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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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JamesK
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I am an accounting professional completing a Self Assessment on behalf of a client and this is clearly a very important issue that QB is completely getting wrong. I've looked at my client's records and every transaction is posted and categorised correctly, but when I drill down into the disallowable expenses every single one is allowable so QB has undercalculated the allowable expenses by Β£3.2k for this client and they would have paid an extra Β£640 in tax because of this. Even with our fees the client will have saved money on tax compared to just using what QB says. 

 

Note to QB - your responses on this are entirely inadequate

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