Banking

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Quickbooks online will only let me add 5 resolving transactions, I need to add 6 how can this be done?

Says bank issue....cant reconnect to santander business banking (UK) & its not appearing on the list of add accounts either

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It seems I need to change the status to Reconciled again in the account history but am unable to do this as Run Report is the only option.

I have followed this article :https://quickbooks.intuit.com/learn-support/en-uk/help-article/self-employed/connecting-chase-bank-quickbooks-online/L7YvApsZH_GB_en_GBBut at this stage "You will then be directed to the Chase app to complete the authorisation flow." it does not happen, it takes me to a screen with the Chase logo but nowhere to loginPlease advise, thanks

I have tried Edge, Chrome, Opera and Firefox.  I have tried clearing the cache, I have tried private browsers.  TSB reports authorised, quickbooks will not connect.  I have had authorisation in the past, but quickbooks reports that it expired after 10 days.

UK: A client has recently moved banks to Monzo bank . We set up the Monzo to QuickBooks bank link, to import transactions.1) On occasions Monzo are duplicating entries.2) Most entries imported from Monzo have no payee or payment reference, unlike the customers previous bank.This makes it impossible to create "rules" under banking and every entry is now having to be matched manually to the bank statement, to find out who was paid and the payment reference.Anyone else having issues with Monzo bank link import?

Glitch when scrolling

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I am a small new business.  I'm a sole trader using quickbooks self employed.  I've taken money from my business account using "owner withdrawal".  The amount is reflected in my bank account, but my quickbooks balance doesn't change ? How to reconcile this please so my bank balance and qb balance match ?  (My personal account isn't linked with qb) 

We have received a payment in from a council, their remittance advise shows they are taking a credit note £-56.26 from one account lets call them (alpha) and paying another customers invoice £300.00(beta). the payment in is £243.74 and I cant find how to match this payment with the credit note and invoice. any advise?

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I am unable to load invoice records for add / edit. I get an error "We couldn't find any info that matches your criteria..." However when I use the same criteria to simply "Run a Report", selecting Invoices - I get the data I expect.Thanks

UK Based using quickbooks Self Employed in the app and web browser.  I understand the manual way to process an invoice by marking it paid by using the following steps.  Step 3: Process an invoiceAfter you get the invoice payment, mark it as paid.If you use QuickBooks Payments, we do this for you automatically. If you use another payment processing service, you need to manually mark the invoice in QuickBooks:Go to Invoices.Find the invoice.Select the small arrow ▼ icon in the Action column.Select Mark as paid. If you're on a web browser, select Send to send your customer a copy of their paid invoice, or select Email if you're on the mobile app. Is there a way like quickbooks does with Receipts where this process can happen automatically, for example, If I scan a £50 receipt from Company XYZ, when quickbooks connects to my bank it automatically reconciles the bank transaction of £50 to Company XYZ with the re

I received the message saying that we had to disconnect and reconnect our Natwest bank feed due to security.I now can't reconnect to Natwest. It has been working for a couple of years, but now says that I don't have sufficient privileges to connect.I have ensured that I have full access rights in my Natwest bankline account. 

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New credit card won't link to QB online."Sorry an unexpected error has occurred. We could not fetch your accounts from your bank". I get this error at the final stage after logging into the bank successfully via quickbooks. I've spent 30mins on the phone to QB support today but they were no help. I have saw other posts on here with the same issue. Help please?  

I have connected both accounts to QuickBooks. Bank A received a loan from the director. Bank A then transferred some of this money to Bank B. They are both business accounts for the same company.

So, I enter a sales receipt on 30/05/23 for £12.00. There is a deposit into my bank account on the 6/04/23 for £11.82. I want to match the two and resolve it to show 0.18p for processing fees. When I click find match - it doesn't show the Sales Receipt. However, if I click on a different deposit for £33 on the 5/04/23 it does! This seems to be totally hit and miss - sometimes the Sales Receipt shows up to match and resolve, other times not. Any idea why? Or is QB trying to be too clever?

How do I record bank interest in a bank account that cannot be linked to Quickbooks. I managed to do it three times without problem using the "New" and "Bank Deposit" menu but then when I tried to do it again, I was presented with a completely different menu which doesn't accord with what I need e.g. making entries about "cash back". There doesn't appear to be anywhere to enter the actual amount of the deposit. See attached menu which now comes up.

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