Banking

Hello I'm a complete beginner when it comes to accounts.  Please can someone explain how to deal with the GoCardless payments when they arrive via the bank feeds. Up to press I've just been clicking "match" in the bank transactions section and hoping for the best, but this may have resulted in some payments ending up in the "undeposited funds". Am I doing it wrong?

No text available

Within in my business bank account I use a separate savings pot that is only for internal transfers between the current account. on my quickbooks bank transactions it shows the transfers between the accounts in and out. But obviously the only account linked to quickbooks is the current account. I cannot add the savings pot as another bank account option as I use the additional bank account options for my other bank accounts and PayPal. how do I record these transfers between internal accounts 

I feel I'm missing something obvious here.

No text available

Up until today, I was able to see bank account balances on my dashboard.  I cannot see how to restore this.  Any suggestions?

No text available

No text available

I can't do cashback from bank deposit. The option where you select cash back account disappeared. 

There are uncleared transactions on a bank rec that have cleared. I realized I dated a rec Oct 24 instead of Oct 23. How do I reverse a future rec and not a previous rec? 

Had this problem for 2wks . The app will not pick up barclays transaction.  Have uninstall and reinstalled app but will still not pick very annoying

I have set up a new USD and Euro revolut account which are linked to my GBP instance of QB. I have Multicurrency turned on but the bank balances for the USD and EUR accounts are shown incorrectly e.g. I have $500 in the USD account but it shows as £500 and if I spend $20 it shows as £20 on my bank transactions. I had the USD and EUR accounts set up and linked before I switched on Multicurrency. How can I change the currency of these 2 foreign currency accounts as that box is greyed out? 

How can we amend a JE transaction (e.g.: one that should be a payment from a customer for an invoice) if it has already been reconciled?  We are still working through problems caused by the migration from QB desktop to QB online. One main problem is our foreign currency customers and accounts because we were not informed about Multicurrency before the change, so all our accounts and transactions were migrated from QBD to QBO in GBP£, messing with our figures and causing multiple Journal Entries which are incorrect and/or misleading. We have now activated Multicurrency, but all our Euro customer accounts still show as GBP. We were advised to duplicate the customer accounts which are incorrectly showing as GBP, copy all existing invoices and transactions in the correct currency for the 'new' account (in this case, EUR€), then delete the original/incorrect account and all transactions. Then we can apparently just reconcile our EUR bank account with the new/duplicated EUR tr

No text available

I keep having this issue where transactions from my Nationwide account won't be imported unless I readd the account. I reconfirm consent regularly but that seems to make no difference - after a random amount of time after I readd the Nationwide account then transactions stop being imported and I have to readd the account again. This has been happening over the last year or so, is there anything that can be done about it?

This is to a business account using their business app to generate a code. The code gets rejected every time!

App has been playing up for over a week.  My feeds will update but no transactions are showing so can not match up payments.  Working from app I have uinstalled and reinstalled but still not working.  

Hi, is it possible to pay suppliers by bank transfer through QuickBooks in the UK software? Thanks

No text available

I can't get the bank connection to work on the new business I added in March. I managed to connect initially just fine, but since the authentication expired I haven't been able to get it back. When I click 'reconnect' and go through all the steps it looks like everything has gone fine, green tick saying 'done' when I finish, but the banking screen is still not updating the transactions and keeps saying the authentication has lapsed and I need to reconnect. How can I fix this?

a transfer from one of my bank accounts to another when I reconcile each bank account and show them as a transfer they appear as 2 entries in the Trial Balance Report and therefore showing an incorrect balance. How is this fixed?

No text available

I’m a long time user if QBO. I’ve just recently opened a Revolut Business Account. QBO is successfully pulling in the transactions but it’s not bringing the narrative/reference across. As a result I’ve no way of knowing in QBO what payments received relate to. anyone had this problem/have a solution? 

Pension provider I use (Cushion) requires me to upload payroll information in PAPDIS format. I'm looking for ways to extract this information from QBO Standard Payroll.

If a supplier/customer invoices already have VAT included, why when I come to do bank reconciliation is VAT showing as 20% again.