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QuickBooks Q&A (UK)

QuickBooks Q&A (UK)

QuickBooks Q&A

Banking
Transactions
Making Tax Digital
VAT
Employees and Payroll
Reports and Accounting
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10000+ Topics

Reports and Accounting

Hi, I am a sole trader with a cake Shed. In expenses, how do I categorise my ingredients?

No text available

30

A

10 months ago

M

mrcuespoolbar

Banking

Cant add my Barclays business account

No text available

51

Can I take a copy of all transactions, data and documents held on the system before ceasing my QuickBooks Account?

No text available

281

Reports and Accounting

Modern view reports don’t offer full list of columns desired. 'P+L Detail' doesn’t show 'VAT amount' & 'Balance Sheet Detail' doesn’t show 'VAT code' or 'VAT amount'.

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!

161

Reports and Accounting

Comparatives on the 'Modern view' balance sheet are showing on the left but as per Accounting conventions (and previous settings) they should show on the right.

No text available

141

Can I change displayed bank accounts on home screen?

No text available

361

Reports and Accounting

How do we now see Sales this Month for the whole month and sales month to date and sales this month are the same figure?

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

91

Reports and Accounting

Cash flow graph doesn't account for balances that have been imported manually. How can I use the cash flow section when my bank balances are £0 but QB balances accurate?

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.

101

I have been unable to connect to my WISE business account since the start of the month. has anyone else had the same issues, and what did you do to fix it?

No text available

222

How do I overcome MTD setup failing at the final stage (5) where Tax Periods are set? In my case these were previously set with HMRC by earlier tax submissions this year.

Step 5 ends with the message 'An error has occurred' and setup cannot be completed.

833

I am filing to Nest Pensions but get "rejected" and error "something went wrong". I checked my credentials and the employee details. Any suggestions what else to try?

No text available

161

We need to activate the invoice payment service via bank transfer.

No text available

71

Can I split a cash on hand transaction?

I have receipts with more than one item paid with cash

71

Hi there used to be a rolling 12moths in the sales total amount now it's not there. any idea? if its gone how can I track rolling 12 months?

No text available

141

How do i add up and coming bills onto my desktop ie Bills Due. cant find it in the widgets

No text available

81

How do I connect the sales app Lightspeed?

The app Lightspeed is supposed to connect with QB

182

Customizing Invoice. Print on form is limited to three action only. What if I want a 4th one be printed on my invoice form

121

quote wont send, it says failed server down

No text available

71

After the QBO upgrade, i noticed balance shown on dashboard do not match with reports generated.

petty cash and other cash in hand balances do not match

91

I hate the new display - how can I go back to the old one?

Simple request - how can I go back to the old display when I open my quickbooks.

201

My invoices do not show the customers name when they receive them

They do not have customers name or address on them

131

Advanced Search option is not supporting. what is the issue?

For example we searched the amount 50.00, That is available in QB as bill, bill payment and a duplicate bill also. when we use advanced search to figure out that error It's says that result is not found like. what is the issues. and we are sure about the filter also. those are correct. Issue is in Advance search option is not detecting the inputs why?

131

Whats happening, all my customers have disappeared and invoices aren't putting the customers name on , hard work this looking at changing

No text available

61

M

10 months ago

A

alicia-claire-gardner

Other Questions

How do I change my email address? My hotmail account has been blocked so I have no acsess to it. I need to change my email address that is linked to my account on here.

No text available

81

Quickbooks not updating Bank transactions. Please help. Have followed all the steps. Refreshing Bank connection, restarting phone, uninstalling and reinstalling etcTia

Quickbooks not updating Bank transactions. Please help. Have followed all the steps. Refreshing Bank connection, restarting phone, uninstalling and reinstalling etc Tia

121