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QuickBooks Q&A (UK)

QuickBooks Q&A (UK)

QuickBooks Q&A

Banking
Transactions
Making Tax Digital
VAT
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Reports and Accounting
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P

Pamela-DaveyNew Member

Other Questions

How do you export your Chart of Accounts to Excel. When I google for the answer it says press the export to excel button to download. I do not have an export button?

No text available

51

T

8 months ago

I

Irita-Winterbach

Banking

I am looking at a customers records that have not been reconciled since August last year. Where should I start?

I'm new to Quickbooks

91

Zettle (PayPal) integration

We have QB Plus with a Zettle (PayPal POS) integration. Invoices for sales through from Zettle are applied correctly to our Debtors, sales and to our Cash and Card Control Accounts, but Credit Notes (where we make refunds) are not. We end up with a negative credit on Debtors and our Control Accounts do not balance by the amount of the Credit Note. There does not seem to be a setting on Zettle to deal with this.The attachment shows an example dated 24th January. The Debtor amount is applied to our Control Accounts, but the Credit Note is not, even though it says it is. Can anybody help?

181

I am trying to create and update the bundles I have, but my new service isn't showing as an option to add to a bundle

No text available

61

Does anyone know how to search for an invoice message that was sent to a customer? I include my work order numbers in there and I need to find the relevant invoices.

I have tried using the magnifying glass and the advanced search but there is no option that I can find anywhere that lets you search for a keyword in an invoice message

181

i am unable to connect my virgin account

No text available

71

Reports and Accounting

I cant seem to custom my profit loss dates for the financial year it has reset from 1st january so my figures are incorrect

No text available

101

Hi my invoices are set to due on receipt but keep showing net 30 when invoice is made, I’ve tried deleting app and reinstalling like advised but still not working

No text available

91

Does anyone know how to change the status of an invoice. Whenever I make a new invoice it says ‘deposited’ even if I havent sent it. How do I change this?

No text available

141

Where is chart of accounts in mobile app for sole traders

No text available

71

Why has my subscription cost just doubled?

No text available

91

Since QBO has upgraded it is extreemly slow, I have super fast internet, but intuit is extreemly slow to load!!!!!!!

No text available

171

I have linked my Paypal account all transactions show in GBP. I have multi currency turned on, so why are they not showing in USD like in Paypal?

No text available

342

Hi, can anyone please explain how I create an xbrl file in Pro Tax/Workpapers. I hsve been using another piece of software and have got a bit rusty with QBO! Thank you

No text available

241

QuickBooks is incorrectly categorising transactions and also failing to acknowledge any amendments made. Anyone any ideas on how to resolve?

For example when a rule is set up, it will then change to the category to a different account. If I amend things which QB incorrectly categorises as expenses ( which I have had no trouble with amending in the past) they will just remain as expenses which throws everything off.

71

G

8 months ago

N

Nesrine-Boukhannouche

Transactions

on your import upload journal sample for importing customer invoices there is no section for "class" in the template. where should class go in your invoice upload JR?

*InvoiceNo *Customer *InvoiceDate *DueDate Terms Location Memo Item(Product/Service) ItemDescription ItemQuantity ItemRate *ItemAmount *ItemTaxCode ItemTaxAmount - this is what in your journal, I need to add the team when uploading client invoices which is not on your template. where should it be added?

81

How do I add my potential mileage expenses to my expenses and show on Income Tax Self Assessment? I'm using Quickbooks Online and can't see the option of 'Expenses'.

I have to add expenses through Transactions and not sure if this is the right way as I don't have a supplier to put against it.

171

When submitting VAT return for Nov-Jan I'm getting an error message that says 'taxreturninvalidMTDenddate' can some advise jow I fix this please?

No text available

91

My invoice is subtracting payments

No text available

91

How can I categorise owner withdrawals on QB Sole Trader?

No text available

171

Still can’t get my bank account to connect I’ve logged out , turned phone off and cleared my browser , at the end it doesn’t let me save and move on

No text available

71

Reports and Accounting

how do i set up drawings as payment to myself, ive always tagged it as wages but my accountant said it should be "drawings"

No text available

91

I have created sales and added a couple of bills with VAT. Why don't these expenses get picked up in the VAT 100 report ?

No text available

61

I have connected up with my nat west acct and can see account back three months but cannot pick up data before that. is a nat west bank issue?

Bank statements can be downloaded in PDF format only

192

Is it true that you cannot submit the quarterly MTD for the pilot scheme yet via Quickbooks ?

So quickbooks are only sharing their MTD platforms to practice n within QB and we are not able to submit to HMRC ? I have signed up to the pilot and was going to use qb, but it seems I cant ? Does this also mean that I wont be able to input the final quarterly return, not do my tax return on QB ? Most confused.

111

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