QuickBooks Q&A (UK)

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.

If you're switching from spreadsheets to QuickBooks Online, you don't need to enter every invoice and bill by hand, you can import them straight from a CSV file. Importing invoicesBefore you start, your spreadsheet needs to meet these requirements:.csv format Up to 1,000 rows per spreadsheet, with a maximum of 100 invoices per import No negative charges (discounts or credit notes) — add these manually afterwards Each line item needs its own invoice number, customer, invoice date, due date, item amount, and item tax codeTo import:Go to Settings ⚙ and select Import data Select Invoices Download the sample file, or use your own .csv with the columns above Select Browse, choose your file, then Next Map your spreadsheet columns to QuickBooks' invoice fields (fields marked * are required) Choose your date format (e.g. D/M/YYYY) Select Exclusive or Inclusive for VAT, then map your VAT codes to QuickBooks' VAT codes Review the summary and select Start importIf you're on QuickBooks Online Plus,

What’s the difference between a receipt and a bill? Eg a receipt for goods purchased and a mobile phone monthly bill. Do they all go down as a expense

When I get paid by bank transfer from a customer, I cannot add the invoice as paid to my bank account, it won't me to do it so, I to record it, I click the cash button.I know this is wrong but what else can I do to record the payment????

can you correct a bank keying error for a cheque deposited?

I have recorded all expenses at gross value and now want to apply a private use % to the tax computation. Is this possible on QBO?

In the transactions window - transactions fail to load. Has been the same for weeks. Deleted app, disconnected bank etc. still no fix. Any ideas how to solve this?

If you're a sole trader or landlord, you may have seen reminders from HMRC that your first Making Tax Digital (MTD) for Income Tax quarterly update is due soon. Here's a quick rundown of what you need to know and what you need to do. Does this apply to me?MTD for Income Tax became mandatory from 6 April 2026 for sole traders and landlords with qualifying income over £50,000. If that's you, your first quarterly update deadline is 7 August 2026.If your income is below £50,000, this doesn't apply to you yet, the threshold drops to £30,000 from April 2027 and £20,000 from April 2028, so it's worth knowing it's coming. What period does it cover?For most people, the first update covers 6 April 2026 to 5 July 2026.  What actually is a "quarterly update"?It's a short summary of your business income and expenses, sent to HMRC through a compatible software (like QuickBooks). Important: this is not a complete tax return. It doesn't replace your Self Assessment, and it doesn't require any tax calc

The new version is much more complicated

Quickest way to attach a receipt to bank transaction in the mobile app?

When applying payments to invoices whilst using the app, the email advice is plain, simple and unprofessional compared to the template when using the website. The invoice template is universal, why can't the payment receipt also be.

Income Tax is not an option in All apps

Hi,i have an invoice which is grouped together with few other invoices. i need to just move one from that to next month. Example: Invoice dated 6/21/26 in QBD is for $10,000, i need to move just $5000 from that to 7/1/26. what is the JE so the remaining $6000 stays in June?

There is no tab called “Income Tax” that lets to connect HMRC.

Anyone have tips on how to find a full overview report with business summary, turnover & the different category tabs?

Nothing to add

I have checked all tabs and Chart of Accounts Bank Account History. I have dis & reconnected account

I keep getting an error message that says something unexpected has occurred when I try to reauthorise my HSBC business account - how can I solve this?

Husband has one sole trader QB subscription and one joint property subscription 50:50 with wife. How do I report only 50% of property income from QB for husband as wife is not yet MTD

MTD IT report for review is showing the wrong reporting period. Have logged out and logged back in and rechecked the report, still showing standard quarter. Want to report calendar quarter, it is showing as calendar in the settings and also at HMRC.

Since 27th March 2026, when we were switched to the new layout, The iPhone app has started to include the customers Company Name twice on the invoice.Eg, an invoice will look like this:PestControl.co.uk (Franchising) LtdPestControl.co.uk (Franchising) Ltd119 Leathwaite RoadLondonSW11 6RWThis only happens where Title, First Name and Last Name are blank.In these circumstances, the app has been programmed to include Display Name, then Company Name in the invoice. As the display name is almost always the same as the company name, you end up with company name appearing twice.The web app correctly doesn’t work this way. The web app NEVER includes Display Name on an invoice, so invoices correctly show company name just once on the invoice.I have been working with Support to get the issue resolved, however the engineering team say that the iPhone App is working as expected and won’t be changed. Engineering accept the iPhone App is working differently to the web app, and that the company name a

Is there any way to mark a one-off bonus as excluded from the threshold for pension auto-enrolment on Core Payroll? It's taking the employee over the monthly threshold for auto-enrolment (£10k/12) but they will remain below the annual threshold for the 26/27 tax year (£10k pa). QB insists on auto-enrolling them and there seems no way to tell it to ignore the bonus as it's a one-off in that month only. When you add the pay type, it's ticked for pension entitlement and there's no way to un-tick it.