Banking

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?

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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from my security token and then I get this screen: If I click on the go to bank link to test the link it doesn't work (outdated TLS security settings) Is this at problem at your end or Co-ops end?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

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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

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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

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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. 

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