Banking

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I need to unlink my bank account as I've added the wrong one

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Morning all, Is anyone else having issues with relinking/reconnecting to Co-Op? Client been unable to update for over a week so we have disconnected and attempted to reconnect with no joy. Thanks,Ryan 

Hi All, Sometime ago, when we re-linked the bank account to quickbooks, it ended up with a duplicate bank account for a period of 6 mths and then it revert back to the original bank.All transactions have been reconciled but it now looks like we have an account with money it and another with an overdraft. How can I merge the two banks and two credit cards together to be one again.Many thanks. 

I have discovered that the Banking feature avails has the following peculiarities which need to be well rounded off: Feature: For money in it will only display debits from QBO and for monies out it will display credits only from QBO to match.  Sometimes multiple debits and/or credits that appear posted in QBO are needed to match with an entry in Bank statement. Suggestion: The matching window should show both monies in and monies out from QBO for easy matching instead of forcing users to Exclude the Bank entry. Feature: If the actual QBO entry is over by 5% of the Bank match, that QBO entry will not show up on the Matching window. Suggestion: System should not discriminate by restricting maximum value to 105%. Feature: While the Matching Window will show possible matches and give option to add entries on the fly including split entries and adjusting/resolving for differences in QBO, it does not avail boxes for Reference Numbers, payment methods...&nbs

An employee has opted out of the workplace pension scheme after auto enrolment.  I have ticked the allow refund in the pension settings (Advanced payroll) but it does not appear to be refunding the amounts paid

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I have a client, a charity which runs some events, which is moving to QuickBooks Online. For events, they run a bar with stocks of beer (sold in pints and halves) and wine sold in glasses (small and medium) and bottles, also spirits. Is there any chance that creating these products in Quickbooks online as stock items will provide any useful information?

Hi Hoping someone can help me.I'm trying to connect my bank account to the QB self employed app and Internet account for the 1st time.The first time I did get as far as putting in my password but I got it wrong.  It took me back to the login screen where I could enter my bank customer number but now it says the following after I've entered it... "Looks like you didn’t complete the connection with Royal Bank of Scotland (UK).We'll take you to your site now to reconnect your account. Then we'll return you here and get everything back on track. (571)" It then takes me back to enter my customer number then gives the same message again.I've tried through the app n the net and only ever get my customer number in then it just gives me the above message. Going round in circles. I'd like to get this set up today as I'm starting my business from this week.Help!!😊 thanks 

Hi all, I have marked invoices as paid and then categorised income from banking which in turn duplicates my income.  My questions are: 1. Can I just locate the banking deposits and delete them 2. If I delete them, will a vat adjustment automatically occur as I have over paid vat for previous 2 quarters. Thank you   

How do I post a deposit receipt onto a customer ledger. All of the options I can see when posting these receipts from open banking either want to match to a sales invoice (not entered yet) or post straight to the P&L/VAT control?

Hi new to QB.. If I link my personal Bank Account to QB, can I simply pick out the transactions which have been made from the downloaded list and disregard the others. We often pay for items this way and it used to be classed as paying by cash (petty cash I guess?) Thanks

Hi everyone, very new to Quickboooks but have already come accross a small problem which I can't find a solution to. When I have matched a sale to an invoice, the system categorises it incorrectly, so if I undo the action of matching and then categorise it correctly, the system doesn't match the transaction to the invoice 😞 what am I doing wrong? Thanks in advance

For example my description contains 'Gourmet Burger Kitchen' and Quickbooks replaces that with 'Burger King'.  And it dumps all the other info (address etc) that I had in that field.

My POS software is sending sales into undeposited while at also creating an invoice. My bank feed is also downloading the same transaction. When researching quickbooks says I don’t need the undeposited funds, what do I do with it then, can I stop it going there.  

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Need help connecting my bank my bank was connected I deleted by accident and cannot reconnect

Hi I'm new to Quickbooks & clearly not understanding parts of the reconciling process in the software. I've been reviewing the bookkeeper's processing & she incorrectly captured some bank payments as expense payments, instead of bill payments. I voided the expense but now it appears as a difference on the bank recon. If I put it back in, then there are two items for the same value on the bank account. How do I correct this on Quickbooks? Thanks Jenni

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