Banking

Hi, I've recently signed up to Capital on Tap (UK) for my business and employees. When doing this they heavily advertised easy integration with QB On-line. I've now tried to add the Capital account and QB doesn't recognise it as a registered bank...only the US version. Has anyone any experience with this or are you all just paying the Capital statements then doing split transactions in QB? Thanks in advance.  

 - I followed the way I did it originally:Select banking screen, then select the pencil icon, edit account info to open up that bank account info; I then select disconnect this bank account and click save and closeI then goto chart of accounts, dropdown arrow, and select connect bank accountHowever, when I  follow the prompts and connect the account, it created a duplicate bank account instead of connecting to the existing account inside of QuickBooks Online.   Very frustrated and not sure how to fix this; did QuickBooks change the way they make you do this without telling people?!  

speak to someone

I have a bank feed connection with Co-Op Bank, which imports the transactions into the bank feed fine. However, every now and again, it imports the transactions for that day twice. There doesn't seem to be a pattern to when it does this. Does anyone else have this problem with Co-Op Bank? And is there a solution. I have excluded all the duplications for now, but I've had to disable to the auto-post on the bank rules, otherwise it would automatically post the duplication as well.

Hi,Two of our companies have an account with HSBC Bank. When CEO attempts to reconnect the bank account, the system displays the bank accounts linked to Ready Group Holdings instead of the current bank accounts associated with Ready Group Limited.How to fix this?Thanks.

No text available

I can see the payment marked against the invoice but can't find it elsewhere.

No text available

No text available

I have tried entering the OTP several times , but QB and Co-operative Bank are not linking. I have re-entered all the sign in information and still have the same problem. Please can you advise . I do not have a problem with other accounts 

Massive problem with QuickBooks my transaction data has disappeared from the account from the 10/08/2022 in the monso business account there's loads of duplication going on. This isn't the data I've previously reconciled I'm not sure what's going on I'll be contacting QuickBooks at 8am this morning they're just seems to be a huge problem with QuickBooks itself.The system seems to have mixed up my data between different bank accounts duplicated data cansecutively throughout the history of my accounts that I have previously reconciled this is a huge problem what is going on QuickBooksThis is all happened between logging in from one day to the next this is ridiculous this isn't a professional system

... how do I de-link the monthly activity from the incorrect account before I start the process again?

Null accounts? been 4 months now. what is this? had no records of transactions or invoices for this amount of time. re freshed etc on laptop and phone app. only one of 3 accounts shows as connected but that has stayed the same for this amount of time too. not impressed. Also mileage tracker is hit and miss. This is silly now and close to cancellin my account.

QuickBooks Tide feed issue -  Description / Bank Detail column is only pulling Debit / Credit and not the full description ?  I have attempted to enable / disable "Show Bank Details" from the gear Icon but that does not help.  

 I recorded a cash transfer payment twice on my ledger from my cash account in the last financial year end. I need to put the amount back in the current financial year how do I do it please so my cash account will be correct. It has only come to light now after checking through all the migration stuff....I'm slow !

Metro Bank feeds stopped working on the 24th Oct. Quickbooks says that the bank feeds have changed therefore you are required to disconnect and reconnect. However though you can connect initially, when trying to complete the setup process, it simply loops, asking you to log in once more.

Can I set up bank transfer as a method of payment in QBO. Currently I just add the account details to an invoice?

No text available

No text available

I am using the correct password etc as I can login to my bank on the internet but just not via QB. Is there a problem with QB and Metrobank?

No text available

No text available

Hi,When refunding a customer who has paid through Paypal. Paypal automatically creates a credit note then the refund shows up in my bank feed but there doesn't seem to be a way to match the refund to the open credit note.I added the refund to accounts receivable and put it as an expense but then I still have an open credit note of the amount.

No text available

Checked my authorisation with bank and updated it to be sure, still no luck