Linking Your Bank Accounts On Quickbooks

10 Jan '18

Linking Your Bank Accounts On Quickbooks

Posted in

Posted by Polly Lee

Check out Our Video Guide on how to link your bank accounts on Quickbooks and how to categorise transactions.

LeeP Accountants are Advanced Quickbooks Proadvisors and can provide help & Guidance on Quickbooks. We also offer preferential Quickbooks subscription rates.

Call us on 01733 699033 or email us on contact@leepfinancial.co.uk

LeeP Accountants

5.0

Paul Suckling

15:21 19 May 20

I started my new LTD company in 2019 and was super impressed when I first met Polly, so much so I instructed her to work on my behalf at the end of the initial meeting. Polly and her team have been amazing in my first 12 months. They are very proactive, offer updates and support on a regular basis and reply to emails within very short time frames. If you need an accountant, ring these guys. They are awesome.

Stacey Robinson

12:23 16 May 20

I contacted Leep accountants just recently for some advice... I found them extremely friendly very informative and they really took the time to help me work through all the questions I had. I’m not great when it comes to figures and bookwork but they just took the time to help with everything I needed to know I would definitely recommend them.

Hayley Cathcart

08:47 15 May 20

I contacted here for some advice and Polly really went above and beyond. Really knows her stuff. Would definitely recommend.

Kris

04:31 15 May 20

I met Polly on one of the local networking events in Peterborough and I was impressed by how much knowledge she has and how willingly she shares it with others. She is not only a great person you just want to work with, but also a great specialist in what she does. I highly recommend her and LeeP Accountants.

Secret Source Marketing

12:14 04 May 20

We have been working with Polly and team for over a year now and would recommend Leep without hesitation. Our accounts are always prepared in advance with useful insight and guidance we can act on. We have much greater visibility of trending performance, insight that is invaluable to the leadership team when planning for the future. Polly's updates during COVID 19 gave us clarity on a rapidly changing landscape and proved invaluable.

Jonathan Hunt

14:37 01 May 20

I'm a big fan of LeeP Accountants. The team is professional, engaging, client focused and very proactive when it comes to imparting important financial advice. I would definitely recommend to other businesses.

Richard Uglow

16:41 19 Mar 20

LeeP are a real success story in the local business community and support that community in so many ways with advice and help on day-to-day business matters. Polly and her team are a breath of fresh air and a joy to liaise with!

Shaun Beck

12:50 18 Mar 20

I changed over to LeeP just a couple of months ago - already the difference is remarkable! Proactive, supportive and technical stuff explained in plain and simple language! Lewis has been great, and I look forward to continuing to work together :)

Dan Russell

15:39 11 Mar 20

I contacted LeeP to help with questions I had regarding the changes to tax allowance and the impact this would have on me as a landlord. Polly was extremely knowledgeable and professional. Her support an guidance was very helpful Thank you :)

Brett Jones

22:26 04 Mar 20

I have been with LeeP Accountants for a few months now and it is a breath of fresh air compared to my last firm. They are not only good at my accounts but they are great at communication and will not leave you in the dark. They are highly recommended by me. Well done Polly and the team.

Peterborough Gymnastics Academy

18:57 29 Jan 20

We cannot speak highly enough of Leep Financial and their services. They are professional, efficient, friendly, approachable and very responsive to enquiries. They always get back to us in no time at all and explain things in a way which is easily understood. They have alleviated all stress which we had previously experienced. We feel supported, comfortable and 100% confident in the knowledge all accounts, payroll and submissions will be achieved on time and complete. We cannot thank them enough for everything they have done for our business, their time, attention and commitment has been and continues to be extremely appreciated.

Andrew Masters

09:47 14 Jan 20

I just wanted to take a moment to write a quick review for Polly Lee and the team at LeeP Accountants. The service level willingly provided and the obvious expertise with which my requirements were dealt with simply endorsed my decision to engage with them. I have known Polly for a while through her activity on the local networking scene but I firmly believe that you can only truly judge on your own experience - which I have to say was first class. The transparent, sensible pricing and prompt, timely attention makes them an excellent choice of accountants for any business. Thank you!

Elizabeth Minnie

20:11 10 Jan 20

Have just had the pleasure of using Leep Accountants for my tax return this year. Truly amazing service! You will not be disappointed. If you are thinking of using this firm of accountants then go for it as their straightforward and 'can do' approach is a breath of fresh air. Thank you!

Kathryn Grace

15:14 04 Dec 19

I have used Polly and her team for the last two years and they are a fantastic team. Polly is always on hand for help, advice and guidance, explaining things in clean, plain english and she always goes above and beyond my expectations. Can't recommend LeeP accountants enough!

