Banking
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HiI've got a message telling me to renew my bank connection, but I have tried inumerous times over the last week on my phone and laptop and I keep getting an error (1000) message. I'm a bit annoyed with this, as the rerason I started using Quickbooks was to simplify the process of doing my acounting and this is making me waste my time.Can someone please advise.Thanks
Hi,I have used QuickBooks for 5-years. My business closed down and now I am starting a new one.I have a new QuickBooks account and have just received my new business banking details.I just cannot link my bank to my account.I have followed the guide but when I click on the Banking tab all I get is the whirling circle in the middle of my screen.I logged out and closed my browser and then started everything again and logged in with the same result.Please do not tell me to log in, go to the banking tab etc, because at this point it fails. Hope you can help. RgdsLes
I have one credit card, but with HSBC I have two accounts. One named as my credit card and one just called credit card. When linking them I can't select one without the other. How the heck are you supposed to handle duplicate expenses when each transaction shows up in both? My accountant has said just exclude but not sure this is the best approach?
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I deposited a cheque today. When I checked my balance on Quickbooks my balance had decreased by the value of the cheque! I was expecting the balance to either stay the same until it cleared, or increase by the value of the cheque….I certainly wasn’t expecting the balance to go down! Is there a fix for this?
I want add my accountant online to my quickook How we do
I run a plumbing and heating company, Im currently booking a few months ahead for bathrooms. Im taking deposits from customers, of 50% of the bathroom suite, this saves the date in the diary and also puts the order into action with the merchants. However about a month before the job, I ask for the other 50% of the bathroom suite materials to pay it off with the merchant and confirm delivery. This means 100% of the bathroom suite is paid off, but how best do i do this? Ive just gone to request the second 50% via an invoice but it doesnt show that the first 50% has already been paid.
It's just showing that it's downloading but it's not doing anything
We have just had to create a new bank account in QB because our bank changed the system for updating the bank. Not a problem. We have a reconciled closing balance for the "old" account, we have transferred the funds in QB to the new account and the new one is also fully reconciled. However in QB in the COA, when looking at the bank accounts, the old bank account shows a correct QB balance of zero but the "bank balance" obviously shows the last balance imported. This will never change but is annoying because the new bank account includes the old figure.Can we clear the old bank account "bank balance" to zero ?Thank you
We have received vouchers for payment of services provided however the vouchers were issued by the previous owner and we did not receive the initial money for these, we have honoured them as they are out new clients, how would I record the vouchers as we have used products/ time etc
Hi, I only noticed this in Books Review, in an end of year check. This is a long standing client who has been reconciled from the begining. All bank recs are in balance. In the year end books reveiw there are 80 items in uncleared transactions 90 days. When i click there they are not uncleared, they are have cleared, green matched from the bank feed and have an R next to them. I have checked the bank statements in question in history and they show as cleared there too. How can i get rid of them from this report?
I'm new to QB and I have linked my bank account and credit card to QB and have found that loads of my expenses are coming up as income and are in green. I'm not sure what I have done wrong - can someone help me?
Hello, I hope someone can point me in the right direction with how to categorise money that I moved over to my new bank account in a lump sum. It shows up on QB waiting to be reviewed but i’m unsure what to show it as so it all adds up properly. Thanks, Ste
I disconnected and reconnected and it’s still showing a incorrect balance but it says it’s up to date !
I have a current account and 2 reserve accounts
A client has received a payment from a client of which, when applied to outstanding invoices, there is an overpayment of about £6,000. How do I record this and do I have to account for the VAT element as well. We want to apply the overpayment to ongoing invoices that are due to go out soon. Hope this makes sense, thank you
I have two card transaction on one day, the first was for £15 and the second a refund of £30. So my card provider has charged me £15. This is shown in the QB account via the bank feed. How to I match the invoice of £15 and the expense of £30 to reconcile this? Thanks
