Banking
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What happened to the automatic match selecting for sales receipts in my bank deposits? I used to be able to select a date range for my sales receipts that haven't been matched and it would automatically find them. Rarely I would have to manually match them. This is very cumbersome now that it's missing. It's gone away after recent updates to the match selection screen. Am I missing something?
I transferred funds from one account (PP) on 12/31 to (CK), but it didn't post there til 1/3. They are in two different QB files the first in the prior year and the second in the current year. How do I show this transaction in each file? Using QB Desktop 2020
I like how downloaded bank transactions are automatically categorized and/or matched, but when it comes to reconciling, the automated reconciliation is never accurate, and I need to go through it manually anyway. clearing all the checked transactions is simple enough, but if I start the reconciliation and then, for instance, remove the "statement ending balance" filter, then QBO once again automatically selects transactions to be reconciled, undoing the selections I just made.
I've been at this for the better part of this week and maintaining the connection with American Express is simply not happening. I can connect and download my transactions for certain, but the connection is lost immediately afterwards and therefore, I have to re-enter my login information every single time. I've contacted customer service on both ends, but nothing resolved yet or any solid ideas on how to fix this. Does anybody know what's going on, have a suggestion or guess at what I can try to maintain this connection as QB suggest can be done? Please let me know and thanks in advance.
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I recently started receiving emails saying I have a case that needs to be closed. The text is below. But I can't find anything in my online account or any direction as to how to fix this situation. Does anyone know what to do with this? This is a follow up to case number 15132764247 sent on 03/19/2025. As of this notification we have not received a response and this information is critical to supporting your account activity. Please respond by 04/18/2025 to avoid any adverse actions on your account.
Cannot find any specifics
In QuickBooks desktop I would click on an item that has cleared, but that doesn't work here.
Link account to quickbook
When I try to link my bank profile through DirectConnect, QuickBooks tells me that my security questions are being answered incorrectly. However, I just reset the questions earlier today, and verified that the answers are correct by logging in directly to my bank's website. Sometimes the question answer is accepted, but then it gives a separate error saying "Password time has expired."
My Paypal deposits suddenly have sales tax added to them. I did not change this in the settings, but I need it to stop!
I accidentally undid reconciliations, is there a way to undo my undo so that I do not have to re reconcile 151 items?
is desktop 2022 going to be discontinued like the 2021 version?
I have a chase account and missing several months of information but it is available from my bank. How do I reboot to get this information?
I have automatic transactions setup in quickbooks and when the ACH transaction gets downloaded from my bank, QB won't see them as matching transactions.
The balances are correct - the Reconciliation shows up twice for one month - how do I delete ?
This is the first time reconciling since importing from desktop.
