QuickBooks Q&A (UK)

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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

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Hello,I'm a freelancer who secured a project that will be completed by a colleague. As I was the initial contact, the client paid me directly, and I took a commission before passing the remaining amount to my colleague.For example: - Client payment: £1,500- My commission: £300- Payment to colleague: £1,200 How should I categorise this in QuickBooks Self-Employed to ensure only my commission (£300) is taxable, and the amount I pass to my colleague (£1,200) is excluded from my tax calculations?I've considered marking the colleague's portion as "Personal" to exclude it from business income, but I'm unsure if this is the correct approach or if there's a more appropriate category.Any guidance would be much appreciated.Thanks Andrea

This has been an ongoing issue and was fixed temporarily. I can go on to login to Capital One but then when the popup disappears the base page still shows the Error 571 message. Support are not of any help.

This has been an ongoing issue and was fixed temporarily. I can go on to login to Capital One but then when the popup disappears the base page still shows the Error 571 message. Support are not of any help.

I want to cancel account and payment

Delete account

Shows tax error when sending. Tax value has become a toggle tab that just says taxable.

Hi i have a hmrc rejected vat return error in my quickbooks online, i have called hmrc and they say there is no error on there side, and they have not recieved my vat return to reject it. this is a internal quickbooks error and i would like to know how to solve it. 

Report for the same period summary and detailed profit and loss statement not match, when go into detail i could found some of invoices are not included into inly profit and loss statement while present int detailed profit and loss statement report

I cannot seem to connect to HMRC to submit my VAT return. I have recently changed accountants and connect seem to connect to HMRC. The accounts solution is change to other accounting software, so I am having to sort this out myself! The message I get is :------------------------We can't connect to HMRCThis could be because you recently:signed up for a Making Tax Digital account with HMRCsubmitted a VAT return to HMRCIf so, hold tight. HMRC should restore the connection within 72 hours. Has it been longer than 72 hours? Then contact HMRC.------------------------ I think I have disconnected QBO from HMRC but this is the message when I try to reconnect (via the government gateway. Unfortunately, I have to submit the VAT return on 7 Mar. My accountants have said they can get everything into another accounting package very quickly but I am not sure this will actually solve the problem! Any help will be appreciated. Thanks

I have an additional subscription and want to copy over my current structure to the new company

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I can’t close the invoice and mark as paid