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QuickBooks Q&A
Banking

Banking

3,545 Topics
9,188 Replies

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3545 Topics

Hi, I need to change my linked bank account, finally manage to open a business acc and I want to remove my personal acc which is already linked, can I do this on the app?

Can’t seem to find out how to remove the personal linked account and replace it with the new business account

5 years ago

kent12

Banking

How do I get my bank accounts to link to Quickbooks

No text available

5 years ago

davidasmith1986

Banking

If I am refunded a deposit that is part of a larger payment how do I process that in my accounts? The main payment has VAT the deposit does not. Thanks!

No text available

5 years ago

Joyce Majala

Banking

How can i be assisted on reconciliation?

No text available

5 years ago

james104

Banking

How do I wish remove all my personal details and company details from Quickbooks?

No text available

5 years ago

info1357

Banking

Hi, how do I load opening balances from my prior years Balance Sheet? For example, client deposits held.

No text available

5 years ago

dafydd-henry

Banking

Im stuck in a cycle of reconnecting my credit card feed. Success > reconnect etc How to i resolve this?

No text available

5 years ago

cutlertobias

Banking

Hi, my quickbooks won't connect to my bank anymore (halifax) go all the way through the process, then it says handing back to intuit and nothing happens!! please help!!

No text available

5 years ago

davidgeal97

Banking

Does anyone know information regarding the VAT Reversal Scheme starting 1st October and using Quickbooks?

No text available

5 years ago

18-kmkmurphy-gma

Banking

Can't connect my bank account to quickbooks

No text available

Is they a way of NOT using undeposited funds on a mobile device? My client doesn't download bank statements and everything defaults into the undeposited funds account so I have to manually move every receipt into the current account. The functionality of undeposited funds will double the time it will take me to do the bank reconciliation but at the moment I spending over an hour just moving transactions as well. 

5 years ago

boyle4041-gmail-

Banking

Trying to link my accounts it just keeps loading

No text available

5 years ago

Lelog

Banking

Quickbooks incorrectly classifying bank outgoings as cheques rather than expenses

Hi, When I sync transactions to my back account, some of my outgoings are incorrectly classified as 'cheques' and not expenses.  I never use cheques.  I have tried to change this through the edit functions on the desktop online but it is not an option.  The only workaround I have found is to open the transactions on my phone - on the mobile app it is very easy - when you open the transaction, there is the option to reclassify to expense or transfer, but this is clunky as I then need to go back to my computer to attach receipts etc.   I have read all the things about this online and they just say to edit the expense, but on the desktop version there is no option for this to change to cheque to expense.   I feel I am missing something very obvious - I can change the account it came from, the category the expense if classified as, but it remains as a 'cheque'

5 years ago

abbas_husseini-h

Banking

How do I connect my Barclays account to my buisness account thanks.

No text available

5 years ago

beth-bethallen

Banking

Do the digital banks Starting or Monzo support open banking/quickbooks on their personal accounts?

No text available

5 years ago

sguy

Banking

I have been waitting for my HSBC NET bank account to work again for more than two months. Has anyone else had this problem?

No text available

5 years ago

harry-get-setsy-

Banking

Why isn’t my current bank balance showing live?

No text available

5 years ago

nicole-paige-mag

Banking

I would like a refund I cancelled my account after the 30 day train on the 03/02/2020 and they have taken money out my account since

No text available

5 years ago

shipscat21

Banking

Some bank transmissions are missing from my bank account history. How do I manually input them?

No text available

5 years ago

brianclifford180

Banking

All bank transactions are included in one bank account & need to be reconciled, how do i separate them into two bank accounts?

No text available

5 years ago

morestead

Banking

How to disable the tax questions. Thanjs

No text available

Bank account has disconnected

My QuickBooks Self Employed account has disconnected from my bank account, so cant view transactions.  I have tried to reconnect but I can't get past the "we want to check your human" page?Can someone please help me.