Banking

I have a new business account but this is so I can give my new accountant details of my business income since last April.

Match transactions are not going through ?

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I have a credit card account and a checking account linked into QBO. We pay the CC bills from the checking acct with a printed check (for our organization's policy reasons, we don't do online or electronic payments). We want the details of each CC item to be present in the bill. When entering the CC bill in the checking acct, we enter and categorize each item as a Split sub-item. This seems like a waste of time, since each transaction is already present in the CC account.I have not been able to find a way to select a group of CC transactions and have them turned into a bill with split items.I've tried downloading the CC transactions into a spreadsheet, and uploading that as a bill, but that doesn't work.Any ideas?

our bank account had been disconnected from quickbooks for months and months due to no treasurer in post.  I'm the new treasurer.When I re-authorise the bank connection to quickbooks, it needs to know what type of account to create, so I said bank current account I think.  When the connection has been made and the bank account transactions brought over, I end up with 2 bank current accounts in Quickbooks, the exisitng one with the balance from months ago and a another with the correct current balance but empty of transactions.I can't connect to the bank without it asking for the account type which generates the new bank account in QB !!

I receive deposits directly into my bank account from health Insurance Companies that could represent payment for multiple clients.  How do I reconcile/match these deposits with invoices that were created for each client in quickbooks.    

I’m at my absolute wits end (thrown a cup of tea across the room through frustration, level 10 having a meltdown want to smash my laptop up kind of rage) I am struggling to upload my Virgin Atlantic Credit Card CSV in to QuickBooks for my accounts…. Having to do it manually because QuickBooks doesn’t like Virgin apparently. Won’t work because the date in CSV file is the incorrect format… googled how to change it but absolutely cannot go through this every month. Is there anyone out there whose a complete wiz with all this I can pay to sort this out for me. I’ve been waiting for Virgin to answer the phone for 45 minutes too because they will only provide CSV files for the last 30 days and I need them for the last 3 months or else I’ll have to input all the transactions individually… HONESTLY I am literally near break down. I’m also pregnant and hormonal….

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Links expired and will not re link up

Hi,I have just tried linking my business bank account to my QB.  I am doing this for the first time and I need to go back as far as January 2023.  It will only allow me to go back to January 2024.  Is this an issue I need to raise with NatWest or with QBs.Thanks in advance,Jamie

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Link bank account

account not linking

Can log in but can't use features I used a few days ago. Example Can't do invoices

I recently started using Quickbooks and I tried to connect my personal Santander account but its not working. I am using the same login details as my bank account but doesnt seem able to recognize the login information. Any advice?Thanks

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Banking stuck on 'updating'

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There is an option for XLS or PDF.  I tried the XLS in the hope that I could convert this to CSV, but it includes a lot of header and summary information.

How do I re connect 

I have spent the best part of today including a very long time with Quickbooks support trying to understand why my French bank no longer synced. Even support did not know that QB have withdrawn from France. Now I have to find another package - any recommendations??? 

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why am i missing a bank transaction on my QuickBooks ?

When I press 'start reconciling' it just buffers