Banking

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I have an HSBC kinetic business bank account which I'm trying to connect to the QuickBooks app

My client is trying to reconnect her Natwest account, but is asked if they are using bankline or clearspend.  They don't have a bankline account, and the Clearspend is for credit cards.  They have spoken to their bank, who have said it is a QuickBooks problem. Is there a way to resolve this issue

I have been unable to reconnect these account for three days now.

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Hi, I've been trying to reconcile foreign bank accounts but both of them have come up with differences when compared to the bank statements. The balances on the trial balance are correct but the only way to reconcile the banks to match the bank statements is to make an adjustment. If I make the adjustments the balance in the trial balance will not longer be correct. Can you please advise how this can be fixed? 

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A new client has set-up QuickBooks and connected the bank feeds.For many years, he has used a spreadsheet system, taking the bank CSV and analysing out categories before handing to the accountant.  So not to duplicate effort, is there a way to upload the transactions manually into the bank feed with the categories already selected rather than having to go through the categorisation effort again?

 the message "Looks like we don’t have access to this accountLet’s make sure it’s connected to QuickBooks. (350)"  but TSB shows all authorisations valid.  If I try to reconnect, after logging in to the bank I get a blank screen, then "looks like there was a problem"TSB shows the authorisation valid and not expired

Hi, we use multi-currency, home currency us USD. I have a bank charge which is debited from the USD account.  The charges are partly in HKD$130 (converts to USD$16.63) & USD$70.22, total bank charge of USD$85.85.  I am trying to match the bank feed payment & have tried creating a bill in USD for the $70.22 & a bill in HKD for the $16.63 but I can only match the USD element.  What is the best way of dealing with this so that the exchange differences are recognised for the HKD element?Many thanks

I feel like this has been kind of answered before but when I've followed the solutions, it hasn't worked. Basically I have a receipt of lets say 10k8k was paid by bank transfer and shows in the transactions. 2k was paid by persoinal credit card. How do I match it? Where do I even begin, right at the beginning is probably the best place to start for me  Many thanks

Can't reconnect to Amex. Getting the following error. Not sure why it says FRANCE im the the UK!!! We cannot connect to your account. Connecting with Intuit France SAS is not available in your region.You will now be logged out of American Express account and returning to Intuit France SAS, where all use is governed by Intuit France SAS's terms and conditions and subject to its privacy and security policies and practices.

How do I  match quickbook online payment deposits to the paid invoices if more than one payment is being deposited at same time. Amounts do not match. Thank you.

Wont allow me to authenticate bank account again

I recently had to pay for material from a supplier, which I did via Bacs.  I received receipts from the supplier and realised I had been overcharged a small amount which they have credited by cheque, which I have deposited.  On my QB banking page I have the original payment and the recent cheque deposit and for some reason I can't get my head around reconciling the payment, the refund and the two receipts.  Please can someone guide me?

hi my qb balance is 40.92 higher than my bank figure.  i have gone through all transaction and compared to on chart of accounts and compared to my actual statements and everything matches.  i have done this twice, is there a way of finding out where this transaction is please

I've bought expense items on eBay and paid using PayPal.  The funds come straight out of my current account, but are showing in PayPal on QB.  I'm not sure how to categorise the transactions to that my balances are correct. Probably very simple when you know how, but I've watched countless videos and am losing the will to live :-). Any help much appreciated!

hi  i have used a r&d company to pursue a claim. the claim was paid to them and they sent me a chq for the figure minus there fees.  i have there total invoice but as the value in the bank is different  how do i add to qb so i can accomodate this and the VAT without making the qb value and the bank value out of sync

Hi i have 2 invoices for the same value.  QB seems to have cleared the wrong one. is there a way to have the wrong one as unpaid and the right one as received. thanks 

hi i have some data reconciled in erropr so show "r" is there a way to undo this so it shows as clear?

I started a reconciliation today and have messed it up, so I would like to start over but how can I restart or delete? Thanks for any help.

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