GarageBar Limited

17:21 22 Nov 19

Have been using Polly and the team at LeeP now for almost a year and am pleased to report nothing but good experiences. Always on hand when you need them with helpful advice when required. Overall really efficient!

Matt Holmes

17:12 25 Oct 19

Awesome,!!! I should just leave it at that, but need to write more. After going through 3 different accounts I was introduced to LeeP, Polly and the team, they've been a god send!! Fixing things that haven't been done/done properly before, the advice and support I've received has without a doubt been way above and beyond the call of duty and continues as my business grows and develops. So happy to have found an accountancy firm that 1 - Know what they're doing, 2 - Support and care for their customers properly and 3 - Give honest straight, understandable advice. If you need an accountant or are thinking about moving, don't hesitate to contact them.

Danny Mehmet

16:30 07 Oct 19

Met Polly for the first time today after being recommended by other business owners I know, great session and advice given she really knows what she is talking about. I will be using Polly moving forward for my business, highly recommended.

Nicola Swindale

12:02 07 Oct 19

Excellent service at an excellent price. Very rare I have to ask any questions as Polly is so on the ball with everything she gets in there first. Would highly recommend.

Jim lee

15:50 03 Oct 19

Having recently set up a new Limited Company, it was important that I had someone I could go to for clear advice on how I should run the business. Pui has been invaluable in helping me to navigate the complexities of Corporate governance, effective Tax management and even mundane bookkeeping. Still have a lot to learn on Quickbooks, but no longer worried now with the support team I now have behind me. Well done!

Mark Brear

13:43 26 Sep 19

A breathe of fresh air is the only way to explain Polly and her Team. We had problem with our last accountant and Shelly has done everything she can to help us and get things sorted and up to date again. a real example of how to provide customer service.

Morag Brand

09:17 11 Jul 19

First-class, professional service. Polly completed my annual accounts quickly and was always happy to respond to any questions I had. Highly recommended.

Sarah Crown

08:45 04 Jul 19

Polly and LeeP financial are just amazing. They will answer any question not matter how stupid. They are always on hand to help and is are friendly and approachable. They have saved us thousands too! If you don't have an accountant you need to use LeeP financial. If you do have an account then you need to switch. You just cant get better service!

Georgette Louis

16:23 03 Jul 19

I have to say I have never experienced such a slick, easy, fast and simple way of submitting my tax return. All the team - led by Polly Lee are personable and happy to help. The other great benefit is that they explain everything in plain English and dont complicate anything! They simply want to make everything as straightforward for the client as possible and always recommend ideas to support that. To say I would 100% recommend is an understatement! Thank You.

Paul Gilmartin

18:51 12 Jun 19

Outstanding service standards! Very happy indeed with LeeP and can heartily recommend them. Tried to award six stars out of five, but system wouldn't let me ...

Paul Andreff

08:03 12 Jun 19

The service we have received from LeeP has been extremely good, they are always quick to respond to emails and phone calls and nothing is too much trouble. They have recently provided training sessions for QuickBooks and tailored it to meet our individual needs and worked with us one to one. Everyone is very friendly and it is always a pleasure to deal with them.

aidan harrison

14:59 05 Jul 18

An extremely professional service, which is very helpful giving a fresh approach to all financial needs. They are very responsive and will help you understand all matters with ease. Highly recommended to all businesses and sole traders.

Caropal Group Website

11:15 02 Jul 18

Excellent service and excellent Accountants. I am very happy to be a client and have no hesitation in recommending them.

L A W Moore

15:51 08 Jun 18

Super service in plain English, making it easy to understand without all the usual accounting gobbledegook that you can get from other financial companies. I will always use Leep for all my accounting queries in the future. Very helpful team. Great stuff!

Simon Hargreaves

14:52 20 Mar 18

LeeP Financial are like the Charlie's Angels of accountancy; smart, sassy and they always solve the mystery – luckily for me, that's the mystery of my financial arrangements. As a small freelance business, LeeP gave me their full attention and took a weight off my mind. Highly recommended.

Michael Dixon

13:31 23 Jan 18

Polly and her team show a high degree of professionalism and bespoke advice based on the interactions we have had with them since forming a limited company several months ago. We have found them to be very personable and approachable both in person and via email and phone. Their proactive phone calls and emails really help us to stay focused and they are always willing to help and answer questions. We would both highly recommend the Leep team to anyone who is looking for sound financial/accounts advice.

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Linking Your Bank Accounts On Quickbooks

Linking Your Bank Accounts On Quickbooks

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