Banking
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Is there a list of categories to use to match up on banking?
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I am trying to attach receipts within banking review but cannot get them to attach. The only way to attach is to go to expenses and attach once reviewed within banking
My client has linked Izettle to QuickBooks, but has a problem when it comes to matching the payments. Each day creates a sales invoice and expense for the fees. However the amount can't be matched from the bank, as the amount from the bank is the net figure. I don't want to post the fees as a resolving item, as this will mean they will be posted twice. Does anyone know if there is a way round this.
Hi community, I looked for a thread on this issue but can't find one. My First Direct feed to Quickbooks is driving me slowly mad. Every day for the last couple of weeks QB requires me to input my special word and auto-generated passcode to access my feed. This seems like a recent issue. Is there a fix for this to give a more permanent connection. For example, am I missing a trick with Open Banking? Any help greatly appreciated. Jeff
Hi all, please can someone help me out. I have imported some vendors with an opening balance. I have then imported the bank transactions that have happened a month or two later. There is a payment that relates to a vendors opening balance, I am unsure how to put the payment on the vendor account so that I can match it in the bank reconciliation list. Please please please any help would be great. The only thing I can see is to write a cheque option on the vendor tab. Thanks
QBO you deleted a loads of replies earlier and then locked the thread.You announced that amex bankl feeds would be "available sometime in 2021" and then took a LOAD of flack from the users in that thread who commented.This is NOT how to solve a problem
Hi Everyone, I've looked through all of the posts and completed all of the suggestions. I'm hoping that someone will be able to shed some light on this and point me in the right direction so that I can get the "live" bank balance on the tile to be correct. Disconnecting the QBO and Barclays connection and trying to reconnect again to a deposit account which shows on the available list of accounts to link hasn't granted any correction. (A current account with the same bank and same way to connect shows the correct "live" bank balance on the tile). When completing the reconnect the banner comes up connection successful, however the blue tile on the banking page shows Bank Balance at £0.00. This is incorrect, the bank register is correct however. Also there is a banner which stays with the warning about the Open Banking regulation required update to connection - which I do every time I press update. There are two separate companies that have the same proble
I am a sole trader with a personal current account. Do I need a business account to link with quickbooks? I am often paid by cheque so can't use some of the cheaper online business accounts.
HiI'm trying to connect to my bank (HSBC UK) but each time it tries to connect I get an error 404 code. I can see that the web address its using is incorrect but how can I change this?
This connection failed this morning and now doesn't appear in the list to choose from when reconnecting. Is anyone else having problems with HSBC once again? Thanks, Stewart
Hiya! I have been doing manual file uploads to the banking module as Co-operative bank hadn't upgraded to open banking until recently. I can now try and link up QBO with Co-op to start my bank feed. However when I try to do it, its not letting me? I can get through the first screen with customer id, user ID (i dont fill in the password field we don't have one?!) I can get through to the next screen to put a code in from my security token and then I get this screen: If I click on the go to bank link to test the link it doesn't work (outdated TLS security settings) Is this at problem at your end or Co-ops end? let me know id quite like a proper bank feed :D Thanks Sal
