Banking
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Tried many times and says there’s been an error. Contacted the bank and they’ve assured me the error is this end.
Why won't my bank account link?
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Hi thereI'm thinking about connecting my bank account to Quickbooks via open banking. Is it secure? I have to enter all my bank password and other credentials to set it up. Regards, Andrew
Where bank deposits have been deducted from my money transferred from a client how do i reconcile this in my accounts. For example, I received £15 less than I was owed. I have done a journal entry to Dr expense bank charges CR Debtors receivable but my customer account still shows the £15 due? How do get it to be written off the customer account so it shows that the customer balance is zero?
My main bank accounts are connected via an automatic feed in QBO so I just go through these in the dashboard tab and match them to the bills that are entered. I have recently got a capital on tap credit card that I have to manually upload the transactions for so that they appear in the dashboard. I want to be able to match the transactions from the credit card statement to the bills I've entered the same as I do for the other bank accounts. I'm finding though that the credit card statement when I manually upload it is duplicating and the entries are all going in as uncategorized expenses. If the bills are entered, this then duplicates the entries in my expense accounts - one for the bill, one for the credit card transac They don't do this on the automatic feed so why do they do this when I manually upload them? I'm not sure what I'm doing wrong or how to fix it?
On uploading csv file to bank upload all the checks complete successfully but the information is not logged in expenses.Help please
I've just started using QB and am trying to add my bank account, everything works fine up to the point where the pop-up askes me to choose the account to add, I can see the account and the blue tick but I cant select it,I have tried turning off the firewall but that hasn't helped
Hello , Im new to quickbooks and am struggling with the linked bank account. Im using quickbooks self employed and have used my personal bank account for the first month of using quickbooks but now I want to change my linked bank account to a separate account but cant seem to do this without losing all my figures. I can have both accounts linked and my figures are correct but when I disconnect the account I no longer want to use it messes all my figures up Has anyone had this problem and is there a solution ?Many thanks
I want to show the Loan as income for the project. How do I add it as it's from a different source and the loan deposit doesn't have the option to link a project
Hi Community, When our customers pay the invoices we've matched them to outstanding invoices and the outstanding invoice dissappeared from the invoices list. Now we added "auto add" rule to each customer so that these transactions gonna go to the right place under banking and hoping that we don't have to match thousands of transactions under banking manually. Issue we are having is that since we added the "auto add" rule we cannot match the transaction to the invoices anymore and we have tons of outstanding invoices even though our customers already paid them. So to sum this up, transactions auto matched under banking so we don't have to do it manually but now all the invoices relevant to the auto matched transactions are outstanding... Any idea what I've done wrong?
I have had to relink my UK bank account but it has missed out entries from October 2020 to April 2021?
When I receive cash payments I show them as going into undeposited funds as I don't get to the bank very often. When I deposit them into my bank , because they are automatically connected it looks like I have received that money twice. How can I transfer the payments from undeposited to deposited without showing dual payments?
Good afternoon.I recently purged all of my data from QBO to start again, and now I am unable to connect to Santander with error 591.If I go to the Banking page and click the link at the bottom that says 'Manage connections' then the entry for "Santander and Cahoot (UK)" is in there with a balance displayed in USD. Shouldn't this list be blank if the company information has been purged?
Hi, wonder if i could get some help or advice with our problem. We have a bank feed set up for our account so transactions are being imported into QB automatically through the live bank feed. Back in November an app was linked to accept payments online. The customer receives a link with the invoice to make the payment online (not via BACS). As soon as the customer pays, the invoice shows as paid and a manual transaction is being added to the main bank account. This is a problem, because the funds are not really received in the bank account, these funds are still with Stripe. To add extra work to the problem when the funds are transferred Stripe stops a fee .. so the amounts don't really match. Furthermore, the invoice shows as paid .. it's really hard to fish-out which transactions have been duplicated out of the hundreds of transactions going monthly through the bank. Has anyone encounter the same issue or do you have any advise on how to stop this from happe
Hi, I’m trying to connect to Monzo. The box comes up saying all done & I get redirected to this page https://static-fdpwidgets.intuitcdn.net but it’s blank. I check back on the connect bank page & it says looks like you didn’t complete the connection with monzo. I’ve tried several times & am not getting anywhere. Has anyone had this issue & managed to get this sorted out? many thanks
Hijust after some clarity on the banking screen, what is the difference between ‘bank balance’ and ‘in quickbooks’ balance? at the moment the bank balance says £0 and the ‘in quickbooks’ balance says £1,500? thanks for your help in advance
Hi I am new to Quickbooks and in the process of setting up , I've added Natwest and Halifax Banks without difficulty , however each time I try to add Nationwide I get the following message (There are currently no eligible accounts for you to use. Help would be much appreciated
