QuickBooks Q&amp;A

How do I connect an additional bank account?

ironbondbrickwork

Banking

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I HAVE BOUGHT 70% SHARES IN A COMPANY FOR £150,000, THIS WAS BY PAYING OFF THERE DEBT, WHERE DO I ALLOCATE THIS IN QUICKBOOKS

brendan17

Reports and Accounting

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GC-WTD

Home use for Dog Home Boarding and Dog Home Daycare - how to record transactions correctly

Hi everyone, totally new to QuickBooks and looking for some advice. I have run a Dog Walking, Daycare, and Boarding business from my home for the last 18 years. With MTD coming in, I decided I needed to get QBO to help digitise my bookkeeping and accounts. Our home utilities, mortgage, etc., are paid out of my wife’s and my joint personal account. 60% of our home is used for the day-to-day business. Previously, I would record the 60% utilities/mortgage interest, etc., in a simple accounting spreadsheet and transfer the 60% portion of the bill from my business account to our joint personal account. Now, using QBO, how do I record these transactions correctly? Do I create a new expense category in the Chart of Accounts, i.e., “Home Use for Boarding/Daycare”; list each payee (i.e., Octopus Energy, Northumbrian Water, Lloyds Bank, etc.) within this category and record the 60% portion? Do I snap copies of monthly invoices for the utilities? How do I snap the monthly mortgage interest as no

GC-WTD

Home Use for Dog Boarding/Daycare - how to record use correctly

Hi everyone, totally new to QuickBooks and looking for some advice. I have run a Dog Walking, Daycare, and Boarding business from my home for the last 18 years. With MTD coming in, I decided I needed to get QBO to help digitise my bookkeeping and accounts. Our home utilities, mortgage, etc., are paid out of my wife’s and my joint personal account. 60% of our home is used for the day-to-day business. Previously, I would record the 60% utilities/mortgage interest, etc., in a simple accounting spreadsheet and transfer the 60% portion of the bill from my business account to transferring money from our joint account. Now, using QBO, how do I record these transactions correctly? Do I create a new expense category in the Chart of Accounts, i.e., “Home Use for Boarding/Daycare”; list each payee (i.e., Octopus Energy, Northumbrian Water, Lloyds Bank, etc.) within this category and record the 60% portion? Do I snap copies of monthly invoices for the utilities? How do I snap the monthly mortgage

usersuzanneflux

How can you view Clients' unaccepted transactions on the new (free version) of the new Intuit Accountant platform.

I can see where you can see disconnected accounts but not unaccepted transactions as you can on QB Online Accountant, thanks

usersuzanneflux

Banking info missing from Client list

Why has the banking info been removed from the Client list on the new Accountants AI platform.You used to be able to see all clients with how many transactions needed to be reviewed.I have reverted back to the original Online Accountant version.Thanks

QuickBooks Product Updates

Elizabeth PCommunity Manager

What is QuickBooks Payments? A Mini Guide

Getting paid should be the easiest part of running your business, not the most stressful. If you already use QuickBooks to manage your invoices and accounts, QuickBooks Payments helps you get paid faster, more securely, mobile friendly, and with less admin. Here’s everything you need to know. What Is QuickBooks Payments? QuickBooks Payments is a built-in payments solution that allows businesses to accept customers to pay you directly from your invoice. With both Pay by Bank and Pay by Card, customers can pay easily and securely. Because it’s fully integrated into QuickBooks, payments are automatically recorded and matched to the correct invoice. Ready to get paid faster? Start accepting payments with QuickBooks today. How Does QuickBooks Payments Work? It’s designed to be simple: You create and send an invoice in QuickBooks. Your customer receives the invoice with a “Pay Now” button. They choose their preferred payment method (card or bank transfer). The payment is processed

QuickBooks Product Updates

Elizabeth PCommunity Manager

QuickBooks Product Updates: Introducing the Intuit Accountant Suite plus February’s latest updates (Feb 2026)

