Discuss Your Business

Running a business comes with a lot of challenges, so let’s pause and celebrate your progress: big or small. What’s one win your business had this month? It could be: Landing a new customer Finishing a project Solving a problem that’s been hanging over you Or even just getting through a tough week   Share your win below and feel free to cheer on others too.

    Whether you’re brand new to the community or have been here a while, we’d love to get to know you and your business better.   This thread is a space for you to introduce yourself, share what you do, and connect with other business owners who might be on a similar journey.   If you’d like, tell us: Your business name What you offer One goal or challenge you’re currently working on Looking forward to reading and learning about the businesses in this community!  New to QuickBooks? If you’re within your first 90 days, you can take advantage of a free onboarding call to help you get set up the right way. Check if you're eligible here.  

Quickbooks - please bring back the old format of statements.  They used to show outstanding invoices (regardless of how old) and showed the original amount and outstanding balance.  This is exactly what customers need to see.  The new format is awful and doesn't help at all.  Please bring the old format back!!!!

We are currently looking into a new accounting/payroll/project management system and have narrowed it down to Xero and QB However, after reviewing Xero's latest Facebook post, it seems like a lot of people are experiencing dreadful problems with their platform, which has dramatically moved the needle in favour of QB But before I pass any further judgement, please can any QB users (ideally those based in the UK), share their own personal experience of this platform, specifically in respect of reliability and support levels, so I've got something to compare to Thanks in advance

I just saw my subscriptions go from £237 to £302 between January 2023 and January 2024.  Given the mediocre state of the software, the degrading customer service and the apparent lack of any substantial advancement in the software/product offering, the 35% hike can only be ascribed to profiteering. And it gets worse, looking a the 2022 subscription fee, the actual increase is nearly 40%, How the haitch could that be justified? If I jacked my 2022 fees by 40% I would by now have no clients left. Shame on you Intuit.

We upload PDFs of our own invoices on to QuickBooks when we enter a new sales invoice on QuickBooks. However we cannot seem to attach this PDF to the reminders. QuickBooks is automatically attaching its own generated invoice PDF. This is confusing our clients as they receive a QuickBooks generated invoice PDF, not our own company invoice PDF when they receive the reminder.  How do I ensure that our own company invoice PDF is attached to reminders?

Hi - from Batch Actions, the 'get paid via Direct Debit' has disappeared completely - I'm able to run them on individual invoices, but I have hundreds to process!  Anyone have any ideas?Thanks, Ange

Our clients often have separate emails for sending invoices to and for chasing payment. However there is not an option for this on QBO. This means statements are going to the invoicing address and not getting actioned resulting in delay in payment.

Hello,  I have marked my invoices as paid however, the monthly income is not updating. It looks like I am down in December however, it was my best month. 

I would like to connect Revolut's personal joined account with QB, is this possible? 

Hi all, so I am new to QB, a technophobe and transferred across from Xero. Literrally signed up and registered with the help of a QB sales expert. I am self employed, employed and have a rental. The advisor has set me up with Simple Start for my business and self employed for my rental. I've had issue getting in as the advisor told me to use QBO but I have to login to QBO for the business and then log out and back into QBSE for the rental, which is causing alot lot more time when using the app and trying to manage everything. QBSE is set up as a landlord, but none of the categories seem to work for a rental and doesn't seem to take into account the mortgage payments. The sales person has told me they can't help anymore and customer services tell me to leave feedback about the 2 different systems I've been signed up to but QBSE doesn't seem to have a feedback system. Is this how it's meant to work as my time spent trying to keep the system upto date has quadrupuled (if not more).&n

How long does one typically expect to wait for a requested bank feed to be added to QuickBooks Online?I'm in the UK and use Capital on Tap. A few weeks ago I tried to link my Capital on Tap account to QBO and received a message about foreign currency and upgrading my subscription. I thought that was odd, as I didn't realise Capital on Tap was a foreign currency bank and I don't do foreign currency transactions anyway. I requested that the Capital on Tap UK portal be added to QBO (found at https://www.capitalontap.com/en as opposed to https://www.capitalontap.com/us), however when I look around elsewhere on the community, I see there are people that have been asking for this for 2 years or maybe more!see here: https://quickbooks.intuit.com/learn-support/en-uk/banking/does-quick-books-recognise-capital-on-tap-as-a-bank/00/1115844and here: https://quickbooks.intuit.com/learn-support/en-uk/do-more-with-quickbooks/how-can-i-add-a-capital-on-tap-credit-card-to-my-account-keep/00/1390821What

Hi Community Friends,Clarification required please, slight brainfog for me and my accountant!?!?  I have QBO and the simple start version to be exact.  I run payroll for my one employee, same amount on monthly basis, NI, tax pension etc.  My main question is that of paying myself.  This isn't my only income, but I need to withdraw or top up my other income to cover all bills etc, (I have 2 x part-time jobs, risk spread etc) this amount can vary, if I need it month by month.  Have a weird link to retained earnings which is wrong! under some ruling, so need to undo this and make it all correct.Hope that gives an outline, thinking instead of being owner and employee? I can make Owner withdrawls etc, Director payment, just want it all above board for legal and tax purposes.Thanks in advance for reading and helping......

