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  • Entering invoices and then matching a bank transaction to it

    From the answer: Let me give you an overview on how Online Banking works with QuickBooks Self-Employed, John.... When you connect your bank to QuickBooks Self-Employed, there are two ways to manage the downloaded bank transactions.

  • pension deductions

    From the answer: Hello Ian file,   Welcome to the Community - thank you for your question!... Which version of payroll are you using, QuickBooks Payroll or PaySuite?

  • Error Code 101 Capital One and HSBC connection dropping

    From the answer: You don't have to say sorry.... It's totally fine, Josephlamb.... I'm here to help you with your bank concerns.

  • Barclays Personal Banking not downloading transactions

    From the answer: Hey Rupert,   Welcome to the UK Community Page for QuickBooks Online.... We are currently experiencing some issues with our connections to Barclays, this is on the back of some maintenence that Barclays have been completing on their connections to 3rd pa

  • Barclays Bank connection error 101

    From the answer: Hi Clara   Barclays has been undergoing maintenance for the last few days.... It is supposedly due to finish today.

  • Change email address sent with invoices out to clients

    From the answer: Hello portbahnislay,   Have you also updated your email address on your invoice template?... Thanks,   Talia

  • Changing Transaction Dates

    From the answer: Hi there, comynbruce.... The information, including the payment date, that're shown in the downloaded transactions are provided by your bank.

  • Quickbooks self-employed - amending invoice paid date

    From the answer: Hi there, Herbie30.... For now, the invoicing part of QuickBooks Self-Employed (QBSE) is mainly used for creating invoices, sending them out to customers, and collecting payments.

  • Mark Transfers to accounts that can't be linked

    From the answer: Hello there, humancstand.... You can instead import your transactions through into QuickBooks Self-Employed though CSV file.

  • Trouble uploading CSV "Browse button"

    From the answer: I appreciate the steps you’ve taken to fix the issue, FakePlasticTree.... Special characters in your file can also cause errors when importing the file.

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