Banking
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I know I can look in the Deposits section to get this info, but I want to be able to get it in an email so I can quickly and easily share it with colleagues.
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I'm setting up Quickbooks Online as a newb, though I've used Quickbooks Desktop lightly for years. I noticed that, in the For Review table under Bank Transactions (I've linked my checking and credit card accounts), several of my upcoming individual credit card charges are listed for confirmation. Also listed, however, is the total for the month ($1,418.10 in the image below), which is scheduled for payment in a few days. On the Desktop, I had so few transactions I'd enter them manually, reconcile, then QB would offer to print a check for the total (which I'd switch to an electronic funds transfer transaction). Online, I'm not sure how to categorize the total. Intuit kindly provided 45 minutes of live phone support to get me started, but that person didn't know either, so she passed me on to an expert. The expert said I need to set the total up as a split and then manually re-enter each transaction. I explained that, while I was the ne
So we made a credit card payment to one of our company credit cards FROM our company operating account. Both are linked to our QB online. I see the payment received on our credit card account on QB which is fine. I recorded it as a credit card payment from our operating account. Now when I go into our operating account and record it as a credit card payment to the credit card, it then records another "payment received" on the credit card so now QB is making it seem like there were two payments received on the credit card when there wasn't. Just one payment. Operating account to Credit Card. Not sure what to do here even though I am recording them as credit card payments. I do not want to exclude neither transaction. Any advice?
I see a "Deposit on hold" message in Deposits from QuickBooks Payments
Recently my bank changed their accounting system and what worked previously with downloading transactions to quick books now has to be downloaded directly from the banks website. However, most days I get the message "There are no new transactions available". There are definitely transactions available for download which I verified by looking at the banks paid transactions. How do I fix this. I always thought if it wasn't broke, you don't need to fix it. Very frustrating.
I am setting up QBO for a new small business. The business uses Valley Bank (valley.com). I have successfully linked my business checking account, no problem. I have a Visa business credit card also from Valley. Valley has a completely separate login screen for this, https://cardmanager.valley.com/?product=Valley. It uses the same username as the checking account, but a different password. QBO does not recognize the different login URL and the different password won't work at the regular valley.com account setup (obviously, it's trying to connect to the checking). I saw some previous trouble ticket discussions on this issue, but the resolution didn't seem clear. Does anyone know if this has been resolved?
I am using QB online, and use bank feeds to import all of my transactions. For the second monthin a row I had the same issue; If a certain bank transactions posts on the first day of a statementperiod (say, 9/1), when I go and reconcile the previous month (statement end date of 8/31), Quickbookpulls in the trasaction that posted on 9/1! In order to get QB to reconcile that month, I need to changethe post date of those transactions to 9/2 (instead of 9/1).Am I missing something obvious here? If my reconcile end date is 8/31, QB should not be using transactions from the following date, right? Any help would be appreciated.
I am struggling to get a supposedly connected bank feed working. The bank account appears in the chart of accounts with the "lightning bolt", and according to the bank, the account is correctly configured at the bank. But the account does not appear in the list of accounts on the Bank Feeds page in QB (Desktop 2019, up to date). When I try to then edit the account in Chart of Accounts, I go to Bank Feed Settings and see that Deactivate All Online Services is clicked. When I click activate, QB crashes. I tried the merging trick posted in a forum link, but that did not work - the existing account doesn't get the online settings from the new account that was set up and properly linked. I would greatly appreciate some guidance in how to proceed. The existing account has data for over 10 years from the bank - for obvious reasons I do not want to lose that.Thanks.Jack
Journal Entry was made by accountant on 12-21-2022. Just asking if I will be able to clear that so it show up on credit card reconciliation.
how do we eliminate duplicating transaction that have been added after entering categories
Quickbooks says we can't update your account and tells me to try updating again (9999) but is hasn't updated in weeks.
I changed the expense account on a reconciled credit card, not the amount of the expense, just the account. Now the reconciliation is off by the amount of those account changes! How do I get back to my reconciled credit card?
Hi, we're a small business (Company A) who bought the building our office is located in, but did so via a new LLC (Company B) we set up. We have several outgoing bank transactions that I need to match and assign as parts of a loan from Company A to Company B, and then be able to assign received payment transactions back from B to A as those come in. How can I do this?
Every time I go in QuickBooks to do the reconcile there are duplicate charges. How do you permanently remove these duplicate charges?
It worked fine up to a few days ago. Now, I can't post receipts in the same currency the invoice was issued so my accounts are all off.
I thought I started to do this last year. Unfortunately I inputted the wrong data. I want to start fresh for 2024 but can't reconcile to zero.
Need to refund customer on credit card, acct shows it was received and it did show it was processed the day I took the credit card. In the merchant transactions and deposits it doesn't show it went through. How to verify this did go through and if it did not why is it still showing on the customers account?
We're attempting to use some automatic sync tools, currently evaluating CommerceSync.Everything works nicely, but we noticed that some information is not synced properly to other entities.Looking into it, we found out that Quickbooks has a limit of 21 chars in Document Number field.Funnily, CommerceSync does not error, but trims the data to 21 characters resulting in duplicate entries.How to set this up without any data loss? Are there other integrations that work differently?
Using Quickbooks Pro 2008 via Windows. Bank Account has disappeared. I might have improperly merged accpimts/ Not in Chart of Accounts (which won't accept selection of "Active"). Not in List of Bank Accounts. I have historical backups of all PC files (via Acronis True Image).QUESTION: What files can I restore (as backed up prior to any improper merging of accounts) in order to recover the Bank Account?
