Banking

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Hi,How do you get your bank listed in QuickBooks if it isn't already?  I hate having to do manual transaction imports.Thanks,Marianne

Hi we have two subscription under the  same company in QuickBooks. One of the subscription is for payroll only  and the second one is for our daily operation . How Can I Import/export  a finalised pay run  from one subscription to the other ?

Anyone having issues with uploading bank transactions through CSV? I keep on having an error "Some info may be missing from your file. Double-check that your file is complete and try uploading again." I have checked my CSV file multiple times, followed the correct instruction but it' still not working. Any help is very much appreciated. Thank you.

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Recommend another accounting software

Getting my income as a positive not a minus

Yet again I cannot connect to my Metrobank account. This seems to happen very regularly and often around this time of year! It has been down for 3 days now. Anyone else having problems?

It hasn't worked for over a month

And if so do we need to do anything different to set it up ?We are moving to QBO and I just realised this might be an issue as the login process is different to Lloyds Business Banking. regards 

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If I temporarily disconnect the bank will I be okay to continue?

So normally.  I come on my app. It'll say match transactions. Invoice. 10 Mrs Jones £60. I hit match. Happy days.Now that function doesn't work. It just says try it on a computer. And it's for every single transaction.... I can exclude. I can accept deductions.But not a matched payment. Even with repeat customers. Any ideas guys? Thanks.

As title really, keeps asking me to connect an account but I have already done so, keep dismissing the reminder but it keeps coming back no matter what! 

Good Morning, We post our web sales to three different customer accounts. We receive the money for these sales on a daily basis from SagePay which is matched to the relevant invoices/credit notes. On the odd occasion we refund more than our sales and this results in SagePay taking money from our bank. I need to allocate these payments to credit notes on the customer accounts - how can this be done. I appreciate they cant be matched directly but wondered if anyone had any other suggestions on how to solve this issue. Many Thanks in advance Sarah

Hello, I have two accounts - both with Cooperative bankwhen I update  - they both show they are updating together, (the spinning wheels)  then one of them will say there is an issue and it needs to be reconnected. I reconnect  the one with the issue- and that's successful, but then the other account shows the same issue symbol and requires reconnecting!this seems to go round in a in a cycle.first the one account gets an issue, then the otherone is a business account and one is a savings account - I login to them with the same details can you help please?many thanks for your time

I'm switching from First Direct to Starling Bank. How can I ensure a seamless transition in Quickbooks? Do I link the new Starling account while the balance is still zero and keep the First Direct account linked until the switch is complete?  

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Card issuers have programs for auto updates which we need to check on activating. For example, Visa: https://usa.visa.com/dam/VCOM/download/merchants/visa-account-updater-product-information-fact-sheet-for-merchants.pdf. How can we activate these programs for all card issuers?

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