Banking

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I am trying to connect my bank (hsbc). It says it’s connected on my online banking (sharing data) but quickbooks says no bank is connected. I’ve tried reconnecting - everytime it gets halfway through and then freezes. There is no helpline to call. Your product is terrible, your customer service is worse. 

My bank feed wasn't working. I reconnected my bank and its removed the majority of my past data. Thankfully I had just completed my self-assessment but I need it back! What can I do? 

When I try to link transactions to invoices there is not anything there even though it has been paid In the bank. It says if it isn’t there the bank is still processing it but there are invoices from months ago that I still need to match.

Hi all, I'm at grips with most of QB now having been utilising it since last year but have a query that's frustrating me.I started using QB prior to having a business account so have £310.16 of expenses entered on QB prior to the business account being used (transactions were from my personal account at the time).So each month since using the business account i'm reconciling my statements against QB and transactions are matching on both etc BUT on the main Bank Transaction dashboard screen my QB balance is lower than my Bank balance by the £310.16. Does this matter much? Is there a way of sorting this out so they both match in value? I didn't want to link my personal account which is where those £310.16 transactions are from. I've delved everywhere and unable to suss it out. Can anyone advise please?Many thanks - Amanda

  Do you need help with connecting your bank with QuickBooks? Are you running into any banking error codes when trying to connect? Perhaps you need a hand with bank reconciliation?    Drop your question below and we'll have an expert help you with an answer.    

Cannot add HalifaxHelp 

Hi, I started with quickbooks in 2016 and all was fine that year.  Somehow I have gotten off this last year (2017) with my balances and was hoping there was a quick fix to adjust my "in quickbooks" balance to match my "bank balance" in quickbooks (this matches my bank account balance it is just the in quickbooks that is way off). If I knew what I did wrong I would go fix it but I have no idea what has happened.  Thanks for your help.

Our CAF Bank and Unity Trust Bank accounts aren't updating?

Hi, I am currently paying our suppliers manually through the bank.  I want to be able to run a bulk payment file from quickbooks i.e. select the suppliers I want to pay and send this file to the bank for processing.  Rather than having to manually pay each supplier one by one in the bank.  We could have 200 suppliers to pay so this is really time consuming.  Has anyone come up with a way around doing this as Quickbooks UK does not do this, seemingly only Quickbooks US. I cannot understand why the UK version cannot do this as it is a fairly normal feature in accounts packages.

I am currently looking at paying vendors via an API link to a UK bank account, if I have multiple bank accounts I wish to pay suppliers with, is it possible to have more than one link set up. I wish to be able to pay invoice A, B & C with bank account Y, and then invoice D, E & F using bank account X. Is this possible and how do I facilitate? Is this an advanced feature?

Stripe is one of the most used payment systems for e-commerce businesses but QB doesn't seem to provide it as a banking integration option? I'm having to manually import data every month, which often doesn't match up to the Stripe report, so I then have to correct the figures with journal entrees. Far too time consuming and leading me to look at other accounting software.  I see there are third party apps that can link up QB and Stripe but most of them are paid for, which isn't great when already paying for QB. I've spoken to QB support and they say there is nothing in the pipeline to create this integration.  Has anyone else been able to get around this? If it is the third party option, can anyone recommend one of them? Many thanks in advance for your response. 

I need to make a correction which is three months back.  How do I unreconcile three months of bank statements in QuickBooks Desktop Pro?

Hi.How to match multiple bank transfers in one payslip? Let's take an example: A payslip for one month is for the amount of £1800. The employer transferred this amount to the employee's bank account, but not as one transfer £1600, but as three, e.g. £400, £600 and £800.If we want to match a transfer for the amount of £400 with a payslip, the Quickbook system will not show us this payslip for selection, because the amount of the bank transfer is too small. Is it possible to settle the amount for one payslip with several transfers?    

Hello, During reconciliation I have two transactions that appear on my bank statement but are not in quickbooks when try to reconcile that period. So I can't add them in. Any ideas why and how I resolve this?

If I take my In QuickBooks Bank Balance and subtract the transactions in my bank feed that have not yet been added, should that equal my bank balance?  Is it that simple? Thank you!

I have recently tried to connect my Monzo business account to my quickbooks. The process is straightforward however it always seem to get stuck on the same page. The page says “select the main use of your account”, multiple choices answers are for business, personal or mixed. I have selected business and pressed save but the app will not let me proceed.

I have been trying to connect my bank for weeks now, the message that comes up for me I can’t find on any of the help articles.

Im self employed and I recently started with the app so looking to set myself up. My first question is, Can I not manually add my earnings? If so, I dont see the option for it, only to connect. Secondly, im banking with Santander, am I meant to use the same login details to connect on there? ThanksStefan

Everything i have added in the last few moths bas disappeared, I was quite behind with add the info so its a lot of expenses that have disappeared. How cab i get them back ?

The transactions were imported as a csv file

Virgin Credit Cards has been added to the connection again, but every time I try and connect I get the following error in the pop up after selecting credit card 414 Request-URI Too Large

The problem I am having with quickbooks started when my bank account was linked to it about 4 years ago. When I receive a payment i have always clicked new, receive payment and allocated to the right invoice but no-one told me when the bank saw the payment  QB would automatically allocate the payment. Many payments have been doubled up and I have probably paid too much Vat. I only found out when a message on screen said I had to categorise 163 transactions. My reconciliation reports are fine but there are uncleared transactions left over. My bank balance does not match the balance in QB. I have deleted many transactions added by the bank but it needs someone who knows QB to sort it out

HiCan anybody shed light on what's up with QB and the Co-op? Even though it is listed on this page, the customer service rep said that the engineer said they have not renewed their contract with the Co-op or some such thing? What does this mean and why are they still listed as a supported bank (and also come up on the list when you try to link bank account)??As far as I can see, the Co-op supports Open Banking...