QuickBooks Q&amp;A (UK)

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?

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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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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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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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asked in Other Questions

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

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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

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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.

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Invoice ageing by customer vs Debtors Ageing report

How do I create a debtors ageing report by date of invoice and include payment terms. Current Debtors ageing shows overdue days and not invoice ageing.

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How do you change terms of payment dates on Quickbooks self employed

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samsweeney123

QuickBooks won't let me mark invoices as paid. When I try to mark an invoice as paid and select the corresponding payment, I get "error - could not link transactions"

This has been a problem for months and QuickBooks seemingly can't fix it, despite me flagging it multiple times. I see from Google that it's a common issue. Has anyone managed to fix the issue themselves?

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My invoicing page seems to have changed. I cannot select ‘inclusive/exclusive of tax’ any longer, and it doesn’t seem to be letting me add VAT…?

Has anyone else noticed this issue?

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