QuickBooks Q&A

Do I need to create an invoice to match the amount? It's only £14

  Retention (holding back 5–10% until the job is signed off) is standard practice in construction contracts, but QBO doesn't have a built-in retention feature. That means most of us have had to figure out our own workaround. We'd love to hear how you manage it:- Do you use a separate 'Retention Receivable/Payable' account?- Do you adjust invoices or use credit notes?- How do you make sure the retention shows clearly on your balance sheet? If you've cracked it, please share your setup — it would help a lot of people in the same boat!  

Here's what's new and worth knowing in QuickBooks. From time tracking improvements to free expert onboarding, we've got a few updates to share, plus the latest on Sole Trader Plus if you missed it last month. [INVOICING] A more organised way to manage your invoices.  We've made some improvements to the invoicing experience: cleaner, more intuitive, and giving you more control. Here's a quick summary of what's changed: Managing exchange rates on foreign currency invoices: If you invoice customers in a different currency, exchange rates have moved to a more structured location. You can now choose whether a rate change applies to just one invoice or all transactions in that currency today. Send Later and Print Later: These options have moved from checkboxes to toggle switches. Easier to review before you hit send. Invoice status tracking: You can now see a clear timeline of invoice activity without leaving the invoice.  Invoice templates Template options have moved. Swit

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Ive checked the accounts are still in the Accounts section, I've even tried adding them again but I'm just getting error messages. I can't delete and re-add them without losing all previous data, which would skew my accounts.

Hi everyone,I’m hoping a moderator or a billing specialist can help me break a "logic loop" in the QuickBooks Online billing system.The Situation: I recently transitioned to a Limited Company and need to move my Payroll Core subscription from my personal card to my new business card. My most recent payment was declined on the personal card, and my account is now marked as "In Collection."The Issue: I am trying to do the right thing and pay my balance immediately with my new business card. However:When I attempt to update the payment method in "Account and Settings," the system throws a generic error and refuses to save the new card.I have contacted Support (Case #15159248225) and was told that because the account is "In Collection," the system locks the ability to change payment methods.Support advised me to "ensure my card details are updated" before the next automated collection attempt on May 13th, while simultaneously telling me the system will not allow me to update those details

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Before I disconnected and reconnected my bank account I could see all transactions and most of them were categorised. Now I can't see my accounts going back to year 2023. Is there a way to reset the account to before I un linked my account?

month 2,3,4 2025-26

how do i create an eps if i can't locate hmrc reporting?

Cannot seem to connect to bank account goes through the process but does not send me back to QuickBooks site either blank screen or the approval screen to start connecting

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My auto payroll says "You can’t run payroll for this pay date because it’s not in your active tax year. Update your active tax year in Payroll settings to run payroll." However, I have updated it to this UK tax year and it still says the same.

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This is so I can keep track of bills and manage my cashflow better.

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gocardless deposits not being created since 24/04/2026. There are posts on the community forum from customers with the same issue. Is this being looked into?

  Whether you need a copy of your reports, contact lists, or other business data, QuickBooks makes it straightforward to export. Here's how to do it depending on which product you're using. QuickBooks Online There are two ways to export your data: Using the Export Data tool This is the best option if you want to download multiple reports and contact lists at once into a single Excel file. What you can export: Profit and Loss report, Balance Sheet report, Trial Balance report, General Ledger report, Customer List, Supplier List, and Employee List. Go to Settings and select Export data In the Reports tab, set your date range from the Pre-selected date ranges dropdown Add or remove items from the Reports and Lists tabs by turning them on or off Select Export to Excel Choose the folder where you want to save your file, then select Save Select OK to confirm You can customise your report before exporting if you only need specific data. If you need to export a different report, here's

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For example the refund was £50 and should show up as -£50, but only shows up as £50! Unable to but in the negative symbol on keyboard

I’m having an issue with saving my bank account through the app and my browser on my iPad. I get to this final stage and it doesn’t allow me to save.. nothing happens.Any help would be greatly appreciated. 

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