Banking
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Hi there. I am new to this, so sorry if this question has already been asked. I have a business bank account which I used for the business's main transactions like dividends and salary and to receive payments (I am the director of a limited company), which is currently linked to QB and is working well. For cash expenses, I pay them out of my personal bank account, record the details and at the end of the month, add everything up and make a monthly cash expenses payment from my business account to my personal account. My question is, can I link my personal bank account to QB and select expenses from there? Does that add an extra layer of complication? Or should I use my business account for cash expenses? Thanks
Hi everyone, I'm after some help please. I'm new to QuickBooks but have a little understanding of Accountancy as I've completed my AAT level 2. As this was quite some years ago, I'm a little rusty to say the least! I've connected my bank to QuickBooks but have noticed that the dates shown on the bank feed (where I categorise my transactions), doesn't appear to match the dates on the bank statement (I haven't even gotten to reconciliation yet). I wondered why this may be happening and how I resolve it. I'd also like some advice on how to handle transfers within accounts as I thought that I'd recorded this correctly but the balances on the accounts appear to be off. Is it best for me to work through the bank statements and amend/add any transactions that are incorrect or missing? Ideally, I'd have attended a training course but obviously due to the current climate this hasn't been possible. If any of you lovely people are able to help I'd very much appr
HiI have a client who started a bank feed in October 2020. It downloaded a lot of duplicate entries to review but we 'excluded' them on the review page so all good.Three months later the bank feed has been updated as suggested by Quickbooks but we now have almost 6 months duplicate entries to review in a differently named bank account? The original bank account no longer appears on the dashboard as an account to review. Obviously something has gone wrong. Is there any way that we can just go back to the situation just prior to the bank feed refresh?? Many thanks for any suggestions you might have.
For some crazy reason there's no option for the ISO 8601 standardized date format of YYYY-MM-DD for bank imports. How can there be such a glaring oversight? It wouldn't take a few minutes to code in the additional format, yet QB seems determined to ignore standards and force customers to jump through ridiculous hoops to import data.
