QuickBooks Q&A

How do I send a domestic reverse charge invoice.

Hi, Is there a way to export multiple invoices from QuickBooks Self Employed?I can only see options to export 1 at a time. I've several hundred that I want to backup locally. Thanks, Graeme

Does anyone have any idea what the transactions labelled 'Pot Ajb Bn' are? I have quite a few of them and no transactions with this amount from what I can see. It also seems that for every transaction, there is also a positive of the same amount.

Hello, our business can only claim back 38% of any VAT we are charged. This causes a problem with quickbooks as there is no easy way for the amount to be tracked using quickbooks.  So we have to use a spreadsheet and upload the figures like that. Has anyone got any ideas as to whether I can get quickbooks to code 38% of 20% VAT on purchases? Thank you!

does anyone know why i can't sort columns in spreadsheet sync product and services template. It is asking for a password but not sure what this can be as have tried all my normal ones!

Where can I find the sample manual time import.csv that is referred to for importing time into timesheets?

I cannot find my employees P60s from 2024.  How can I find them as all my records have disappeared since being moved to core payroll 

I am failing to uploads my historical transactions from Lloyds in a csv form and it keeps failing. Any suggestions ? I am on QB self employed - many thanks

I am currently looking at paying vendors via an API link to a UK bank account, if I have multiple bank accounts I wish to pay suppliers with, is it possible to have more than one link set up. I wish to be able to pay invoice A, B & C with bank account Y, and then invoice D, E & F using bank account X. Is this possible and how do I facilitate? Is this an advanced feature?

Stripe is one of the most used payment systems for e-commerce businesses but QB doesn't seem to provide it as a banking integration option? I'm having to manually import data every month, which often doesn't match up to the Stripe report, so I then have to correct the figures with journal entrees. Far too time consuming and leading me to look at other accounting software.  I see there are third party apps that can link up QB and Stripe but most of them are paid for, which isn't great when already paying for QB. I've spoken to QB support and they say there is nothing in the pipeline to create this integration.  Has anyone else been able to get around this? If it is the third party option, can anyone recommend one of them? Many thanks in advance for your response. 

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Hi. I'm having issues logging in. Last week I logged in to retrieve payslips from a job I left 8 weeks ago and it was only showing the last payslip (i got paid weekly) and no sign of my P45. I've tried to log back in now and it's saying it doesn't recognise me against any organisation so now can't find me in the system and neither can my previous employer.  Is there a way around this as I keep going round in circles? Thanks

  This article aims to help you with all things VAT. It may be that you need help recording VAT payments, submitting a VAT return or you need a hand with setting up VAT. Post your questions below and we'll have an expert get back to you.              

Can someone clarify this for me…QBO AdvancedWe run VAT on a Cash BasisWe are filing the VAT return for November and December. A September dated customer invoice was paid in November and discounted.  It is showing on both the Exception Report and also in the Sales VAT report (ie twice).  Is this an error?I contacted QBO support and they said it’s because it’s a filed transaction (which it isn’t) and wanted to talk me through undoing the Sep/Oct Return?  Surely this isn’t correct?Any help would be appreciated as I am in doubt. Many thanks

Hi, I have been using Quickbooks for almost a year now. In that year I have confirmed the connection with my bank (Wise) every three months as requested and have never had any trouble importing my bank transactions. Until now. Today I confirmed the connection again, but it won't import the last month of transactions. Can somebody tell me how to fix this?Thanks.  

  If you have any questions about how to create an invoice, please post your question below and an expert will help you get where you need to be.     

I'm using QB online payroll core and cannot locate my current employees historical P60's; can anyone help please ... 

Hey, GuysJust wondering if anyone can provide any advice on how I link Etsy to my QB Sole Trader account? There is no APPs option on the side and all the advice seems to be out dated that I'm seeing on line. Any help would be most welcome. Thanks! 

Hi, Im looking to move over from Sage to Quickbooks. Ive nothing against Sage but I'm after something slightly more user friendly for the layman.  Ive read all the various pages on the process of migrating your data over and it frightens me.Im worried I will make some costly mistakes whilst doing so.  Which will result in hours spent putting it right.Am I right in thinking that Pre covid, Quickbooks used to offer a service to do this for you?I would pay a 3rd party (within reason) to do this. Or am I over thinking things? Is the process more straightforward then it sounds?   Any advise is greatly appreciated.

I am trying to view an old FPS submission sent from standard payroll in October but I can only find the archived submissions since switching to Core payroll in November. I need to view the EDI message sent to HMRC - can anyone help?

Quickbooks has changed the system of payroll. I used to be able to mark an employee with zero hours and run a report. Now it won't let me run a report with imputing hours. I need to send reports regardless otherwise I get charged. Anyone else having this issue? 

Hi I am submitting my UK tax return and have a loss from a sale made from the main pool as I sold it for less than the remaining taxable amount it was worth for tax purposes. Where do I enter this loss on the tax return form 

Hello, is is possible to bulk add a Location to existing expenses and bills.I know you can do so for Classes in Accountant tools, but not locations.Surely I don't have to amend each transaction individually?Thanks

I am writing to express my frustration and concern regarding the persistent issues with the new core payroll system.  I have been unable to submit FPS directly through the software and have been forced to manually process submission via HMRC's Basic PAYE Tools.I have contacted your support team regularly for updates, only to be informed repeatedly that technicians are "working on the issue." it's been a month!! Despite this, there has been no tangible progress, and the problem remains unresolved. This situation has caused significant disruption to our operations and added unnecessary administrative burden.I need clarity on how much longer it will take to resolve this issue.  

I started a new quickbooks in June 2023 and did the entries manually . However there is a negative balance in the retained earnings that appear reently. I have no idea where this has came from, the profit and loss figure is showing seperately in the balance sheet is correct. I have also gone into chart of accounts and the balance and report show nothing. Really confused and i need support to help solve this. Please suggest on how to resolve this negetive retained earnings