Banking

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the connection with bank blocked

Hello,I accidentally overpaid to contract labor. As a result, the contract labor made a refund. However, I do not know which category or how to record the refund in bank transactions.I request your help.Thank you.

Hi  After the first 90 days the connection between quick books and the bank expired, and I have tried 10's of times both online and on the app, I can't get to reconnect. On app it's just loads for ever and online it just tells me there is an issue post bank authentication, and says contact support.  

Last week I renewed my bank account as directed. First it showed 2 accounts, same account replicated. When I deleted the older version I lost all transactions back to beginning of financial year exept 3 or 4 latest. I then had to go to Bank account and download transactions and instal them in QB. I then had to re-enter all Invoices and receipts. This is a real pain and totally unnessessary. I see that the permisiion only lasts until October, so assume I have to go through the whole thing again. I also look after my wifes account and that is asking me to update bank account. I fear I will have same issues.I AM NOT HAPPY WITH THIS.Please let me know if there is a way round the loss and need to reinstal transactions evry time?

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My NatWest personal credit card feed seems to be no longer available, as of attempting reconnection today.  Not sure what's going on, but it's super-annoying.

Using the QuickBooks Self Employed app, does anyone else get this message on the Transactions tab? It appears in a red box at the bottom of the page (see the attached screenshot). When it first happened I would tap on it to clear the banner go about my business within the app, but then when navigating back to the Transactions tab it would appear again. This then seemed to cause me some problems so I had to delete and reinstall the app, upon which I've since ignored the banner. The app seems to be running OK otherwise. All this appears to affect is the transactions feed. It never updates in the background as it should do, so I don't get notifications about new transactions. If I know that a transaction has happened, once I'm in the app I have to refresh it a couple of times for the transaction to appear on the feed. I'm using an iPhone updated to iOS 16.02 and the latest version of the app, and a HSBC current account. Other business accounting apps I've tried and am curre

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if I manually try to find a match, there is nothing there for that supplier, the invoice has already been marked as paid

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Hello  I am hoping somebody out there has a simple solution.  I am new to QBs, so please bear with me.  I have a shopify store integrated to the QBs.  QBs pulls all the invoices from Shopify as gross invoices.  The bank receipts are net of card fees, refunds etc.I found a simple a way of allocating, however this has one big/huge/heavy limitationI follow the process as follows:- Transactions > Banking > select receipt > Find match > allocate all the invoices as gross (leaving the difference as fees) > select resolve differences > add resolving transactions.The big issue I have is that, you can only add a maximum of 5 new transactions, so if I have 10 separate customers I want to be able to put separate card fees for each and then I can check P&L for each customer.  Has anybody had a similar issue and how have they resolved?

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It keeps going through to the end and says cannot connect

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How do I amend the banking dates shown to match the tax dates.  It is showing January 2022 and I need it to show April 2022. How do I amend this as amounts shown will be in the tax return currently with our accountant.  Do I exclude all payments from 01 Jan 2022 - 31 March 2022 starting from 01 April 2022???? Thanks,  

The bank feed expired for a client, they tried to reconnect the feed the normal way, when they did they ran into the above error message, I tried connecting on a different computer after clearing cache and cookies with the same result. this error occurs after we have logged into the account, on the screen in which you tick the accounts you want to link a bank feed to, but the bank accounts do not show only this message. I have also tried disconnecting the bank accounts and reconnecting them but I am getting the same error. any advice would be appreciated.

The bank feed expired for a client, they tried to reconnect the feed the normal way, when they did they ran into the above error message, I tried connecting on a different computer after clearing cache and cookies with the same result. this error occurs after we have logged into the account, on the screen in which you tick the accounts you want to link a bank feed to, but the bank accounts do not show only this message. I have also tried disconnecting the bank accounts and reconnecting them but I am getting the same error. any advice would be appreciated.

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it might be to do with some currency transactions but nothing is owing and the money does not exist !

Ive tried refreshing and relining bank account

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