Banking

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Currently can only find ways of matching incoming payments to invoices we have processed.

  If you've had a bank account with Silicon Valley Bank (SVB), then you should have by now received a notification from HSBC and/or HSBC Innovation Bank Limited to say that the account has been closed.   This will mean that customers who used their SVB with QuickBooks will no longer be uploading new transactions (due to account closure). To keep your transactions importing into QuickBooks, you'll need to connect your HSBC Innovation Bank Limited account. To connect to this bank in QuickBooks, you'll need to select 'HSBC Net (UK)' and use your new credentials.   Please note: we recommend you check your SVB UK closing statement for transactions dated after Thursday the 3rd August on your SVB UK account as these might not appear in QuickBooks. 

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After I connected my bank account, the current balance went under the credit card and now it's a mess when I'm running the reports. I'm trying to change the bank details, but I don't know under what account type and detail type should be the current balance ? Also the bank balance and quick books balance are different, how to equal that?

HiThe bank account receives a net figure which is; GROSS RENTAL less AGENTS FEE less REPAIRSFor example income to bank is £850 comprising: £1250 less £125 less £375Obviously there are both debit and credit entries hereCan this be auto posted?ThanksIan 

We are aware that some customers who have Metro Bank accounts may be currently unable to update transactions. We are working hard to resolve this and apologise for any inconvenience. Please try updating your transactions again later.   In the mean time if you need to import transactions from your bank into QuickBooks you can do so using a CSV: QuickBooks Online/ QuickBooks Online Accountant - Manually upload transactions into QuickBooks OnlineQuickBooks Self Employed - Manually import transactions into QuickBooks Self-Employed   We apologise for any inconvenience caused.

What happens is that the bank downloads come into the account showing that they have a rule attached but although the rule is set up for an automatic posting it doesn’t do it. Th only way I have found to do it is to go to the rule of one of the items, open the rule details as though to edit it. Delete the minus sign that appears in the amount box and then close the box. The entry is posted along with all the others awaiting automatic posting!

I have arranged a finance loan where I have 12 months @ 0% interest, then interest @ x% will be added. There will be automatic monthly payments taken after this period. How to I set up this liability? I see that QB Desktop had a Loan Manager that would have done this, but I'm using QB Online. Setting up a new Chart of Accounts non-current liability doesn't seem to factor in interest etc. 

I am unable to open my supplier records this afternoon.  I was using this section earlier today with no problem to put some invoices on, but this afternoon it is not opening any supplier records when I click on the supplier name.  I've tried logging out and back in, but still having the same problem.   Anyone else having this issue or know how to fix it?  Not good timing with end of month supplier payments needing done!

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Tried multiple times.

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I had an error 390 on our accounts so I disconnected all.  When trying to re-connect with Santander the following message appears To enable connections to banks with multicurrency you must first set up multi-currency in your chart of accounts. We only use Stirling £ so don't want to set up multi currency.  Is there a way around this. ThanksLyn

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How do you enter June's payroll info on QB online, if I started using the online version in July?  I keep getting an error message.  How can I enter June's info?

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Multiple CORRECT duplicate transactions are NOT downloading from bank feed in QB Online- is there a way to turn off ?