Banking
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I have connected my bank account but for some reason all bank transactions show up as cash transactions on the Home page. How do I fix that?
I can't match/find transactions now. If I try to add a bank account again it wants to set up the bank feed again but I want to do a manual feed at the moment
For the financial year 01/04/2018 to 31/03/2019, we used Quickbooks Desktop. However, for the current financial year (01/04/2019 onwards), we are moving to Quickbooks online as the person who did this through Desktop has left. I have set up our new Online account - is it best to import our data for last year from Desktop, or should we start afresh? If we were to start over (I would prefer to, as I would like to do things a certain way), how would last years balances work, etc. We want everything to reconcile.
I am new to quick books and trying to link my bank account but although its registered the account it states an error that I am logged in on another device. I have checked and I am not logged in. I am currently unable to update bank account payments because of this.
I have been unable to connect my Quickbooks Self Employed account to my HSBC Business Bank account since 1st March 2019. Prior to that it worked just fine and always updated whenever I refreshed and entered the security code. Now it just says :"Looks like the connection to HSBC Bank (UK) - Business Banking isn’t available right now.Try again in a few hours. (102)"As that's been happening for weeks it doesn't seem very helpful. Nor can I find any other way of getting help other than here. Why is it not possible to phone someone about this or chat with someone? Or am I missing something? I've tried to get support through chat and email and just get sent round in circles getting nowhere.Other discussions seem to report similar problems but it seems the only suggested answer is entering manually or getting files from your bank, which surely defeats the objective of using Quickbooks, having an automated system that helps keep track of things by reducing the need to do it all manually. Any a
I made a payment against a bill for £262.19 so I matched the payment against the bill in the banking window.. Later that day the money was refunded in error so I know have £262.19 showing as received in the banking window. I then had to phone the supplier and pay over the phone again £262.19 so now the original bill is paid and matched to the banking feed but I am now left with £262.19 showing as spent (the original payment) and £262.19 as received (the refund error) now these two amounts in effect cancel each other out but how do I reconcile them as they are both stuck in the bank feed until I can match them against a Expense / Refund.If so how do I do that as I normally deal with credits against bills which are sorted before a payment is made?? Regards
I've tried to connect a Sainsbury's credit card which is a MasterCard however the option doesn't appear to be able to connect it. Is there a reason why not all credit cards are available?
Hi Community, I am a brand new ProAdvisor with Quickbooks Online but unfortunately my 1st client is using Quickbooks Desktop and purchased Desktop Pro. I am planning to start Desktop training to be certified as well. However in the mean time, I need to help my lovely client. Could you please guide me the right way?? Thank you.
I have a halifax account which is primarily my business account which i have linked to my quickbooks, but I also have a monzo card which I use as my daily card; mostly for personal stuff but occasionally if I'm out I will use it to purchase business supplies. When this happens I manually add it to QB with a snapshot of the receipt, is this the correct way of doing things? Also on very rare occasions a friend of mine pops money across to my monzo account if im out and she needs me to grab something for her business, since it's not related to my business and effectively she's just giving me the money to buy it for her do I need to add those transactions? Im just a bit confused as to HOW diligent i need to be with transaction recording. If its non business related does it need adding? Also, anf last questions, once i do an owner withdrawal do i need to track what that has been spent on? Sorry for all the questions, I just want to make sure I'm adding things correctly. Thankyou very much&n
For the last five days I cannot connect to my First Direct account. Connection to Santander account is fine. On my phone I get an error message 101, but no error message on desktop. Any suggestions? thanksDeb
I need to update my UTR number on my invoice template but can't seem to get into it to do so - does anyone know how to do this?
Up until yesterday I was able to upload bank statement items into my QuickBooks 2013 desktop bank reconciliation section. I received the error message to contact QuickBooks Technical Support if the error persisted. The file is created from my Barclays Bank account as usual as a .QBO type file.Any assistance in how I can rectify this situation would be appreciated.Many ThanksAndrew RodellMission Direct Limited (a registered charity)
Hi there, I'm trying to connect to HSBC.co.uk and i get the username and security question. Both are correct and confirmed when accessing the bank site. Yet i get error 103.I have to becareful not to do this too many times, as i get locked out!Any ideas how i can connect HSBC account to Quickbooks? Thanks.
I'm trying to connect my Clydesdale Bank account to Quick books and it come up with this message. Looks like the connection to Clydesdale Bank (UK) isn’t available right now.Try again in a few hours. (102) I was just wondering what that means. Any help would be appreciated.
Hi, I've connected my HSBC business credit card to quickbooks, but i can't get the transactions, just the statement value and fact that I've paid it, see screenshot. How do I get the individual transactions, just can't work it out or you can't which makes it hard work! Paul
