Banking

ironbondbrickwork

How do I connect an additional bank account?

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westcountryfootcare

Have to reconnect bank on a daily basis, often disconnect and reconnect.How do I get it to do it for longer!?Thanks

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contact-ivorymuse

How do I connect QuickBooks to Etsy. As when I follow the steps online it just says the page is not found?

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enquiresawpropertymaintenance

Having trouble connecting bank account to QuickBooks ,it said it connecting but it does nothing ,and bank account doesn't update on qb

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steve118

travel expense accounting

I need to do my travel expenses as all expenses and not by mileage. I have contacted QB regarding this with no success. Please can anyone help.Thank you, Steve White, self employed.

hayley4

How do I keep old bank transactions page all the time and not the new one, all the new changes have made it so hard to read, balance accounts and do anything!

All the new changes to menus and pages are driving me NUTS, everything takes longer, so many more clicks and so hard visually as there is way too much irrelevant text. I do not need to know what transaction I just posted in my header but I DO want to know if there is a difference between my QB and bank balance - why are they changing it so much rn? Please can I revert it all back?

anyone else struggling to link quickbooks to amex at the moment?ive contacted amex and spoken to tech support for quickbooks, but no joyanyone had any shared experience?

Ltd company

HelloWhy do I see error: This transaction is already matched with another downloaded transaction. Please refresh to see the latest data.This cant have been matched?

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kpflude

Can you help restore my bank account. I unlinked the connection to the bank but QB deleted the entire bank account and 5 years of transations

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rob-davies27

Why haven’t my bank transactions updated since the 23rd Feb? I refresh the transaction page but it won’t move on from 4 days ago? Any ideas?

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taxbreak

Is any one aware of any problems with connecting to Unity Trust Bank ?

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My bank account is on for statements for the last year since April 2025 but I can only do feb on profit and loss

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oldcountrypine

I can’t enable my CO-OP businesses account, is there an issue with compatibility?

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The_Thrifty_Stylist

I unlinked my bank account to move to a new bank and now I seem to have lost all my data from the last two years. Is it possible to restore the information?

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andybgardening

Is anyone eles having banking problems when connecting to monzo?

Transactions not up dating. Keeps disconnecting.

having to reconnect with monzo everyday

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rygregson

when I snap a receipt on my app, it wont let me save it and add it to expenses. it just keeps telling me to add a bank account, which I dont want to do. can you help?

when I snap a receipt on my app, it wont let me save it and add it to expenses. it just keeps telling me to add a bank account, which I dont want to do. can anyone help?

greenvalegm

I’m on the new Sole Trader app, my bank account is linked but transaction updates are really slow coming through! On the old SE it was almost instant this is taking days

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exmoorrrv

I’m trying to link my bank account and it just keep buffering doesn’t do anything

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hparish26

My bank isn't in the list so I can't connect my account ?

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eic90New Member

Bank account disappeared from Bank transactions page

HelloI have a Current and a Savings account attached to QB. Today I have logged on and the Current account has disappeared from the Bank transactions page. It is still listed in the Chart of Accounts, Import bank data, reconciliation etc. and I can view the history of transactions in the Account history, but when I go via the menu Accounting --> Bank transactions, it is only showing the Savings account. The drop down at the top of that page is only showing Savings as well. So where it shows Pending and Posted transactions etc. the accounts both usually show side by side but I'm only seeing Savings. My small organisation has used QB fairly superficially for a while (i.e. upload monthly statements, reconcile, and categorise, no bills / expenses etc.) and only starting to use it thoroughly now so I'm still very much learning the ropes so I'm not sure if I'm missing something fairly obvious. Any help would be appreciated!Thanks

Problem with the ‘next’ button when trying to connect bank account. The button simply doesn’t work. I’ve selected the appropriate answer ‘personal’ but can’t progress

Is this a glitch or bug?

castellconnectservices

* Bank Transactions*ERROR SAVING There was a problem processing the request - please try again

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