Banking

When I get paid by bank transfer from a customer, I cannot add the invoice as paid to my bank account, it won't me to do it so, I to record it, I click the cash button.I know this is wrong but what else can I do to record the payment????

When applying payments to invoices whilst using the app, the email advice is plain, simple and unprofessional compared to the template when using the website. The invoice template is universal, why can't the payment receipt also be.

Nothing to add

I keep getting an error message that says something unexpected has occurred when I try to reauthorise my HSBC business account - how can I solve this?

Non of the transactions that I have reviewed back to 2024 have been reviewed. Everything before that year does not show. Why

cannot load banking feeds from standard bank

Revolut bank to quickbooks

Hi everyone,I’m currently self-employed and get paid using my UTR  number, which means my contractors are deducting tax at source before paying me (under the Construction Industry Scheme / CIS).The payslips (payment statements) I receive show the gross amount, the tax already deducted, and the final net amount. The net amount is what actually lands in my bank account.With Making Tax Digital (MTD), I want to make sure my books are 100% accurate.How can I set up QuickBooks so that it correctly reflects this? Specifically:How do I record the gross invoice amount and the CIS tax deduction so QuickBooks knows tax has already been paid on this income? How do I match the net payment coming into my bank feed to the invoice/payslip without leaving an "unpaid" balance on the invoice?Any step-by-step guidance on how to link these up would be amazing. Thanks in advance!

keeps failing

Error is on Quickbooks not bank

The Add receipt function on the mobile app is not working when accepting bank transactions

I am on my iPhone if that’s a problem

I am new to quickbooks and transfer money to savings for taxes, however every payment ive put under the wrong category and id like to restart all transactions as going back and undoing all of them would take a long time

How do you verify bank account

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

Full error Error Importing Darn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us

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?