QuickBooks Q&A (UK)

Or does everyone keep back ups elsewhere?

I've seen the help page about setting up expense accounts and treating employees as 'suppliers' in order to pay them expenses. However, I don't have any employees, and just wonder if I need to treat myself as one in order to do this. Thanks in advance

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I'm experiencing an issue with missing figures in my tax summary, transaction reports and profit and loss report. The figures for my business turnover and expenses in various categories are completely inaccurate as a result. I raised the issue with QB support and they fixed it once for one category (Car, van and travel expenses), where there were 3 missing transactions in the reports. But now I can see it's happening all over the place. To be clear, all transactions have been imported and categorised correctly from my bank accounts, but some of them just don't show in the reports. This is making me very nervous about QB's reliability, especially with MTD round the corner. I'm in the process of receiving support from QB, but I'd be interested to hear if anyone else has been experiencing the same issue. If not, double check your reports and see if they match your bank transactions! If there's only a few missing, it'd be very easy for them to go unnoticed.QB Sole Trader acc

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I've been trying to add payroll to my account and it keeps getting stuck on payroll, is this common and how can I fix it?

QB won't let you add a customer record for someone/organisation who is also a supplier - how do you manage this please?

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All projects linked to the customer are either cancelled or completed. Should we delete the cancelled projects first so only "Completed" projects are linked? The error/warning message pops up to state that the customer won't be made inactive if there are open projects (which there aren't), but the green "Yes, make inactive" button is greyed out and not clickable.

if i have paid £3884.06 from my account but the invoice is £3883.84 and im assuming a merchant fee has been added for paying by card how do i match them? I vaguely remember that its something to do with adding a line on for the charge but not sure.

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Hello, I have realised that the charity I am treasurer for is eligible for Employment Allowance & Small Employers Relief. That said I did not have this selected as an option in 24/25. It is now selected din 25/26. I have an employee who was on Mat Leave from Feb to Oct 2025 and need to claim for Small Employer Relief only for 24/25. How do I go about submitting an EPS for 24/25 which will now have Employment Allowance selected as "Yes, I qualify" and "Small Employer's Relief" as "Yes, I qualify", to claim this back from HMRC for 24/25.  I can not seem to work out how to submit EPS retrospective to HMRC to claim this and do I submit for the months of February and March 2025 only?

HelloI've been trying to remove an old credit card from quickbooks for ages and nothing I did worked, so in the end I unlinked the bank account entirely and just reconnected by work debit card. Unfortunately this seems to have deleted all of my reviewed transactions for the whole of 2023 to date! I didn't think this would happen as they were already reviewed and approved. Is there anyway to get this back or am I going to have to add all the previous transactions manually now?Thanks

HI all, Hope your keeping well and safe I am setting up CIS and noted that Income and Expense accounts are created specifically for it.Does that Mean I can not now use income accounts to track different sales that I make (below)?I already have 'Services' (that I sell) setup so that they post to different Chart of accounts Income accounts i.e. a Service named 'Mechanical' that  posts to a 'Mechanical Contracting' Income account then a service named 'Electrical' that posts to a 'Electrical Contracting' Income account because I want to see the sales for each separately in my Profit and Loss report. And similarly with different discipline sub contractors in COG's accounts. Can I no longer use this if I use CIS? i.e. Do all CIS Sales and COG's go to these new CIS accounts? Any help would be appreciated or pointing in the right directions for resources to learn.  The QBO CIS learning resources are short in detail. Thank you  

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I will call support tomorrow, but just a heads up that the emails sent to new users are missing a link to accept (so the new user can’t accept and create their account). The button “accept invite” is there…it’s just missing a link.

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Modern view reports don’t offer the full list of columns that they should. 'P+L Detail' doesn’t show 'VAT amount' like the 'Classic report' version did and 'Balance Sheet Detail' still doesn’t show 'VAT code' or 'VAT amount' (they were lost when we had to move from the wonderful Desktop QB to the inadequate QBO. These reports are key ones and used to be very useful for VAT review purposes; they're getting worse now!

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I put orders on for later in the month so I prefer to see Sales figures that includes all the figures up until the end of the month rather than just to date. This is still two options but they both produce the same figure I can go into reports and find the information but it makes more sense to have it as an option on the dashboard

I have two bank accounts that I cannot link, so I have manually uploaded the transactions. Doing so adjusts the 'Quickbooks Balance', which are now accurate for both accounts. However, the 'Bank Balance' figure for each is £0 and I can't see anyway to change this. It seems that the cash flow section only factors in the bank balances, which means the cash flow section is far from accurate, because it is not factoring in the two balances I have that I have been manually uploading.