QuickBooks Q&A (UK)

QBSE pro. I have two incomes, one is a military pension, my Tax Free allowance £12570 is set against this. The other is self employment, hence QBSE. I have to set my QB tax free allowance to zero ? I cannot use it twice.

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HelloI am with a small charity that has only recently received guidance on how to use Quickbooks properly. I am trying to tidy up transactions from the 2025-2026 period as much as possible before it goes to the accountants. The issue is that transactions were simply imported and categorised before this calendar year, so no bills / invoices, no matching, no separate account for the credit card, etc. So some transactions that really should be split are just single, e.g. paying off the credit card. My question is whether splitting already reconciled transactions will undo previous reconciliations even if the total is the same? And does it make a difference whether the category / account is the same? Not being able to split a transaction into parts of the same category isn't a huge deal (if not ideal) but things like the credit card payment really should be differentiated into categories. We were willing under a new manager to go back and redo every transaction properly since April 20

I can't find an option to enter a start date and I only need it from the 6th April! Thanks!

Work over 40 hours not wanting to use simplified

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What is Sole Trader Plus? Sole Trader Plus is designed for self-employed owners, single property landlords, and small businesses without employees who want a smarter, more connected way to manage their finances, all in one place. It's particularly important right now because of Making Tax Digital for Income Tax (MTD for IT). Making Tax Digital for Income Tax will require many sole traders and landlords to submit quarterly updates to HMRC instead of a single annual income tax return. See official HMRC guidance on Making Tax Digital for Income Tax. What's included in Sole Trader Plus? Here's a quick look at what you'll have access to every day: AI bank feeds — automatically imports and categorises transactions from your connected bank accounts for your review, Receipt capture — photograph receipts on mobile and QuickBooks matches them to transactions. Mileage tracking — auto-track business travel using your phone's GPS. Professional invoicing — create estimates and quotes, convert the

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The email says not to manually transfer any data until I receive a confirmation email. I'm in limbo.

I’m new to the Sole Trader moved from QB self employed. Once I mark an invoice as paid in the mobile app I need to be able to send a receipt. In QB ST it only gives you an option to send the invoice as a reminder. I’m adapting the email but want to know if there is a different way.

your mobile system has gone to shit. i cant even acces a quote i started a few days ago. And it's fucking about with showing vat that I've added on the totals then doesn't show it a few days later. Changing the amount total. really getting pissed off with this!

Im also unable to add a payment method to invoices or set up payments

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Due date field will not accept any date , never have been able to create expense from snap receipt can only do it from desktop

Hi, I was timed out of my QB Online this morning and now after entering my password it just loops back to the login page. (Yes I am using the correct password)I have tried two browsers and cleared cookies Anyone else having issues ? 

It has been impossible to log in to my self employed account on the QB website for over a week. Any help would be appreciated.

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Quick books shows accounting for April to April tax year can I change it to reflex my true financial year

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Good morning all my current subscription of sole trader is due to expiry and I am considering to upgrade to sole trader plus. firstly will all my old data transfer over to the new format? Can I do more with sole trader plus? personalise invoices etc. to make them more relevant to my business.