QuickBooks Q&A

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my client was 30/9 year end and had to change to 31/3, what did people do

My subscription seems to have changed and ive lost all my previous activity

A period of a month or so is missing

Hello all 🤚 When I snap receipts using the QBO APP, they do not show up in QBO signed in via my MAC..I have uninstalled the APP and then installed again.I have changed the password, and have signed out and then back in using the new password in the APP + on my MAC.I have a Samsung S24 ultra phone where I use the APP and I also sign in via my IMAC.Browsers I use is Safari or Chrome. I have no idea how to resolve this issue, so any help you can offer will be gratefully received. Thanks ever so much 🙏

No option to submit only view summary and the status says "offline"

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Not all of my PayPal transactions are being imported

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This client doesnt have any employees but does pay CIS to HMRC deducted from the subbies pay. I cant find anywhere in the CIS Tax add on about sending an EPS form. Does he need to have the payroll add on considering the expense with no employees. Little confused

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So i assume somehow it is switching then to a US date format (I am in the UK). How do I fix this?

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How do I stop this payment/get it back? Can I backdate this EA claim and how. I am new to Payroll and not an accountant just a small business owner trying to learn as I go along...

For some reason any transactions prior to 7th April of this year aren't showing in quickbooks for me. Despite my banking being connected for many years prior. I'm with Natwest, so had to switch to an online banking connection rather than the business banking connection, however these dates don't coincide. I've also tried uploading a CSV file of the missing transactions for the first 6 days of this tax year where I get the following message - We've filtered out 20 transactions that we already got through your bank connection. Looks like this file doesn't contain any valid transaction data. Check the file and try again include all transactions When trying to import the transactions for the previous tax year, also using CSV I get the following - We've filtered out 61 transactions that we already got through your bank connection. Looks like this file doesn't contain any valid transaction data. Check the file and try again include all transactions Please advise, I'm

Hi, Hoping someone can help. We are a small manufacturing firm and just starting using Quickbooks Online (used Sage previously). So at the moment, we send out an Estimate to a customer when they have requested a quote. This has the Estimate Date (the date we did the estimate) and the Expiry Date (quote expires in 30 days). When the customer then comes back to us to accept the estimate, we change the Estimate status to accepted and fill in the "accepted date" and "accepted by" fields. However, we would also like to put when the customer would like the job for (ie. 2 weeks, 3 weeks) but cant see a field for this? Surely "shipping date" is literally that, the actual date we ship the item out and we dont want to create an invoice until the job is actually completed and ready to be invoiced.  When I look at All Sales (invoices, estimates and payments) there is a Due Date column but it seems that for Estimates this is the Estimate Date rather than an actual due date for t

tax code for 2nd job

Hi, Each time I import transactions via a CSV file none of the existing rules are applied.  I have to review the new transactions.  I then click on the Add Rule link for each transaction that should have a rule, only to be told "A rule matching these criteria already exists"  to which I shout "Well why have you not applied them then?!!" Is this a know problem with imported transactions? Paul.

Today's annoyance is the following - can anybody help? I've gone to the P&L report, entered specific dates (1/3/25 - 31/5/25) which is the vat quarter. It brings up the P&L - great. Then, I click on 'purchases' to review the transactions and it defaults to about 10 columns, most of which I don't want to see, so I click on columns, get rid of the bloat, add Dr and Cr, then it looks great. I then click on a specific 'purchase' to take a closer look an the attached bill. I then press the Cross top right when finished examining, and it takes me back to the P&L.... Not back to purchases! A further irritation is that the dates I set in the P&L have now defaulted to a completely different period. So now I have to set the from and to period again, then when I click on 'purchases' again to examine the next one, it brings up the endless columns again. Yes I can right click from the P&L to look at cost lines, but each time, it defaults to giving excessive columns and n

I have selected Amounts are exclusive of tax and when in the VAT box it asks to manage tax rate, completed that for 20% standard but it still does not add the vat amount