QuickBooks Q&amp;A (UK)

Courtney-Acc

My client goes away to Jersey and Holland for work related activities and buys lunch/ drinks etc whilst working. My question is, should I enter these as no vat or zero ?

If enter as zero rated then at least it shows up on the vat return where as T9 out of scope doesnt. This is happening more and more so would like to get it right. Have always entered food purchased in other countries as T9 but thought I would ask the community if they agree.

Anonymous

Recording "use of home as business" expenses either using simplified rule / flate rate or recording actual costs - how?

Recording "use of home as business" expenses either using simplified rule / flate rate or recording actual costs - how? Things like electric are paid from my personal bank account rather than my business account so how I can I record them as an expense for tax purposes in QBO? In QBSE you have a simple way of entering hours to use the simplified rule / flat rate method, but in QBO you don't seem to have any way of doing it? I am currently trialling QBO Simple Start

479

Phil_UKNew Member

The loss of tags is particularly unhelpful for UK charities

I'm interested in whether other UK charities are going to have the same issues that I have already come across with the removal of "tags" as they are replaced with "custom fields", and have some questions for Intuit below. The first issue (and a legally significant one) is that existing tag data will be removed from May 2028, three years from now. As Intuit should know, it is a legal requirement in the UK that all financial information is retained for seven full financial years after the year in which the transaction happened (for regulatory oversight). Deleting the information that has been stored in tags until now will cause all UK organisations to lose data that they are legally required to keep, unless they manually copy all the existing tag data to their new custom field(s) - at a massive administrative cost. Why is it not possible to have an automated process that can perform this transfer for historic transactions if you insist on deleting the old tag data so quickly? 

489

SallyWil

I have 'Uncleared' Transactions after reconcilliation how can I correct this?

I am very new to Quickbooks and still not 100% sure of what i am doing.We reconciled end of year and we got a '0' balance.  When trying to reconcile April and May invoices it's showing a £90,000 difference and 112 'uncleared' transactions, I have no idea how to sort this out but neither does anyone else either

401

Nirmala-Tiwari

I am unable to upload my QuickBooks Online Certification Level 1 to my Credly account. as it is not Open Badge 2.0 or 3.0 standards. How can i get this badge type?

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Does anyone know how to get bank accounts and credit cards reconnected? Ive gone through every instruction and get to the final bit that says error

Bpfullen

asked in Banking

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mrhdisco4

Add or remove a tile from the shortcuts page

How do I add or remove a tile from the shortcuts page?

261

asked in Making Tax Digital

paulsteadphotography

How do you send quarterly reports to HMRC with the new changes to making tax digital for self employed starting April 2026.

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281

rob-landon-hotma

My QuickBooks account is showing 6 open invoices/ overdue but when I click on it it says no open invoices??

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carolharkin4

How do I send a reminder invoice using WhatsApp?

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john418

i sent an invoice to the wrong business how can i recall the message

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121

leo-lenaour

Poor support quality

I'm fed up with the poor quality of chat support. I'm having problems with Quickbooks, I connect to the chat and I'm confronted with a very unresponsive agent. I want to open a case by email and I'm refused. Is this normal?

Can I reverse a bank reconciliation

Leets

asked in Banking

I reconciled a credit card account and now realise that I left an entry out in May. Can I undo thus?

111

sarah206

I sent 2 invoices, one for my services (business income) and one for some expenses incurred (travel). The client has paid both together so I can't separate?

I need to separate as one is taxable business income, and one is allowable expenses for travel. How can I do this?

151

James_Buckett

How do I upload multiple receipts for a single transaction? Even if I split it, it only allows one receipt for for the transaction not each split?

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271

Dh_decorators

I have added payment details to my account but every-time I make a new invoice I have to add the details again manually. Is there anyway automatically add to my invoices

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hello-willhazell

When trying to connect to my HSBC account it’s saying “your username is invalid”. I don’t understand as my username is correct.

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267

gwynfrynbb

what is the best way to import data from Quickbooks simple to a new quickbooks account?

We had to change our account due to Core Payroll

111

dom16

Is QuickBooks Self Employed going to be compatible with the UK's "Making Tax Digital" system? i.e. will I be able to submit quarterly updates and tax returns directly?

I won't need to do it before 2027 but would be good to know whether I'll need to upgrade to the other QuickBooks service

JackSLevel 3

Usage Limits FAQ

    1. How do I know if I am exceeding the Usage limits?   You can easily check your current usage by navigating to the Cogwheel, then selecting Account and Settings and finally clicking on the Usage section. QuickBooks will highlight any areas where you’re exceeding the limits. If you’re an accountant, log in directly to your client’s account to get the most up-to-date usage information. You can also adjust and increase your usage based on this information if you still have some room to do so. For more details, check out our article on Learn about Usage Limits in QuickBooks Online.                     2. How can I reduce my usage myself?   To help you stay within your usage limits, you can try the following: Billable Users: Delete an active (invited) user if you have too many users in your account. Some user types, like View company reports and Track time only, don't count toward the user limit. Chart of accou

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eleanor8

I have several employees that work irregular hours on a rota, I need to work out how they accrue annual leave using the 12.07% HMRC guidelines.

Other payroll systems do this automatically for you but I have not found a way to do this on QB. It would be great to know if any of you have found a way as it is a real pain trying to work it out each week for the payrun.