Banking

I have a separate bank account for all my invoices to be paid.  I then pay myself 80% leaving 20% for tax. I have joined my bank on to the app but how do I categorise them in to my salary. At the moment on the app it looks like I have 0 income and 0 take home pay? 

if you have done this please provide/show examples...thank you in advance

I have been unable to link my bank since Sept. I deleted and reloaded the app but it's still not showing any transactions since then. Any help appreciated.Also tried on laptop is says it's linked but nothing there

I've tried reauthorising my bank account about 4 times now and always the same - something unexpected happened please try later. Help please

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I have been unable to connect to my Co-operative bank account for about three weeks now and when I look at my transactions there are large chunks of data missing going back a year or more. I have been in touch with Support and so far have not had a solution. Does anyone else have this problem? I'm starting to look at other platforms because this service isn't worth the money.

Intuit have unilaterally decided they are withdrawing support for French bank feeds from 1/1/24.   How is this acceptable?

Are any other HSBC Business customers having issues when updating the banking transaction feed? I have for the past week had the following error come up whenever I try to update  “Connection error! We’re fixing our connection to this bank as quickly as possible! Try updating again tomorrow!” I see Xero have identified that there is a problem with HSBC Business Banking and informed there customers - but nothing from Quickbooks?

It seems to be impossible for me to connect my Cooperative Business Bank account to quickbooks. I have raised the issue with QB and they have failed to sort it out. Has anyone else managed it or is it just me 😞

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HiI have been using quickbooks online the last couple of years (but still not up to scratch with it all) but recently there have been updates and  changes, so could someone please help me with the Chart of Accounts, previously all the accounts had Account History at the end of the line but now some of them have changed to Run Report, why ? What does this mean ?So when my Accountant asked for a Trial Balance all the accounts that have changed to Run Report were not included so all of the calculations are wrong ? Do they all need to edited in some way ? I am so confused.Also what has happened to the option Speak to Human 

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Where has the option to connect to Metro Personal Banking accounts gone? I previously was connected via QuickBooks to my Metro Personal Account, for logging transactions etc. A few weeks ago, QuickBooks sent an email that as of 25/10/2023, Metro Bank would be showing an error code if connected as currently done, due to switching to open banking link. Therefore, yesterday I disconnected my account, and attempted to reconnect to avoid this error occurring. The only Metro account type possible to connect to on the drop down list is "Metro Bank (UK) - Business Online Plus and Commercial Online Banking" - when attempting to input my Personal account to this, it obviously doesn't work.  Have QuickBooks removed functionality for Metro Personal Account Holders to connect to their accounts? Is this a current glitch by the system being swapped over? The previous iteration for connections said something like "Metro Bank (UK) - Business and Personal" , but clearly this has

This has been a problem for over a year. I have been paying for your service for 14 months to be able to file my first tax return come Jan 2024 only to discover it does not link with Co-operative bank and has intermittently missed huge chunks of transactions during this period. Have been paying £150+ for nothing? How and when are you going to fix this issue? I have several times followed your advice to 'be updated on this issue' and no update is given. I also see in the Community many other people have this problem.

Hi,  I overpaid an invoice to a supplier by £140.64, which they have subsequently refunded (no credit note).  I am now trying to complete my bank reconciliation.  How do I record the overpayment against the invoice?  Then, how do I record the refund?  Many thanks for your help!

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I need to relink my account to the bank but it keeps bringing an error. How do i find out what the last date the bank was linked so that I can try unlinking and relinking? Im worried I will end up with duplicated data when it does work.

Having spent hours and hours on the phone with both QB and HSBC each one blaming the other, Has anyone else been unable to connect and does anyone have any solution? Please dont tell me to clear the cache or something like that!

Anyone have any advice please regarding re connecting Metro Account.  Have tried everything online and have tried chat but nobody answers.

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Hello I recently opened a new business bank account and closed my old one, today I deleted that bank account from Quickbooks Self-Employed as the account is closed and cannot be updated and quickbooks was constantly reminding me to renew connection. Before deleting I checked and it stated that all Unreviewed transactions would be deleted which was fine as there weren't any, they had all been reviewed and categorised. However after doing this it has deleted ALL transactions from that account effectively making my quickbooks useless. I cannot log back into this bank account as it is closed. Is there anyway to restore those transactions????? Why has it removed reviewed transactions when it stated only unreviewed would be removed?? Many Thanks 

For months and months my bank connection returns an error on attempting, despite running through the whole process of giving my permission etc. upon returning to the QuickBooks site (self employed) it just says there's been a problem and to try again later. I've tried from desktop, phone, and the app....I'm literally paying a monthly subscription for nothing. Its beyond behind and profits or losses are only guess work in my head atm my head