Banking
Recently active
I mean I chose a credit card account in Chase but all existing connected accounts added automatically and I can't delete them or choose only one credit card account in Chase.
I am unable to remove bank feed from one bank i no longer am using. when i click deactivated all online serves i get the error "Invalid Customer ID. Customer ID can only contain alpha numeric values". I tried re sorting, rebuilding, creating a portable company file and restoring and nothing.Any advice?QB pro plus 2023, windows 11
Original commenter did not share additional details
There no way a self employed individual can manually entered expenses. QuickBooks was useful for self employed members, not any longer. In addition there is no assistance available.
I cannot link to USAA, there is an option when I select a bank of "USAA Federal Bank Saving - NEW" However, when I try to link it throws an error before even asking for login credentials.The help message tells me to download a QBO file from USAA, but they do not offer that type of download, only CSV. I see this has been answered a dozen times and no real answer has been found. Please help.
A customer paid in cash. I created an invoice and applied a cash payment through the app. What is the easiest way to get this cash into my QuickBooks checking account?
They are old transactions that were downloaded prior to my QB start date...how do I delete them once they've been downloaded.
I've run into an issue several times now that I'm hoping someone can either confirm or correct my understanding of. It has to do with Capital One credit cards that have multiple children on the account. It's my understanding that Capital One cards will only allow / facilitate one connection for the entire credit card account, so if you are hoping to utilize the child cards to capture transactions by say Class/Location, you will be unable to do that until you have the statement itself each month and will then need to manually code the transactions. This is in contrast to my understanding of AMEX and Chase Cards, both which allow you to connect the sub-cards, or children cards. I understand that when you have multiple "children" connected, you still reconcile at the Parent level. This post has to do with the way transactions actually download from the bank, not the reconciliation process. I have a number of customers that love the Capital One car
I have four separate credit cards issued by the same bank. I want to link all four credit cards into one GL account within the QBO file, as the bank issues one statement for all four cards (and applies all payments to the one master account, rather than to the four individual accounts). How do we do that? We do not want subaccounts.
File would include check #, $ amount, check date and Payee name on the check.
my checking and other bank accounts are all messed up, out of order and balances in history are really messed up
If I unlink my credit card account in quickbooks online and relink it will I lose previous data?I got an error (9999) says we can't update your account and tells me to try updating again but is hasn't updated in weeks.
I'm linking to a corporate card account at BofA, and the way they provide transactions to Quickbooks is:1. Master account that contains only interest and payments2. Sub account for each cardholder that contains only purchasesThis is true even if--like me--you only have one cardholder. How do other people deal with this? Seemingly impossible to reconcile without creating journal entries that transfer balances between the two accounts. Not really that difficult for me when moving just one interest and card balance payment per month to the sub account, but if I were to have multiple sub accounts, I'd need to do this in reverse, instead, and that's not scalable. Other thoughts?
Hi, I'd like to report an issue with the Mercury Bank connection. It is not connecting as of a few days ago and when I go to "update connection" I get this error: Something unexpected happened and we can’t connect to MERCURY. Try again in a few hours. (590)
The only thing we did last week was to reconnect the account with QB beucase we received an alert that needed to be reconnected. We did that last thursday but now seems to be all connected well. However the transactions does not flow into Quickbooks
unable to connect my bank account
all of my past reconcile data is missing and showing a beginning balance of 0. No changes have been made. any thoughts?
Trying to import missing transactions. For some reason quickbooks only imported May-Aug on my business checking accounts. I keep getting an "Error Importing" message "Error Importing Darn. File upload failed. (Probably our fault.) Please give it another try. If you see this message again, you might need to contact us."
I have a 6 months period where no transactions are shown in quickbooks (july 12 2024 to Jan 11 2025), how can I recover those?
