QuickBooks Q&A (UK)

Hi All   Over the last couple of weeks, invoices are being paid and matched in QB but are not clearing under the invoices and are showing as outstanding.   I have refreshed the link with the bank but to no avail.   Please can someone assist as this is taking far too long to clear manually, when it should be clearing the invoices automatically upon payment being matched.   Many thanks

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When importing invoices to QBOnline, why is the default custom template not used now? This used to work up to 12 July 2025, but since 19 July 2025 any imported invoices use the QB standard template, which doesn't include our necessary information. The workaround seems to be to manually change the design of each imported invoice to use the custom template. But this is totally impractical if there are many invoices.

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We have recently closed a bank account in a foreign currency; the Bank reconciliation (which is in the non-sterling amount) always balanced, and Chart of accounts showed nil balance in the account (in the non-sterling currency) on the date the account was closed / date of last transaction. Then my accountant, noticed a remaining GBP balance in this account but in Trial Balance. I have meticulously been posting each transaction in this foreign currency bank account to correspond to the correct FX daily rate in the home currency (based on our bank rates and not Quickbook rates) so I do not understand why there is a remaining GBP ££ value in this account in Trial Balance, when Chart of Accounts showing nil $$. The accountant posted a journal to clear the GBP amount from the Trial Balance (since the account is empty and now closed) but now this GBP amount is in Chart of accounts, which is no longer nil $$.Anyone has any explanation what may have happened there? Where does the difference co

Please advise how to create EPS if there was paid a salary for employee?

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Customers email address is correct but not accepted by Quick books, the only issue I can see is their surname is O'Brian and the apostrophe is included in the email address

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When sending Invoices and Estimates to customers, seems like the emails are showing as sent QB but not sending. I've tried several accounts, several computers, private browser and sending to several of my own email addresses, nothing comes through.

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create credit note

I used Quickbooks Pro 2010 desktop version before and now start the Quickbooks Online version. I want to bring my company file online. Quickbooks is suggesting that I can do that in 3 steps: 1 Head to QuickBooks DesktopUnder the Company menu, select the option to export your company file to QuickBooks Online.2 Choose what to bring overAt this step, you can decide what data to bring over and even choose the QuickBooks Online company you want it to go to.3 Review what came overOnce your company file’s exported, you’ll get an email. All you have to do is, come back to QuickBooks Online and review the data we brought in for you. Unfortunately because of having a new lapto I don't have access to the Quickbooks desptop version anymore. I do have the company file. So, any suggestions on what to do to get this comany file uploaded online? Your help is much appreciated.

I need to create a PDF showing all transactions for income and expenses for the last 6 months. Does anyone know a way to do this please?

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Hi,I'm having such a battle and nothing is ever easy.  QB took £6.77 from my bank on 11/8/25.  In my subscriptions area there is no explanation.  My account manager is still "looking into it" although I've now been contacted to say I have a new account manager who knows nothing.My previous account manager did say that there are lots of accountants who are having random amounts taken from their bank accounts without explanation.Is anyone else here experiencing the same issues without explanation - please share!Dave Accountancy Basket

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I then have to manually look for the scanned receipt and change the date form a mm/dd/yyyy format to dd/mm/yyyy . The date on the receipt is day and month and my quickbooks format is day / month. But during the scanning process it lists it as the wrong date format in my quickbooks transactions. Any way to fix this as I am currently printing them out and from the transactions scanning with my phone and then adding .

Hello, I need to gain access an control over my quickbooks online, subscription and remove an old accountant. I keep getting this error:  Error, Please try again?Sorry, this accountant is currently responsible for this company's QuickBooks subscription. Please contact the accountant to transfer the subscription to the company, and try again. Please advise. I need to add another business to my account and onboard another accountant. How do I remove a non-existing accountant?

currently the app i have downloaded says page not available and wont let me track my mileage. all is fine on the desktop but not my iphone. how do i overcome this problem?

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