QuickBooks Q&A (UK)

 Making Tax Digital for Income Tax is happening and I'm sure you’re getting used to the new quarterly update rhythm so here's the good news first, followed by what to expect once the grace period ends.The good news: no penalties yet for 2026/27 quarterly updatesThere are no penalties for missing a quarterly update deadline for the 2026 to 2027 tax year. So if you're late with your first or second update this year, you won't be penalised for it.You still need to send them. Quarterly updates are how HMRC gets the information it needs before you can submit your tax return, so falling behind now just means more catching up later.This "no penalty" grace period only applies to quarterly updates. Your tax return and payment deadlines still carry penalties as normal - more on that below.When do penalties start applying?The new penalty rules apply to you from the tax year you join MTD. If you joined from 6 April 2026, your 2025/26 tax return (due 31 January 2027) is still under the old penalty

After a month plus of the photo upload button not working, QB released an update and solved the problem. Now they have released another update and the problem is back.With the new layout on the iPhone app for posted transactions, I click on the transaction and select ‘attachments’  then’ take a photo’. The app lets me take a photo and then buffers to completion, but the photo isn't attached when it finishes buffering. Can someone please advise? I have the latest iOS on my iPhone and the latest version of the app (uk).

I have two invoices paid by card machine. The bank has taken its fee out of this so I’m trying to add that to the transaction but QBs wants me to add tax for this bank charge without providing an option to do so?? I have no idea how to get round this - the old version used to have this option more clearly.

Payroll standard is corrupt

i need to show my VAT summary all Zero rated supplies under Box 3

i need to check the version of my quickbooks.

I have refreshed the app and reconnected bank but unable to view

I need more then previous 3 months to show in the app

The new layout of inventory is truly appalling.  The previous layout was clear, easy to view all necessary information on one screen without scrolling and extremely practical.  You used to be able to clearly see what products were in what category as they were ‘sectioned’ off The new layout is absolutely terrible.  No longer clear, no longer able to easily see all the information without scrolling across the screen is totally un-user-friendly and impractical. Who at QB comes up with these ‘improvement’ ideas as the vast majority are not improvements but make simple tasks more difficult or time consuming.  Do you ever test these things with real users before implementation Please revert back to old inventory layout, it was thousands of times better!!

It only goes back so far

The service is a waste of money and the app is trash. It doesn’t load, and even when it does the interface and functionality is worse than simply making a spreadsheet of my own design. Literally a useless service that doesn’t even meet the low bar it sets itself.

Hello Community 👋I wanted to create this space where you can ask your top-of-mind QuickBooks questions and our team will help you get an answer.   Topics can include and not be limited to; Banking, Self-Assessment, Reconcile, Transactions, Tax or Reports.So, pop your question below and an expert can help you 👇      

I need to file a VAT return today and QuickBooks has become unsynced from HMRC. I tried to log back in with the usual button but when clicking it, it takes me to the home screen with an error message that says 'URL not found'

Payment details that I have saved via the desktop version on QuickBooks, used to automatically appear in my created invoices and email that would send to the customer, however now it is just blank. I have to go into the desktop and create or convert to invoice and it works fine on there but not on the mobile app. This is the android version on Google pixel by the way. Any help on fixing this appreciated Thanks Aaron

Filing date should be a valid date and lie between end date and today's date (code: "INDIRECTTAX-19702")

Why don't let me put addresses in the product

No text available

My client has added various sales invoices and paid them off when he has received the payment. They are not showing on the MTD for ITSA submission. Turnover is zero. Invoice and payment dates are within the first quarter for MTD.

Spreadsheet Snyc is not working want to get the Catalog URL to add it to the trusted Catalog Address within excel

We've had a lot of questions about the first MTD quarterly update deadline on 7 August 2026, but that's just the start. If you're in scope for MTD for Income Tax, there's a repeating cycle of dates you'll need to keep on top of throughout the year. Here's the full picture.Your MTD for Income Tax timeline (for income over £50,000)6 April 2026 — Start date for keeping digital records 7 August 2026 — 1st quarterly update (covers 6 Apr–5 Jul) 7 November 2026 — 2nd quarterly update (covers 6 Jul–5 Oct) 31 January 2027 — Self Assessment tax return for 2025/26 (submitted the usual way) 7 February 2027 — 3rd quarterly update (covers 6 Oct–5 Jan) 7 May 2027 — 4th quarterly update (covers 6 Jan–5 Apr) 7 August 2027 — 1st quarterly update for 2027/28 tax year begins 31 January 2028 — First tax return submitted straight from MTD software (for 2026/27)A few things worth flagging:Quarterly updates ≠ your tax return. They run on their own separate schedule. You'll still do a normal Self Assessment re

how do i run a trial balance by month of March only in quickbooks desktop and not year to date. i only want the tb for the month of march only 

I'm a UK business invoicing VAT-registered customers in the EU, and I've beenworking out what QuickBooks Online actually gives you versus what EN 16931(the EU e-invoicing standard) requires. Sharing what I found in case it savessomeone else the digging.The gaps I hit:- There's no field for a Peppol participant ID anywhere (BT-49), so there's  nowhere to route the invoice to.- Customer VAT numbers come back masked from the API (e.g. XXXX7654322) even  though the full number is stored — so you can't pull them out programmatically.- Billing addresses in the UK edition have no country field, which is mandatory  (BT-55).- QuickBooks gives you a tax rate, but EN 16931 needs a VAT category (S/Z/E/AE/K).  Reverse charge and intra-community supply both have to be identified correctly  or the invoice gets rejected.- No UN/ECE unit codes on line items (BT-130).CSV export doesn't really solve it, because most of the data you need isn't inQuickBooks to begin with.Belgium's mandate has been live sin

Some receipts dated for example 09/07/26 are being recorded in the For Review page as 07/09/2026.

Is it possible to add a missed transaction to bank account when reconciling?

My accountant has advised me I don't need to be with the app. As my earnings are not enough.