Banking

For the last five days I cannot connect to my First Direct account. Connection to Santander account is fine. On my phone I get an error message 101, but no error message on desktop.  Any suggestions? thanksDeb

I need to update my UTR number on my invoice template but can't seem to get into it to do so - does anyone know how to do this? 

Up until yesterday I was able to upload bank statement items into my QuickBooks 2013 desktop bank reconciliation section. I received the error message to contact QuickBooks Technical Support if the error persisted. The file is created from my Barclays Bank account as usual as a .QBO type file.Any assistance in how I can rectify this situation would be appreciated.Many ThanksAndrew RodellMission Direct Limited (a registered charity)

Hi there, I'm trying to connect to HSBC.co.uk and i get the username and security question. Both are correct and confirmed when accessing the bank site. Yet i get error 103.I have to becareful not to do this too many times, as i get locked out!Any ideas how i can connect HSBC account to Quickbooks? Thanks.

I'm trying to connect my Clydesdale Bank account to Quick books and it come up with this message. Looks like the connection to Clydesdale Bank (UK) isn’t available right now.Try again in a few hours. (102) I was just wondering what that means. Any help would be appreciated.

Hi, I've connected my HSBC business credit card to quickbooks, but i can't get the transactions, just the statement value and fact that I've paid it, see screenshot. How do I get the individual transactions, just can't work it out or you can't which makes it hard work! Paul

Hi I'm trying to connect my Natwest bank acc but it won't connect as it says I'm logged on, on another device. I'm not as I've made sure and have left plenty of time before trying again.It has connected at one point and downloaded my last 4 transactions from my business bank acc but nothing else.Thank you for some advice. 

Hi, So i have a question... I use Quickbooks to keep in check with my self emplyment income but i do have a second income working for a company who sort out my tax etc for me. Am i able to input that somewhere into quickbooks so it would calculate my tax due (for my self employment) more accurately? Thanks in advance.

I have recently switched two bank accounts over from NatWest, but need to upload the transactions  to quickbooks. As I've already left the bank they won't send me CSV files, so are sending the print outs in the post. Is there anyway to scan and upload these files or will I have to somehow put the details manually? I don't seem to be having much luck so far with this system as only 1 receipt out of all I've scanned has been recognised and none of my email receipts - so the process hasn't been as quick and efficient as I'd hoped.  Any advice or tips would be appreciated. 

I have managed to add my barclays personal banking accounts. No transactions have downloaded though. Is there some problem connecting to Barlcays?

Hi sorry to ask two questions at once;I am new to QB self-employed and trying to set up my bank accounts but:1. Capitalone UK gives me a 101 error every time I try to link it; I have confirmed that the log in details are correct, and have attempted to link the account in incognito browsing to no success2. HSBC is working but every time i leave QB and close the browser window when i reopen quickbooks it has disconnected and i have to fix the connection by generating a security code on my iPhone HSBC app. How do I stop the HSBC connection dropping every time I close QB?Thanks

When I add the CSV, which is a converted HSBC PDF to CSV, nothing seems to happen. It doesn't add the file and nothing changes to the site. I've tried this in several browsers and on two PCs, and there's also no pop-ups (but I've allowed Quickbooks). Would love some help!

I would like to set up a Petty cash account in quickbooks for self-employed but can't see how to do it. Can you help

In addition to the santander issue many of my clients are dealing with, I have been made aware today of an issue with the Tesco credit card feed.  This has not updated for 14 days now. The issue is a 324 error and my client tells me QBO were aware when she spoke to the helpline.  Are other people having this issue and what are QBO doing to resolve it?

This error is coming up when I refresh and has been like this for the last few days. Hence my Tesco bank transactions aren't keeping up to date. Please help?We are having temporary problems accessing your account. Please wait a few hours and try again.

Can someone help me out, I have student loans PLAN 2 and I want to add it to my tax profile so it calculates it as I go.For the life of me I can't seem to find a section anywhere to add it in.Thanks

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Can't see my business account when I try to connect to my QB self employed. I can see my all personal accounts, however I can't see my business account and choose it.Can you help. Julija

I have tried to link my business account but each time it says that I am logged into the account on another device- which is not the case? Please can you advise me how I can link my bank account and why this error is coming up? Many thanks, Emma

I recently upgraded from premier 2013 to premier 2019 and I would like to start using the bank feed. I bank with HSBC but I am having problems linking up to QuickBooks. Most the help I can find is focused more to QuickBooks online and not desktop. Can someone please tell me what I need to do. Thanks

Hi, I can't sync my account. Says to try again in a few hours. Error code 187.  Any ideas?

Barclaycard personal have changed the login procedure and this has stopped quickbooks from connecting to the accounts. I guess the script needs to be updated.

I am trying to link HSBC business bank account to QBSE but it only looks for "personal and credit card" account and not the business account

Ive been trying to upload my previous statements but hit a wall, I've downloaded them from hsbc as a PDF as it doesn't give another option.Ive converted the files from PDF to CSV and now trying to upload but doesn't want to know any ideas 

Hi,  I have been using QB Self Employment since 2017,  I have today linked to my business bank account and now have an almost duplication of all transaction I have manually entered since last August.  Is there any way to tell QB to only link my account from this day to go forwards? Its a great shame as all transactions I have manually entered/snapping receipts etc. over the past 6 months are now sat alongside the imported transactions that don't have such.   Also going forward am I to not snap my receipts (fuel etc.) until the banking goblins work their magic over the inter web and add my transaction automatically?