Banking
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HiI have been using quickbooks online the last couple of years (but still not up to scratch with it all) but recently there have been updates and changes, so could someone please help me with the Chart of Accounts, previously all the accounts had Account History at the end of the line but now some of them have changed to Run Report, why ? What does this mean ?So when my Accountant asked for a Trial Balance all the accounts that have changed to Run Report were not included so all of the calculations are wrong ? Do they all need to edited in some way ? I am so confused.Also what has happened to the option Speak to Human
Where has the option to connect to Metro Personal Banking accounts gone? I previously was connected via QuickBooks to my Metro Personal Account, for logging transactions etc. A few weeks ago, QuickBooks sent an email that as of 25/10/2023, Metro Bank would be showing an error code if connected as currently done, due to switching to open banking link. Therefore, yesterday I disconnected my account, and attempted to reconnect to avoid this error occurring. The only Metro account type possible to connect to on the drop down list is "Metro Bank (UK) - Business Online Plus and Commercial Online Banking" - when attempting to input my Personal account to this, it obviously doesn't work. Have QuickBooks removed functionality for Metro Personal Account Holders to connect to their accounts? Is this a current glitch by the system being swapped over? The previous iteration for connections said something like "Metro Bank (UK) - Business and Personal" , but clearly this has
This has been a problem for over a year. I have been paying for your service for 14 months to be able to file my first tax return come Jan 2024 only to discover it does not link with Co-operative bank and has intermittently missed huge chunks of transactions during this period. Have been paying £150+ for nothing? How and when are you going to fix this issue? I have several times followed your advice to 'be updated on this issue' and no update is given. I also see in the Community many other people have this problem.
Hi, I overpaid an invoice to a supplier by £140.64, which they have subsequently refunded (no credit note). I am now trying to complete my bank reconciliation. How do I record the overpayment against the invoice? Then, how do I record the refund? Many thanks for your help!
I need to relink my account to the bank but it keeps bringing an error. How do i find out what the last date the bank was linked so that I can try unlinking and relinking? Im worried I will end up with duplicated data when it does work.
Having spent hours and hours on the phone with both QB and HSBC each one blaming the other, Has anyone else been unable to connect and does anyone have any solution? Please dont tell me to clear the cache or something like that!
Anyone have any advice please regarding re connecting Metro Account. Have tried everything online and have tried chat but nobody answers.
Hello I recently opened a new business bank account and closed my old one, today I deleted that bank account from Quickbooks Self-Employed as the account is closed and cannot be updated and quickbooks was constantly reminding me to renew connection. Before deleting I checked and it stated that all Unreviewed transactions would be deleted which was fine as there weren't any, they had all been reviewed and categorised. However after doing this it has deleted ALL transactions from that account effectively making my quickbooks useless. I cannot log back into this bank account as it is closed. Is there anyway to restore those transactions????? Why has it removed reviewed transactions when it stated only unreviewed would be removed?? Many Thanks
For months and months my bank connection returns an error on attempting, despite running through the whole process of giving my permission etc. upon returning to the QuickBooks site (self employed) it just says there's been a problem and to try again later. I've tried from desktop, phone, and the app....I'm literally paying a monthly subscription for nothing. Its beyond behind and profits or losses are only guess work in my head atm my head
Hi, I've recently signed up to Capital on Tap (UK) for my business and employees. When doing this they heavily advertised easy integration with QB On-line. I've now tried to add the Capital account and QB doesn't recognise it as a registered bank...only the US version. Has anyone any experience with this or are you all just paying the Capital statements then doing split transactions in QB? Thanks in advance.
- I followed the way I did it originally:Select banking screen, then select the pencil icon, edit account info to open up that bank account info; I then select disconnect this bank account and click save and closeI then goto chart of accounts, dropdown arrow, and select connect bank accountHowever, when I follow the prompts and connect the account, it created a duplicate bank account instead of connecting to the existing account inside of QuickBooks Online. Very frustrated and not sure how to fix this; did QuickBooks change the way they make you do this without telling people?!
speak to someone
I have a bank feed connection with Co-Op Bank, which imports the transactions into the bank feed fine. However, every now and again, it imports the transactions for that day twice. There doesn't seem to be a pattern to when it does this. Does anyone else have this problem with Co-Op Bank? And is there a solution. I have excluded all the duplications for now, but I've had to disable to the auto-post on the bank rules, otherwise it would automatically post the duplication as well.
Hi,Two of our companies have an account with HSBC Bank. When CEO attempts to reconnect the bank account, the system displays the bank accounts linked to Ready Group Holdings instead of the current bank accounts associated with Ready Group Limited.How to fix this?Thanks.
I can see the payment marked against the invoice but can't find it elsewhere.
I have tried entering the OTP several times , but QB and Co-operative Bank are not linking. I have re-entered all the sign in information and still have the same problem. Please can you advise . I do not have a problem with other accounts
Massive problem with QuickBooks my transaction data has disappeared from the account from the 10/08/2022 in the monso business account there's loads of duplication going on. This isn't the data I've previously reconciled I'm not sure what's going on I'll be contacting QuickBooks at 8am this morning they're just seems to be a huge problem with QuickBooks itself.The system seems to have mixed up my data between different bank accounts duplicated data cansecutively throughout the history of my accounts that I have previously reconciled this is a huge problem what is going on QuickBooksThis is all happened between logging in from one day to the next this is ridiculous this isn't a professional system
... how do I de-link the monthly activity from the incorrect account before I start the process again?
