Banking
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I want to make it easier to match transfer by creating an easy to use naming convention for various credit cards and bank accounts.
My last statement reconciled but this one is off when I start. How do I find changes that have been made since the previous reconcile?
Hello! As of 10 days ago, all of my incoming deposits show up as transfers from Sales in the "for review" section, ignoring all rules I created to automate their classification. As a result, I have to assign the source and category for each one manually. This is totally new behavior so I'm wondering if I missed some information in an update?
Is there a way to seamlessly integrate the new card so that the previously cleared transactions don't open back up? I didn't have any control over the bank changing the card but I'm not sure exactly how to handle in QBO. There are hundreds and hundreds of transactions.
want to change bank begning date
I'm using qb 2024 premier plus cont. edition What will happen if i reverse a payment made to me in merchant services? I dont want fees and the customer can pay me by mail...
Hi. I linked my bank account with starting date mid December 2023, however, the system somehow uploaded transactions from a few years back. I didn't notice this right away and created some rules, which seem to have been applied to previous years transaction and now everything is scrambled in my chart of accounts. Not sure how to resolve. Thank you
My company receives a redemption credit on our credit card statement several times a year. I have been entering it as a credit and putting it under Other Income: Redemption Credits. But when I go to reconcile the credit card statement, that redemption credit does not show up and I can't reconcile. What am I doing wrong? I use Quickbooks desktop NOT QB Online. If someone could walk me thru the proper steps I would greatly appreciate it!
How to fix this? All the 2023 tax year info are calculated before I made updates, and I can't find anywhere to change it. Anyone knows how to fix this? Thanks in advance!
We linked our bank account to QuickBooks online but it does not import transactions from 2023 how can we solve this?
Hello,I received a check from a customer and it's is an overpayment of $59.69. Because I revised the invoice already and took the sales tax off and resent the revised invoice to their a/r. So I know before on one occasion when they did this before they saw they paid an invoice with sales tax on it, on one of their next checks they made a credit memo in their system and took a credit in the amount of the sales tax. But before when i applied that payment to the invoice and it had sales tax on it and I was unaware of this situation. But since I am now and I revised their invoice and took the sales tax off since I now know they are exempt from sales tax on all their invoices, when I apply this over payment to the invoice it says at the bottom this transaction will create an additional credit in the amount of $59.69.So my question is if I go through with applying the payment to the invoice and it's an overpayment with it make a credit on the customer's account that I
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no puedo hacer la exportación de moraware a quickbooks, porque no coinciden los métodos de pago para invoice
I cannot connect Fidelity.com to QBO because Fidelity is not showing up on the list of financial institutions. It used to be listed and connect no problem late last year. Fidelity said it's QBO's issue. Is there a current, ongoing issue with this, and will this be resolved? In scanning the other discussions, it seems like there are variations of this problem for a lot of users.
