Banking
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For the last month or so my QB self employed wont connect to the co-operative bank - anyone else having these issues?
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I keep getting the following error when attempting to update my business banking feed: Something kept us from getting any transactions here right now, and that's all we know. Try again in a few hours. (102) It has been 4 days and I am unable to refresh the feed. Any suggestions? It was working absolutely fine for the last few months.
When I am paid by my clients Monzo auto sets money aside for tax. When this shows on QuickBooks it looks like an expense and I’m not sure how to get around it? I have categorised it as corporation tax?
I have found a posts on the US and Canadian sites about QB fetching bank statements directly from the clients online banking, rather than waiting for the client to get them to us. I cannot find anything on the UK site. But a member of my team has activated the service on a UK client with a Santander bank account. I cannot find the option on any other clients, even other clients using Santander. The link for the list of supported banks on the US site as expected only lists the US banks. Is this feature available in the UK or is this dataset in which the option is available a one-off?
I was trying to import a load of bills (csv file taken from a huge statement, have all the invoices so no problem there) but all invoices are for different projects which we post to 'Class'. However, there is no column or map to for 'Class' Half-arsed or what??? Like wise QBO does not have a standard Aged Creditors that lists each Supplier and totals for 30 days, 60 days etc in detail. Surely that's a basic accounting necessity??
We use Zettle to record cash sales as well as card payments on the door. Recently we refunded a cash payment of £5 on the door.This created a Credit Note in the accounts during the daily automatic import to QB from Zettle rather than a simple entry to Zettle refunds.Since then every single import from Zettle to QB has created an payment to the same amount and an invoice to balance the amount in an account "Unapplied Cash Payment Income" resulting in multiple spurious entries and spurious "sales" of that amount every time.Clearly this is a bug as the original refund should simply have been recorded as such.How do we resolve this to stop any further spurious entries and correct the Zettle sales figures?
In attempting to set up my first rule I have mistakenly applied it and got the wrong outcome. I wanted to assign cash bankings from the bank link by a rule but have sent a bunch of transactions to Sales Income rather than Deposits, which I think would have permitted me to choose an account.I can do a journal to switch accounts but that leaves the sales transactions in place.I could delete the sales transactions and manually input the deposits to the right account but what effect would that have on bank reconciliation?Is there anyway of rewinding things back to before applying the rule please? ThanksDave
Our supplier asked for a deposit of £300 upfront. They submitted a bill for less than that and refunded us the balance direct to the bank. How do I show this in QB?
I have an HSBC kinetic business bank account which I'm trying to connect to the QuickBooks app
My client is trying to reconnect her Natwest account, but is asked if they are using bankline or clearspend. They don't have a bankline account, and the Clearspend is for credit cards. They have spoken to their bank, who have said it is a QuickBooks problem. Is there a way to resolve this issue
Is there a problem connecting HSBC Kinetic Business Accounts to QB Online Live Bank Feeds? The business owner can only view QB through their app, but as the Bookkeeper I am unable to view this. Can you assist please?
I have been unable to reconnect these account for three days now.
Hi, I've been trying to reconcile foreign bank accounts but both of them have come up with differences when compared to the bank statements. The balances on the trial balance are correct but the only way to reconcile the banks to match the bank statements is to make an adjustment. If I make the adjustments the balance in the trial balance will not longer be correct. Can you please advise how this can be fixed?
A new client has set-up QuickBooks and connected the bank feeds.For many years, he has used a spreadsheet system, taking the bank CSV and analysing out categories before handing to the accountant. So not to duplicate effort, is there a way to upload the transactions manually into the bank feed with the categories already selected rather than having to go through the categorisation effort again?
