Banking

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We had bank sync issues where transactions were not updating so we reconnected and now it works but we have duplicated bank account and credit cards and need to remove them?

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Sole trader paid for a training program for a friend. This was recorded as a loan with the intention that it would be repaid. However the friends circumstances then changed and rather than pay in cash, they did some private work at the business owners home. Now the business owner wishes to 'forgive' this debt. He views that it has been paid in kind. What is the best way to treat this loan?

I accidentally make an adjustment to close the Apr bank recon. There are 2 items that will only be cleared in May. How do I fix this? Should I delete the adjustment? How about the 2 items that I checked which I should not as it is not cleared in Apr?

Create Credit Note

2025/5/2

2025/5/2

2025/5/2

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How do I merge accounts

Hi, would like to ask if anyone has successfully managed to do this? I've been trying to do this but it would seem that QBO only allows one user's account login details to be linked when setting up the bank feeds. We've been unable to find a way to set up a second user to update bank feeds despite that user also having admin status on QBO and a bank security device / access to our online banking. When they try to update the bank feeds they are prompted for a security code but not a login/password which suggests that the bank feeds are bound to the online banking login of the admin who originally set up the bank feeds. Is there a way to set up a 2nd user to update the bank feeds please? Many Thanks

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Why won't our income accounts pull up when making a deposit

I'm trying to link my bank account. The bank I use is not on the list of Banks QuickBooks gives you to choose from . How can I add it?

I'm interested in it using QuickBooks payments but it looks like I'm limited to only one deposit account. We have three separate accounts that will need to receive deposits through QuickBooks payments. Is there really only one account necessitating manual transfer process?

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aider moi a defaire ma reconciliation

duplicate screen

Fenruary's reconciliation was dine. When I view one of the transactions I do not see the reason why it was deleted. There are literally 100s of records in this state.

It successfully renews every time but why is the connection not lasting three months -like the Quickbooks Self Employed app used to?