First Look: QuickBooks Sole Trader - Is This The Ultimate Replacement for QuickBooks Self Employed!?

[@Jkbunting]

Problems linking Lloyd's bank spent 1 hour on phone to bank and 2 hours talking to quickbooks support. Ive had to manually input bank statements. Customer service helped with this but wasnt happy with the manual upload. Im optimistic and im using the quickbooks sole trader

[@gordonmcculloch8763]

Does this explain why QB self employed has stopped working properly vis a vis mileage tracking and a plethora of other gripes evident on App Store reviews?

[@kylenewmansinger4300]

Ah, I'm glad it's not jsut me wondering what's going on!

[@lindacamurato]

Hello Aaron, I am on the website but it doesn't offer the sole trader beta version for me to sign up? Is it already possible to sign up for that?

[@TheQuickBooksChap]

Should be live mid month

[@markpeterkin9918]

What type of clients would you use this for. Could this be used to produce mtd itsa. From Clint directors to pull director info from their ltd qbo file in to sole trader to produce mtd itsa filing

[@lew6073]

How do I upload an email receipt?

[@TheQuickBooksChap]

Currently, you can't do this, but it's available in Simple Start and higher. 🆕 We expect updates to the receipt capture feature soon, and hopefully, we will achieve feature parity. 🤞✨

[@wbev_thai1666]

Does this sole trader let me imput my 20% stoppages which my mate stops me each time i invoice him

[@TheQuickBooksChap]

It covers CIS

[@ca7439]

If you are already using self employed can you upgrade to sole trader or do you have to open a new sole trader account and then do you have to pull in all your data and then c Assign categories etc from scratch?

[@TheQuickBooksChap]

no upgrade - so need to stop SE and start ST at the tax year end

[@kylenewmansinger4300]

@@TheQuickBooksChap In the meantime though the app isn't working properly. IE mileage tracker etc. Is there a communication about this that I've missed?!

[@Strat180-yh6xu]

Doesnt offer me sole trader either :(

[@TheQuickBooksChap]

Should be released mid month

[@milburnk66]

Ive set up QB sole trader for a client, but cant find out how to invite the client as a user, so he can do his incoices. Am i missing something?

[@TheQuickBooksChap]

You set up the invite at the start - from the QuickBooks Accountants Area