Banking

No text available

No text available

I need phone help

The bank recommended us to choose an accounting system prepared/ready to use ISO20022 XML standard, which is the joint European format standard used between banks today. They said that all developments within formats are moving towards XML because all European banks can receive and accept files in XML. What you think, does Quickbooks supports this standard well? It is not sure if our bank is supported and automatic bank feed is not possible. Therefore, we would like to know if we can still import bank statements manually using ISO20022 XML standard. Does anyone have a experience of that?

No text available

No text available

No text available

Can anyone help... So clients pay into a separate bank account and I transfer that to my personal to pay bills.  Should I just link up my main personal one or do I need to connect both? As I am transferring the money over, I don't know if that is going to mess things up.

Tried many times and says there’s been an error. Contacted the bank and they’ve assured me the error is this end.

Why won't my bank account link?

No text available

Hi thereI'm thinking about connecting my bank account to Quickbooks via open banking. Is it secure? I have to enter all my bank password and other credentials to set it up. Regards, Andrew

Where bank deposits have been deducted from my money transferred from a client how do i reconcile this in my accounts. For example, I received £15 less than I was owed. I have done a journal entry to Dr expense bank charges CR Debtors receivable but my customer account still shows the £15 due? How do get it to be written off the customer account so it shows that the customer balance is zero?

My main bank accounts are connected via an automatic feed in QBO so I just go through these in the dashboard tab and match them to the bills that are entered. I have recently got a capital on tap credit card that I have to manually upload the transactions for so that they appear in the dashboard. I want to be able to match the transactions from the credit card statement to the bills I've entered the same as I do for the other bank accounts. I'm finding though that the credit card statement when I manually upload it is duplicating and the entries are all going in as uncategorized expenses. If the bills are entered, this then duplicates the entries in my expense accounts - one for the bill, one for the credit card transac They don't do this on the automatic feed so why do they do this when I manually upload them? I'm not sure what I'm doing wrong or how to fix it?

No text available

No text available

On uploading csv file to bank upload all the checks complete successfully but the information is not logged in expenses.Help please

No text available

No text available

I've just started using QB and am trying to add my bank account, everything works fine up to the point where the pop-up askes me to choose the account to add, I can see the account and the blue tick but I cant select it,I have tried turning off the firewall but that hasn't helped  

No text available

Hello , Im new to quickbooks and am struggling with the linked bank account. Im using quickbooks self employed and have used my personal bank account for the first month of using quickbooks but now I want to change my linked bank account to a separate account but cant seem to do this without losing all my figures. I can have both accounts linked and my figures are correct but when I disconnect the account I no longer want to use it messes all my figures up   Has anyone had this problem and is there a solution ?Many thanks

No text available

I want to show the Loan as income for the project. How do I add it as it's from a different source and the loan deposit doesn't have the option to link a project

Hi Community,  When our customers pay the invoices we've matched them to outstanding invoices and the outstanding invoice dissappeared from the invoices list. Now we added "auto add" rule to each customer so that these transactions gonna go to the right place under banking and hoping that we don't have to match thousands of transactions under banking manually. Issue we are having is that since we added the "auto add" rule we cannot match the transaction to the invoices anymore and we have tons of outstanding invoices even though our customers already paid them. So to sum this up, transactions auto matched under banking so we don't have to do it manually but now all the invoices relevant to the auto matched transactions are outstanding... Any idea what I've done wrong?