Banking

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I usually use the PC, but am on an iPhone only this week so only have the app

how can i draw a line under last years totals ?

We would like to automate our supplier payments as this is currently a lengthy task. Is it possible to 1) add bank details to a supplier account and 2) Customise a report that can be exported and used to upload directly to our bank (rather than having to manually enter the payments in our banking app) I can't see any fields on QBO that allows for bank details to be entered. Is this something that is available on QB desktop?

I’ve also tried Unlinking the account first. But still get the same result between both Apps asking for Permission

How do I unlink a bank account?

Hi Everyone, When the Starling bank feed's went live, i connected this up with my client, my client used Pots but there was no way to link the pots so i set up a bank account manually in the COA and put opening balances for these pots, which from this it all seemed to be great. Now my client has just called up whilst reconciling, within the reconciliation period there was some money moved from the main account to one of the pots, Quickbooks have pulled this up on the bank feed which we transferred to the Pot, but it does not appear on the bank statement.  So the only way we can reconcile is by unticking the movement of money, I have no idea how this will work as i'm guessing Starling works in the way of its all one account but just split up, which doesnt really help when you cant connect the pots, so the movement of money cant be tracked in QBO. any support or guidance would be great, i've tried speaking to Starling direct with no luck. thanks,Ryan 

HiRecently took a Natwest bank loan for a new van (Natwest is the business bank as well). They have created a new account with the loan amount as a negative and transferred the full loan amount into the current account, where it has been used for said van purchase. So I've searched how to record this, I'm a bit of a numbty with regards this and getting confused, I see replys saying record in Cahrt of Account "Long Term Liabilities" but that option isn't there? Then I need to record the repayments

Hi, I'm wondering if there's a way to stop this, customer services completely clueless as to what I am talking about. I have to upload a .csv for banking due to multiple issues with QuickBooks connections. I'm working with a large set of accounts whereby the client regularly pays one lump sum amount to a supplier for multiple bills. Easy enough you may think, but, for some reason, QuickBooks has splits the payment down in the reconciliation screen to match the bill payments, not what is on the bank statement.   For example, if a lump sum payment of, say, £10.000 is paid off to one supplier for 25  bills I apply the lump sum payment from the bank upload to pay the bills, but instead of the £10,000 figure showing up on the reconciliation screen, which is what is should be doing there are now 25 individual bill amounts to be reconciled instead.  Because of the size of this account I now have to sit with a calculator and manually add up the individual amount t

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The only option that Quickbooks gives is the HSBC Kinetic (mobile only) option when Im trying to connect.On IPhone it's all working until the HSBC app will authorize the connection and redirecting me back to Quickbooks.Than the whole process stops, blank page comes up, and nothing happens.

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The VAT for quarter 1 was paid by debit card from a separate account, its showing as a transaction linked to the quick book account so showing as an outgoing but the two no longer match.

Hello, I need help with the supplier credit note. You see, I have a bill from amazon of $16.99 but then again after two days, I got it refunded with a credit note of $16.99. I have recorded both files and matched them with each other for contra. However, in my bank statement, I also have these transactions of $16.99 and -$16.99 from amazon. Now my question is  >>  Do I record this bank statement transaction along with my bill transaction OR will I match the purchase bill with the bank statement purchase and the credit note with the bank statement credit, if so then how to match the credit note with the bank statement. What is the best approach? Please suggest..            

How to sync bank account via the apple app?  Seems to work fine but my partners access isn’t working.  It does occasionally trigger a “resync” problem but I can’t find out how to trigger that again?

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I have an invoice in the review section that i want to attach to a debit and credit in banking.  The invoice matches the two entries (ie. one debit and one credit)?

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I am just starting with QuickBooks online and have no customers, items or suppliers lists imported yet. I have exported the data from my QuickBooks 2015 Pro desktop system and have edited it according to the sample file format provided by QuickBooks Online. I am at the 'Import customers' upload which fails with the above comments. Can anyone advise me?

cant remember where to go to alter

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