Banking

I have opened a new account/subscription for a client.The client has received an email telling him that the account has been opened.The client has followed the link in that email and set up a password but when he tries to sign into the account he gets the message that there is no account registered to his email address!This does not make sense (to me, at least) as he received an email telling him that the account had been opened.Any ideas?Many Thanks 

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I have reconciled our bank account pretty much up to date and my quickbooks balance is wildly different to the actula acount balance in the bank. I conclude that when the bank feed was connected we didn't start withthe correct balance. My question is: can I journal the incorrect amount out of the account so the QB balance and the bank balance match and are correct ? If so where to I journal my rogue figure to? Help!

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When I come to categorise my bank transactions, what do I put my own wages under? I am a sole trader, not limited and there is only me being paid each week. The list of categories does not seem to list any drawings or wages

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For some reason, every time I connect a bank account to bank feeds it imports transactions for the entire year. I set it up to only bring transactions over from a specific date (for example, July 1 2022), but it imports transactions for the full year. How do I correct this? Even if I go back and delete the extra transactions, they are re-imported the next time it syncs. Any input would be appreciated.

Hi, I don't know if I am the only one that has had this issue but ...... in reconciling a clients bank account, I have discovered that they have matched two Quickbooks transactions (identical receipts for two different invoices) to one single bank transaction - this is an error and the bank rec has confirmed this (although it took me ages to find). Whilst I can see that there are legitimate reasons why multiple QBO entries may on occasion need to be matched to a single bank entry, you'd think there would be a way in which QBO could report back (when it happens) that the total of the matched transactions is more than the bank transaction itself and either flag this up as a potential error or otherwise something that should be noted in a bank rec (in this case the QBO matched transactions had twice the value of the bank transaction).  Can anyone out there please offer any solutions to either finding these sorts of things easily and/or fixing them ?

I'm considering using the self employed app, trying the free trial version at the moment.Love the mileage tracker and receipt snapper.However none of my 4 clients want me to send them invoices, so as it seemed you needed to email an invoice for it to be recognised, I sent them to my own email address and manually marked them as paid.However no income is showing up on the Dashboard, just my expenses.Does my bank account HAVE to be connected for the app to work properly?Thanks.

I'm using QuickBooks to record the transactions of my two companies, and I have already connected my bank accounts to QuickBooks. Typically, the bank accounts appeared in the banking section like tiles. (check screenshot 1) But recently, It has changed when logging into one of my companies. (check screenshots 2 and 3) The issue was with only one company.When it displays like a tile, I can easily recognize the bank balance of the account and the bank balance of the QuickBooks and the difference between them. Can anyone explain what happens here, and is there any way to change the view of these bank accounts?I appreciate any help you can provide.  Screenshot 1; Screenshot 2;  Screenshot 3;              

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Hi I am tryting to match a transaction but keep getting this message This transaction no longer belongs to this account.Does anyone know what I need to do to correct this error to make sure we can match the receipt against it's invoice from the bank. Thanks

Ok so i maybe feeling a little on the slow side today, but please bare with me!I now take card payments in my store which is great, so when I sell something in store it goes on QB as a sale...and shows that its paid, however when the card payment comes in a few days later...does it think im getting the income twice??Also Amazon...When I get payments from them (every 2 weeks) Is that double showing as income? Thanks in advance!

I cant contact to bank the continue is not highlighted.

Log in on q.b.Click reconnect. Log into bank .Return to q.b to agree terms.Process freezes here.Can't get to connect between q.b and virgin money.

I can no longer connect and download from Barclays Bank

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I appear to only be able to reconcile for the total period the account has been open

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Next day, I post more entries, and the "Difference" disappears.