Banking

I have a new bank account which I have linked, and I want to unlink the old bank account but keep all my historic transactions.I read that I should toggle the ‘show account’ or ‘show bank’ to OFF that way the old transactions are still there but it stops downloading new ones, but I don’t have this ‘show account or ‘show bank’ toggle option, I can’t find it anywhere. The only options I have it unlink the bank account which I don’t want to do as I will lose my historic transactions, can anyone help?

I recently switched bank accounts and I would like to disconnect my old bank account from QB.  However, I would like to keep all previous historic transactions associated with that bank account and that have been imported into QB.  I read somewhere that as long as I have reviewed them, they will all be kept in QB.  However, when I was about to delete an old bank account, there was a warning that ALL transactions associated with that account would also be deleted!Can someone please help .. 🙂

Hi,  We used to be able to split a payment between clients or, if a bulk payment was paid, between invoices. this seems to not be the case and we now have somehow ended up some kind of credit which, when new invoices have been raised, hav come up as automatically paid due to the non-existing credit. we cant send the client the 'paid' invoice and I have no idea what to do. We tried to delet the payment from the invoices but that hasnt worked. I am a very basic QB user so gratful for your help please.

HiI’m trying to connect my new bank account, I can see it’s connected on my online banking app but not on QuickBooks.

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Bank linking

My bank accounts were previously connected to Quickbooks self-employed, however I am now getting the message below. When I try to click on "Authenticate account", nothing happens. Any ideas on why this is and how I can reconnect my bank accounts? Thank you in advance!  Your Starling Bank connection has stopped syncingYou need to reauthenticate to continue seeing account updates.Authenticate account

Last week my NatWest bank feed stopped. I did all the usual, disconnected, tried a different browser etc. Someone said you need to reauthorise from your Nat West log in. I have found the 3rd Party connection under settings in my Nat West banking log in, but Nat West just say you have disconnected Intuiut from this account! No option to say you want to reauthorise from that side. And QBO still just says 'something went wrong' Am I missing the obvious somewhere!! Help!

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Hi I'm new to QB. I'm trying to import my CSV file for older transactions (Co-op bank). I have downloaded the file in a 4 column format, with right date format. Have tried putting 0s in the empty cells and leaving them blank- ie done the suggested formatting tips and it still wont upload. I'd be greatful for any help!! Thanks!

Hi,QB says that my bank connection has stopped syncing. My bank app says I'm still connected.When I click on the refresh button, nothing happens. What's the best solution here? I'm trying to save my data before upgrading to QB Online. Screenshot attached. Simon  

Can we edit the bank account name in QBSE? I have had to re-connect 2 bank accounts from the same bank but they are now both showing as 'Business-Current'. Before we had the bank name followed by the account name which made it easy to review in Transactions. 

Hi, does QB support direct feeds for the above account (I assume it is a business product but not 100% certain)

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Hi, newbie here. I hope someone can help me as I'm at a a bit of a loss. I have three bank accounts linked to QB online. One current account and two savings accounts but in neither savings account does the QB balance match the bank balance. The bank balances amounts are correct and up to date. All the transactions are either transfers from the current account or interest, no other payments or deposits are made from these accounts. The number of transactions in QB and the amount of these transactions exactly matches my bank statements down to the last penny. The transactions in QB manually add up to the bank balance total.I have undone all of the transactions in one of the savings accounts and the starting balance is around £90 out. The other savings account is around £9 out. Can anyone tell me why this might be please? I've only had these accounts since April 2022. Thanks in advance for any help.Jo

Hi, QBSE user here, recently I have a 'Renew your Monzo connection' message sitting at the top of my page. It gives me the option to 'Renew your connection' or 'Learn More'. If I go through the process of renewing the connection, the message is still there, and is always there. It didn't used to always show, 

Anybody know how to get the transactions to sync to QBO

I have had the same issue, but have managed to reconnect using the exact same process EXCEPT that i did it through the 'manage connections' option in the drop down on the banking page. worked for me! Its in the 'link account ' menu top right.

Hello, The connection between QB and American Express  has stropped  and I can't seem to be able to reconnect through Manage connections as I did for our current account. How could this be fixed?Thank you 

Hi,I have a metro bank feed that has been working for some time.  I have been having problems getting a new bank metro to work keeps going around in circles trying to authorise.  In the end I decided to delete the mettle account and re add it but by mistake I deleted the metro live account.  I re added that and now loads of duplicate transactions want reviewing.  What should I do ? Delete this new duplicate and some how restore the original?  thanks in advance 

I have tried to reconnect few days ago and again today,but no luck. It says the same that it can take up to 4 days.

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My transaction profile hasn’t changed - same bank account, same retailers etc but QB just doesn’t find matches anymore - I have to manually search and match every transaction

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