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QuickBooks Q&A
Banking

Banking

3,545 Topics
9,188 Replies

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3545 Topics

Hello, I just landed with a client. As I checked his QBO, the books started in 2008. When we had a conversation a while ago, he just did DIY bookkeeping. From 2008 to somewhere in 2014 or 2015 he used QBDT and eventually converted it to Quickbooks Online (2014 or 2015). Now the problem is, I don't know how to start with the clean-up as I can no longer access the QBDT and the bank statements he can only provide is from 2013 onwards.  Can you help how to deal with the reconciling items? There were no reconciliations of 3000+ transactions made ever since. I saw some, but it's only a few days for a month in 2012. Is it okay if I start bank reconciliation in 2013?

5 years ago

userinfo79

Banking

I have set up QuickBooks online for my Shopify business. I am currently setting up a2x for integration. If I launch before a2x is ready can I import historical data?

No text available

5 years ago

usermydigitalprint19

Banking

Money in paypal not transfering to bank

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Before I created my first Rule there was a screen that very usefully grouped transactions that might benefit from having a Rule. That is very useful but I cannot find the same screen since I created my first Rule. How do I get that screen back, as it would help immensely?

5 years ago

userstorage123reg

Banking

My mobile app customer info wont sync with online platform info. Sync refresh button doesnt helps. Error code 132. 4002.

No text available

5 years ago

usericww

Banking

Trying to connect a starling bank account but the process keeps looping back to the start of the process. Does QuickBooks not connect with starling?

No text available

5 years ago

hannahalicia1-ic

Banking

I am wondering how do we put it down that we pay ourselves as it’s not an expense, e.g. if I move money into my personal account. Also, I have 2 vehicles on my mileage tracker but I only have 1. How do I delete the other one?

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5 years ago

aimzysmith

Banking

Bank reconnection issues

No text available

5 years ago

userjasonlangton16

Banking

My monzo bank card will not link

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HiCan someone tell me , I have imported my CSV bank statement and I have a few transactions on there that i do not need recorded (there are when a direct debit was not paid due to insufficient funds and my accountant does not need them recorded) do i delete them ? do i leave them on there ? 

5 years ago

mmjohnwatson

Banking

Trying to connect my bank account. When it’s meant to transfer back to qb, it’s a blank page, static widgets or something like to?

No text available

5 years ago

lyndsay11_2

Banking

HSBC Euro bank account won't show up on account list when trying to connect bank feed

No text available

5 years ago

usermbailey

Banking

Wrong back account has linked to QuickBooks . Personal and not business account from same provider . How do o delete and reset to link correct acc?

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5 years ago

dannycollins

Banking

I have a self employed account with you on a different email address. I've opened an online account through my business account. Is there a way of linking them.many thank

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5 years ago

nicollekerremans

Banking

Hi, I had to renew my connection but it kept not showing as reconnected so I tried a fw times. Now I have my bank account connected 4 times and I don't know which one is the original one. Is anyone able to help?

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5 years ago

CallumBaker

Banking

Hiding an account whilst keeping historic business transactions visible?

Hi all, Am going to be switching accounts mid-way through the tax year (from a split personal & business account to a 100% Business account) and am wondering if there's a way to hide an account so that future transactions on the existing split account don't show, whilst keeping previously reviewed transactions visible?  Any help would be greatly appreciated!Cheers,Callum

5 years ago

normanmurray

Banking

My banking is not updating it stopped a few days ago

No text available

5 years ago

user83197

Banking

On 1 feb at 0300am System Administration created Credit Note 1522, a duplicate of CN1505. Can you please clarify/explain

No text available

5 years ago

useremitrev