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QuickBooks Q&A
Banking

Banking

3,545 Topics
9,188 Replies

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3545 Topics

Set new company. Bank reconciliation does not pick up the opening balance?

No text available

6 years ago

chris-porter

Banking

How do I sync PayPal?

No text available

No text available

How to we get transferwise to upload onto quickbooks?

No text available

6 years ago

Zoe W

Banking

Missing Bank Transactions

Hi, I bank with HSBC who have recently changed their process to log into online banking, which means you have to use your secure key every time you want to log in rather than just your username and password.  This meant that I didn't refresh my Quickbooks Self-Employed banking for a little while. I have updated it today and I am missing transactions between 21st August and 1st October. I have tried refreshing my account several times but they aren't appearing.  Do you have any suggestions of how to fix this please?

6 years ago

alison-finn

Banking

How do I undo an entire reconciliation?

No text available

6 years ago

jcgreenbuilders

Banking

How do you link a bank a blunt and what’s is the advantage

No text available

6 years ago

mag-braidwood1

Banking

How can I allocate a deposit to a supplier credit?

No text available

6 years ago

accounts155

Banking

Hi,I would like to migrate from Xero to quick book online. I'm using a multi currency software, I have managed to import my suppliers, customers, ch. of account.thanks

No text available

6 years ago

Lexie22

Banking

Using recent bank transactions to record sales

I have a client who deals with cash only sales and has been using the bank feed function to record them. This is obviously giving an inaccurate picture of the accounts as it doesn't actually show what sales were made when only when they hit the bank account.My question is how do I rectify this? If I input the sales using control accounts as you would normally will this double enter everything or can I then reconcile/ link the transactions? Thanks in advance for any help

6 years ago

bm9

Banking

Bank Account in Euros and another in Pounds, how do I match the transfers between them?

No text available

6 years ago

dave62

Banking

Anyone know how to change currency for second bank accountSetting up to Bank accounts:Bank account 1 = GBPBank account 2 = USD

No text available

6 years ago

info309

Banking

I'm now signed up for MTD, i am trying to manually enter bank details but the screen for that does not come up only connect to bank or add CVS file etcWhy is this?

No text available

6 years ago

sara22

Banking

I want to import my data from QuickBooks SimpleStart 2013 desktop to Simple Start Online.

I tried using the trial version of Desktop Pro, however it said my file was from the Canadian version and could not be imported. I'm in the UK and bought QuickBooks Simple Start in the UK.I tried using the import service, on the advice of your help team, however that requires two licences and the subscription I have for QBO is for Simple Start which only has one licence.Is there any way I can import my data please?

6 years ago

anita-topcut

Banking

My QuickBooks account as a ! Come up on the bank account and ask me to authorise the account on the web how do I do this?

No text available

6 years ago

accounts36

Banking

Part of a one off expense payment, ie a van rental, has been refunded, ( the deposit). As there is no supplier in Quickbooks to credit, how is this refund deposited?

No text available

6 years ago

restorationsmoto

Banking

Trying to ad another bank acoumnt

No text available

6 years ago

sally lampitt

Banking

Santander bank account not synching, keep getting 102 error

6 years ago

walkies

Banking

How do I delete bank account so I can reload them

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6 years ago

barhovski

Banking

How do I mark as payed

No text available

6 years ago

GoExp

Banking

Is there a banking connection to Yorkshire Bank Business Internet Banking? I have switched from their Business Online service. If so, how do I change my settings?

No text available

6 years ago

Stephen14

Banking

Error reading QBO file form Barclays Business account

Hi, Can anyone help with this problem please? I'm having problems uploading account information from my Barclays Business account. It says its a Quickbooks QBO file but when I try to open it it says its a Quickbooks OFX data file, which I know is not compatible! See images below.... I have tried saving the file and then manually importing it but it has the same result.  Any ideas anyone??

6 years ago

spackham

Banking

I have recorded VAT as a payment from the wrong bank account can I change to the right bank account?

No text available

6 years ago

JohnBearden

Banking

on desktop with quickbooks pro with 2 licenses and one machine is logged on but the other has been failing to log in. After shutting down and starting back up the login would work. now it fails and says password is incorrect

6 years ago

pkcelectric

Banking

How do I account for bank service charges and wages paid?

No text available

6 years ago

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