Banking

I have tried Edge, Chrome, Opera and Firefox.  I have tried clearing the cache, I have tried private browsers.  TSB reports authorised, quickbooks will not connect.  I have had authorisation in the past, but quickbooks reports that it expired after 10 days.

UK: A client has recently moved banks to Monzo bank . We set up the Monzo to QuickBooks bank link, to import transactions.1) On occasions Monzo are duplicating entries.2) Most entries imported from Monzo have no payee or payment reference, unlike the customers previous bank.This makes it impossible to create "rules" under banking and every entry is now having to be matched manually to the bank statement, to find out who was paid and the payment reference.Anyone else having issues with Monzo bank link import?

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I am a small new business.  I'm a sole trader using quickbooks self employed.  I've taken money from my business account using "owner withdrawal".  The amount is reflected in my bank account, but my quickbooks balance doesn't change ? How to reconcile this please so my bank balance and qb balance match ?  (My personal account isn't linked with qb) 

We have received a payment in from a council, their remittance advise shows they are taking a credit note £-56.26 from one account lets call them (alpha) and paying another customers invoice £300.00(beta). the payment in is £243.74 and I cant find how to match this payment with the credit note and invoice. any advise?

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I am unable to load invoice records for add / edit. I get an error "We couldn't find any info that matches your criteria..." However when I use the same criteria to simply "Run a Report", selecting Invoices - I get the data I expect.Thanks

UK Based using quickbooks Self Employed in the app and web browser.  I understand the manual way to process an invoice by marking it paid by using the following steps.  Step 3: Process an invoiceAfter you get the invoice payment, mark it as paid.If you use QuickBooks Payments, we do this for you automatically. If you use another payment processing service, you need to manually mark the invoice in QuickBooks:Go to Invoices.Find the invoice.Select the small arrow ▼ icon in the Action column.Select Mark as paid. If you're on a web browser, select Send to send your customer a copy of their paid invoice, or select Email if you're on the mobile app. Is there a way like quickbooks does with Receipts where this process can happen automatically, for example, If I scan a £50 receipt from Company XYZ, when quickbooks connects to my bank it automatically reconciles the bank transaction of £50 to Company XYZ with the re

I received the message saying that we had to disconnect and reconnect our Natwest bank feed due to security.I now can't reconnect to Natwest. It has been working for a couple of years, but now says that I don't have sufficient privileges to connect.I have ensured that I have full access rights in my Natwest bankline account. 

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New credit card won't link to QB online."Sorry an unexpected error has occurred. We could not fetch your accounts from your bank". I get this error at the final stage after logging into the bank successfully via quickbooks. I've spent 30mins on the phone to QB support today but they were no help. I have saw other posts on here with the same issue. Help please?  

I have connected both accounts to QuickBooks. Bank A received a loan from the director. Bank A then transferred some of this money to Bank B. They are both business accounts for the same company.

So, I enter a sales receipt on 30/05/23 for £12.00. There is a deposit into my bank account on the 6/04/23 for £11.82. I want to match the two and resolve it to show 0.18p for processing fees. When I click find match - it doesn't show the Sales Receipt. However, if I click on a different deposit for £33 on the 5/04/23 it does! This seems to be totally hit and miss - sometimes the Sales Receipt shows up to match and resolve, other times not. Any idea why? Or is QB trying to be too clever?

How do I record bank interest in a bank account that cannot be linked to Quickbooks. I managed to do it three times without problem using the "New" and "Bank Deposit" menu but then when I tried to do it again, I was presented with a completely different menu which doesn't accord with what I need e.g. making entries about "cash back". There doesn't appear to be anywhere to enter the actual amount of the deposit. See attached menu which now comes up.

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Hello, I am using Quickbooks Online Simple Start for my own UK business and I have linked a Monzo Bank account to pull all transactions into QB. Recently I had 2 rejected transactions because of insufficient funds, but QB still imported them and expects me to categorise them. Here are the details of the transaction extracted from the Monzo API:  You can see that Monzo marked a "decline_reason" as "INSUFFICIENT_FUNDS". QB ignored this field completely when importing the transaction, thinking it was a successful one. Is this a bug? Is there a better solution than just excluding them? Thanks,Ștefan

It's 2 hsbc accounts and my paypal I've successfully reconnected both according to my bank and paypal, but not according to quickbooks! which is a bit of a pain. any help would be great Rupes

I've tried a few times and no result. Any help / advice appreciated.

I want connect my bank account with quickbooks

I have somehow created two bank accounts on my dashboard. Please can you let me know how I delete them ?

Hello I have recently started using spaces to help manage my bank account but don’t want it showing up as transactions in QB.is there a way to modify the current settings or do I need to disconnect the two and start again?if I disconnect will I loose any transactions or info many thanks

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The Bank Rec in QBO leaves a lot to be desired. One problem is that one cannot print a Reconciliation report in the middle of the reconciliation showing all reconciled and unreconciled items. The reconciliation report in QBO can only be printed once the reconciliation process is finalized. What can be printed during the Rec process is useless. Before finalizing the reconciliation activity or if there is a difference users are trying to hunt, the only way is to look at the interim reconciliation report with all the cleared and uncleared items and the difference if any. This is very vital as it helps users identify if they have wrongly matched the items or where is the difference arising from, among other things before finalizing the Reconciliation. Unfortunately this is not possible in QBO. Another problem is that users cannot undo the reconciliation. This is very silly.

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