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I am currently on the Quickbooks Essential Plan, but I'm a single user and only need the basic features of Quickbooks.I have compared the Simple plan and the Essentials plan and they offer near enough the same features for a one user setup. I do not need the ability to manage invoices from suppliers, etc.The only thing I am worried about is if I downgrade to the Simple plan, will I still be able to send a "access?" link to my accountant so they can see my data to complete my corporate accounts - like they can with the Essentials plan.Is my accountant considered another user on my plan, even though they do not use it day-to-day, only to see my financial figures come end-of-tax-year time.Thanks for any help.
Hi I am far from a book keeper/accountant, I run a small technical video post production company so please be gentle. Until the end of 2018 I ran all my accounts on Excel but with the new MTD regs coming in I decided to switch to Quickbooks online on the 1st Jan 2018 which is the start of my new tax year. I made sure that when I started on the 1st Jan 2018, all invoice in and out were all fully paid but I was personally owed a couple of thousand in expenses. The question is how do I record that the company owes me this money. I have started an account for my expenses within Quickbooks and set an opening balance of this account to the figure of which is what I was owed from the year before and then added any new expenses that I have to this account as I have gone along and then paid off these expenses as transfer from the main business account as and when. The problem is the open balance of this expense account has knocked the balance I have in Quickbooks against the busi
My bank accounts keep being disconnected from Quickbooks, I have to reconnect them quite often but now it just doesnt connect anymore (both for barclays and Amex)
I've just purchased QB online, and bought my data across from QB Desktop, but there are big differences between the TB of the two files. I've checked and QB Desktop had about 60000 items, so shouldn't be too large. Is there a simple way of checking file validity, or do I need to delete my online data and start again?
Hi, I used QB online to manage my Ltd business which is just me as a director and employee. My personal pension payments come out of my personal bank account and therefore aren’t recognised for tax relief in QB. 1. How can I setup my personal pension payment in QB for Tax / NI relief?2. I would like the business to contribute extra money towards this personal pension. How can I set this up? Thanks in advance. I couldn’t find this anywhere in archived discussions.
It asks me to 'reconnect' ...which should only require me to do very 90 days.....but when I do it still does not download data
HiI have just set up a ltd company after being self employed fo many years. I need to import the invoice & statement templates. Also my customer/supplier/item lists.Can you kindly advise me how to do this.I run quickbooks pro desktop latest version
