QuickBooks Q&A
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I'm trying to add a category "Training costs" to my chart of accounts. It seems a perfectly sensible category to me. But it doesn't fit with any of the "Detail types" that are offered and it's not possible to add or amend these. I don't want to dump it under anything like "Other Misc" I've researched a bit and it seems this is a feature that is really only of use in fitting accounts onto the US tax return analysis. I'm based in the UK where we have a different set of headings (which doesn't seem to be an option in QB). Can anyone shed light of what this "feature" is supposed to do for me? Let me emphasise: this is a UK question. I can see the reason it would work in the US but to me it is just a pain as I will have to allocate a Detail Type but it will in no way be useful to me. Thanks
Is there a way of customising the 'Open Purchase Order List' report to also show Closed purchase orders as well? This report has all the right fields but I can't see how to customise it to show all the purchases previously raised within a set timeframe. Your help would be appreciated.
Trying to transfer Desktop QB Pro 2008 to quickbooks online plus but unable to update desktop version to the latest version to be able to transfer to quickbooks online. Can anyone please help?
Is it possible to attach a document to an invoice in QB SE?
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Please can someone tell me what the password for a payslip would be if the employee only has 3 characters in their surname?As QB says the password takes the first 4 characters of their surname Thanks
Hi, I need to send and view remittances to a suppliers that contain multiple invoice payments.I cannot find a way to view a remittance that also contains the suppliers bill number.Please can you advise how I can pull a report to show a remittance with- Date- Amount- All bill numbers and individual totals included in the total payment thanks
HI, I removed my bank account by mistake from quick book. I have lost a lot of my receipts. Is there any way my account can be rolled to before I’ve done this ?
I used to have a small icon on my home page which took me to a simple current monthly profit/loss amount. it disappeared after an update and now I can’t get that simple to read and see figure without generating a profit/loss report.
The (enforced) introduction of Core Payroll has been a complete disaster and should be rolled back to the previous QB Payroll as a matter of urgency. Your implementation will result in companies being unable to run payroll on time, requiring additional time and resources to resolve processes manually, late payments to employees with potential knock on costs in their own failed scheduled payments, together with difficulties complying with HMRC PAYE FPS timescales, Workplace Pension compliance and more. This 'upgrade' is in fact a major downgrade and removes almost all of what made a QB Payroll subscription worthwhile. No apparent testing has taken place nor a comparison of lost features. The only way to stop an imminent mass exodus of customers is to urgently roll it back so that businesses can run this month's payroll successfully on the previous design. The software designers, engineers, testing and management involved in this product launch should reflect on whether they are in the r
Previously on Standard Payroll I have been running an 'empty' payroll for some months, i.e. unticking as an employee, running the payroll with no employees to be paid and submitting the EPS to confirm the same to HMRC. Now, under the new Core Payroll, I cannot see how to do this? Has this been removed without any notification to us, the customer? If I untick, as before, I get an error message: "Select employees before you preview the payroll for them." So I select my employee again, but change the payment to be 'skip salary this time only', I get an error message: "You must either enter the hours worked or compensation amounts, or clear the checkbox to exclude employee from this payroll run." So I clear the checkbox to exclude an employee and loop round the same process again. What is happening?! Why have Quickbooks made it so difficult! and not offered a resolve.
It only offers balance sheet accounts 😞
I have several items with 0 quantity, but with a value of say £0.07, some are in - so -£0.04 How can this be Quickbooks? surely something with zero stock should always have a zero value?
Hi Community, I am very new to QuickBooks and finding the learning curve steep! I started sourcing inventory for an eBay reselling business back in January 2024, but I didn't start QuickBooks nor open a business account until September 2024. So I have receipts for inventory bought using my personal account. What bank/credit account option do I select when uploading these receipts? Regards, Paul
Hi,We use Starling's spaces (/pots), but there's an annoyance... when transactions occur *directly* from the space and not the main bank account, the transaction isn't included in the bank feed that is pulled automatically into Quickbooks. So every time I perform the bank reconciliation there's always transactions missing. Does anyone else experience this? I understand that the spaces/pots are normally a 'special' feature of these banks, so don't expect Quickbooks to support it, just a bit worried that these transactions just get ignored 😕😕
I've had a QB "Self Emplyed" account for over a year now. I've always assumed it was a core part of QB's offering as I hadn't heard otherwise. Today I receive an email saying the app will be disappearing from app stores in a few months, with no reasoning or context as to why, or what I should do. So I search around and find a few articles from earlier this year saying the QBSE is becoming "Solopreneur", but it seems that doesn't actually exist and may be a US-only thing? Not 100%... So then I head to the pricing page where now the only option is "Quickbooks Sole Trader"... Am I supposed to migrate my SE account to this thing now? Can I even do that? Does it have an app? The documentation seems really lapse and there is a real lack of direction on what I'm supposed to do here... Any advice on the best thing for a little one-man-band to manage his stuff for self-assessment?
Hello, Having just migrated to Quickbooks in meeting the making Tax Digital requirements, there are of course, elements of this new system that function differently to what I am used to. I completed and submitted my first VAT return for March several weeks ago and I am now working towards the April return. I have just started using Receiptbank and have realised that in amongst my April supplier invoices are some invoices that are dated prior to 1st April. Essentially these are invoices that were missing when completing the March return. My previous system (TAS) allowed for two dates when posting an invoice, one that was the true date of the invoice and one for the accounting period. Quickbooks only seems to allow one date. What is the best way to deal with invoices that fall in a previous period for which a VAT return has already been submitted? If I let the system post these invoices with their actual dates on, surely this will adjust a VAT return that has al
I hope someone can help. I cannot find a way of downloading my mileage for a tax year. I only seem to be able to download year by year. If this is correct, I find this ASTOUNDING. I can view my mileage for the tax year but not download it. It seems the only way I can do this is to download both years, in this case 2022 and 2023 and then manually adjust them in xls. Also does anyone else have a problem with incomplete mileage reports. Sometimes I discover that despite auto-tracking being always on on my phone, it randomly stops working and I lose days or weeks of tracking until I log in again. It seems to stop working if I do not engage with the app on my phone regularly, yet there is no warning that this might happen. I only use Quickbooks for mileage tracking and at 3.99 a year this is very expensive but I cannot find an alternative.
Can someone tell me how I change the Account where Net Pay is being posted toandHow I can change the journals already created automatically to include the correct Nominal Accounts Thanks
This question has been asked many times, but none of the responses apply. I'm using Quickbooks Desktop. Our CPA wants the funds to show as Income, not a liability. We were just applying a payment without an invoice which would reflect that the customer had a credit balance, but it doesn't show as income on P&L, so income is skewed. With many retainers against many clients, this is problematic as it is difficult to get a clear read as to the companies actual income. This has been an ongoing issue and I need to get it resolved in order to go back and adjust for the 10 or so retainers we have on account which are not being represented as income. Thanks!
I can’t work out why the rent is not included in the allowable expense category (see image). It shows as an expense in the transactions though. Don’t have this problem in previous tax years, or year 24-25, so set up is the same as far as know. Any advice on this would be really appreciated. Thank you 🙏
