Banking

Hi where would i find my security or registration number to connect my bank account please kind regards

I have linked our paypal account to banking section on quickbooks online. When its pulled through its showing £1.00 values against cancelled payments. How do i get rid of these?

Hi, I have been downloading transactions by connecting to Barclays Business Banking using the mobil app pinsentry. However, I now have a new phone and have to wait 10 days before I can use the mobile pin sentry feature. How do I get Quickbooks to change to verify using the pin sentry device instead of the mobile app?

Hi All, I am having trouble with keeping my bank accounts linked to my self employed quick books account. I am able to log in and link them but within a few seconds the link will stop working and then have to re-log into both my bank accounts and give quickbooks permission again. How do I keep the bank account linked? I looked in the forums and there was a thread talking about giving permission to link via an error message but no error message comes up and there is no link. Thank you

Good morning, I am new to QB and need to enter all Tesco credit card transactions manually.  Can you please help me getting started. Thanks

Hi,I have some Bank charges on the review section of my banking.Unsure as to what they would come under?Any help would be greatly appreciated! TIAKerry S

Hi all  brand new to Quickbboks trying to link our business account to QuickBooks and it says already connected on another devise. We only have this pc???

HI I HAVE JUST SIGNED UP TO QUICK BOOKS. I HAVE IMPORTED MY BANK STATEMENT FINE, BUT IT HAS DONE 90 DAYS. I ONLY WANT TO START USING THIS FROM 1ST JANUARY 2019. IS THERE ANY WAY TO DO THIS, AT PRESENT I OWE TAXES AND VAT ALREADY PAID ACCORDING TO THIS.

What is the difference between add, match and transfer - with regards to banking? How do I assign money received into the bank account to an invoice?  How do I assign multiple payments to one invoice (i.e. when the customer has split the payment)? What does it mean under 'category or match' when it says multiple records are found? Thanks :)

Hi guys,I am wondering about the connecting the bank account to my business, is that something i need to do? or can i just add expenses and payments myself. I just want to know if this is something i should be doing now in order for my first set of accounts to be done correctly?

I have payment a supplier however the bank details they supplied were in correct, so the payment has been rejected.  How do I post the rejection on Quickbooks 

I have managed to sync one of my HSBC usernames, but when I try and add the accounts in a different username I get the error 'HSBC Bank (UK) - Business Banking is already linked to a bank feed. Select a QuickBooks account without an existing bank connection.'

My client receives several cash payments per week and deposits them in QB online to the Cash Control/Petty cash account.  He physically goes to the bank weekly and deposits most of it and keeps the difference as drawings.  On QB I used the transfer facility to transfer the total he banked, from the cash account to the bank account, weekly.  However when I went to reconcile the bank account, none of those transfers was there.  I went to 'Make deposits' and sure enough there was the list of transfers in weekly order.  I chose one at a time to deposit to the bank account but QB wouldn't accept the deposit as it wanted me to indicate 'an amount'. I had already chosen the deposit from the list, showing the amount, and I can't understand what the problem is.

Good morning everyone.    We're aware that some of our customers with Santander are having troubles downloading their bank transactions and are seeing error code 101 or 324.   Our teams are working hard to get the issue resolved and looking to get a fix in place ASAP.   I'll be updating this article as and when I receive them so you're kept in the loop. Please feel free to comment below on anything else you're spotting with the connection error.    Thank you! 

WHY IS THERE  no explanation on how to connect bank account when you put in your bank it says to enter a username erm i haven't got one trying to link my bank for the first time. but then its telling me to enter phone number linked to account i do then QuickBooks says this number is not associated with any account then send me a code to it erm i think its pretty messed up, to be honest how other people are linking there account is beyond me witch teffal head come up with this bright spark idea

Afternoon everyone.  Pretty new to this but set up an account to as self employed and found that I can't add my Santander account which is a business bank account. Manage to log in to their portal ok but not to Quick books. Any advice or help would be greatly appreciated. Thanks! 

I have two pension payments which go out for the same amount and the on the same day each month, and sometimes QB doesn't import them both, or recognise them.  Is there some way around this?  Bank balance and QB balance are out by exactly the amount of one of these payments.

HI There, I am new to this and want to connect my bank account.  I seem to fail when it comes to the field with memorable information.  I have tried a few options but really can't remember what I put as the bank so far didn't need to ask me any of the questions.  I will certainly remember if asked.  What do I do? Thanks

We cannot reconcile quickbooks with the bank account, keeps saying "update my sign in info" but we have done this and still we cannot get reconciled with the bank. Are we missing something or do we wait to be able to log in to the bank again as bank has timed us out for 10 minutes.

I am a cash/card retail seller and want to find out how to record the payments against the invoices. I do not bank every day so the deposits are not necessarily exactly the same as the sales invoices as i do not bank odd amounts only notes. Some of the payments are also card payments and l do not receive the full amount from the merchant so not sure how l account for the fees

I successfully imported CSV files from our current bank accounts but cannot see how I can add data from a closed account for which I do not have a CSV file, only a hard copy of all the transactions

Is there a way to amend a banking transaction amount to take into consideration a 3rd party commission. EG invoice 1 = 1003rd party commission is 10%Banking receipt is £90 because the 3rd party commision is taken off before I receive the money, however the invoice total is £100 and needs to be recorded. The expense receipt is for £10. How do I account this?Thanks.

When trying to import downloaded transactions, everything seems normal however I get the message, "Nothing to import, this account is up to date" when I attempt to import the QBO file from the bank.  This began a couple months ago after an update.  What could I check next?Thank you!I'm using QB2016 for Mac desktop. 

Our banking feature enables our customers to connect to their bank accounts to QuickBooks, making it easy to keep track of your business income and expense.   First, download your transactions to QuickBooks using one of the three ways that are available to you. Once the transactions are available in QuickBooks, you'll need to accept them into your books or match them to the ones you have already created in QuickBooks. Lastly, reconcile the transactions in QuickBooks against the transactions in your bank account. We recommend doing this at least once a month to avoid lengthy reconciliation process at the end of the year.   Downloading transactions There are three ways of downloading your bank transactions. Both direct and standard bank feeds allow your transactions to flow into QuickBooks but if you prefer to import your transactions into QuickBooks manually, you can do that too. This video gives you a quick overview on the options available to you.     Using d

Im new to quickbooks. For some reason my banking is only going back to August when I need it to be April, ive changed the month to April in the "your account" settings but my bank feed is still only going to august