Banking

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Hi All,   In Curacao and St.Martin (Dutch side) we just changed currencies as of april. Before we used ANG (Antillean Guilder). Now this has been change to Caribbean Guilder (XCG). The ratio is 1:1.   When will this currency be changed in QBO?   Kind regards,   Kair [Last name removed]

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HI We have resolved most of the issues but we now have a difference in what is displayed on the transactions page for credit card in quickbooks transactions compared to bank balance  for the credit card Should these figures not match now everything is reconciled? How can we get the figures to match?

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I currently have Quickbooks Online Plus, with my current subscription I have had unlimited classes however next week, I will need to upgrade to Advance if I wish to continue with unlimited classes.We breed racehorses, and I need to keep track of the individual horse costs, an invoice/ supplier may relate to 1 horse or 10 or more.  I have used classes up to now to track individual horse costs (this setup was suggested by the accountants when we first started with QB), but next week I either need to reduce my classes to 40 or upgrade to Advanced.  As I don't really feel like I use half the features that I already have & I don't really want to pay more for extra features I won't use, I'm looking for another way to keep track of the individual costs per horse.It has been suggested to me by the accountants to either use Projects or Custom Fields, but neither of these seems ideal, and I'm struggling to work out how it will actually impact my current use.Does anyone have any sug

I go through the linking process and get to the "which account do you want to link" page. The account is there, its greenn ticked,but the green continue button is light green and wont continue even though its selected

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As export business client maintain 2 business bank account 1 USD and 1 AUD. After receiving export income in USD account client do not transfer that amount straight to AUD bank account, most of the time they wait for favorable exchange rate. Because of we maintaining books on AUD currency, it is difficult to recognise income on time as should be. Any suggestion and tips will be much appreciated.

I have a Bank of Ireland linked account. Within this connection I am connected to accounts, 1 credit card and one current account. I then went back in to add another current account which I didn't select in the first connection. I'm getting no errors and everything is reconnecting but my third account is not showing in Quickbooks.

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We had bank sync issues where transactions were not updating so we reconnected and now it works but we have duplicated bank account and credit cards and need to remove them?

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Sole trader paid for a training program for a friend. This was recorded as a loan with the intention that it would be repaid. However the friends circumstances then changed and rather than pay in cash, they did some private work at the business owners home. Now the business owner wishes to 'forgive' this debt. He views that it has been paid in kind. What is the best way to treat this loan?

I accidentally make an adjustment to close the Apr bank recon. There are 2 items that will only be cleared in May. How do I fix this? Should I delete the adjustment? How about the 2 items that I checked which I should not as it is not cleared in Apr?

Create Credit Note

2025/5/2

2025/5/2

2025/5/2

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How do I merge accounts

Hi, would like to ask if anyone has successfully managed to do this? I've been trying to do this but it would seem that QBO only allows one user's account login details to be linked when setting up the bank feeds. We've been unable to find a way to set up a second user to update bank feeds despite that user also having admin status on QBO and a bank security device / access to our online banking. When they try to update the bank feeds they are prompted for a security code but not a login/password which suggests that the bank feeds are bound to the online banking login of the admin who originally set up the bank feeds. Is there a way to set up a 2nd user to update the bank feeds please? Many Thanks