Banking

No text available

I can only see the option of importing bills and invoices and a new account but nothing for actual transactions under a specific account.

I had no issue doing this for the last 3 years now they have changed  Quick Books again and not for the better

Hi.For the last two months or so my bank feed is missing random transactions, several each month. They are not all in batches but dotted throughout the month here and there.What might be causing this, please?

No text available

Thanks Phil

No text available

No text available

the bank - QB link expired and now trying to do an OCt 23 bank recon, but transactions not showing so added manually - sales on QB bank recon but not expenses. what can i do?

Link to bank now working for last 90 days but previously reconciled to 11th August 2022 so big gap. Can this be done for dates in between please. Been ill so not been able to use for some time. Thank you

No text available

No text available

No text available

No text available

Having problems reconnecting bank account. Every time I try I get “ Try again in a few hours. (580)” anyway to fix this ??

We issued two invoices to one of our customers fairly close together.  The customer paid their first invoice and made an overpayment, so this was credited to their account.We have just received the second payment from the customer, which this  time matches the amount charged in the second invoice, however they are still £10.00 in credit.  When I try to match the payment for the second invoice in the banking section, it will not allow me to save the match, due to the £10.00 difference.  We would like to keep the £10.00 credit in the customer account and then remove it from the next issued invoice which needed in the future, but how do we match the banking transaction and allow the second invoice to come up as paid? Seem to be going around in circles with suggestions on here and tying myself up in knots. 

I have a Starling Bank account. Never had any problems with re-authenticating with QB every 90 days. I haven't been able to reconnect for a while and have been putting off addressing the issue. When I try to add the QB 'app' from Starling's banking app 'Marketplace' (bascially banking plugins), it sends me to a log in page for QB. I'm then able to log in, and shows the correct account credentials (name, email, address etc.), but doesn't show any transactions AT ALL and doesn't actually connect to the starling account - upon leaving the portal, nothing has changed and it only offers me the option to add the QB plugin again. On the desktop web portal side - I CAN see and sort all of my transactions up until the date when it disconnected to my bank (a few months ago). So I think I'll be ok to do my self-assessment.It doesn't display the option to reconnect my bank though, but rather to connect a bank (i.e. from scratch). I'm concerned to do this, as I'm unsure of the consequence

I added all my mileage to my phone app but they are not showing on my computer. Arrrrg. Anyone help with syncing please.I'm on QB self employed

No text available

Message "Something unexpected happened and we cannot connect to Danske Bank Business." or "Internal error please try later"

I am trying to reconcile my paypal bank but I have a negative balance and several duplicate amounts. When I delete the duplicates they go to the undeposited funds account which in turn shows on my balance sheet. I tried to repopulate all of my transactions for 2023 in paypal bank but could not figure out how. I have printed all transactions from paypal and can match them but I have several duplicates and do not know how to remove them. I tried going to bank register and transferring them to paypal bank then to my checking account (where paypal funds end up once I transfer them) but that created another mess. Please help! Any guidance would be greatly appreciated.

No text available

I can only pick starling as a template - My bank is starling but the template is wrong and adds the business name to the end of each payee name which causes it to fail

What did I do wrong and how do I undo that?

Am having problems downloading older transactions from my bank Santander.The CSV file will only go back 12 months and it is not recognised by Quick Books. Please help! I really want to download the last few years of my transactions.