Banking
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Each of our clients has their own rate. How can I automatically populate their invoices with their rate, rather than typing it every time?
Any ideas how I can get rid of these very old messages?
Hi !why is that the balance in quickbooks are different from my bank? Sample in quickbooks - 3,150in bank -2,856..Is there something wrong with my transaction?I already reconciled our checking account,its 00 and no difference.Can you plz enlighten me?thanks
i have tryed connecting my account too many times and its so confusing, is it possible for me to delete them and start again, i dont want to lose date. please can someone tell me what to do.ts so confusing s it is and there is data missing. many thanks steph
Hello, I just landed with a client. As I checked his QBO, the books started in 2008. When we had a conversation a while ago, he just did DIY bookkeeping. From 2008 to somewhere in 2014 or 2015 he used QBDT and eventually converted it to Quickbooks Online (2014 or 2015). Now the problem is, I don't know how to start with the clean-up as I can no longer access the QBDT and the bank statements he can only provide is from 2013 onwards. Can you help how to deal with the reconciling items? There were no reconciliations of 3000+ transactions made ever since. I saw some, but it's only a few days for a month in 2012. Is it okay if I start bank reconciliation in 2013?
Before I created my first Rule there was a screen that very usefully grouped transactions that might benefit from having a Rule. That is very useful but I cannot find the same screen since I created my first Rule. How do I get that screen back, as it would help immensely?
