QuickBooks Q&A

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Hiis there a way to edit the name of a category. I am using quick books sole trader software. I have read articles relating to this subject and they point me to chart of accounts. I don’t have this option. Any help would be appreciated.

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Has anyone else noticed that if you run a Statement as at the end of the month eg. 30.04.25, if you posted a payment onto the customers account after that date so 02.05.25 and allocate it against an invoice, it does not show that invoice so the statement as at the 30.04.25 is not a true indication of what was owed at that point in time.The brought forward balance statement is wrong as the amount due takes into account the payment but the running balance does not, so the two different figures dont agree. 

I use Monzo and payments from pots using virtual cards.The payments from pots, don't technically come out of my main account (from the pot the virtual card is associated with), but they are showing that way in Quickbooks. I have my main account set up with an automatic feed from Monzo. Then for the pots I have a 'Monzo Pots' bank account which I transfer money to and from for pot transfers. I am unable to fully reconcile my bank because of this, as it states that it is out by the pot payment amount, in both my main account and the pot account in QuickBooks.I can untick the payments that were made from pots and reconcile the account. However, they will be left in the reconciling page for the next month and so on, until there is a long list, which is not ideal. If anyone has any ideas on how to rectify this, I would appreciate it.The only one I have come up with is creating another transfer manually between the accounts for the difference.

I am using advanced payroll and my FPS is submitted automatically. However, in Payroll Tax, there are 6 months of 'No Payment EPS' and I don't know why as employees have been paid every month. Firstly, can I delete them? Secondly, how?

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When I click on the link to this report , it is now blank, although I did use quickbooks to complete my tax return during that year.

I've been having issues with bank feeds for about a week now.Is anyone else having bank feeds issues?

I have 3 Classes set up and want to make one of them the Default so that all transactions default to this but can be changed accordingly. This default will be the majority of transactions.

Total Income figure is showing the same as CIS standard income (20%) figure. Surely the total income should be before the CIS deduction is made?

Clicking on taxes tab only takes me to page ‘ set up VAT’ which is not applicable to my business

On QBSE, it clearly states: "When you unlink, you withdraw your consent for QuickBooks Self-Employed to access data from the following accounts. QuickBooks Self-Employed will keep the data they’ve already collected" But all my data (and reviewed transactions; and receipts) disappeared. Is there a way to get it reinstated (re-install data; or re-set to a previous restore point)?

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As an additional feature could the auto invoice include online payment link please

Can this be deleted? Any negative effects?

Quickbooks have lost all my accounts for 5 years..all my customers emails and phone numbers..duplicated invoices..consistency failed me

Anyone getting a red error when creating a sales invoice.  Asks for payment method.  Never done this before.  Doesn't make any difference if I choose use DD or Ask Customer to make payment?

I've had at least 4 customers this week say they're not receiving their emailed invoices. I have added my personal email plus the business one to their invoices and resent, none have arrived. Is there a glitch in the system?

Is there a report that shows the last time a customer purchased from us, like a customer purchase history type report?Many thanksDebbie 

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