due to Flat Rate VAT Scheme

Patrick A · ‎January 26, 2020

I am currently my detailed accounts for the year to March 2019 for my Tax Return. I use the Flat Rate Scheme for VAT. I use Quickbooks to create Invoices - less than 10 a year, and then do all my travel expenses etc once a year.

I moved to quickbooks online. If you make a small error when entering an expense, say put in the wrong date, or put an incorrect decimal point, I keep error message that doesn't allow me to delete or modify the error and this is doing my head in.

In the older versions this was easy enough to do.

Help please

IntuitLily · ‎January 27, 2020

I understand the impact of this issue on your business, @Patrick A.

Currently, you are unable to directly amend transactions that are within a previously filed period if you are using the Flat Rate Scheme. I'd recommend reaching out to our Online Support so they can access your account in a secure environment and assist you with making changes as an adjustment.

I'll include this related post for your reference: https://quickbooks.intuit.com/learn-support/en-uk/vat/is-anyone-having-problems-with-flat-rate-vat-i....

Let me know how it goes after contacting them or if you have additional questions about QuickBooks. Please know I'm always here ready to help.

View solution in original post

IamjuViel · ‎January 26, 2020

Let me help you sort this out, @Patrick A.

I have replicated your concern here on my end to see the exact error you're getting. However, I was able to successfully update the date of the transactions that I have recorded. Let's perform some troubleshooting steps to isolate this concern for a possible browser-related.

Let's access your account using a private browser or an incognito window.

Google Chrome: Ctrl + Shift + N
Mozilla Firefox: Ctrl + Shift + P
Internet Explorer: Ctrl + Shift + P
Safari: Command + Shift + N

If you're able to change the date of the transactions without receiving the prompts, I'd recommend clearing your browser's cache and cookies. However, if you're still getting the same results, you can use a different browser or device. You can check this article to fix unexpected browser behaviors: Troubleshooting browser problems.

Lastly, you can also use the Browser Health Checkup Tool to check any issues with your browser’s health and its compatibility with QuickBooks Online.

Fill me in if you have other questions or concerns with navigating around QuickBooks. I'm always here to help.

Patrick A · ‎January 26, 2020

I have done all you suggest. I am using the Flat rate scheme and up to date as of today with VAT returns. All this use are income to calculate VAT

I am now entering all my expenses to do my tax return for the year to March 2019. For example I have entered a train receipt for 03 Sep 2018 for £23.60. I accidently pressed save and took todays date 26/01/2020.

Whenever I try to change anything I just get

Something's not quite right

Any transactions in a VAT period marked as filed can’t be changed on the Flat Rate Scheme. If you need to update or correct something, just create a new transaction. Find out how

This does not make any sense as the whole point of the Flat Rate Scheme is that expense do not effect the amount you pay. The Flat Rate Scheme is only effected by Income or Sales as I pay 12% of all sales in the period.

Not being able to Edit transactions is very frustrating.

Many thanks

IntuitLily · ‎January 27, 2020

I understand the impact of this issue on your business, @Patrick A.

Currently, you are unable to directly amend transactions that are within a previously filed period if you are using the Flat Rate Scheme. I'd recommend reaching out to our Online Support so they can access your account in a secure environment and assist you with making changes as an adjustment.

I'll include this related post for your reference: https://quickbooks.intuit.com/learn-support/en-uk/vat/is-anyone-having-problems-with-flat-rate-vat-i....

Let me know how it goes after contacting them or if you have additional questions about QuickBooks. Please know I'm always here ready to help.

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Entering expenses and then correcting errors - but locked due to Flat Rate VAT Scheme