I convinced myself that the time had come to migrate my own company and clients to Quickbooks Online. After half an hour, I got annoyed. You can't turn off VAT. You show "No VAT" but Quickbooks still sets up VAT return filing quarteres. I don't want to use Bank Feed but the history of Chart of Accounts tells you how many transactions are unreconciled. Quickbooks haven't contacted me to tell me how to turn both off. Has anybody got as frustrated as me. I am not signed up for online except if my clients invite me as their accountant. I won't be signing up anytime soon and will stick to Desktop.
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Think it might be helpful for you to do some Quickbooks online training....
Also, why would you be getting annoyed about VAT quarters showing up when you can only see them if you actually look in taxes? If your client isn't VAT registered, they may not need the version with VAT activated.
As for bank feeds, it will only show unreconciled transactions on the bank feed if the link has been made so if you don't want it just deactivate it. Bit hard to understand why you wouldn't as it cuts down processing time significantly.
Back to my first point, suggest you do the Quickbooks certfication so you know what you're doing....
Just out of interest ... do you take a fresh driving-test after each purchase of a car? And, if so, are you happy that the manufacturer regards this as necessary (and goes on to charge you for the privilege)?
Note: if you're not a car driver, feel free to substitute some other fairly ubiquitous commodity in the previous questions.
Hi,
Not sure how you are getting on with this however have you looked at VT transaction?
Following the announcement that QB desktop was ceasing in January 2023, after having used it for years, as a test, I very reluctantly signed up for and moved one of my client's to QB online.
As someone who completes a lot of processing for a wide variety of clients I found it slow, frustrating and intolerable. It is far less flexible than desktop in terms of settings and preferences and, for me, the only points in its favour where the fact that you can move the history, its reporting capability (although this is less than desktop) and the familiarity.
However, regardless of the above, I have cancelled my subscription and am moving as many of my clients as I can to VT, thankfully I have also used this for years. VT is quick, simple, incredibly flexible and does exactly what you need it to do. As an additional bonus, it is desktop based, can link and file accounts and MTD and it is considerably cheaper.
Good luck with it. Desktop finishing, especially the lack of timing to plan and the date at which they have chosen to cease it, is a total nightmare!