QuickBooks Q&A

In the All Sales screen, if you filter under "Type" for "Estimates", there is then an option under "Status" to filter for "Expired" , but I cant find how to mark an Estimate as "expired", which would be really useful. Any ideas? Thanks

Hi, When entering a bill and/or supplier invoice either by bank feed or manually and this supplier/service is from a company who is not VAT registered ( I am) do I enter code Zero rated or No VAT?and what about companies/suppliers who are VAT registered but have not billed VAT e.g. Advertising on Facebook. Thanks

Our CAF Bank and Unity Trust Bank accounts aren't updating?

Morning,Intuit subscription payment taken from my bank account yesterday.Price has gone up almost 20%.... again!No notification that there was going to be an increase, there never is, which i am sure is not legal.Anyone else experience this issue? How to get to the bottom of it?Thanks

Hi, I realise this has been answered multiple times but I still don't understand how to do this. When I started my business there were several bills that needed to be paid before the company had any money in the bank. I paid for these from my personal funds and created a bill for each of them in QuickBooks. I'd now like to record a director's loan in quickbooks to track the money I gave the company - so I can get paid back in the future. I'd also like to "pay" these bills with the money from the director's loan - so they can be included in the company's vat return and end of year accounts. Any advice I've found here just helps with the first part. This KB article seems the easiest way to record the loan - https://quickbooks.intuit.com/learn-support/en-uk/help-article/supplier-loans/record-director-loan-quickbooks-online/L4xmQTWCA_GB_en_GB

I'm new to Quickbooks so please be kind! I am a book keeper to trade but I'm struggling with QB when a payment is made to an employee on the bank transactions I have been selecting Wages Control Account at the end of the month I would gross up my wages and allocate to the correct nominal codes. On QB I see that the wages control is a credit balance I don't understand this should be a debit balance - credit bank debit wages control for me then take it from here gross it up and allocate the correct payroll categories.

HiI have to do home currency adjustments in my accounts.  everything works beautifully for foreign currency for my bank accounts in my trial balance but for my foreign currency accounts receivable and accounts payable accounts the values are perfect in my balance sheet but are all wrong in my trial balance.is this normal?this is very challenging to explain to my auditors when working on annual tax returns and the adjustments we have to make cause a lot of confusion.quickbooks desktop did not have this problem.what is the solution when trying to present the correct trial balance info to my accountants in order  to create our annual financial report?thank you

Is there a way of adding the pictures uploaded on the products list to an invoice? A jeweller client had this facility in another accounting system (Debitoor) and I cannot see how to customise the invoice to include pictures.   Grateful for any advice

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Is there a way to fix the addresses that get displayed on quotes? When I have First Name, Last Name, Company Name, and Customer Display Name filled in (which all of our customers do, as they're needed for the job dispatch software that rides on top of QB), I get addresses on my quotes like this: Bob LoblawBob Loblaw's Law FirmBob Loblaw's Law FirmActual adress, 123 StCity, Province, Postal Code Bob LoblawBob Loblaw's Law FirmLocation NameLocation address, 456 AveCity, Province, Postal Code And no matter how many times I delete those first two lines which shouldn't be there in the first place, it puts them right back as soon as I save. And if I delete those fields, it puts the location name in front of the billing address, where it *really* doesn't belong. How do I tell QB to stop adding things to the addresses that aren't part of the address? There are shipping and billing address fields - just display those by themselves! That's what they're for!

    Need help with your Self Assessment? Our drop-in session is now open! This is your dedicated space to get those questions answered and connect with other QuickBooks users. Don't struggle in silence – share your challenges, get expert insights, and let's make tackling your Self Assessment a little less taxing. Jump in and ask away!  

Hi team! I am a Yoga instructor and run Yoga retreats. I am wondering:How do I classify the expenses I spent on the retreat such as tour guide, accommodation etc? (Which aren't my expenses but the expenses for the whole group) Currently it is classified as other business expenses. Thanks so much! 

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why are my Vat payments to hmrc not showing as expenses on my self assessment

Has anyone else been experiencing issues with Quickbooks not submitting their EPS to HMRC because of an internal Quickbooks software fault?I have had an investigation open with Quickbooks for over 3 weeks and a fix has not been found. Also, what has happened to Quickbooks customer service recently?! It is absolutely appalling! I just need an answer to my issue!

I have 2 clients with the same name. all their other details are different. Quickbooks won't let me enter the new client, as it says the name of the client already exists. How do I get past this?

My card payment provider does a batch deposits for all sales in one day to my account. This obviously contains multiple sales, how can I match this to each transaction?   

Hi all fairly new to this so please be nice :)I have created a few invoices for customers, emailed them over fine & had payment.I have marked invoices as paid but my income log is still showing zero ? as is profit & loss sheet?what have i missed ?  I have scanned receipts into the system & they are registering fine as an expense ? Many thanks in advance for any help :)(hope its nothing really silly i have missed )

Hi, not sure if this is the correct place to ask this, please re-direct me if necessary. In August 2023 I had some expensive recording equipment stolen. I was unable to claim through my insurance as the theft happened from a car and outside of the hours they offered coverage. I have a vague idea I can log this as a loss on my self employment tax return but I have not been able to work out how! Can anyone help?

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QBO Plus UK version. I have a question on Corporation Tax charge. If one wants to pass a provision for tax adjustment what sort of account does one create for the Corp Tax charge? It should be such that the P&L should show Net Profit before Tax and then Tax charge shown separately and then Net Profit after Tax. It must be in the conventional accounting presentation mode. Currently it seems the above cannot be done cleanly. Close one can come up to is to park the Corp Tax A/c under Other Expenses. There should be a better way! Help!

I'm finding lots of glitches with the Split transactions function in QB Self-Employed.  1) the percentage function is not accurate all the time - fine with things like a 50:50 split but things like a 85:15 percentage split come out as 87:13. It also doesn't apply the rule retrospectively.2) tagging split transactions is inconsistent - it looks like it as worked, but then when you look back at the transaction it doesn't have a tag. This is the same for single and bulk tagging3) similarly recategorising split transactions in bulk doesn't seem to work - you get the success message but then the category hasn't changed. Have tried multiple browsers, incognito mode, clearing caches etc. A solution would be appreciated!

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Hoping someone can help as I cant work this out.I have a client who pays HMRC monthly a payment on account. These monthly payments are entered as an expense to taxes prepaid, under prepayments.My question is how do i move these payments from prepayments to the Vat quarter it needs to be allocated against. I dont want to just delete them and re-enter them in the taxes record payment if there is another way.I have tried to journal them to the correct tax account but it doesnt allocate correctly and the vat balance still shows that same amount as owing.