QuickBooks Q&amp;A (UK)

I have taken a long term loan to buy a franchise how do I account for this in self employed.and account for the loan payments

is there a catogary to allow for a loan and repayments

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Customer Open Balance Zero, But Credit Still Generates on Statement

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ACP2010

asked in Transactions

Hi,  I refunded and credited a customer on an invoice, and their open balance shows $0.00, but when I generate a statement for them, the credit still shows up. I've double checked that everything was applied correctly and came out of the correct accounts. Any ideas how to clear up the statement? Every other report shows a zero balance.  The statement shows a balance forward of -$555.00 on one line and a chk refund for $555.00 on the next line, generating that zero balance, but why can't I get those two lines to not show up on the statement? 

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Hi, I just wanted for register vat for my Corporation Tax UTR it’s 10 digit please thank you

121

I had my credit card connected to my account as I used it for business purposes a few years back. I removed it however it still pulls through transactions. How can I stop

It from being connected? I’ve looked in my accounts and it’s not there, I can’t see it connected anywhere except in my transactions! But it shouldn’t have this info as it shouldn’t be connected!

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how do I start a chat with quickbooks

I need to contact quickbooks but cannot

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asked in Transactions

transaction missing from my barclaycard credit card

I've noticed that a payment I made onto my Barclaycard credit card hasn't shown up and my transactions are now out. How do I manually add that in?

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how do I submit a vat return ?

No text available

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asked in Making Tax Digital

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rolf-mears

How to resolve CLIENT_OR_AGENT_NOT_AUTHORISED&gt?MTD is enabled (has been for a while)Connected to HMRCPreviously no issues.

VAT number is correct and has been checked with HMRC. I have disconnected and reconnected with HMRC as suggested.

121

How to make a project be a sub-customer so I can run accurate budgets?

I have successfully created a sub-customer which appears correctly indented in my Sales > Customers list. I have a project in the 'Projects' module with the same name as the sub customer. The specific problem: When I go to Projects > New project (dropdown) > Convert from sub-customer, the screen explicitly states: 'You don't have any sub-customers that can be converted to projects.' This is incorrect, as my sub-customer clearly exists in my customer list.

673

I've been unable to access my 'Payment History' for the last week. Get a error message saying 'Somethiung is not quite right'?

Rest of message reads - Something's not working. Give us a few minutes and try again. If it still doesn't work, please contact us.

51

Hi. I have several accounts that are linked to a stock. As the stock value goes up and down, it affects the underlying balance in the bank. How do I reconcile this?

The effect of this is that the balance in QB and the balance in the bank differs and I'm not sure how to record this.

41

RanchuNew Member

The bank account balances with nominal ledger.  However, when I click on 'reconcile' I get the following message..... 'Your account isn't ready to reconcile yetYour beginning balance is off by -£1,930.20. We can help you fix it' The £1930.20 relates to three transactions which have been deleted, any idea's as to how to remove them from the reconciliation screen ?

81

I have different sales account set up in my chart of accounts for different parts of the business. How do I specify on a sales invoice which of these accounts to use?

No text available

51

The miles tracker has failed to log my annual mileage correctly for 2024/2025, how can I manually adjust without having to log each and every trip individually?

I have about 5 months of trips not being tracked. Any advice please?

263

Why won't this app (android version) allow me to see all historic transactions of a customer?

Amongst the frustrations of the app, the ability to see historical transactions is one of them. Surely it can't be too much to ask to be able to open a customer and find out everything you have invoiced them for? Instead we are allowed to see a token few transactions - regardless of "resetting the data".

91

Vat is set up but VAT codes are not appearing in the invoices? I am just trying to add standard 20% vat, it is switched on in the manage rates but not accepting codes

No text available

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Quickbooks UK Trial Codes

Where are the codes needed in order to install quickbooks 2021 UK version?

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penny.brass

How do I make a company admin a primary admin? There is no option to do this?

141

When invoices are sent some are not arriving with customer, or arriving with no link to invoice so only receiving a cover page. Any idea why?

No text available

91

Can I produce an Excel format statement of account in QuickBooks online?

Most customers want Monthly Statements of Account in Excel but the New --> Customers --> Statement option sends them a pdf. At the moment I'm running the Accounts receivable ageing detail, filtering it to a specific customer, exporting it to Excel, re-doing the formulae and then sending it as an attachment. I can't do this for the 100 odd customers so I do it for a handful but it's a pain. Is there a way to do this in bulk from QuickBooks?

81

hi i have a new phone how do i download the self employed app

No text available

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