Banking

How do you verify bank account

I am using this for the same customer each time. Any suggestions greatly apprected

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Hi I would like a simple cash book report for a bank account, which gives an opening balance, the bank transactions for the period, and a closing balance within a specified date range.Is there anything available within Quick books simple start? Thank you

A customer has made a duplicate payment and wants to leave it as a credit on their account. How do I process this to remove it from the bank transactions?

How do I make the payment match the invoice without this never ending error

I linked my account yesterday but it only shows as far back as February 2026. My accountant asked if I can get it to show my accounts back to April 2025 and seemed to think it was possible but I don’t know how.

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I have set up my Quickbooks account and tbh didn’t really know what I was doing. The way this has been set up is completely wrong for my business. Am I able to delete everything and start again?

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We have bought some items from Amazon lets say it was for £100 which we've paid for. We've then returned some items for £20. Both of these transactions have automatically come into the bank. Now I've downloaded the invoice/bill which Amazon now has for £80 and the credit note for £20. How do I process these matching everthing off in the bank?

Not pulling transactions

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Ive checked the accounts are still in the Accounts section, I've even tried adding them again but I'm just getting error messages. I can't delete and re-add them without losing all previous data, which would skew my accounts.

Before I disconnected and reconnected my bank account I could see all transactions and most of them were categorised. Now I can't see my accounts going back to year 2023. Is there a way to reset the account to before I un linked my account?

Cannot seem to connect to bank account goes through the process but does not send me back to QuickBooks site either blank screen or the approval screen to start connecting

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  If you've noticed your bank connection dropping every few months, requiring you to reconnect and re-enter your credentials and you don’t know why. This is for you. It's one of the most common questions we see on the QuickBooks Community, and the good news is: it's not a bug. It's actually a consumer protection feature built into how Open Banking works in the UK.   Open Banking is a UK regulatory framework that allows you to securely share your bank account data with third-party apps like QuickBooks. Rather than handing over your online banking login details, Open Banking uses a secure connection meaning QuickBooks can read your transactions without ever storing your password. So why does it disconnect? Under Open Banking rules, your consent to share data with a third-party app — like QuickBooks is time-limited. Most UK banks set this at 90 days. After 90 days, your authorisation expires automatically. This is intentional: it means you regularly have the opportunity to revi

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my bank wont link

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