Transactions

I am connected to my bank accounts, have refreshed authorisation, QB says I am all up to date, but my August transactions are not uploading - are not in QB - any ideas?

All my receipts I've snapped in are messed up with ai on the app and need reviewing???

QuickBooks online

Hello! I've been dilly-dallying over this and need some advice, please. I have managed to export my Wave data as a csv file - however this is an all transaction list (including double entries for credits/debits etc).  I can see that if you have tidy lists of invoices or your charts of accounts, these can be swifty imported using Quickbooks itself, but that isn't the data that I have managed to pull out (I don't need Customer lists or Vendors etc - they are very few)  So - do I try and import my data, or is there a better way of just moving everything over to Quickbooks?  HELP! Thanks :)

No transactions

Do delays happen?

I have recently become self employed and I am new to all this, I get paid from inpost/yodel but I have to upload my invoices but it's not working

Invoices not sending

My buisness account transactions won’t load so I can edit them- albeit I can see how many of them there are It has loaded my personal and joint accounts Please advise

I forgot to renew the link to the accounts

On all of our mobile devices if we want to amend the template when sending an invoice or estimate it will not let us work on it and instead always sends us to the bottom

I need to review the transactions

Cash income transaction

After a month plus of the photo upload button not working, QB released an update and solved the problem. Now they have released another update and the problem is back.With the new layout on the iPhone app for posted transactions, I click on the transaction and select ‘attachments’  then’ take a photo’. The app lets me take a photo and then buffers to completion, but the photo isn't attached when it finishes buffering. Can someone please advise? I have the latest iOS on my iPhone and the latest version of the app (uk).

I have refreshed the app and reconnected bank but unable to view

Payment details that I have saved via the desktop version on QuickBooks, used to automatically appear in my created invoices and email that would send to the customer, however now it is just blank. I have to go into the desktop and create or convert to invoice and it works fine on there but not on the mobile app. This is the android version on Google pixel by the way. Any help on fixing this appreciated Thanks Aaron

Some receipts dated for example 09/07/26 are being recorded in the For Review page as 07/09/2026.

Is it possible to add a missed transaction to bank account when reconciling?

If you're switching from spreadsheets to QuickBooks Online, you don't need to enter every invoice and bill by hand, you can import them straight from a CSV file. Importing invoicesBefore you start, your spreadsheet needs to meet these requirements:.csv format Up to 1,000 rows per spreadsheet, with a maximum of 100 invoices per import No negative charges (discounts or credit notes) — add these manually afterwards Each line item needs its own invoice number, customer, invoice date, due date, item amount, and item tax codeTo import:Go to Settings ⚙ and select Import data Select Invoices Download the sample file, or use your own .csv with the columns above Select Browse, choose your file, then Next Map your spreadsheet columns to QuickBooks' invoice fields (fields marked * are required) Choose your date format (e.g. D/M/YYYY) Select Exclusive or Inclusive for VAT, then map your VAT codes to QuickBooks' VAT codes Review the summary and select Start importIf you're on QuickBooks Online Plus,

can you correct a bank keying error for a cheque deposited?

In the transactions window - transactions fail to load. Has been the same for weeks. Deleted app, disconnected bank etc. still no fix. Any ideas how to solve this?

Quickest way to attach a receipt to bank transaction in the mobile app?

I have checked all tabs and Chart of Accounts Bank Account History. I have dis & reconnected account

Since 27th March 2026, when we were switched to the new layout, The iPhone app has started to include the customers Company Name twice on the invoice.Eg, an invoice will look like this:PestControl.co.uk (Franchising) LtdPestControl.co.uk (Franchising) Ltd119 Leathwaite RoadLondonSW11 6RWThis only happens where Title, First Name and Last Name are blank.In these circumstances, the app has been programmed to include Display Name, then Company Name in the invoice. As the display name is almost always the same as the company name, you end up with company name appearing twice.The web app correctly doesn’t work this way. The web app NEVER includes Display Name on an invoice, so invoices correctly show company name just once on the invoice.I have been working with Support to get the issue resolved, however the engineering team say that the iPhone App is working as expected and won’t be changed. Engineering accept the iPhone App is working differently to the web app, and that the company name a

Is anyone else having the same issues?