Banking
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Banking with virgin money.
About 6 weeks ago Barclaycard connection was lost and despite several attempts to re-connect and twice disconnecting and reconnecting QB will not recognise the account anymore. Nothing has changed from Barclaycard (i.e. no new card, no change of name etc). Tried the help chat.. hopeless; just told to do again what I have already done. All as I get is the following message.
I am trying to reconnect our account to QB. I get as far as 'Which accounts do you want to connect?' I can see our account listed, and there's a green tick to the right hand side but it won't allow me to click the 'Connect' button. It says 'Select an account to continue.' But it won't allow me to click on the account. Any suggestions how I can resolve this please?
I have deleted a previously reconciled entry and am now trying to do my next reconciliation, but I get the message 'Your account isn't ready to reconcile yet'. On investigation, I have an entry that had been reconciled and then deleted. I can see the entry on the Audit History but it will not let me reverse the reconciliation, which will hopefully clear the problem. Any ideas?
Hi I have one bank receipt showing on the bank feed but it has to be allocated to different customersIf I use the usual method of "Receive Payment" I will have to split the receipt then it will not match with the bank feed. Any advice would be much appreciated
Hi I have a direct debit mandate already set up but now the customer wants to change the bank that this direct debit comes out of how do I do this?
Sadly unable to find a clear answer in forums so am posting this. Please help quickbooks UK
I've just subscribed to QB (self-employed). Based on various posts, it seems that there should be some kind of access to accounts at the Cooperative Bank, but I can't even find The Cooperative Bank listed when trying to add a new account. Am I missing something, or is there no access to the Coop?
Hello, I manually matched a cheque from the banking page and it is in quickbooks on the bank register, however it still shows in the For review page of the banking page with the option of adding it. Any help gratefully received.
How do I create another bank account for deposit funds
Currently can only find ways of matching incoming payments to invoices we have processed.
If you've had a bank account with Silicon Valley Bank (SVB), then you should have by now received a notification from HSBC and/or HSBC Innovation Bank Limited to say that the account has been closed. This will mean that customers who used their SVB with QuickBooks will no longer be uploading new transactions (due to account closure). To keep your transactions importing into QuickBooks, you'll need to connect your HSBC Innovation Bank Limited account. To connect to this bank in QuickBooks, you'll need to select 'HSBC Net (UK)' and use your new credentials. Please note: we recommend you check your SVB UK closing statement for transactions dated after Thursday the 3rd August on your SVB UK account as these might not appear in QuickBooks.
After I connected my bank account, the current balance went under the credit card and now it's a mess when I'm running the reports. I'm trying to change the bank details, but I don't know under what account type and detail type should be the current balance ? Also the bank balance and quick books balance are different, how to equal that?
HiThe bank account receives a net figure which is; GROSS RENTAL less AGENTS FEE less REPAIRSFor example income to bank is £850 comprising: £1250 less £125 less £375Obviously there are both debit and credit entries hereCan this be auto posted?ThanksIan
We are aware that some customers who have Metro Bank accounts may be currently unable to update transactions. We are working hard to resolve this and apologise for any inconvenience. Please try updating your transactions again later. In the mean time if you need to import transactions from your bank into QuickBooks you can do so using a CSV: QuickBooks Online/ QuickBooks Online Accountant - Manually upload transactions into QuickBooks OnlineQuickBooks Self Employed - Manually import transactions into QuickBooks Self-Employed We apologise for any inconvenience caused.
