Banking
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Hi all, If I move bank accounts will I loose all of the previous transactions loaded onto my self employed quickbooks account? At present I have an HSBC business account but like to move to Starling in order the monthly charge. Many thanks
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Hi I’m confused on matching customer payments when I see them in Banking transactions. Do I match or do I go into customers and received payment? Also if it’s come into our bank which is downloaded into quick books what would I select? Is it bank trf or cash in hand???
Now , to redo my recon, but I have negative figure for a beginning balance
I started my business October 2021 do I need to submit a sole trader tax return end of January 2022 or wait till January next year ?
Ive tried linking my bank account (barclays) and ny credit cards.( Halifax and mbna) but its not working
if i import a csv spreadsheet with multiple invoices and multiple products, how can i add a column to create a message on the statement
I have the previous year, and all this year so far. But the 2020-2021 just isnt there. Any ideas?
I use Quickbooks self-employed and am unsure which catergory to enter SEISS grant into?Can anyone help, thanks
Some of my PayPal purchases are paid for from my connected bank account. How do I avoid transactions being downloaded in duplicate? Right now a transaction shows up in my bank account and on my PayPal Credit account. I've been excluding them. Is this the best way to deal with them?
I have my current business bank account set up within Quickbooks which is great. However I now want to move some of this cash sitting in the account to a business savings account ( to earn interest!) provider that is not supported on the Quickbooks banking listing. How do I record in QB that I have moved say £20,000 from the QB current banking account to another business savings account outside of Quickbooks. Thanks for your help
Hello all, happy new year. My first query on here. I am trying to reconnect to my bank account. It all goes well and I get logged in to my bank through QB but then I get 'This account stopped syncing because there's a new way to connect it' I get told 'To fix this ,go to the bank account site in the window we open. Sign in, then return here. (350)' Well no other window opens to let me try another way? Any ideas folks? Thanks
I use Bark as my advertising/leads platform and QB accepts half of the expenses as allowable and the the other as disallowed. Why is that? Also, a lot of my travel to shows (musician here) is also disallowed? That should surely be tax deductible as it is a direct business expense? I mean the cost of fuel etc. or train tickets. Or does this come from the travel logging in the App? Thanks in advance
We have purchased an ASSET (a vehicle) and traded in an older vehicle.This was paid for with one cheque.I can SPLIT the entries, but QB will not allow me to TAG both vehicles.
Does anyone know how to fix the "Connection expired" error in the iPhone iOS app? The bank accounts are actually syncing correctly, but the error persists. When I click "Get started" it says "Looks like there are no accounts linked". Phone support was less than useless to help with this.
Afternoon, I have been using QB linked to my current business bank but i am in the process of changing business bank accounts. I plan on doing a bank tranfer from my old business account to my new one but how to a categorise this and will is muck up any previous transactions Mike
just connected bank account on qb online, how do i get them to match after years of difference, since i have had qb for years then went to qb online it shows sales but ive never recorded outgoings so there is now years of difference in balance, is there away to reset balance without causing any issues
Hiya, Intended to switch to 'Desktop' this year, solely due to its more comprehensive Stock Management capabilities, namely, 'Stock Assembly' builds. Do you have plans to incorporate this functionality within 'Online' and if so on what timeline?
I am Treasurer of a charity and began a subscription to Quickbooks on 8th October to replace a package that is no longer supported. Our year end is 31st August but when I enter transactions before that date they appear in the bank account but not in the receipt or expense account. It seems that reports only pick up transactions from 8th October. How do I view all transactions from the start of the financial year?
