Tax Filing
UK Self Assessment: getting QuickBooks ready for the 31 January deadline
We walk through the UK Self Assessment calendar and the QuickBooks reports and settings sole traders need before the 31 January deadline.
Accounting News
Problems, outages, and quirks that QuickBooks users are reporting — tracked and explained by the desk.
Tax Filing
We walk through the UK Self Assessment calendar and the QuickBooks reports and settings sole traders need before the 31 January deadline.
Contractors & Tax Forms
QuickBooks Desktop can produce CRA T5018 slips for construction subcontractors, but only in two editions and only after vendors are flagged correctly.
Payroll
Canadian payroll users can prepare, review, and file T4 slips and the T4 summary in QuickBooks Online with a fixed sequence of checks and approvals.
Payroll
Australian QuickBooks Online users setting up Single Touch Payroll must first pick a lodging role, and the wrong or incomplete choice blocks saving.
Payments & Receivables
QuickBooks Online users can reverse a bounced customer check, reopen the invoice, and bill the fees back with a journal entry workflow.
Taxes
UK sole traders using QuickBooks repeat the same Self Assessment scramble each January; the accepted fix is a checklist that starts months earlier.
Sales Tax
QuickBooks Online users moving to automated sales tax report agency matching trouble and leftover balances; the accepted steps resolve both.
Data & Privacy
A guide to the Intuit Account download and delete request process in QuickBooks Online, including wait times and the privacy site data finder.
Banking & Feeds
We look at why QuickBooks Online marks some bank feed transactions Ready to post, why others sit held for review, and how posting criteria are set.
Mileage Tracking
Missing or inaccurate trips in the QuickBooks mobile app usually trace back to location permissions; the accepted fix walks through each setting.
Updates & Releases
QuickBooks Desktop 2023 loses online banking, payroll, payments, and email after May 31, 2026, and users are now seeing prompts about the cutoff.
Multiuser & Networking
Offices on QuickBooks Desktop for Mac still rely on multiuser mode; we cover licenses, file sharing, firewalls, and the limits after the sunset.
Integrations
QuickBooks Online sellers can pull Amazon Seller Central transactions in through a first-party connector app; here is what the accepted answer covers.
Payroll
Employers on the Canadian edition of QuickBooks Online ask where to record employee name, bank, address, and TD1 changes; the fix takes two routes.
Apps & Integrations
Practitioners asked whether QuickBooks apps threaten their firms. The accepted answer blames misuse, not the tools, and urges a leaner tool belt.
Accountant Suite
QuickBooks Online Accountant is becoming Intuit Accountant Suite; here is where your daily tools moved and which permissions changed.
Banking
The QuickBooks Money app retires in November 2025; here is how deposits, envelopes, and cards work through the web account after the change.
Banking & Feeds
QuickBooks Desktop users are losing online banking downloads until they reconnect; here is the accepted refresh procedure and the banks affected.
Time Tracking
Shows how QuickBooks Time users in Australia can adjust overtime calculations using the Pay Rate Engine, covering rule precedence and pay type mapping.
Budgeting
Teams in Intuit Enterprise Suite can split budget work into tasks, comment cell by cell, and route finished budgets for approval.
Time Tracking
Employees installing QuickBooks Workforce hit a missing iPad listing, a mismatched app name, and stalled tracking; here is the setup that works.
Payments & Invoicing
QuickBooks users setting up payment processing can steer deposits and processing fees to the right accounts and turn on invoice pay options.
Reporting
QuickBooks Online users found moved customization controls and odd scrolling; Intuit guidance maps the modern view and the Advanced-only builder.
Cash Flow & Payments
QuickBooks Online users waiting weeks on net terms can advance an invoice through the Line of Credit; we cover fees, limits, and repayment terms.