Banking
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How do I manually import bank statements using Desktop Premier 2020?
Hi All,I've converted GBP from my bank account to USD in another account. How can I set up this other account in USD and show the conversion?Have looked through existing answers and can't find it or looks too baffling.Thanks.
Hello everyone, I am working for a company (freelancing) and the companies accountants have asked me to do the reconciliation. Which I am happy to do, the problem is they do it a different way as what I normally do, and which I thought was the only right way to do it, going to the reconciliation tab via the accountant tab or cog putting the end balance of the bank statement and date, then reconcile and produce a reconciliation report. They do it by clearing transactions via the bank register, and when I look at the bank reconciliation report there is nothing there ( I thought these reports were essential for auditing purposes) This goes back to 2016! Is it ok doing this way? totally not what I have been taught. Would appreciate any help on this, thank you.
Automatic transfer from bank to QB shows in cash account but not in the profit and loss account. How do you get it to show in the profit and loss account without putting a further transaction entry into QB?
There are a couple of entries showing on the banking page (for review) which have incorrect amounts pulled through from the bank (rounded to the nearest £s). However, on the bank account history screen, the amounts are showing correctly. This has only happened to a couple of transactions, not all. Why please do I have two different figures depending on which screen I'm looking at and how do I correct the incorrect ones on the banking screen?
When trying to sync my bank transactions I get a message: Until you upgrade your bank connection, your transactions will stop automatically flowing into QuickBooks. To upgrade your bank connection, you will need to disconnect and reconnect your account. (390) So I go to the 'edit account info' and tick 'disconnect this account on save' as per the instructions and I then get the message: Something’s not quite rightThere was a problem saving your changes. Please try again later. This has been happening for over a week..... Any suggestions (I've tried different browsers and also clearing the cache)
When I try to reconnect my Monzo Account as instructed (needs done every 90 days), I am getting this error:"This site can’t be reached partnerauth.platform.intuit.com’s server IP address could not be found.DNS_PROBE_FINISHED_NXDOMAIN"It looks like the error is on the Intuit side of things!help!Thanks,Julio
Hi Everyone.I am a new user to Quickbooks (new company too). We already have one company set up with a bank account but due to COVID 19 we have been unable to set up a new bank account for the new company. So we are left with a dilemma........ Do we link Quickbooks (and our POS) to the other companies bank account for a bit until we get the new account set up and then change bank details on here (and the POS) and then fathom out how to pull the money and the data for the transactions back inline...... Does that make sense???? Would it just be a case of changing the bank details once we have them and then pulling the money from bank account to the other and leaving everything as is (would QB still be able to understand and keep the transactions that have gone before) or would I need to enter everything manually to have QB correct?? Does that make sense.....? God I confuse myself sometimes...... Another question too if I may.... If we use the oth
Hi there,All purchases made using my credit card that automatically come across to Quickbooks are being detailed one day later than they were actually made. Why is this happening, and how do I correct this. As it needs to be correct as I am on the Cash Accounting Vat Scheme, and purchases need to fall into the correct months to be included in the right vat quarter.I look forward to hearing from you.
I signed up to quick books for one reason only, the idea was I would invoice people they would pay and I can then just look at end of week to see who has paid and who hasn’t, I sent a number of invoices yesterday to customers, a number of them viewed the invoice (which isn’t showing on invoice status) one customer paid via bank transfer which again wasn’t linked, i in turn sent an email saying I need paying for him to say I have, why didn’t quickbooks link them together, he paid via bank transfer Am I right in learning now that I will need to check it all the time if so I find it pointless
Hi,I have 2 bank account (Connected for autofeed), 4 paypal account (Only 1 Connected for autofeed), 1 paypal credit card (connected for autofeed).Issues:1. whenever i pay something from my paypal credit card the transaction is appearing in paypal credit card and paypal both as expense. Ex : If i pay 10 pound at tesco the paypal feed will show 10 pound transferred to credit card and 10 pound expense for tesco. At the same time it will appear in paypal credit card statement also. Is this software issue ? Can anyone help to fix it?
I have 3 companies, 2 brand new and existing and all 3 have bank balances much lower than quickbooks. I hsve recorded every single transaction i have paid for, the only thing I think it could be is when i make my nest or hmrc payroll payments do i need to record these as expenses as well?
Any entires added from the Banking screen will be deleted if unmatched, without warning.I needed to separate some entires from a quickbooks account and relink the bank account to the new QB account. I could only unlink and relink by un-matching all entries. After doing this, I noticed that all entires I had made manually then matched were fine, but any that had been created by clicking "Add" from the Banking screen automatically got deleted, including all attachments. So now I have 200+ entries from the last few months to re-enter and find all the paper copies for to add as attachments.This then makes me alarmed about the reliability of the record keeping in compliance with HMRC and therefore will resort back to keeping all paper records for 6 years.Avoid using the "Add" function from the Banking screen!!!! Create the entry manually first, then use Match.
Hi All,I would like to delay the bank feed for a week or so, is this possible to do? I want to do this because our business sells by e-transfer, which comes through the bank feed quickly. Sometime the payment hasn't been received in Quickbooks yet, so things don't match up in bank feed. Often there are duplicate deposits in the bank reconciliation, so I have to go bank to bank feed, search for transaction, undo it, then match it. Pain in the butt, but if bank feed was delayed, it would give the person who does Receive Payment a little bit of leeway in her work. Books don't need to be updated daily/weekly. Thanks
