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Transactions not working and no connection to bank
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I use Monzo and payments from pots using virtual cards.The payments from pots, don't technically come out of my main account (from the pot the virtual card is associated with), but they are showing that way in Quickbooks. I have my main account set up with an automatic feed from Monzo. Then for the pots I have a 'Monzo Pots' bank account which I transfer money to and from for pot transfers. I am unable to fully reconcile my bank because of this, as it states that it is out by the pot payment amount, in both my main account and the pot account in QuickBooks.I can untick the payments that were made from pots and reconcile the account. However, they will be left in the reconciling page for the next month and so on, until there is a long list, which is not ideal. If anyone has any ideas on how to rectify this, I would appreciate it.The only one I have come up with is creating another transfer manually between the accounts for the difference.
I've been having issues with bank feeds for about a week now.Is anyone else having bank feeds issues?
On QBSE, it clearly states: "When you unlink, you withdraw your consent for QuickBooks Self-Employed to access data from the following accounts. QuickBooks Self-Employed will keep the data they’ve already collected" But all my data (and reviewed transactions; and receipts) disappeared. Is there a way to get it reinstated (re-install data; or re-set to a previous restore point)?
Hi. I have a business savings account with a bank that does not support direct connection to Quickbooks. Previously I manually added transactions and as a result the savings account doesn't appear on the dashboard which is inconvenient. I know that I can manually import transactions from a properly formatted CSV file and that accounts added in this way should appear on the dashboard. My question is this. If I add new transactions to the business savings account using the CSV method, leaving the previously manually added ones in place, will this cause the account to appear on the dashboard or will I have to delete the manually added ones and then reimport from the start. This option may be complicated as the transactions are all transfers from another account and deleting one side of the transfer might mess things up.
This happens all the time and before, I could talk to someone at QB and they would help me refresh it. This is no longer an option, so I was wondering how I can get this updated?
Hi, Is it possible to view only the customer payment as a single transaction rather than allocated to several customer invoices. In other accounting packages you only see the customer payment until you click onto the payment then it shows which customer invoices have been allocated to this payment?RegardsSharon
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How to fully link bank
