Banking
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I have multiple Quickbooks accounts and half a dozen AMEX cards. In a single company, only one AMEX card will stay connected to the bank feed. Once one card is connected, other AMEX instantly becomes disconnected. This happens in multiple Quickbooks Online accounts. I called AMEX and they said it was a QB's issue.
Hi, Currently I'm using QB Enterprise Solutions Contractor 24.0 trial version.I received pmt from a customer in 3 installments that paid in full his invoice from me.He paid throiugh Zille going to my bank. I entered the payments received that went into Undeposited Funds. Then entered them in Make Deposits to My company /Bank Account.In Bank Feeds My bank showed the transactions But did not match them to the deposit . I was using QB Desktop Premier Pro until 2 days ago. With that version I did deposits like the one above all day long. Bank feeds always matched all the transactions. Enterprise, when I try to "match to existing transaction" QB flashes a red note in the window. See attached pic. What do I do now lol. I dont understand what it wants me to do. Thank you, - Todd
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QBO lost six months of transactions in 2024 and will not accept any manually uploaded format — QBO / CSV / TXT etc. it goes through the uploading process and (1) with a QBO file it tells me to go reconcile as if everything uploaded or (2) with a CSV file it never progresses beyond step 4 - accepting negative and positive values. both steps result in no transactions being uploaded. i have tried in multiple browsers and multiple file formats as mentioned — nothing is working.
I start to reconcile an account. Verify beginning balance, enter ending balance, enter interest amount. I do not have service charges, so I leave that bank or 0.00. When I hit Reconcile, I get a message "You cannot enter service/finance charges or interest without specifying a corresponding account." I have never specified accounts for these. Why now?
Since the latest update yesterday for Quickbooks Desktop MAC, I can no longer print a single check. We have 3 checks per page. When there is one left, I put it in the printer like an envelope and select envelope for the paper size. Now QB won't let me, it keeps popping up a window saying that checks can only be printed on letter sized paper and refused to print. Anyone have a workaround for this? I'm not wasting a third of my checks. Support says they can't duplicate the issue.
I am looking at the Square Connection App, but I have a question concerning Square Items Based on my client's needs, I hope to automate the matching of Square deposits with bank transactions, rather than doing them manually, which takes some time. My client doesn't track the items because he doesn't have inventory on most of his products. He owns a photography company and operates sales booths at some of his events, selling products on-site. He uses square terminals for checkout, and we do track the items, but there is no inventory count since they are printed at the time of the sale. Is it possible to import the totals, with the details of the deposit (i.e., merchant fees, sales tax, refunds, etc.) and not each inventory item? ThanksEJ
My organization currently has QuickBooks Desktop 2021 and is considering getting QuickBooks Online Plus via TechSoup. How would importing to Online work? Also, how does renewing through TechSoup work? Is the annual rate indefinite, as long as our eligibility reconfirmed? Or would we have to create a new account each year?
I have been getting this "error" for a while now, and I have no idea how to fix it. We didn't realize we could have Paypal go directly to QB for a little bit, so we were just manually marking the sales as paid. Now, I'm trying to match up the Paypal amounts to the payments in QB. I have to manually match them, because the auto match has issues looking for payments rather than open invoices. Anyways, when I find the correct payment for the Paypal amount and click "Save", I get an error at the top saying "Select a bank account for this deposit" (see photo), but nowhere on the page is there a place to assign a bank account? I don't have any issues if I'm matching an open invoice and a Paypal payments, it's just matching these "manual payments" that we did. Thanks for the help! (Also, don't worry about the reference number, we were using is to coordinate invoices and Paypal payments, rather than check numbers like you are supposed to use it.)
Why don't my expense reports match my transactions?
Report does not match the transactions. Entertainment expense says $26 million.
I have tried downloading .QBO files from my bank as well. It says it uploads the transactions but they don't show up anywhere in my quickbooks online. I have attempted to change the format several times and even just tried creating a file with just a single transaction in it. Nothing seems to be working. Any ideas? My dummy single file was just this in excel CSV format:DateDescriptionDebitCredit02/10/2024aaaa50.45 This seems like such an easy task to do but it is so frustrating that it keeps failing.I am missing about 3-4 months of transactions last year and updating the cards wasn't adding those transactions in so, I was trying to manually add them.
Is anyone else having a new issue? Last month when reconciling the April month end bank statements, I noticed an issue with our reconciliation module - it did NOT adjust the matching of our foreign items. Normally, what happened is that when "matching" each transaction in the banking module, the system would automatically update the value of our foreign items to correspond with the exact translation per the bank however that is no longer the case. In April, I assumed there was a glitch in the system as frequent updates seem to occur and this month I was mindful of only entering foreign transactions on the date they posted to the bank seemingly thinking this would align the translations however again this month while reconciling the May statements, I had to record a manual journal entry to adjust each of the 50+ transactions we have in foreign currencies. I am having a difficult time understanding what
Every month there's a new issue, new update, or new interface that makes working in QuickBooks Online increasingly more difficult. The error of the month this month, is when uploading a .csv file for manual entry, I'm hit with the error, "We can't upload everything from your file. Some info may be missing from your file. Double-check that your file is complete and try uploading again." Problem is, I've uploaded the same files, from the same bank, using the exact setup for years and this issue just randomly started happening. Last month, I was able to work around this by using Chrome instead of the QBO app, but now this month, it doesn't work. I have bookkeepers who aren't allowed to access client's bank accounts and I have to upload files for them to enter. I swear QuickBooks/Intuit absolutely hates their users and every time they try to make something "better," it ends up 500x worse. I am sick and tired of these errors, updates, and continuous "enhancements," that do nothing but make
Every time I try to upload my bank account it just reverts to the list of financial institutions
My check isn't going into my actual account
I cannot connect to my TD Bank account. I go through the process and put in the log in information, which I know is correct and it tells "that didnt work try signing in again" (103). But I know the user information is correct, I copied and pasted it directly from my online banking log in, I have tried several different browsers, and I even reached out to TD bank and was told that the issue was not on their end. Is there a way to put the bank information in manually, or to fix the connection?
I have a check for 17k and the daily limit is 10k. How do I make this deposit?
Try to add file but I keep getting error message
