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Why are transactions missing from my customers?
After downloading the csv files from bank, and uploading them into QB the transactions are still not appearing under the transactions tab.
I think the only other option I have is deleting everything and adding the accounts again. I just didn't want to lose the categorization I had already done.
To explain:1) I select "Type: Unreviewed" in the "Transactions" window. 2) I open the transaction to add details.3) I choose "Business" or "Personal" as a type.4) Then Quickbooks automatically processes and moves/closes that transaction to the a reviewed status (no rules are applied/assigned to cause this). 5) I then have to search for that transaction in the "Type: All" list to correct the category and other details.
This morning, I see the following message: "Your American Express Business Credit Card and Checking (US) account stopped syncing to QuickBooks Online.To sync your accounts again, you'll need to reconnect. (350)" I follow the instructions and reauthorize, and Amex claims that it is successfully connected. But then QBO refreshes and complains with the same message.
i have the csv file 4 columnbut couldnt upload
I've reconnected the bank account by logging back into my account via username and password after clicking "fix it now". I believed this would pick the transactions back up where they left off in 2023 however all transactions have been removed from my QuickBooks account and I can only see 2024 transactions starting from January.I also attempted to upload all of the transactions manually but my bank only provides statements in .pdf format, which is not supported by the QuickBooks platform.I am trying to generate an accurate profit & loss statement, but without this bank account's transactions I will not be able to do this. Please help.
Why is my P&L is way off after converting from desktop to online QB?
My client paid me directly for a payment that went to the vendor. Once the payment entered my account, I sent the payment to the vendor with my credit card (I know this was not wise). How should I categorize the payment from the client?How should I categorize the payment to the vendor on behalf of the client?
I deposit my checks manually.I write my checks manually.I want to record both of them in the check register.
I've tried modifying input CSV File. I've followed standard quickbooks troubleshooting on how to import transactions.I appear to be out of troubleshooting methods. I was hoping to just delete entire accounts and import the entire thing again but QB won't let me do that either - best I can do is exclude transactions but I doubt that would accomplish much.I'm hoping someone has a brilliant idea on how to manage this since QB support is not available on the weekends apparently.
I am importing a csv file. The descriptions look correct when I select which transactions to import. Then in the bank transactions list, the words are just random letters.
Over this past weekend, several attempts were made to use our QB debit card that were unauthorized. When we called the # on the back of the card (as instructed), we got a voicemail that offices were closed. I posted in the community to ask if anyone knew what else we could do and got a generic reply about spam emails. No help! It wasn't a spam or phishing email. It was charges being made to our Quickbooks debit card that is connected to our QB checking account. We were strongly encouraged to get the QB checking account because we would get our money faster. We are not loving it for these reasons: 1. You can only get 1 (one) debit card 2. When someone steals your # and tries to charge to your debit card - the fraud # on the back of the card doesn't have a human 24/7 3. We can't shut off or freeze the card when fraud happens
Usually when I reconcile transactions for the entire month are shown for reconciliation. For some reason transactions stop at the beginning of the month and I need to update. How do I fix this?
The two transactions seem to be linked, even though only the deposit exists in my bank account. Deleting one will cause the other to be removed. I'm not sure how to unlink them or stop this from happening.Below is an example of what it looks like. This is a problem because quickbooks now reports profit as far less than it should be which negates a lot of the usefulness of the system.
I accidentally reported my business income too high for my 2022 summary. I just realized that returned purchases back to my credit cards were marked as income. Can I change this on my taxes from last year?
