QuickBooks Q&A (UK)

After yet another set of "Improvements" to QBO, we have taken decision to move to a more stable accounting platform. It is clear that the product managers have never tried to run a small organization with limited resources for re-training. Otherwise they wouldn't keep "revising" the product to the extent that we need to re-train our staff. We can't sustain this anymore, so we are actively researching an alternative. I know I'm preaching to the choir here, but does anybody have any guidance on how easy it is to export prior year transactions so we can at least access them outside of QBO?

We submit our payroll data online to HMRC each month. This tie we received Error: , fatal: 1046 - Authentication Failure. The supplied user credentials failed validation for the requested service. | Gateway Any ideas on what went wrong?

When my employees log in, all works fine but when they go to log time, it won't let them, telling them the worker has been deleted and to select someone else. I have three track time only users and this is happening to all three. Only happening today. As a company admin, I can enter time on their behalf so it is something wrong with the Track Time only users. Please help with suggestions to rectify.

Is anybody else having this error message when filling timesheets? It won't save my hours. "This field is required"Below the username.

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A client has paid me twice for the same invoice. I need to issue a credit note for the second payment. How do I do this?

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Probable in the wrong place, but here goes. We decided to add the first part of the customers postcode, or their webshop customer IDs to their details in the customers display name section. Without going though every customer in the list I was going to export a customers list from Quickbooks as a CSV. It would them be easy to update the relevant section in the customers details and then upload the adjusted file back in to Quickbooks.  I have found out that the table that can be exported in not the same as the one that needs to be imported and some details are missing when importing, the main one being the Customers Display name. My question is wh\t would be the easiest way to update the customers with the missing additional postcode part in their details if exporting and inporting is not possible.

• I have verified that all sales invoices: o Are posted to the correct income account. o Are fully paid within the date range. o Have the same transaction type. o Are active and included in the reporting period.

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I am currently looking at a start-up that plans on supplying accounting/bookkeeping services to churches/small charities. We wish to automate as much as possible of the process, but I wanted to know how good Quickbooks would be for such a company, and how much automation would be possible/how much non-automated processes would need to be done? Please feel free to ask questions. 

I have saved my transactions from my bank into CSV file format but when i try to upload it won't upload, comes up with an error.

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I have tried 6 times on wifi and 4g and refreshed the app and the save button does nothing

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Hi I've just run my payroll for the month. Auto FPS submission is on and yet the FPS doesn't seem to have been created or sent. Can't find it in the archive. Any ideas?

Yet again the mobile app version has broken. This is like the 5th time since using this service when all my transactions break and I have to review over 910. On my desktop it's showing 20+ transactions that need review but when I go and check on the un-reviewed section there is nothing there.It's really not that difficult to make a working service is it for the amount we pay.Some suggestions on how to fix would be appreciated.Thanks

I would like to send an email reminder that can add certain basic variables. I cant seem to do it by just adding [Invoice Date} variable similar to [invoice no.] that does work. Is this possible yet?

I created couple custom fields, made them inactive. Then I created 2 which I want to use on invoices and credit memo's, one is Booking refWhen I tried to get these field id I can'tI am using php SDK (newest version)and when I use getCompanyPreferences();method I do not see in payload this field, however I see the first 3 fields which are INACTIVE  How can I get list of active fields so I can get their ids?  Beside when I use quickbook online and I create invoice with this field - it is visible online only and when I pull data for this invoice via api - CustomField property is empty

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When I try to cancel my subscription I get this following error message: Error code: PLT-2000, type: VALIDATION_ERROR. There is also no chat or phone function available.

We forward all bills and receipts to QBO using the email forwarding feature, then I review them once or twice a week. However, the pre-sets don’t seem to work. Even though I’ve set default expense categories and payment terms for each supplier, I still have to manually update these on every bill or receipt, which is time-consuming when handling 50+ entries. Shouldn't selecting a supplier automatically apply their saved defaults?

We have set up employee expenses and our staff are using these happily.   However, today we have noticed that employees are either removing or changing the tax code on the expense when logging it.   Is there any way to stop them from being able to make changes to the tax code, and if this cannot be blocked, is there any way to get a report on expenses before finalising the pay run?   I have just had to manually check every single employee on the pay run to see if they have expenses, and if they do, if the tax code is correct or needs to be changed. We have told staff to leave the tax codes alone, but clearly we cannot trust them to do so.   We cannot do anything about the incorrect codes logged in finalised pay runs, and given the number of staff & expenses it is unrealistic to manually check every single line every month.   I cannot see a report that will show me what tax code has been logged against an expense type, and I can't find a setting to stop staf

We currently set up payments to employees manually in the bank.  Is there a way to connect QBs to the bank so that once payroll is run in Quickbooks it connects to the bank and transfers the net pay to the employees?  Thanks!