Banking
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My expense import isn't working. I keep getting an error message. It is a .csv file already.
Missing transactions from 06/22/23 - 12/31/23.My bank account is linked and I have manually updated several times
QB and Etsy haven't synched my account since June '23....how can i get that to happen? I have tried refreshing QB, but no new info is added. Is this a QB or Etsy issue?
If I try to add an invoice from the invoice screen, the customer drop down shows two entries for each customer. Likewise, if I wish to add a bill from the bill screen, shows two entries for each vendor.
I can see that I am missing transactions in desktop. I created a QBO file from the AMEX website. When I try to import that file into desktop (file->Utilities->Import->Web Connect Files, I get the message that there are no new transactions. I can see the transactions. Is the best course of action to kill all links between desktop and AMEX? (This is what I'm going to try)
I am a Quickbooks Proadvisor and work with about a dozen different QBO clients. In the past month all of them stopped auto importing bank statements. The bank feeds still work fine, but the monthly statements are no longer being imported. This is happening for multiple clients, whether I hold the QBO subscription or they do, and for several different banks. I have tried disconnecting and reconnecting the feed, but the latest statements still are not importing. Is anyone else experiencing this?
need to delete paypal and bank link
759 was deposit from a customer card for parts now I can't order the parts
Our Bank merged with another bank resulting in a new routing number. How do I edit a bank account's routing number?
I am missing a month and a half from 2/9-3/24, but transactions synced before and after those dates
This causes a time-consuming problem. I'm having to change the category in the Chart of Accounts by hand each time. If there was a way to create a rule for a journal entry, coming in as uncategorized, it would help. I can't find a way to create one for journal entries.
I keep all of my credit cards linked for automatic downloads even though I don't use them. That way if an unexpected charge comes in I can see it and pay it oe dispute it. But all of these are first ( on the left side of the page)on my banking page and I want them last (to the right). How can I reorder the banking account tabs?
For example: I spent $200 for amazon. After importing to QB, it is now reverse to I received $200. And also if I receive the money, it is now marked the amount as spending.
VENMO accounts cannot link to QB, either in Simple Start which I used through 2023, or now in Solopreneur that I have just begun in 2024. I did successfullly download a csv file from Venmo for Jan and Feb, and uploaded it to Solopreneur. However, it does not show in my Bank accounts window. It does show on the transactions page. Now I have made a csv file to upload for March VENMO transactions. This time VENMO does not a[[ear in the drop down list, and when I type in the name VENMO it returns a message that I cannot use that name. How can I upload these transactions?
Can someone please help me decipher what QB wants me to do with my journal entries balancing out? Background - I lost all my bank feeds from mid-August of last year through December. I've had to go back and create all new .csv for each month. Now, I've completed the Journal .csv for the new Journal Entries option in Import Data. Now, I've completed all the necessary steps except this one: Journal entry lines must balance debits with credits. Go back to your CSV and correct the journal entries with these numbers. Unfortunately, I'm not an accountant and don't know the specific lingo of what this means. I'm trying to get my QB taxes over to my accountant but can't do anything without this last step. If anyone can explain how this works, I would really appreciate the help. I've been doing this for the past 8 hours, so my brain may be a little warped! Thank you for taking the time to read this and hopefully answer my sill question. 🙂
I process payment thru Authorize.net and need to feed sales data into QB online.
The customer payments are what I'm needing to match the deposits to. Why would they show when trying to match to 1 transaction but not the other?
I want to go back and start a reconciliation over
