QuickBooks Q&A

I seem to be having issues when I try to create an invoice on QB Online. Since yesterday when I try to save a completed invoice or send one to a client the amount on the invoice is set to paid???  

No text available

The report Purchases by Class Details take the data from the Item Details only, it seems? So why there is a field class in the "Category Details" . I do not use Items details so it seems that I can not use classes?Thanks in advance

Quickbooks self-employed recently lost the connection with my bank and I was guided through reconnecting with my bank account by a member of their support team. The connection was re-established but over 500 of my previously categorised transactions dating back to 2022 have reverted to being uncategorised. I have simply been told that I need to recategorise them. As a sole trader with limited time to spend in re-working data lost by Quickbooks and I have to say that I am extremely disappointed not only with the original error but with the way it has been concluded. I am now looking for alternative services to quickbooks to help wm manage my bank data and no longer feel happy to recommend this service to others. If you have had a similar experience with lost connections to your bank accounts I advise you to tread very carefully if following advice given by the support team.

Unable to send EPS for employers NIC rebate

No text available

QB suggest rolling back to April and changing NI code, but HMRC say the employee would not be paying NI when they should be.   If I leave it until next April to change the code the employee may not be refunded the NI paid since state pension age.  HMRC say the software should be able to deal with the code change mid tax year and won't guarantee repaying NI. The only solution I can see is the employee resigning and then re-joining the company.

I am trying to set up VAT on QB however I am unable to enter a date into the "when do you need to start calculating VAT from" box. It is not selectable, clicking on it does not allow me to input a date... Are there any other settings or options I need to enter somewhere?   

I use the report Transactions by Tag Group. Until last month this subtotalled transactions for the period by Tag which is what I need.  Now it lumps all tags together.  How do I get the subtotals to work again?

UK users please:  Does anyone uses Quickbooks online + Etsy shop integration? I need help with the settings (Map tax codes) 😕😕I need my UK orders to be imported with a 20% Vat included and my US orders with 0% Vat included (but without the US state sales tax that Etsy collects). Very confusing...Thanks

In quickbooks online, I am trying to do a group VAT return for my two companies together. I am using the "submit with a spreadsheet" tool, but I need help with preparing the spreadsheet. I am unsure if I should include only the VAT values of the second company in the spreadsheet, or if I should add the two companies together in the spreadsheet. Please help!

Has anybody experienced functions just disappearing? Right now I don't seem to have the "get paid by direct debit" function.  

Since Friday 1 September, our bank feed to Co-op has broken with: There's a problem with this account connectionWe’re having trouble getting your bank data. Please try again later. (355) (We have 5 other bank feeds with 3 other banks, all continue to work as normal.) I have tried all the suggested fixes such as extending the permission period (did expire 7 September, so 6 days clear, but have extended to December anyway, and I have reauthorised the sign-on info,) Should I try disconnecting and reconnecting? Spoken to Co-op who state: “we believe this issue lies with a TPP – Intuit are currently investigating. I will keep you updated.” What is going on, please? When can I expect a fix? And finally, why do all the bank feed connectivity issues only affect Co-op business banking? NatWest, PayPal, Barclaycard, never have issues.

No text available

I'm uploading a series of snapshots of receipts from staff, from WhatsApp.  Naturally, as anyone might expect, several are transactions that require a split either for the VAT category or for the category of expenditure. I use the 'Split' button.  I put something in each field, mandatory or not.  I have tried this so, so, so many times but it seems impossible to do this without the extraordinarily annoying message about"Something's not quite rightAn error occurred while processing your request. Please try again later. If you repeatedly see this error, then please try creating the expense/bill from Expenses page".   The message is hopeless; it does not tell me what the issue is. I find it absurd to suggest that I need to ignore the facility QBO has provided and go and do it a different way.  Why not just fix the actual issue?If someone knows how to do this successfully from then please let me know!   

I have received an invite from my client based in the UK .. whenever I try to accept the invite and fill in my login info its redirects me to make a new firm account Why can't I accept my invitation? 

I have been using quick books for two years, pre VAT registration. I then registered for VAT and need to start account for it from Feb 2023 however, HMRC has only just issued my VAT number so I am only now in a position to set up on Quick books.  Is there any way to adjust the invoices I've already entered in to QB since FEB to show VAT or will my first VAT return have to be a whole manual adjustment?  Any advice greatly appreciated.

I use QBOA - for a number of clients I created a custom field that could be added to individual sales invoices and that could also be shown in the Customer / Transaction list.  However over the last few weeks when I go to the cog to add this field back into the view you can no longer add the Custom Field.  I used this field as a reference for each sales invoice as otherwise when you're viewing the list of sales invoices its pretty meaningless if you have mutliptle invoices per customer in a month.  I've spoken to your online help they said I needed to feedback (which I've already done) but said they take their time to do an update.  You've basically removed a feature that was already there so i would like this fixed - I've also contacted my account manager but no response either.  Could you look into this issue for me and someone else solved this problem?

No text available

No text available

App must still remember them as had to recreate a payee I use frequently and I said I couldn't use an existing contact

No text available

No text available

I've paid my subscription but I am unable to use quickbooks

When I enter a category for an expense, the default VAT populates in the entry. When I enter the supplier's name, their default Category does not populate in the entry, and I can't understand why. Am I doing something wrong?