QuickBooks Q&A (UK)

need to export 2025 transactions to an excel file but see no icon to let me do that. It's supposed to be by the filters.

i need to upgrade to a payroll subscription

I’m missing about 8 months of imported bank feed. I’ve updated my bank connection. It is current with the last several months available but still has a large gap in banking activity. How do I recover the missing information? Do I risk unlinking then re-establishing the bank connection or would I lose all current data?

Hello all,I have taken a client on and am producing his first year accounts. He incorporated his business on the 10th of Feb 2025.When setting up this client I chose March 2025 as start of his financial year so the end of the year ie 28th of February, is correct (matches companies house date)Quickbooks is only allowing me to produce accounts for 12 months period, the client however had some transactions between the 10th of Feb 2025 to 28th of Feb 2025. How do I include these transactions in my first year accounts.Equally, how do I submit corporation tax since it can’t be longer than 12 months. So the first return would be from the 10th of Feb 2025 to the 9th of Feb 2026 and the second would be from the 10th of Feb 2026 to the 28th of Feb 2026.I know how to calculate everything I just don’t know the technical side of Quickbooks.Can someone advice please ? Best regards Reda V.M: [PII Removed] 

When an invoice is ready to be sent, the 'Note to customer' details are repeated on the PDF. Can this be fixed?

How can I edit the invoice memo/message in QuickBooks Online? There is an error in the message we entered on the invoice, and when we view or print the invoice, the same message appears twice. Could you please guide me on how to correct this?

 Quick answer: Go to Intuit Intelligence > Custom Automations, then either pick a ready-made template (like Invoice reminders or Books cleanup) or start from scratch and describe the task in plain English e.g. "Summarise my sales every Monday." QuickBooks turns that into a scheduled automation you can pause, edit, or delete any time. This feature (AI Skills) is currently in beta, so a few things behave a little differently than you might expect. What can AI Skills actually do for me?Instead of manually repeating the same task every week or month, you describe it once and QuickBooks runs it on a schedule automatically. Ready-made templates include:Invoice reminders Business health check Customer follow-up Books cleanup Revenue-to-cash tracker Profit & loss analysisYou're not limited to templates, you can also build a fully custom skill from scratch by just describing what you want automated. How do I set one up from a template?Go to Intuit Intelligence > Custom Automations Cho

Whilst creating invoices to send out to customers, I always add a note of the Job number in ‘notes’.  As of today, this note is duplicating itself, which just looks wrong.I have logged out and back in again.  I have checked that there is no narrative already in the proforma sales invoices (which there isn’t) (custom styles, invoice and edit).  Does anyone know of a solution for me please?  Thank you.

Since I updated quickbooks I can no longer add customer details from my phone contacts this was one of the features that kept me using about for invoicing

I would like to know what goes into the balance.

Using QB self-employed

QuickBooks online for iOS

Card payment method

It’s also not showing duplicate transactions when searching in ‘posted’ but is showing them in the full ‘posted’ list

I’m having an issue accessing our QuickBooks Online account for our company, RAAD Institute. When I try to sign in to my Intuit account, I immediately receive the message “Access is denied.” This happens even when I try from different devices and browsers. I was previously asked by Intuit to reactivate/verify my account by providing my personal details and scanning my passport. I completed the verification process and received an email confirming that my request was under review. However, a few days later, I received another email saying that my reactivation request was denied, without providing any reason. I have now submitted the reactivation request again, but I would like to understand why the previous request was denied and how I can speak to someone at Intuit about this. This is particularly concerning because the issue is not limited to my account. The Primary Admin of our QuickBooks company account and another authorised Accountant user are also unable to log in and are experie

paypal no longer links to quickbooks, anyone know why ?

why is my bank feed "updating" non-stop - but it is not actually updating and I cannot stop it

I DO NOT WANT AUTO POST TURNED ON FOR ANY TRANSACTIONS IN THE BANK FEEDS. HOW CAN WE TURN THIS OFF WHEN IT'S NOT IN THE RULES LIST?

Subscription failed but now paid. When I go into invoices its says cant edit

   TLDR; The QuickBooks Community is the fastest path to an answer for how-to questions, error codes, and feature confusion. You can search thousands of solved threads and get a response from fellow users or a QuickBooks Expert 24/7. QuickBooks support is the right call when your issue involves your account, billing, or a problem that requires someone to look at your specific company file. What is the QuickBooks Community, and how does it work?The QuickBooks UK Community is a free forum where QuickBooks users ask questions and get answers. It covers every QuickBooks product available in the UK, including QuickBooks Online, QuickBooks Sole Trader Plus, QuickBooks Simple Start, QuickBooks Advanced, and more.When you search or post, you get answers from other small business owners and bookkeepers, and QuickBooks Community Managers from the Intuit team. You can browse by topic, search by keyword, or post a new question if you can't find what you're looking for. What kinds of questions does

If you have recently moved to Sole Trader Plus, your records will be in a different place to where you are used to looking. This guide covers where everything now sits, what is not part of the move, and what to do if something specific still cannot be found. First: check the move has finishedYour data transfers in stages and can take up to 72 hours to complete. You will receive a confirmation email once it has finished.Until that email arrives, records may appear incomplete simply because they are still transferring. Wait for the confirmation before adding or editing transactions — changes made mid-transfer can result in duplicates. Where to find your invoicesInvoice history is under Sales.Check your status filters first. Statuses are now Draft, Sent, Overdue or Paid rather than Unpaid/Paid, so a narrow filter will hide most of your list Widen the date range, as default views often show recent activity only Use the search bar to search by customer name or by amount Where to find your t

After more than 10 emails speaking to GoCardless and QuickBooks this is still not solve, for last few months QuickBooks is making extra retries to charge unpaid bill. We do not want them to charge again our customer after first failed attempt! GoCarldless confirmed is not their paltfrorm who is initiating this matter. And QuickBooks customer support went silent on emails at all. This is rediculous!

Hi I didn't realise my bank card expired and I have been in quick books for a while due to illness.I have added new cars details. I still cant attach my bank account or do anything on quick books please can you help. As I need to sort this asap please 

I am an accountant and have just set up quickbooks for them. I have made my self the primary admin but I need them to have access and also to link their bank account. How do i do this?

We know how frustrating it can be when you can’t log in, especially when you have invoices to send or deadlines approaching. Most QuickBooks Online login problems are caused by outdated browser data, and the fastest fix is to open a private or incognito window and sign in. If the private or incognito window resolves the problem, then clearing your browser’s cache and cookies should get you back up and running in a regular window. When a private window doesn't help, switching browsers, pausing extensions, and checking status.intuit.com resolves the large majority of remaining cases, while adjusting your security settings stops repeat sign-in prompts. Following the one-minute reset below gets most people back into their books in under five minutes, with no need to contact support.This guide covers the most common QuickBooks Online login issues, why each one happens, and how to fix it. The sections follow the order you'll usually run into them: getting in, staying in, and getting back in