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QuickBooks Q&A

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10000+ Topics

bank authorisation lapsed and wont refresh

self emplyed version . just keep getting message something unexpected happened . tried yesterday and today

71

E

11 months ago

M

myfocusstt

Banking

I'm unable to manage consent to reconnect my bank account as the connection has lapsed. Do I connect bank account as if I'm starting from scratch?

No text available

561

The “Record Payment” option has disappeared. Any help would be appreciated.

No text available

31

Ive got an issue where a new invoice has stated as paid, when it hasn't what do I do?

New invoice which has automatically being set to paid?

191

I have closed my bank account and opened a new one . The old account was not registered with QuickBooks. I moved my balance to new account - how do I record this

My new account is registered and showing the funds arriving there from the old account . How do I catergorise this in QuickBooks?

61

Employees and Payroll

I cant seem to find any historic payslips from tax years 2022 and 2023... does anyone know how to access? just coming up no data, when there definitely is.

No text available

71

Trying to connect my bank account but won’t let me past the business personal or mixed page

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41

How do I create a payment link to give to a customer to make payment ??

No text available

421

The record payment option has disappeared from the phone app, will this be brought back?

No text available

71

When I chose the option 'make inactive' for a class there is no response when I click on yes. I have switched browsers to no effect. Any suggestions?

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31

A years worth of my transactions are not on QB, what should i do ?

No text available

112

Paying a supplier by direct debit and inputting it as an expense without invoices. We now have the invoices but how do I tie up expenses to the invoices?

We have a new supplier that we were paying via direct debit but have had trouble getting invoices off them so entered them as an expense. We now have a back log of invoices to input but how do we put the expenses against the invoices?

111

My bank won't connect to the QuickBooks app I am banking with Danske Bank and I am using a business account, they said the issue is on your end?

I recently contacted my bank after numerous failed attempts over a few days to connect my danske business account with my QuickBooks app. The bank have told me that the issue is nothing to do with them. Can you fix this? I am banking with Danske Bank in Belfast (UK)

61

Can anyone tell me why my “mark as paid” option has disappeared on the app?

No text available

131

My bank transactions stopped pulling through to the app in the middle of September. I’ve reconnected my account etc and can’t fix the issue

No text available

131

How do I find supplier invoices that have been stored on QuickBooks?

I have asked the previous bookkeeper for the QuickBook monthly invoices and she has told me they are stored on QuickBooks. My understanding is that you create an invoice on QB's then attach the hard copy received, but there is nothing attached to the invoices created? Is there somewhere else they could be?

81

My accountant is unable to download my bank transactions from Quickbooks, my account is Sole Trader package - Do I need to upgrade for the accountant to be able to do so?

No text available

51

Why has the whole layout and interface changed on my QB ?? It’s horrendous!! So difficult to navigate. The older version could be annoying as it is basically American and certain aspects just don’t translate into the UK way of things but the new version is terrible. Is there a way I can use the older version still ? Otherwise I will have to cancel QB and find another alternative 

81

Hi. How to link Capital on Tap account with Quickbooks please?

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71

Does anyone use A2X and have associated store credits? How do they work on Quickbooks?

No text available

60

How do I locate the bank details I have paid a supplier invoice to?

We have paid a Supplier but I need to check the bank details which the transaction has been paid to as they are saying that they have not received the payment?

101

Do More with QuickBooks

You saidGood evening - your new app is absolutely useless, constant crashes and estimates raised only to not be able to be saved and crashing again sort asap

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91

Re-Activation Quickbooks Desktop 2020 premier Accountant

I used QuickBooks tool hub to fix error 3371x. I am currently experiencing difficulty re-activating QuickBooks, I either receive 'Navigation to the webpage was canceled' when trying the 'open and restore company'.   How do I reactivate and restore my company information. I still have my perpetual license I purchased back in march 2020. I do not have access to the agent who helped me with the purchase. I have also attached a picture of the reactivation report which requires a validation code. How do I get around this.   I need help.    [removed]

392

Bank balance and posted values don't match

HelloI have just done a full reconciliation of my accounts. I have checked the bank account matches all statements since I started using Qbks and they match. I have checked that all posted values match the bank statements, they do. I have nothing to review and nothing excluded, however the bank account balance and the Posted in qbks values are some £900 apart, how is this possible?ThanksVernon

121

WHEN I CREATE A PRODUCT OR SERVICE MY QUICKBOOKS DOES NOT SAVE THE ITEM,I HAVE TO LOG OUT AND THEN LOG BACK IN BEFORE I CAN SEE IT IN THE ITEM LIST ?ANY IDEAS THANKS

No text available

51

11 months ago

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