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QuickBooks Q&A (UK)

QuickBooks Q&A (UK)

QuickBooks Q&A

Banking
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Making Tax Digital
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10000+ Topics

Hi, we do not accept DD or card payments from our customers, however when we send an invoice it is showing the option to pay by DD or card, how do I turn this option off

Many thanks in advance

211

C

6 months ago

M

madhuri.koban

Making Tax Digital

categorising other income for MTD quarterly submissions

how and where to categorise interest earned from personal savings, pension income and dividends from shares in quickbooks ?

61

how do I add a linked receipt to an invoice

No text available

61

Is there a way to go back from a 1000+ transactions somehow ending up in the chart of accounts (via a rule?) to them showing up again in the bank transactions?

No text available

71

Can I send the company tax return via ProTax if company have a multicurrencies

No text available

81

I transfered over from Quickbooks Self Employed to Quickbooks Sole Trader Plus. I need transactions from financial year 25/26 but they are missing/rules not applied etc?

I did download summary data but not the list of transactions which I need for 25/26 tax return. Can I move back to Quickbooks Self Employed to retrieve this? Thanks!

81

I've just upgraded to QuickBooks Sole Trader Plus and payments from clients are no longer being registered on the app. How do I get these transactions to show again?

Is there another app that you have to move to? I haven't found a specific Sole Trader Plus app but maybe I'm missing something. I've also tried updating my app and refreshing my bank connection multiple times - none of which has helped.

111

what does up to 250 chart of accounts mean?

looking if i need to change my level of cover as a sole trader that does my own entries.

101

klous-1New Member

County printing as abbreviated two letters

On invoices, delivery notes and other documents, the county is printing as only two letters. There is an ongoing case, 15143391032.  Each time I ask for an update I am told "tomorrow".  I'm tired of asking so I ask you to update everyone here. This has been ongoing since August or September when the document changed.

152

When I go to send a customer an invoice, I can edit it on the box on the left, but it now doesn't change in the box on the right. It always used to! Help please!

"Review and send: Email the invoice to your customer. Adjust the email if needed, then select Send invoice." - This now doesn't work.

81

i have uploaded 44 invoices from my computer into receipts but they will not upload i have waited nearly 1 hour now?

No text available

101

Hii dear how to create payment link

No text available

141

Having problems takeing photo of recipts and not uploading to site even uninstalled app and reinstalled app and tried on my tablet also not working could you have a look

No text available

111

Can't upload receipts is anyone else having this problem on android

No text available

111

unexpected error code when trying to link bank account?

Asks which accounts I want to connect, have clicked on account, is highlighted with green boarder, when press connect error message appears.

41

If Sole trader and want to track time and track goods purchased then sold to customers. Just me. Advised to purchase the Soletrader plus, Now told upgrade to Plus ? Help

Quickbooks Pro 2012 provided the basics what I needed but modern versions all fancy but dont cover the simple of time, materials tracking. what package should I choose? Or cheaper to pay a private accountant?

51

After upgrading from quickbooks self employed to online they account no longer shows previous Invoice iinformation??

No text available

151

I have upgraded to quickbooks online and my historical amd 1 open invoice has not transferred from quickbooks sole trader. Has anyone else encountered this?

I had a notification that 7 years of invoices had transferred but don't see them.

101

Bank transfers: There is nowhere to record the locations

When I am recording Bank transfers there is nowhere to record the locations so it ends up in a 'not specified' column. I have the location tracking switched on. Consequently, my reports are as useful as a chocolate teapot. Is there a solution to this? We pay extra to get Locations and classes so it's not really good enough 

101

How to charge customers using Euros rather than Sterling

How to send a bill using Euros rather than Sterling currency

241

is it possible to get a report of the transactions in the nominal accounts?

No text available

181

The CSV file from my bank is 277kb and Quickbooks only accepts CSV files at 100kb. It also won’t accept a zipped file. What can I do to upload more transactions?

No text available

252

Sent a batch of over 100 invoices to customers - 'accept PayPal' was not an option when sending. Is there a way to accept PayPal as a batch action on all transactions?

Usually 'accept Paypal' is turned on as default on my individual invoices, so assumed it would be the same for a batch but it seems like the only option is to manually edit each invoice? Feeling pretty ripped off after paying over £400 extra to upgrade QB just to find it doesn't work as expected...

111

6 months ago

D

Delf007

Reports and Accounting

Can you please confirm what reports I need to download from Self-employed before I move to the new plus version? Thank you!

I have read that the move can go wrong and that's why I need to download reports. I'm slightly worried.

151