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I'm interested in whether other UK charities are going to have the same issues that I have already come across with the removal of "tags" as they are replaced with "custom fields", and have some questions for Intuit below. The first issue (and a legally significant one) is that existing tag data will be removed from May 2028, three years from now. As Intuit should know, it is a legal requirement in the UK that all financial information is retained for seven full financial years after the year in which the transaction happened (for regulatory oversight). Deleting the information that has been stored in tags until now will cause all UK organisations to lose data that they are legally required to keep, unless they manually copy all the existing tag data to their new custom field(s) - at a massive administrative cost. Why is it not possible to have an automated process that can perform this transfer for historic transactions if you insist on deleting the old tag data so quickly?
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Just upgraded from self employed where I could do this.
Hi, I send about 15 invoices to the same customer every Monday. Most of the content is exactly the same apart from 3 minor details which are the date, vehicle registration and order number. Is there a way that I can set up a template invoice that I can use every week, just click on it and change the 3 minor details mentioned above? this will just save me some time typing out each invoice repeatedly every week.Best regardsAnt
I have made a VAT payment to HMRC. How should I categorise this payment in my transactions tab? I have the same question regarding the tax return payments. Thank you
I use a database for raising invoices for our workshop, and these need to be imported into QBO, we were using Sage, but we've now changed to QBO. Yesterday I imported one invoice, there was issues - I'd exported the wrong field, but I corrected the issues within QBO, but the main point is QBO recognised the customer, and the import completed. Today I've updated my export, and tried another, but QBO refuses to recognise the customer, saying that it does not exist, when it does! I've not blanked out any information in the above screenshot, I've actually deleted all other customer details and saved it, so the customer is literally just named AUT003 (where is the account number field?????), but it still fails. The one I did yesterday had the account number as the first name which is how I initially had this one setup, and I did not have this problem, so why am I having it today?
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.
Also, when sending the invoice just close as the app doesn’t send it
transactions are missing for one month and part of another month, they are showing before and after?
We have Quickbooks setup to automatically sync transactions from our bank account. However this does not:* track sales* track receipts* track fees per sale We've tried the Shopify Quickbooks integration, but the act of syncing sales duplicates our turnover. The reason being, automatch doesn't work due to the 1-2 day delay in receiving the payment, plus the price mismatch due to the fees taken by shopify. We've tried using the Paypal integration, however this again duplicates the turnover rather than matches it. As far as we can see, the only way to get an accurate picture of our accounts, is to manually enter the sales and the fees. Is that correct?
Frustrated! the batch edit button within sales (all sales) is greyed out again!I've been onto support and tried clearing cache, different browser, incognito etc but the issue is still there. My own IT company say all the internet browsers are up to date and say it must be a QBO issue. Please help, this feature is the main reason we went with QBO to edit multiply invoices each month. Thanks,Angela
Hi,I was in the process of reconciling an account and noticed that five transactions from a previous period have been accidentally deleted.Is there a way to retrieve the details of these transactions and see how they were previously categorized?Thank you.
I have received a payment from transport for London scrappage scheme for a company vehicle. How do I categorise this? thanks
Hiis there a way to edit the name of a category. I am using quick books sole trader software. I have read articles relating to this subject and they point me to chart of accounts. I don’t have this option. Any help would be appreciated.
Has anyone else noticed that if you run a Statement as at the end of the month eg. 30.04.25, if you posted a payment onto the customers account after that date so 02.05.25 and allocate it against an invoice, it does not show that invoice so the statement as at the 30.04.25 is not a true indication of what was owed at that point in time.The brought forward balance statement is wrong as the amount due takes into account the payment but the running balance does not, so the two different figures dont agree.
I have 3 Classes set up and want to make one of them the Default so that all transactions default to this but can be changed accordingly. This default will be the majority of transactions.
