Banking

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I have linked my accounts successfully for the past 2 years but up until recently I have not been able to successfully link my Monzo account like before. The only change is I have added a Flex card to my usual Monzo account. Is there a fix for this problem.

I have half a dozen clients with Lloyds accounts on various versions of QBO.  All get the same "there's a problem, try again in a few hours" error message. Just curious to hear if anyone has managed to successfully do it. If so, any tips? I opened a case with Intuit but they closed it because I didn't reply with an answer in 48 hours and I don't want to have to go through it all again!

Hey. I want to make sure I'm recording this correctly because my parents paid for the asset and I'm not sure what to do with VAT. I checked the community for how to set up a fixed asset and set it up for depreciation. I don't have an accountant but when my self-assessment date comes around I'll hire one to help with recording the depreciation right etc. I'm a sole trader, only had my business for about a month, and NOT vat registered but the supplier is so I paid vat on the device and the shipping. Device (£795) + VAT (£159) = £954. Shipping (£8.95) + VAT (£1.79) = £10.74. Total paid: £964.74. Here's my step by step:1. Went to Chart of Accounts and clicked new. Account Type: Tangible Assets, Detail Type: Machinery and Equipment, Name: Celluma LED Device, didn't select a default VAT code, ticked Track Depreciation box, Original Cost: £964.74 as of: date I purchased it. Should I put the full amount I paid including shipping and VAT, or just the device cost: £795? And if I

I'm happy to email out customer statements, but wish to change the email template that accompanies them.

Selecting "date paid" as a display field jusr gives me blank fields. If I look at each invoice it shows the date they were paid.......how do I get this on a report? There are hundreds of them, so I can't do it manually! I am using desktop.

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Since Friday 1 September, our bank feed to Co-op has broken with: There's a problem with this account connectionWe’re having trouble getting your bank data. Please try again later. (355) (We have 5 other bank feeds with 3 other banks, all continue to work as normal.) I have tried all the suggested fixes such as extending the permission period (did expire 7 September, so 6 days clear, but have extended to December anyway, and I have reauthorised the sign-on info,) Should I try disconnecting and reconnecting? Spoken to Co-op who state: “we believe this issue lies with a TPP – Intuit are currently investigating. I will keep you updated.” What is going on, please? When can I expect a fix? And finally, why do all the bank feed connectivity issues only affect Co-op business banking? NatWest, PayPal, Barclaycard, never have issues.

I'm uploading a series of snapshots of receipts from staff, from WhatsApp.  Naturally, as anyone might expect, several are transactions that require a split either for the VAT category or for the category of expenditure. I use the 'Split' button.  I put something in each field, mandatory or not.  I have tried this so, so, so many times but it seems impossible to do this without the extraordinarily annoying message about"Something's not quite rightAn error occurred while processing your request. Please try again later. If you repeatedly see this error, then please try creating the expense/bill from Expenses page".   The message is hopeless; it does not tell me what the issue is. I find it absurd to suggest that I need to ignore the facility QBO has provided and go and do it a different way.  Why not just fix the actual issue?If someone knows how to do this successfully from then please let me know!   

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How do I process the vat return on bank statement

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Deposits from tenants, how to allocate it. I  use a deposit scheme which hold the tenants deposit. How do I record the amount, as I don't want to be charge tax on this amount as I am only looking after it. How do I categorise this please?

Hi there,I have Quickbooks set up to automatically import bank transactions from an Amex credit card.Throughout the month, Google regularly charges the card with £500 whenever I hit a usage threshold, but I only get the invoice from Google at the end of the month.So, when I am trying to post/match my credit card transactions from the Bank Transactions section, there is no invoice for me to match the payments to. I would like to post these transactions as unapplied payments to the supplier account, but I cant find any way to do this.At the moment, I post each transaction manually in the supplier account, and the only way I can do that is to first create a supplier invoice for £0.01 at the beginning of the month, then click on Make Payment (from the Supplier Account section), enter the payment details, and then unselect the invoice, so that the payment is 100% unallocated. I then repeat this for each payment, until the invoice is received. Then I edit the £0.01 invoice with the correct d

My Quickbooks self-employed account seems very confused. It keeps asking me to renew my consent, but then when I click on the button it disappears. In the meantime, my QB account still seemed like it was receiving my account data, as though it was connected...how do I stop it from coming up with this message? When I go into 'Manage bank consent' it doesn't show my HSBC account but my Starling account seem fine. Also, when a connection has lapsed, and I've had to add the bank account again, it brings in all the transactions as duplicates that I've still logged as personal or business. Is there a way to stop doing this? Ie. recognise all the existing data and not duplicate it? How do I avoid this?

NOT GIVING ME ANY CHOICES TO RECONCILE - SAYING CONNECT TO BANK TO RECONCILE  (OLD VERSION (LAST WEEK)

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I do not agree with the automated allocation of a newly entered credit note against the other invoices in the account (sales ledger) - how can I disable this, please? 

I want to split transactions and add VAT to all previous transactions since April 1st 2023. How can I do this at once? Its a lot to do transaction by transaction.

I use PC and I have to scan and save.and then  copy into the  bill when I am creating it.

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How secure is this option, allowing QB to gain access to your bank account? I can envisage all sorts of problems ie. log in errors - can anyone enlighten me with any benefit and how can I get past the "connect now/get started" page without agreeing to it?

I have PayPal set up to automatically withdraw the amount needed to cover a transaction from our company checking account. When trying to categorize the transaction in PayPal. I have a transfer and a  payment to a vendor or other business paired together. I have tried to unpair the transactions to allow me to categorize them correctly. For example, I  can categorize the expense part of the transaction properly. However when I try to categorize the transfer from the bank  I receive an error message stating this transaction has already been accepted and QBO will not accept the confirmation that it is a transfer from our bank. Does anyone have a solution for this?  If I accept the transaction as a transfer will it automatically separate the transactions into their proper categories?    Thanks, James 

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