Banking

For Example, I have the One Business Account with one sort code and account number. Under that one account you can open what they call spaces. I have opened several, one to transfer money held back to pay my end of year self employment tax, one for transferring savings for van expenses and a few others. My questions is can I get these spaces to display in the bank accounts box on the dashboard as well as just the main account?

Change type of account

No text available

No text available

No text available

I have a sumup Business account linked to my card machine

All transactions on my statement are present and correct and ticked in the reconcile. The missing amount is exactly £258.54.

We have just linked our bank accounts to quickbooks online.  When matching payments or receipts each individual invoice paid or received shows on the bank register rather than the total amount.  Makes it a nightmare when reconciling to the bank statement.  Can the entries be grouped to show the total payment or receipt?

Hello,I've been having numerous issues trying to reconnect my TSB account to Quickbooks. I found an old thread which talked about clearing cache, cookies, disconnecting, reconnecting, manually uploading, incognito and private windows, all to no avail.When I go through the steps to connect, or in this case reconnect, I have a blank pop up window, but my security settings are all good to go including pop up windows allow, but yet, it fails to load every time.I have taken screen shots of this mornings tries, but it doesn't seem to want to go past the static-fdpwidgets box.I have spoken to TSB this morning who have advised me that there is no connection to other applications on their end, and to be fair, I have other applications connected to TSB and it just seems Quickbooks is having an issue.Anyone else experiencing this particular issue with TSB?Thanks

ive had a issue for over a year now with tsb bank account un linking every couple of days. Quick books seem uncapable of solving this issue.is anyone else having the same problem? 

I have been asked to authorise my bank connections (Like I have done every 90 days) but this time I cannot reconnect to my Revolut (European Union) accounts. I go to the notification and click on reconnect and a window appears saying 'We cannot connect to this provider right now' Select a different provider to connect. How can I reconnect my accounts and not start from zero? Thanks!   

I have payroll & accounting- we pay HMRC / pensions on the 5th of the following month so for example for June I have all payroll costs in and the amounts for pension and HMRC on the bank transactions won’t match because they are for last months payroll. I was going to do a reversing accrual for the variance but I was told if I reverse it next month it will then change the PNL. Please help 

Earlier in the week I ran a balance sheet then from it clicked a balance to get the history in the default modern view, downloaded it and worked on it, the running balance column was in agreement with the the balance sheet. When I ran the same report today the balance column does not include the brought forward balance unless I click to classic view. Initially when looking at the modern view I thought something was very wrong with my accounts.  

Appease help

How do I invite a 2nd accountant ?

Can't update my bank - showing error code (9999) and told it may take 48 hours to fix .  I can connect to my bank OK outside of Quickbooks,  What can I do???

can I alter the amount of a deposit?

Our bank account has never been reconciled in Quickbooks, dating back to 2021.  How do I change the start date of the bank reconciliation to 01/05/2024 the start of our financial year as I don't want to go back any further?

It was working earlier today (22nd June).  I have cleared cache, signed out and in, and rebooted PC.  Still not finding clear matches.

I want to add a bank account that I have to upload information to - not a linked one.  How do I do this?

how do i unreconcile a previous months bank reconciliation

Hi I used to have a widget on my dashboard called Cashflow Trend it is now missing and I don't see it as an option on my widgets.Can you help me find it again Thank you Debbie 

QB Online only seems to have 24 months of data. We need to go back further than this.

Just noticed one client has no bank accounts updating since 17 May (NatWest, Halifax, Virgin, Capital One all the same). Error message is "Sorry, we can't update your account. Please wait a few hours and try updating again (9999)." How can I fix this? Seems odd that it's across a variety of banks.

On our receipt from GoCardless on 5/6/24, we had 10 transactions listed in the lower section, all with the Memo/Description as above 'GoCardless Payment initiated outside of QuickBooks'Checking the history of the account (Other Income from GoCardless), this has never happened before. So how do I identify the customers the funds have come from? Thanks in advance 😉