Banking

I was running QB Desktop 2019.The bank feeds functionality was discontinued.I updated to QB Desktop 2021.When I open the Bank Feeds Center I get a message saying:"You have accounts for bank Feeds but are currently not enabled. Before you can use Bank Feeds feature you must open account edit  form select the Online Services Tab, and check the desired services" I have seen numerous messages on this site that say that I should choose Deactivate all online services and and then Activate Online Services, following the prompts.When I do so, I get an error message"You can't disable Bank Feeds for this account because there are downloaded transactions that need to be added to the register" I have seen numerous messages on this site that say I need to Open the bank fees center to be able to clear downloaded transactions. BUT I can't open the bank feed centre because the accounts are not enabledQUESTIONSHow can I clear the downloaded transactions without opening the bank

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What reason could there be two returns showing?

Client takes a 20% deposit for a job up front to secure the date and pay for materials. He invoices the amount paid for the deposit including VAT, so that it is reported on his VAT Return, and allocated to a liability account. When the full invoice is raised, he puts the deposit paid amount with no VAT, and a minus line item so that the balance due is correct. But this puts the liability account out of kilter because the payment includes the VAT, yet the amount billed excludes the VAT.  How do you resolve this ?

I have allocated a payment to the wrong invoice by mistake and need to reverse this transaction. Can you tell me how to do this please. only problem is i dont know who it went to, i have the name of the payment but not the invoice it was allocated to. is there a way to find out 

GoCardless is integrated with my QBO but one of the customer payments is incorrect. The deposit amount in QBO is different to the actual amount taken from the client by GoCardless, and thus different to the amount I received.I can't seem to edit the automatic deposit transaction to correct it.I think this happened because I saved an invoice I was working on before I'd finished it to check an amount. I almost immediately went back in and updated it before sending to my client. I hadn't realised GoCardless would kick in the second I hit save but now I can't match the transactions because it's out.Has anyone else had this and how can I correct it?Thanks

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HelloI've just returned to QBSE today with a new account and have linked it to my Starling Business account but the only transaction that I can get to show is a pending one to Quickbooks from today. No other transactions are showing up. I successfully linked to this same Starling account last time I used QBSE and I can get my personal bank account to show up fine. No error messages and the balance is correct, just no transactions. Any ideas? I've tried disconnecting and reconnecting several times and it all looks active in Starling and QB.Thanks

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I want to regularly update the Dashboard so that the bank balance and the QuickBooks balance are more closely matched. I have not been able to update QB since March.

Hi all, My Halifax credit card feed has been unable to reconnect despite trying many times to do so. In a normal Chrome browser window my credentials were seemingly accepted, but I was then denied reconnection "due to a technical error". On incognito mode in my browser my credentials were not accepted, despite me triple checking that they were entered correctly. Perhaps this is an API issue from quickbooks trying to authorize reconnection to Halifax? Anyone else having the same issues?

New to QB self employed, so unsure how to allocate a banking to a sales invoice that only partially clears the outstanding balance? Thanks in advance

Tried to link my quickbooks to a barclays business account about a week ago. Any idea how long this usually takes?

Banking connection

I have received a refund of £15.21 from a supplier and this amount is showing in the banking menu for money received to be reviewed. Can you please advise step by step instructions on how to do this. And again just to confirm the money is in my bank account and its showing on QB in the banking section for review.

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Hi  A client set up a bank feed from a date earlier than I had asked and it ended up duplicating the transactions in Banking as I had already imported some of them. Clearing up the mess (ie excluding them) wouldn't have been so difficult, had we not already selected "auto post" for many of the bank rules and hence many "randomly" posted duplicates were sitting in Categorised.  Of course this doesn't happen every day, but what I am about to suggest would be a key "Audit trail" feature for the Banking section in QBO : a "Source" column. In other online bookkeeping software (see image below), the bank statement (or in QBO terminology the For review, Categorised and Excluded pages) shows the SOURCE of every transaction - either bank feed or imported.  Without this, if there are duplicated transactions from say a an Imported file, followed by a Bank Feed overlap or two files Imported with overlapping dates, then you WILL NOT be able to easily track th

For the life of me, I don't know why I am experienced this issue on QBO and no one else is. On ALL of my bank feeds, when I create a rule the "Description" box does not pick up the FULL description from the bank transaction in the bank feed (or bank import). See below the actual bank description on the feed is "NUMBER 41 LONDON"However, all the Rule can see is "NUMBER" This means that the rule will not be accurate and pick up other transactions with the word "NUMBER" in it. Sometimes the rule actually has an incorrect charater included in it too! The answer isn't to adjust the rule description manually, so in this example say, add "41 LONDON" because the rules cannot actually "see" those characters in the feed, as if they are short sighted and can only partially see the actual description in the feed. Surely I am not going mad and am not the only one who cannot use rules on QBO? 

How do I do this?

Doing this through onesaas

Hello, How to match PayPal and stripe payments when the payments from them are different as they take the fees for example invoiced amount is £52.71 and £49.25 is put into the bank after they take the fees of £3.46 Thanks Anthony

I have finished the reconciliation but my bank balance still doesn't match the quickbooks balance.shouldn't they be the same?

I'm new to quickbooks and hopefully not stupid question. I want to reconcile on-going transactions.  EXAMPLE I have recieved a deposit from a customer (to be held) and added it by 'New Deposit' > Current Account , under a client deposit account (other current liability) I then raise an invoice to Client (say weeks later) and i need to receive the payment for the invoice using the deposit above. There has only been 1 physical payment into my bank How do i make it that the monies come out of Client deposit account , and invoice can be marked as 'paid' but still be able to reconcile bank thanks in advance    

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Hi  Is it possible to change the date of a bank opening balance, to a later date than already entered. The accounts have been completed by an accountant upto September 2021 but it appears that the bank has not been reconciled correctly prior to this date.  Ideally I would like to start the opening balance for the bank account from October.  Is this possible? Thank you