Banking

There seems to be no option to just directly upload an invoice within the bank transaction screen anymore. This was really useful. Whilst I know I could role back to the old version that would only be a temporary fix until it disappears.

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After importing CSV the date format is accepted but the date of the transaction is showing for year 1970

Is there a problem connecting HSBC Kinetic Business Accounts to QB Online Live Bank Feeds? The business owner can only view QB through their app, but as the Bookkeeper I am unable to view this. Can you assist please? 

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After you have connected with the bank

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I've got a main parent credit card (Natwest) and then we have 9 staff who each have sub accounts (credit cards). Each month I reconcile the sub accounts and I set up individual transfers from Natwest to the individual sub accounts. Then when Natwest takes their month DD I can pick up all of the transfers and it works perfectly. However this month I have one credit card which has a credit balance, so I have posted the transfer the other way, so from Natwest to the credit card, I have posted £28.86. Natwest have taken their balance which is the sum of all the individual credit cards less the credit card that's in credit.My problem is when I try and match the payment in the bank, I can pick up the positive transfers as normal but it doesn't give me the option to pick up the credit.I apologise if I haven't explained that very well! I feel I am missing something really obvious, can anyone help? Thanks

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I’m with NatWest bank. I moved over from qb self employed that worked perfectly to qb small business yesterday.

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Would a transfer after a year of getting to know QB be worth the hassle? I was just about to use it as my full book keeping account, saving me time using excel every month and working it all out for my self. Then this all happened. And I’m loosing faith the company understands how difficult self trading is becoming. This morning has tipped me over the edge after spending 2 hours explaining the fault is on multiple devices and therefore cannot be an isolated cache fault. I’m now awaiting for the technical team to respond and hopefully be a step closer to find my receipts and link it all to my app. My frustration with it all. Is the time and effort this company seems drag. I’m self employed and the time spent with these problems is at an extreme cost to my income. I spoke with annoyance, trying to clarify the problem is beyond their troubleshooting questions. The process is too long. To then find out, the in house communication doesn’t exist. Confusion when

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My bank have changed my credit card number (account is the same) and transactions are not being updated. I have tried to reconnect to my bank but the credit card number shown is the original one. I want to change to the new number. Will I have to delete the original card and set up the new one? If so, how do I do that?

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I’ve looked through all the menus, but can’t work out how I efficiently bulk ajust the type of expense, or set a rule for all past and future of the same expense under the required category. Any help would be appreciated.

The error says: "Something went wrong. We couldn't finalise your consent. Try again later." I've had the same bank account connected for the last 3.5years, never had an issue before. I've checked with my bank, and the integration with Quickbooks says it's connected, so I don't think it's an issue from the bank's side.

HiI am trying to match a supplier credit and refund.  I created a Bank Deposit so that I could create a supplier cheque and add the deposit and credit then match this up with the actual refund.  But the bank deposit is not including the vat.  Can anyone help please? Many thanks in advance

cant upload bank account

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