Banking
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If I temporarily disconnect the bank will I be okay to continue?
So normally. I come on my app. It'll say match transactions. Invoice. 10 Mrs Jones £60. I hit match. Happy days.Now that function doesn't work. It just says try it on a computer. And it's for every single transaction.... I can exclude. I can accept deductions.But not a matched payment. Even with repeat customers. Any ideas guys? Thanks.
As title really, keeps asking me to connect an account but I have already done so, keep dismissing the reminder but it keeps coming back no matter what!
Good Morning, We post our web sales to three different customer accounts. We receive the money for these sales on a daily basis from SagePay which is matched to the relevant invoices/credit notes. On the odd occasion we refund more than our sales and this results in SagePay taking money from our bank. I need to allocate these payments to credit notes on the customer accounts - how can this be done. I appreciate they cant be matched directly but wondered if anyone had any other suggestions on how to solve this issue. Many Thanks in advance Sarah
Hello, I have two accounts - both with Cooperative bankwhen I update - they both show they are updating together, (the spinning wheels) then one of them will say there is an issue and it needs to be reconnected. I reconnect the one with the issue- and that's successful, but then the other account shows the same issue symbol and requires reconnecting!this seems to go round in a in a cycle.first the one account gets an issue, then the otherone is a business account and one is a savings account - I login to them with the same details can you help please?many thanks for your time
I'm switching from First Direct to Starling Bank. How can I ensure a seamless transition in Quickbooks? Do I link the new Starling account while the balance is still zero and keep the First Direct account linked until the switch is complete?
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Card issuers have programs for auto updates which we need to check on activating. For example, Visa: https://usa.visa.com/dam/VCOM/download/merchants/visa-account-updater-product-information-fact-sheet-for-merchants.pdf. How can we activate these programs for all card issuers?
I have a new business account but this is so I can give my new accountant details of my business income since last April.
Match transactions are not going through ?
I have a credit card account and a checking account linked into QBO. We pay the CC bills from the checking acct with a printed check (for our organization's policy reasons, we don't do online or electronic payments). We want the details of each CC item to be present in the bill. When entering the CC bill in the checking acct, we enter and categorize each item as a Split sub-item. This seems like a waste of time, since each transaction is already present in the CC account.I have not been able to find a way to select a group of CC transactions and have them turned into a bill with split items.I've tried downloading the CC transactions into a spreadsheet, and uploading that as a bill, but that doesn't work.Any ideas?
our bank account had been disconnected from quickbooks for months and months due to no treasurer in post. I'm the new treasurer.When I re-authorise the bank connection to quickbooks, it needs to know what type of account to create, so I said bank current account I think. When the connection has been made and the bank account transactions brought over, I end up with 2 bank current accounts in Quickbooks, the exisitng one with the balance from months ago and a another with the correct current balance but empty of transactions.I can't connect to the bank without it asking for the account type which generates the new bank account in QB !!
I receive deposits directly into my bank account from health Insurance Companies that could represent payment for multiple clients. How do I reconcile/match these deposits with invoices that were created for each client in quickbooks.
I’m at my absolute wits end (thrown a cup of tea across the room through frustration, level 10 having a meltdown want to smash my laptop up kind of rage) I am struggling to upload my Virgin Atlantic Credit Card CSV in to QuickBooks for my accounts…. Having to do it manually because QuickBooks doesn’t like Virgin apparently. Won’t work because the date in CSV file is the incorrect format… googled how to change it but absolutely cannot go through this every month. Is there anyone out there whose a complete wiz with all this I can pay to sort this out for me. I’ve been waiting for Virgin to answer the phone for 45 minutes too because they will only provide CSV files for the last 30 days and I need them for the last 3 months or else I’ll have to input all the transactions individually… HONESTLY I am literally near break down. I’m also pregnant and hormonal….
Links expired and will not re link up
Hi,I have just tried linking my business bank account to my QB. I am doing this for the first time and I need to go back as far as January 2023. It will only allow me to go back to January 2024. Is this an issue I need to raise with NatWest or with QBs.Thanks in advance,Jamie
Link bank account
