Banking
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Banking connection duplicated twice. Self Employed. How to fix this repeating issue?
My client has had their Natwest bank connected to Quickbooks for quite some time now.Today it is disconnected completely and I can;t log back into the account.Natwest pop-up insist the credentials are incorrect, however they are not. We have checked and the client has checked. The client can log into Natwest just fine.Is this a cache issue? A pop-up issue? or perhaps being on a server?
I've sold an item roughly half a year ago. Need to bring the invoice up but nothing comes up when searching for the items description
My clients Natwest bank has been connected for a long time now. Today it says the bank is disconnected and I have to log back into to the bank.However, it always says the credentials are incorrect but they are not (client can log in just fine).Is this a cache issue? or being a on server? any advice would be appreciated!
I recently had to change several reconciled transactions as I had recorded them incorrectly. I am now unable to reconcile. Quickbooks says to check each transaction to find errors but this is not helping.
i want ot connect my second bank account
I've reinstalled the app and tried reconnecting the account. Nothing works.
So I had to reconnect my account and didn't realise I needed to put in the date from last connection lost as the start date. As such I have 3 months of missing transactions. I've followed the instructions to download the CSV file etc. but once I get to the step where I've selected my file and selected 'continue' I then reach the step where I'm asked "Select a QuickBooks account for the bank file you want to upload'. However I have no options in the drop down menu to select from and I cannot add anything either. How do I progress from here because teh 'continue' button is greyed out so I cannot go any further. Can anyone please help me. I'd really prefer not to have to put each transaction in completely by hand.I don't suppose I can ask my bank to connect and only add transactions is within a specific date period? I bank with Santander Cahoot (UK) btw. Thanks
Hi ,i have purchased a car for my business using my own money,what catergory do i put this under? i can only see b
cant import data for chart of accounts from an excel file.shows the above message.
A banking connection (Santander) has been stuck for 2 days. The update button shows 'updating' but nothing has happened since Monday. It just stays on 'updating'. You can't click the update button to restart the sync, as nothing happens. Yes, I have tried clearing the browser cache and reloading 🙂 How can I break this cycle and get the connection working again?
Can't do anything in my quickbooks says error occurred while fetching your activity
Can I speak to a human?
I have changed a sum of GBP for USD - the bank took pounds from our Sterling bank account and put the dollars in the USD bank account.............the exchange rate they gave me was quoted to 4 decimal digits in the "normal" fashion (ie £1 = $1.nnnn). Using the inverse rate (as Quickbooks does) gives me too many digits to enter into a transaction and the amount at one end is incorrect. Since this is never going to reconcile with the bank statement, how do I account for the few pennies, or cents, difference? I cannot put another line on a transfer transaction and write it off to exchange differences.This happens quite often in exchange transactions and credit card purchases - I make a lot of currency deals.
Dear TeamI use Quick Book Self Employed.My bank feed is not updating. Can someone advise on how I update it?I have tried refreshing but that doesn't work (on the bank page where it says refresh all).My bank is connected and doesn't need to be verified before Jan '24.I use Safari Chrome browserYour help is much appreciated.It would be so much easier to navigate if there was a 'refresh bank transactions button' for us not so technically minded 🙂
Hi, I sell goods to Japan. I would like to know "how to input purcahse from outside of UK" and "its import TAX" to payed to coulier. I think I have right to claim refund 100% import Tax Ive paid as I sell the goods to outside of UK.
Can you have more than one business on you quickbook account?
A payment for an expense invoice was overpaid by £360 to one of our suppliers that they duly refunded back into our account. I am unable to match the bank transaction to the invoice because the values don't match. Can you tell me how I can process match the transaction with the invoice and the refund to ensure our accounts balance?
Hi All, I have just run a rule that incorrectly marked a lot of transactions as Bank Charges, when they should have been Loan Repayments. I didn't think this would be an issue, as I thought I would be able to undo them, but there are hundreds (probably over a thousand records) and most of them are in periods where VAT has been filed. When I click undo on them, I get a message saying 'Any transactions in a VAT period marked as filed can’t be changed on the Flat Rate Scheme. If you need to update or correct something, just create a new transaction.' It's not feasible for me to manually create all of these records again, and to create opposing records to negate the con existent bank charges. How can I undo these reviewed transactions? Many Thanks,Steve
Hi,I recently exported the trial balance to QuickBooks. While the closing bank balance shows as £4,000, but there is a beginning balance of -£3,000 that I’m unsure about and don’t know how it appeared.Could you please advise on how to remove or correct this beginning balance?