Hi Community,Clarification required please, slight brainfog for me and my accountant!?!?  I have QBO and the simple start version to be exact.  I run payroll for my one employee, same amount on monthly basis, NI, tax pension etc.  My main question is that of paying myself.  This isn't my only income, but I need to withdraw or top up my other income to cover all bills etc, (I have 2 x part-time jobs, risk spread etc) this amount can vary, if I need it month by month.  Have a weird link to retained earnings which is wrong! under some ruling, so need to undo this and make it all correct.Hope that gives an outline, thinking instead of being owner and employee? I can make Owner withdrawls etc, Director payment, just want it all above board for legal and tax purposes.Thanks in advance for reading and helping......

None of the invoices sent this month - all to regular customers - have been received by them.  I have never had this problem before.  Having been alerted to the problem I have had to resend each invoice, ccing my email.  I have then emailed each client individually.Why has this problem occurred?  What has changed to cause this issue?I cannot pay each month for a service on which I cannot rely.Please provide urgent assistance.

If I am due £480 in labour charges (without the VAT being added on) and add this amount into the invoice and select RC CIS 20%, the amount I get paid from the contractor is £96 less than what I am due for the work completed. Should I then be entering the amount including VAT into this field?

Im using Quickbooks self employed. My payment information is not showing on the app when i create an invoice from there. It does show up when i create an invoice from my pc on the web browser. I can not enter the payment details every time i send an invoice on the go.Any help please?

Hiya, I hope everyone is doing well. I have a business idea and would like some advice, about what kind of tax I have to pay.I have a business debit card that gives me 1.2% Cashback on spending. It is only usable by a self employed person or a freelancer. I also received a quote for a card machine for 0.4% fee for transactions. So the general idea is, spend money on my own card machine and pay 0.4% and receive 1.2% cash back. Reinvest the profits and repeat month after month. After calculations, I would hit the VAT-Threshold quickly. Is that applicable? Does it make my business idea void?What if I would register a LTD company. I would pay £100 including VAT from the self employed business to the LTD company. Recieving cash back and pay the 0.4% fee for transactions. I could even reason the transfers. Self employed me would pay £100 including VAT to the LTD company and pay for a product. Afterwards the self employed me invoices the LTD company for 100£ including VAT.Let me know, I

Hi,I've had problems re-confirming the consent for linking my account and bank advised me to withdraw consent and try again.But now I can't do it - I can't link my account as it says it is already in my Quickbooks account, but because I withdrew consent it is inactive. I need advice how to reinstate consent for an account that's been withdrawn.TIA

Is there a way I can copy in an invoice I'm sending to additional address. I found one discussion about bcc where is says click on settings but I can't find settings/not sure where to look? Also is there a way to get it to automate knowing when invoice has been paid by client if I already have quick books linked to my bank account?  Thanks 

If I withdraw money from my business account to pay myself what to I mark the transaction as ?

Hi All.I was wondering if there are business owners out there who'd be interested in taking part in a 2 days QB online training taking place in class, in group, in person? The event is free - its a trial run of actual training course i'm thinking to launch for SME business owners, who need a bit of help to figure out best practices how to run their business finances by themselves with the help of QB. Your response would be appreciated! Thanks, Julia

My business has developed and grown over time and I've got a new logo and business name to support it. Please can you tell me how I change my logo, business name and email address to show up on my invoices? I go to edit my invoice template but when I change the logo, business name and email address it won't let me save my changes.

Afternoon All.We are a small charity and I receive weekly small amounts from church services and donations in cash only, which I use to keep petty cash topped up. it never goes into the bank account.  In the past on SAGE i have been able to show this as a cash payment direct to petty cash.  however I am stumped on Quickbooks.  I think where it says transfer from I have to set up a new one.  Would you keep this as cash in hand and bank and just give the name something like service cash?  Hope this makes sense as I am going round in circles trying to work this out. 

I cannot find it anywhere. I need to add CIS deductions to my invoices but cannot work out how to turn it on. I am using QB self employed. Please advise