Banking
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Can I manually add that transaction?
I have been trying now for a few weeks to get my AMEX account connected to QBO, without success. When I follow all of the instructions in the support pages here, and I log in to AMEX through QBO to link the account, I get a notification that the linking is successful and it's going to send me back to Intuit. It then gets stuck in a loop where it says I need to log into AMEX to complete the registration. There are no issues on the AMEX account that I can find, and no information or indications of a link ever show up in QBO.
Since the latest update (which was supposed to FIX online banking issues), I seem to be caught in a never-ending doom loop with some of my company files. I get the message "there were problems with the account at your financial institution" after all of my connections had been working pretty flawlessly for a long time. So I go through this really fun process of disconnecting the accounts from online banking. Closing my company file, deleting my PLIST files, opening the company again, going through online banking setup, and have to do this whole process for each bank. It then works for a period of time, and then stops again. This is happening for Chase and American Express. It's only happening for some of my company files, and it's extremely annoying. I checked the file integrity of the company files that are problematic and they have no errors. Anyone have any ideas on why this is happening? It's really made me consider switching to QBO.
Hi, I have given personal loan to the company and I also have a business loan. What entries do I need to do to ensure I am doing it right.I have SBA loan that has an interest rate and principal and then I have personal loan that I have given to the company.
To get approved for QuickBooks checking, I need to provide co-owner information. The instructions say to go to cash flow center and add the co-owner. I see nothing under "Cash Flow" to add co-owner. Any thoughts?
As I was reviewing my expenses, realized that transactions were not downloaded from the cc company and don't know why. I've tried to import a clean csv file, yet it won't upload.
I deleted the deposit that showed up as a payment....weird that it showed up as a payment. That deleted transaction is now in a "deleted" account which I cannot see in my register under categorized or excluded but it is showing up somewhere because my bank register and QBO register do not match. How can I delete the deleted account??
I used an IIF file to import customers, but I don't see any settings options there
My wife and I changed credit unions, closing our previous accounts in December 2022 after a full year of the keeping our previous accounts open but almost completely inactive. The question which I’ve had for more than a year but I’m asking for the first time is if I can delete the now closed accounts from my bank accounts in TT. The “Accounts” tile now perpetually shows “Error” and a red question mark because TT is unable to connect with the accounts that no longer exist. I’ve been afraid to pull the trigger on deleting those accounts from TT because of the scary-sounding dialogue that pops up: “Deleting this account will permanently delete all of its historical transactions and data. This will affect your tax info, reports, charts, and other data throughout the app.” Do I need to leave this be so that TT has old info until it’s been seven years? Thanks!
I am new to bookkeeping. I am reconciling an account that has a deposit that was manually cleared. It was wasn't pulled from the bank feed. That deposit is the negative balance difference preventing me form reconciling the account. How do I fix that difference?
I have two separate bank accounts in my client's QB - PayPal and a normal banking account. The bank account funds the PayPal account via bank transfers and PayPal uses those funds to pay contractors. My question is how do I match 6+ month-old transfers from the bank account to the PayPal account? I was told by the QB support team that anything over 6 months old would not match due to the age of the transaction. If I go into each account and select "transfer" to record the transaction in each bank account, I will see a double entry on my balance sheet thus throwing it off drastically. Instead of recording double entries and then going back into the balance sheet to correct the error (zeroing out or voiding), is there a better way to go about this and essentially not have to do double the work? Thanks in advance!
My client's bank export shows up in QuickBook's Bank Feed Transactions with a lot of the same entries like "Point of Sale Debit". To see what the transaction is, you have to check "Show Bank Memo". With this feature column I see a lot of transactions which can be easily managed by Rules. But when I make a rule based on this bank memo, the rule is not applied. I made a Test Rule based on the "Downloaded As" data. Only then is the rule is applied, as shown here: The Edit Rule modal dialog box doesn't allow you to select from where the text match is made ("Downloaded As", or "Bank Memo") and instead only has this feature named "Description": If you look inside the QBO file, there isn't anything labeled "Description". Just NAME and MEMO: <STMTTRN><TRNTYPE>DEP<DTPOSTED>20221121000000[-5:EST]<TRNAMT>1971.00<FITID>1952...<NAME>DDA ACH Deposit<MEMO>Citizens NET SETLMT Citizens NET SETLMT</STMTTRN> How do
The bank feeds for my BOA checking account stopped downloading. I refresh and it says completed but no new transactions are populated. However They work for the CC credit card accounts but not for the checking. I also tried to create a new QBO Desktop account and link to the checking account and in the new file the transactions are downloading. Is this a bank or QBO filed issue? How can I solve this issue?
Im trying to reconcile a credit card account for someone that hasnt been done for almost 2 years. Theres no way to do 2 years worth of reconciliations. Is there a way to start "fresh" with this month or last month and change the beginning balance/date, etc? Hellllp please.
How do I import older data into an existing quickbooks online
WHY IS QB TRYING TO GET MONEY OUT OF MY BANK ACCOUNT WITHOUT PERMISSION? WHAT DO I DO WHEN QB IS WRONG? HOW CAN YOU PAY QB TO GET OFF THE HAMSTER WHEEL?I JUST WANT TO PAY WHAT I OWE, SOMEONE PLEASE HELP ME THIS HAS BEEN GOING ON SINCE DEC. 2023The QuickBooks Payments TeamBusiness name: HT&K Dispatching LLCCase number: 15101507948
When you add transaction to sales receipt from bank feed in Quickbook online why does it go to undeposit fund if those transactions are from bank statement which mean they are already deposited? What is the function of sales receipt in the transaction type, please give an example. Thank you!
We bank with Wells Fargo. We have our banked link so transactions are imported online. We created "Rules" to quickly categorizing the transaction. Sometime last year (Sep. 2023), Wells Fargo started to add "BUSINESS TO BUSINESS ACH" at the beginning of each transaction's description that was a B2B transaction. Now the Rules do not function properly because, I assume, QBO only reads the beginning 20 characters or so of the description. With the addition of the "BUSINESS TO BUSINESS ACH", the uniqueness of the description is lost. My request is it possible for QBO to read more characters?
Lock month and annual
