QuickBooks Q&A

Basically doing working from home expenses, using the simplified rules which is max £26 per month. When i enter the hours in Tax Profile its automatically calculating for the full 12 calendar months = £312 My start date is Jan 2024 so can only claim for the 3 months @ £26 which should = £78 How do i rectify this?

I would like to set up a recurring invoice or schedule an invoice to be sent on a set date each month to the same client. Is it possible to do this in Quick Books Self Employed as i cannot find an option any where. I know you can do it in Quick Books Online as I use this for another company.Thanks - Sarah

Original commenter did not share additional details

Looking to discuss my upcoming February renewal with Quickbooks. I got given a phone number to call but of course it's with a stupid automated service that is asking me questions I cant give clear answers to the point it cuts the call off. Any recommendations who I best can speak to?Thanks

Hi, We are invoicing monthly for expenses and we are attaching receipts to the invoices which are stored in Quickbooks. Our robes is the 20mb limit for attachments , receipts etc easily go over this limit and this makes the invoices very difficult to send- we have to send the same invoice multiple times with individual attachments , or create an invoice for each expense. Is there any way round this, can Quickbooks not alllow an increase in this 20 mb limit ?

I need to make a correction which is three months back.  How do I unreconcile three months of bank statements in QuickBooks Desktop Pro?

I have tried to upload my statements/ transactions from april 22 - august 22 as they didn't download in this period (my own fault, 1st time using QB self employed). I have manged to download from my online bank , and save just the dates required but still wont upload. I just get this come up everytime ''Error ImportingDarn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us.'' any Suggestions or ways I can get this info to quickboooks to be imported?  many thanks!!  

Wondering if someone can help? In my self assessment summary I have expenses that are showing as disallowable.The previous year I have the same expenses and they are fine?When I double click the figure I was hoping it would show me the transactions that were disallowable so I can resolve the issue. It's showing me all of my 'Other Business Expenses' for things I know are allowable, such as monthly software I require for my job, and products with receipts. Any ideas? Thanks!

Why does QuickBooks Self Employed include car hire payments and fuel costs in 'DISALLOWABLE EXPENSES' for a driving school vehicle? These are valid expenses and are included by my accountant when preparing my tax return yet QuickBooks Self Employed excludes them???

Hey,I'm not a QuickBooks user and haven't had the chance to use it yet, but I will soon. I'm the lead developer of time and attendance / clocking software, and we'd like to integrate it with QuickBooks if possible. However, I have no knowledge of how and what Quickbooks supports in terms of Timesheets and Payroll. Our software knows the amount of hours an employee worked, what rates (IE Normal, Overtime but not the actual monetary value). Can we allow our users to import this into QuickBooks payroll? If it's possible is this via manual CSV File import or a Rest API or something else? Thank you for your time! 

My first year flat rate 1% reduction on VAT ends on the 31st Jan and I need to schedule quickbooks to automatically start tracking the new rate from the 1st February.   I believe this should be possible but cannot seem to find any instructions on how to set this up to take effect without manually adjusting it on the 31st January.  Can anyone point me in the direction of some instructions on how to do this correctly?   I'm terrified of getting anything VAT related wrong so need a very simple step by step guide with screenshots if possible! 

Warm Hellos and thank you in advance for your help.  I would like to know where I can find the backup files from QuickBooks Desktop 2024?  Also, is there a way to retrieve them and or send or grant access for my accountant to open them?   Thank you muchRandy W. 

Hello I'm looking for some help regarding customer refunds in QB self-employed please. I've read some articles that explain what to do with the refund e.g. exclude the transaction and I can do this but what I need to know is; if you refund a customer and exclude the transaction, do you also need to exclude their original payment?  I'm thinking that if you don't, your income will be showing as higher than it actually is? I'm new to being self-employed and don't have any experience of business accounting. I can't get my head around this! Many thanks for any help or information.

Is there any way to make the VAT to be cleared on VAT Tab when payment is made? Thanks 

Helloive been having some issues with invoices not arriving at customers emails, Some are saying there not seeing anything from us in junk or spam. They are just disappearing. The email addresses are correct and if i send an email from my email it will arrive but from quickbooks it just does not work. ive had a look and from what i can see you can only send from a gmail address instead? is that correct ? we would like our customers to recieve the invoices without having to ask if they have recieved it or not each time as this is not professional. Any help would be great. To add the email address that quickbooks is sending from is [email address removed] and i can not seem to change that to our email which i have put in the company info? help please

Hi.How to match multiple bank transfers in one payslip? Let's take an example: A payslip for one month is for the amount of £1800. The employer transferred this amount to the employee's bank account, but not as one transfer £1600, but as three, e.g. £400, £600 and £800.If we want to match a transfer for the amount of £400 with a payslip, the Quickbook system will not show us this payslip for selection, because the amount of the bank transfer is too small. Is it possible to settle the amount for one payslip with several transfers?    

Went to run payroll and it has changed, i have no employee history, asked for chart of account?? No warning of this move

I am having problems processing bills and reciepts.  The list of reciepts is there which I have sent over from email but when processing them it is coming up with 'enter all fields'  they are all entered and I have gone over each field manually re-entering the information.  It seems like there is a field that isn't showing which needs information as it is all filled out correctly.  

Hi there, Im interested in using quickbooks self-employed and I'm having trouble working out whether it can record actual costs for my expenses rather than simplified expenses. I have a van that I use only for business therefore I wish to record all vehicle costs (fuel, maintenance, insurance etc.) and not track mileage for the vehicle expenses. is this possible?

Just a couple of things to ask information on for those who may know.1. I have QB Self Employed, Does this mean I can use QB Online also?2. On QB Online I have added my Paypal and asked it to pull all data from the beginning of last year. However, it is only pulling the data from this year. Any ideas?3. Can I migrate my data from QB Self Employed to Online?Thanks in advance to anyone who replies.Alan

How can we sort the order of the Receipts > Reviewed ?  When I click on the headers, only the "CREATED BY" toggles an arrow symbol up or down, but even that has no effect   

I tried to login into my account in November to issue some invoices and there was a screen message saying my email had been deactivated. Rang customer services - they say my email linked to the account had been deactivated due to 'security reasons' and/or 'fraud' but I had no notice or emails at all to say there was an issue. Customer services initially tell me within 24-48 hours they can resolve it if I upload proof of identity to their dropbox, I did this straight away (26th November). Nothing from customer services now - except for 'the engineers are working on it, we don't know when it will be resolved.' I opened a complaint after 4 weeks - complaint was 'resolved' and shut down because 'the engineers are currently working on it'. I have set up another account with my info@ address just to be able to reach out here.......HELP! 

Every time I take a photo of a receipt within the app, it crashes. Been happening for around a week now. As a workaround, I can upload a photo from camera roll. That works.  I've tried reinstalling the app, force closing the app, rebooting phone, etc. I'm on latest iPhone with latest FW. 

Hello, During reconciliation I have two transactions that appear on my bank statement but are not in quickbooks when try to reconcile that period. So I can't add them in. Any ideas why and how I resolve this?

I have 2 businesses for which I've used Quickbooks online since October 2019. I live in Jersey. My businesses are wholly in Jersey and I've been paying VAT on my subscriptions. Jersey is VAT exempt. How do I claim back the VAT I have paid?