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QuickBooks Q&A
Banking

Banking

Banking

3,545 Topics
9,188 Replies

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3545 Topics

nigelspencepubli

Having constant connection issues with the bank, does anyone know what is causing this?

No text available

Why can’t I reconnect to my Lloyds bank business account ?

No text available

Why Can’t I reconnect to my Lloyds account

No text available

Manually setting up bank account since HSBC kinetic is not supported

Hi,Currently HSBC kinetic is not supported for Quickbooks desktop.I need to add this business account manually.I understand that you have to go via chart of accounts etc. What I want to know is what VAT rate am I putting in on the drop down box?

-yorkshirevagsol

I have to keep reconnecting my bank account to see my latest transactions on the app. Any fix for this?

No text available

Bank account history limited to a few months

I have connected my Bank account but I want to pull all records from 1st Jan 2020. It's only pulling last few months. Can you help please.

I sell on ebay and have an issue with refunds, when an item is returned, ebay withold the sum to be refunded. They then bank the difference from sales. How do I reconcile

No text available

Reconcile the VAT control account .Is the end balance the same as the vat return for that quarter as that would also make it the starting figure for next reconcile?

No text available

sheilahutton-liv

Does anybody know how to enter a loan on QB self employed?

No text available

Changed Business Bank Account and LOST all history.

I recently moved from TSB to Barclays for business banking and all of my transaction history has been lost on Quickbooks - I can't reconnect to TSB as that account is now shut but I've lost my previous 6 years of accounts. Is there any way I can get the history back?

IMport from bank has incorrectly added items as Received instead of Spent.

No text available

wdmanagementmcrl

Can I connect a UK bank account? Why I am unable to send a payment link?

No text available

theicingqueen202

I can't connect my barclays business account to quickbooks

No text available

Hello everyone I got told I needed https://quickbooks.intuit.com/uk/reconcile-bank-transactions/ To link my account to my other account before I could connect my bank can anyone help?

No text available

How to disconnect bank without deleting previous transactions

Used to use PayPal but moved to Lloyds for all of my transactions and want to disconnect PayPal but when I want to delete the account, it says that the account and all of the data goes too. How do I remove it without it affecting previous transactions?

ciaragilmore-yah

How do I nickname my bank accounts in self employed QBs

No text available

In Supplier A/C under total column deposit amount is shown as minus which I believe is incorrect. How to resove this?

No text available

Quickbooks refuses to accept my paypal CSV file is good

I have spent 7 hours today trying to upload my CSV file today. I have spent an hour on chat support and eventually Claudio R said I needed to follow this guide and that he was not trained on CSV imports. I had actually been using that guide. but the file wouldn't upload. I then spent over an hour on phone support and first of all they denied it was a csv file without even looking at it. Quickbooks displays this error every time I try to upload, after many format changes and various tweaks of the data Something’s not quite rightError while reading the file. Verify that file type is CSV. Eventually she gave up and told me to ask paypal to check their downloads were good. Is anyone available to look at my file and see if there is a basic error with it. The support did not do any fundamental checks

ajbimprovements

Bank account won't Re sync get this message... This XML file does not appear to have any style information associated with it. The document tree is shown below. <Errors

No text available

Matching banking transactions for payroll

How do I match the banking transactions for paying an employee to the journal entry created from payroll?I have seen another post saying use the 'Payroll Clearing' account but that account does not exist.

useramir-rowaichi

My bank account shows that QuickBooks is authorised and connected, but unable to synchronise my transactions and app asks for reconnection

No text available

finance-yorkshir

HOW CAN I MANUALLY ADD A BANK DEPOSIT

No text available

Really fed up with QB online. My Accountant changed the expense category of some payments lin last years accounts. NOW they appear in this reconciliation of my bank.

No text available

enquiries-distin

I am trying to import data (bills) and it is saying that some of the line accounts dont exist. Where can I add these?

No text available

Why does QB want me to create a new bank account to upload my transactions?

Why has QB changed the way I import my transactions. Everything was working fine and now nothing works

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