February marks the launch of Intuit Accountant Suite, a new platform designed to Manage your firm, clients, and team on one platform Alongside this major release, we’ve rolled out more  AI-powered tools, enhanced client communication features and expanded payroll capabilities. Explore what’s new below. [INTUIT ACCOUNTANT SUITE] We’re excited to introduce Intuit Accountant Suite, a powerful new platform designed to streamline firm management, client collaboration and team operations, all in one place. What this means for you: Intuit Accountant Suite is designed to simplify how your firm operates, bringing together the tools, data and intelligence you need to: New and improved design, navigation and home dashboard Manage clients, services and teams in one unified platform Role-based access controls Standardise workflows across your firm Gain deeper, AI-powered insights into client performance Scale efficiently as your firm grows Who's it for?  Accounting and bookkeeping f

Have to reconnect bank on a daily basis, often disconnect and reconnect.How do I get it to do it for longer!?Thanks

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emma-saunders84

A customer has paid through bacs a week ago. I want to mark it as paid but it can’t find the customer or invoice unlike or the others o have just done

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Making Tax Digital QB mapping to HMRC Form Query

Helena Bryant

Making Tax Digital

Has anyone had a difficulty mapping any of the codes so that they transpose from QB to the HMRC Tax form into the correct boxes?  I would be interested to hear as I have difficulty in filling box 29 on the HMRC form even though I have correctly mapped from the chart of accounts to go into this box.  Would welcome some feedback on this subject.

I have had to purge my company account in QBO to start again. I now have multiple chart of accounts duplicated. I need a real clean version, how do i do this?

warmwishesbycv

Account Management

How do i start again, purcgecompany is just duplicating and adding more chart of accounts. My account is now a mess. I feel I need to start again by deleting my account but will that mean I lose my trial period?

barbara12

How do I apply payments to our hire purchase invoice?

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mattwallis

How do I record payment of two invoices paid in one payment. eg have had one payment of £112 for two invoices of £56 on Quickbooks Sole Trader?

Have tried everything. Very confusing!

Sarloubra

How do I remove the 'click on the link to pay this invoice' which has suddenly started to appear at the bottom of my sales invoices?

It is a link to our bank who charge for this facility. I want to remove it from the customer invoices so they have to pay another way.

A client of ours has cancelled their qb subscription and now we only need to reconcile their bank accounts but it's not working, how can I do this without resubsribing?

emma.a.russell

Account Management

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Olly-Cogan

How do I change "Your estimate is ready!". We do not send Estimates we send quotes.

How do I change the default copy of "Your estimate is ready!" In my busienss, we do not send estimates, we send quotes. Olly

How do I connect QuickBooks to Etsy. As when I follow the steps online it just says the page is not found?

contact-ivorymuse

Banking

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jmw-books

How do we stop ebay connector adding every transaction as a new customer? The customer base is massive and unmanageable now?

Is there an option to have one generic ebay customer? Thanks

nicola24

I’ve upgraded from self employed to sole trader but none of my paid invoices are showing as paid. How do change this so my figures are correct?

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denisebecks

My Sales Invoices are automatically posting to Debtors when they should be posted to Accounts Receivable.How do I correct this please?

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Rebe1A11iance

Matching bank transaction to multiple expenses in foreign currency?

I recently made an FX payment in South African Rand (ZAR) from a GBP bank account to cover the cost of two invoices in ZAR.I'm trying to get Quickbooks to match this one bank transaction to the two invoices I paid but cannot get it to work.   Any ideas?

4 months ago

liz-brownNew Member

Account Management

Downgrading a plan - Warning says I will lose data'??

With the recent price increases, I have been reviewing which plans my clients are on. Some are on Essentials, when they really only use it for basic stuff, and could operate just as well on Simple Start. I went to downgrade them, and it comes up with a warning 'You will lose your data when you downgrade to a lower plan' I do not recall seeing this before. I fully understand that Simple Start has less functions available. But this clearly states that DATA will be lost if I downgrade them - which I obviously cannot have. So my question is - Do you really lose historical data when downgrading? Or is it the certain functions that are stopped, and you are just misleading subscribers by wanting them to keep to a higher level?

4 months ago

timandteresa