I am new to Quickfile and had set up my Stripe account which is in USD as a merchant service account. Everything has been working fine for a couple of weeks. A few days ago, I noticed the automated bank feed stopped working so after uploading some manual invoices, I then tried to reconnect the bank feed to see if this would refresh the connection perhaps.
It has now changed to a GBP account only which is no good at all. I cannot manually tag any invoices because the amounts will not match. I have disconnected and reconnected again to no avail.
The only way I can see is to create a merchant bank account and then I’ll lose all of my entries? However, the new merchant account is asking for an account number and sort code?
Please help.
I think I’ve sorted it - I had to delete the whole account and export/import the transactions again and set up the feed to a new account name… the whole process was really awkward and frustrating.
I now have no idea what I’ve done to any linked tagged transactions…as the old account and transactions all had to be deleted.
Deleting a tagged transaction that was “payment from a customer” would revert the relevant invoice to “unpaid”, and deleting a transaction that was a bank transfer to another account would delete the other end of the transfer as well, putting the receiving account balance out of sync.
But when you then go through and tag the re-imported transactions you should be able to link those to the existing invoices (making them “paid” again), and tagging the transfers out will re create the corresponding transfers in on the other end.
You’ll only have a mess if you’ve created new duplicate invoices when you tagged the re-imported transactions, rather than linking them to the existing invoices.
As to why this all happened in the first place I’ll have to leave it to QuickFile staff to answer that one, they’re the only ones who can look at the back end.
Hi @emmaofnine
Let me drop you a private message and get a few more details so we can take a look.
Thanks Ian - appreciate the reply
Thanks Mathew, let’s talk!