Banking
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E.g £1500 has been paid that needs to be split over 2 invoices, when I try match against the 2 £750 invoices that is the message I get.
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HelloI've not been able to connect to CAF Bank for 5 days now and get an error code 105 on QuickBooks. I have tried disconnecting/reconnecting and same thing happens.I spoke to support who said it needed to be investigated but are now saying there is no open 'ticket' about this.Wondered if anyone had the same problem and had been able to fix it?Thanks
Hi, I've been unable to split my sales transaction for the past week. When I try to drop down the VAT box on either line there is no response. I have tried switching browsers on my PC, anyone know how to fix this please as the transactions are beginning to stack up. ThanksFAC
Can you advise how to set up bank rules in the bank feed
My desktop version of Quickbooks shows a bank balance 409.99 more than the actual bank balance. The mobile version of quickbooks shows a bank balance 171.77 less than the actual bank balance. Both have been updated at the same time. I thought it was supposed to be cloud based so the same figure would show on mobile and desktop.
Hi All, The bank register has a balance that is £1 different from the bank rec. Bank rec matches the bank statement but there are no unreconciled items in the rec window or in the register. Any ideas how to fix this, been on the phone to Support for 45 mins and they cant help. The accounts for the year have been filed but I dont want this issue to follow the ledger going forward, Id be happy to journal it out but dont know how without affecting the bank rec that balances?
HelloWe have to re-authorise our bank in QB's which we do every 90 days no issue. This time however we have tried multiple times and it goes through and says connection complete, big green tick, then we get it say "this account stopped syncing because there's a new way to connect it" And when you press reconnect which seems to be the only option it gives you, it just asks for the same info and the same thing happens.We have tried using incognito browserWe are with Santander if that makes a difference.I really don't want to disconnect and reconnect as I have some items not matched that I'm not ready to match as yet, and always have some unmatched because of the way we process things.Help!
I inadvertently showed the end date for the bank reconciliation as 1/31/23. I need to change it to the correct date 12/31/22. How do I do that?
It's telling me I've lost connect to one of my accounts, but wont let me do a new verification. It's not even showing me a total balance on the account that is still connected. When I click on the link to re-authorise the account (which should be ok until 14th March) nothing happens. Very frustrating - especially as I cant find anywhere to report an issue. Any helpful suggestions?
I have created a Project under a Customer and added a time entry. I clicked on "Save and Add New" to add a second time entry but the only option then is to add it under the Customer, not under the Project. The project doesn't appear in the drop-down list of options. So now only one entry is under the Project but both show up under the Customer's transactions. I want them all to appear under the Project, as I have multiple Projects for this Customer. Any suggestions? Thanks!
Hi,I have used the pay bill option to pay foreign currency creditor payments. After paying and confirming that paid amount did not come to the bank account to set off against. Now bank paid amount is available on the Bank Credit side. But I can't see any matching amount to set off against. It is also not in the Undeposited fund a/c or any other dummy account.
I have a new bank account which I have linked, and I want to unlink the old bank account but keep all my historic transactions.I read that I should toggle the ‘show account’ or ‘show bank’ to OFF that way the old transactions are still there but it stops downloading new ones, but I don’t have this ‘show account or ‘show bank’ toggle option, I can’t find it anywhere. The only options I have it unlink the bank account which I don’t want to do as I will lose my historic transactions, can anyone help?
I recently switched bank accounts and I would like to disconnect my old bank account from QB. However, I would like to keep all previous historic transactions associated with that bank account and that have been imported into QB. I read somewhere that as long as I have reviewed them, they will all be kept in QB. However, when I was about to delete an old bank account, there was a warning that ALL transactions associated with that account would also be deleted!Can someone please help .. :-)
Hi, We used to be able to split a payment between clients or, if a bulk payment was paid, between invoices. this seems to not be the case and we now have somehow ended up some kind of credit which, when new invoices have been raised, hav come up as automatically paid due to the non-existing credit. we cant send the client the 'paid' invoice and I have no idea what to do. We tried to delet the payment from the invoices but that hasnt worked. I am a very basic QB user so gratful for your help please.
HiI’m trying to connect my new bank account, I can see it’s connected on my online banking app but not on QuickBooks.
Bank linking
My bank accounts were previously connected to Quickbooks self-employed, however I am now getting the message below. When I try to click on "Authenticate account", nothing happens. Any ideas on why this is and how I can reconnect my bank accounts? Thank you in advance! Your Starling Bank connection has stopped syncingYou need to reauthenticate to continue seeing account updates.Authenticate account
Last week my NatWest bank feed stopped. I did all the usual, disconnected, tried a different browser etc. Someone said you need to reauthorise from your Nat West log in. I have found the 3rd Party connection under settings in my Nat West banking log in, but Nat West just say you have disconnected Intuiut from this account! No option to say you want to reauthorise from that side. And QBO still just says 'something went wrong' Am I missing the obvious somewhere!! Help!
