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QuickBooks Q&A
Banking

Banking

Banking

3,545 Topics
9,188 Replies

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3545 Topics

I mistakenly removed the link between a bank account and my bank. The account is still in QB, can I re-connect to the bank from the QB app?

No text available

hunterlandscaping704

setting up payment option on invoice

i'm trying to  set up an option to allow my customers to pay their bill through their invoices but its not working. I have tried clicking the "set up payments" button at the bottom of the invoice and it says it is set up but it is still not showing on the invoices in the emails. I am also set up with quick book payments but cant seem to link them. I am using  the quick books self employed. 

benjaminsimpson91

How do I completely delete my account?

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I have been trying to update HSBC business connection. QBO say they resolved and they havent. Ref xxxxxxxxx

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Hi my business bank account will no longer connect with quickbooks ever since they updated it to "open banking" any help? Every time I reconnect to update nothing happens

"UK Open Banking regulation requires you to authorise your bank connections every 90 days. Reconnect now to keep your transactions coming into QuickBooks" - it says this and reconnect so I log into my banking as instructed and there is just a loading icon that spins around wanting to connect the bank with quickbooks and nothing actually happens

I've linked my bank account but I'm missing transactions from April 2019 - Jan 2020. How do I find these?

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My link to Starling Bank is not working... I also need to tidy up my accounts ... I only have the one business account but seems like I have THREE on QB... help?

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Hi, Is anyone having problems reconnecting with their bank, to the use the banking section? I try online and not on the app, as requested, but left with a blank window

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How do i bulk move entries from the undeposited funds account into the new live bank feed account? Or do i have to move each item individually as i have 1600 to move

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Connecting Amazon and Virgin Credit Cards

Hey everyone! I have three active credit cards currently: Amazon (with New Day Cards)Virgin MoneyVirgin Atlantic However, I cannot seem to find a way to link them with my quickbooks self-employed account. Has anyone had the same problem or figured out how to grant access to these companies? Many thanks!

On my reconciliation all payments/deposit/cleared balance are correct - why then do I have a -£27,000 difference flagged up in right hand corner?

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Despite using quickbooks for over a year we are now having problems connecting to our bank feeds, we have tried contacting customer services numerous times but to no avail we just get told its an issue they are trying to get resolved. We then get an email telling us the problem is resolved but it IS NOT!!! Please sort it out

I have downloaded bank feeds and haven't gone back far enough. How do i reset these?

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Barclays Bank feeds failing again

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milkandhoneyprll

Are the MetroBank open banking fixes in place now? Bank says so by still won’t sync

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I’ve closed a couple of accounts with my bank how do I delete these or close them on the app or the website

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PetefromBristol

Is there a delay before account transactions are imported into Self-Employed from Lloyds accounts?

Hi, I had a bit of a glitch when adding an additional Lloyds account to the ones already set up. I think it's working okay, but I've made a couple of transfers between accounts and these aren't showing up in my transactions list, despite refreshing the accounts. Is there a delay before the bank transmits the data, even if you refresh the accounts? They were just simple transfers and the accounts are all connected to Self Employed. If not, I have a problem...

You asked Hi I’d really like to be able to link my new bank account to Quickbooks. I use ANNA which is an online bank but it’s not yet set up to work with Quickbooks

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Jenner-Constructi

Reconciling q/bs but a Supplier credit which is in q/bs is not showing up.

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I’m trying to reconnect bank account

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Why won’t QuickBooks connect to clydesdale as clydesdale say they are ready for open banking

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Has anyone else struggled to link a First Direct Bank account to QuickBooks? How did you manage to resolve the issue?

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precision_sports

Hi, how can I set up an account for a business credit card, but not have it linked to the bank, as it has been used only for business payment a not used now

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I WANT TO ADD A CREDIT MANUALLY

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The Co-operative Bank, UK has open banking but QBO now says it does not. It worked fine, but then stopped. Can't find an option to reload bank login details or reset.

No text available

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