Banking
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Hello, I am using Quickbooks Online Simple Start for my own UK business and I have linked a Monzo Bank account to pull all transactions into QB. Recently I had 2 rejected transactions because of insufficient funds, but QB still imported them and expects me to categorise them. Here are the details of the transaction extracted from the Monzo API: You can see that Monzo marked a "decline_reason" as "INSUFFICIENT_FUNDS". QB ignored this field completely when importing the transaction, thinking it was a successful one. Is this a bug? Is there a better solution than just excluding them? Thanks,Ștefan
It's 2 hsbc accounts and my paypal I've successfully reconnected both according to my bank and paypal, but not according to quickbooks! which is a bit of a pain. any help would be great Rupes
I've tried a few times and no result. Any help / advice appreciated.
I want connect my bank account with quickbooks
I have somehow created two bank accounts on my dashboard. Please can you let me know how I delete them ?
Hello I have recently started using spaces to help manage my bank account but don’t want it showing up as transactions in QB.is there a way to modify the current settings or do I need to disconnect the two and start again?if I disconnect will I loose any transactions or info many thanks
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The Bank Rec in QBO leaves a lot to be desired. One problem is that one cannot print a Reconciliation report in the middle of the reconciliation showing all reconciled and unreconciled items. The reconciliation report in QBO can only be printed once the reconciliation process is finalized. What can be printed during the Rec process is useless. Before finalizing the reconciliation activity or if there is a difference users are trying to hunt, the only way is to look at the interim reconciliation report with all the cleared and uncleared items and the difference if any. This is very vital as it helps users identify if they have wrongly matched the items or where is the difference arising from, among other things before finalizing the Reconciliation. Unfortunately this is not possible in QBO. Another problem is that users cannot undo the reconciliation. This is very silly.
Support from quick books new customer
Importing from Desktop to Online using Transaction Pro.
For example, customer 1 is a USD customer and has paid their invoice into the USD bank account. All good so far. The invoice value is $100 but the payment received was $95 to take into account the banking charges. How do I post the payment in so that it a) clears the full value of the invoice off, and b) captures those bank charges?
Hi, Extremely new to QB and something has come up which I am confused about. I have scanned documents to Autoentry and selected pay, then pay bill and use the credit card. In the chart of accounts, the account type us set to credit card and the detail type is set to credit card. The QB balance is showing as minus £50k and when I pay a bill in Autoentry, the QB card balance decreases which is the opposite of what I am expecting. As an example, QB balance is minus £50k, a purchase invoice with a value of £1k is paid off and the QB balance goes down to £49k and not up to £51k.Why is this, please?
Rules appear to have been automatically created and I don't want to use them! How do I delete them from (a) the individual transaction and (b) permanently?
I've seen comments about owners withdrawal but I can't see that category
For the past couple of weeks I havent been able to connect to my Co-op account, it says the bank site is under maintenance. However it's been 2 weeks now and I can log on to my bank both on my app and online, and there are no issues. (hasn't been the whole time)I tried disconnecting the bank and then reconnecting and now it says it's still under maintenance and I can't connect at all now. Am at a loss at what to do. Thanks
I've been asking the last 6 months! My previous software had it from the beginning and is an incredibly useful tool in keeping customers informed that their bill is cleared.
i have price list on an excel sheet and would like it to go into out QB stock to speed up quotations
