QuickBooks Q&A

can you get a report on invoice payment methods

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We get grants paid directly into the bank but i need to have them registered in their class to enable me to do income and expenditure by individual classes. On record a payment i cant see where i can add in the individual classes. Can anyone help?

Confused about Making Tax Digital for Income Tax and what it means for you?Watch back this practical 60-minute session where we break down everything you need to know. We cover the most common questions from our community, walk you through how MTD works in QuickBooks, and show you exactly what you need to do to stay compliant.If you have any questions, drop them below.    

Moving between tabs takes longer, the drop down options take longer to appear, typing is lagging/delaying

It was in QuickBooks self employed app as default view.

Migrating historical transactions from sage into Quickbooks - there's not many. YE is 31st Jan, so wish to post all 12 months of transactions into Quickbooks from 1st Feb 2025 to 31st Jan 2026 to create one full year data in the accounts, in addition to the 1st Feb 2025 opening balance journals. (The cash VAT qtrs align with year end). Obviously the historical (cash) qtr vat returns have been submitted, so when setting up vat in Quick Books, I do not want to re-submit the four qtr returns for the periods to 31st Jan 2026. How would this be supressed in quickbooks ? Is it a case of not initially setting up MTD, then later, when I wish to submit VAT for the period 1st Feb 2026 to 30th April 2026, going back into VAT to set up MTD ? Also, in sage I would run VAT then post a vat journal - is this how it works in Quickbooks, or are VAT journals posted automatically whenever vat is run ? thanks   

Does anyone know a direct phone number to call ?

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Apparently we now have 'improved' estimates and invoices, but I've just spent several hours trying to create an 'improved' invoice that I wouldn't be embarrassed to send to a customer.On my invoices I have rows that are not a 'Product/Service' or an 'Item/Service'. They are just rows with information in the 'Description' column. This might be a general description of the invoice, or a contract period or a list of serial numbers. This was all fine and dandy under QB Desktop (a far superior product) but under the new 'improved' QBO the system now assigns a VAT rate to these rows, as well as the rows that actually need it. How can I create rows that don't have an associated VAT rate?

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resolve something’s not working. received http status 429

Hi, I run a cafe and take cash and card sales I do not use a point os sales system just a normal cash register, my question is how do I add my daily takings into sole trader plus? In quick books self employed I just added a transaction and entered it as cash sale but for the life of me I cannot find a transaction button on my homescrene to do this.Can any one hp me please?.... Also how the hell do I see my previous year's accounts and transactions?  Have looked for a custom date setting but I cannot find it 

Lost 4 years accounts after being forced to use sole trader app. Can’t do tax return now!

Very worried that I’ve lost all my invoices and expenses for 5 years. I’ve seen others have had no assistance. Why do we stand legally about filing self assessments?

My accountant was sent invite to manage the account but finding herself unable 81833 error

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