Banking
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Hi All, So in QB's (UK) I have a load of Invoices that have been paid by Paypal, which are showing as Paid (Not Deposited). I want to change these to Deposited. I want to do month by month to make as uncompicated as possible. Lets say last month was £1500. I have transferred/deposited from Paypal the amount for the month into my Bank Account, minus the fees and refunds, which let's say was £1300 (minus the £200 for the fees/refunds) I can see in the Banking section I have recieved £1300 from Paypal into my bank account, which is showing as uncategorised. I can see in Expenses, that the Paypal fees are showing in there. What do I need to do to record/categorise the transfer/deposit into my bank account as?How to I change the Invoices from Paid (not deposited) to Desposited?Do I need to do anything about the fees to balance it out? I spent about 40 mins on chat with QB support and didn't get anywhere! Thanks,Karen
How do I import old PayPal transactions, I've just connected my PayPal account but it's only showing the transactions from the past 3 months or so. Is there an option to automatically import older transactions into Quickbooks? If so how do I do this?
As the title says, my accountant can not get access to my account and gets a “update payment details” notification when she tries. I've deleted and added her three times to no avail. I’ve had to give her my login details so she can start the VAT work for September. Can you help? J
Does anyone have the answer to how to connect individual employee credit cards to Barclaycard Commercial in the new open banking system? It seems to be treating all as one account, with all transactions downloaded into all cards. I have disconnected one card and am now unable to connect it again.Any advice would be appreciated.
Hi there, I recently started a new bookkeeping position.I am unable to match items (from Jan) in the banking feed. The previous bookkeeper reconciled these items already but they were not matched. Do I need to unreconcile these items, then match them and reconcile them again? Would this cause any issues?How can I correct this so that the transactions are no longer appearing in the feed, and are recorded correctly?Thanks in advance.
I've just joined Quickbooks. How do I download my RBS business bank account statements from January this year until now?
Hi Guys, I'm new to quickbooks Self employed and am just finding my feet. I have linked my Starling Sole trader account to QB's which seems to be working, I can see various transactions. I received a payment for an invoice which came into my bank around 11am today, Starling correctly self categorised the payment as Revenue but this transaction is not showing up in Quickbooks and its now 9pm?Am I missing something? The payment is the correct amount of the invoice and the invoice number matches too. I have also marked the invoice as payed. I've tried several times to refresh the connection to the bank too but nothing changes? Please Help lol
Received a government grant into my bank account, so I dont have an invoice to match against, what do I do with this payment please?
Every time I run the bank feed update I need to reconnect my HSBC account using the HSBC security code. That was working until this morning when it pulled the new balance but not the transactions. I edited the banking connection and then it pulled through the transactions correctly. I've read so much about the bank connections over the last few months, when will we at least have some indication of when this might all be fixed? This is the error I get every time: Complete some security steps for HSBC Bank (UK) - Business BankingThen we’ll get your latest transactions. (185)
