Banking
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I have 2 of every account after updating on mobile app. How do I delete the duplicate accounts?
I was distracted today and made many small errors in my entries for Bank Deposits. How do I go back and correct the errors?
Hi!New to QB and need help!I transferred $800 from my personal bank account to my business account, and later realized $230 of the $800 had already been transferred before, so I transferred $230 back to my personal account at later date. How do I categorize the $230 transaction (expense) so $230 is not considered as income twice? Thank you!
When syncing with American Express Business Checking, all that is imported are the line item transactions but NOT the other critical metadata information. For example, the Description from Amex will simply say "Online Transfer / Payment: Debit", but the details will include the "TO", which will be the actual recipient of the payment. So when this is imported into QBO, all that is imported is the date and the description - literally every transaction then looks like a generic Debit or Credit, and need to be manually categorized 100% of the time. I contacted both Quickbooks and Amex and they point the finger at one another. This is very frustrating as the companies cross promote regularly but the basic importing is broken and essentially useless. ( https://www.americanexpress.com/us/business/benefits/business-essentials/intuit.html ) Has anyone found a workaround?
My money, period! Isn’t that stealing from me? This is my money!!! Why not allow me to transfer out to a linked bank account or cut me a check?! Won’t even respond to me now! Help!!!
Hello, We initiated a check on our bank's website at the end of 2017. Since the bank always has a time lag, the check wasn't written by the bank until 2018. In QB, the bill was recorded as paid on the date the request was put into the bank. Since we use Bank Feed Center to pull in all of our bank detail, we won't be able to match the paid invoice per QB to the transaction that is coming in from the bank (since it was 2018). We normally don't worry about the check initiation date; but in this case, the company wanted to show it as paid so they could estimate taxes better. When I try to do the December bank reconciliation, the invoice is showed as paid on QB, but of course it's not in the bank statement. So therefore I have a reconciliation discrepancy. What should I do? (One other thing to note: We do cash rather than accrual based accounting. We are a small business.) Thank you in advance for your assistance.
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The JE was in July. Now on the bank rec for Jan. it shows up as an uncleared item. QB will not let me see the item because it has been deleted. If it has been deleted, why is it showing up?
We are seeing the below error when trying to view and match bank transactions. If we filter by Money In, we're able to see customer payments and match them, but none of the other filters work, neither does viewing All transactions. It works until about 8am each day, then goes like this for the rest of the day. We have tried disconnecting and reconnecting to the bank and cannot see why it is having this problem. Please can anyone shed some light on what's going on? We are assuming it's an issue at the QBO end as there are no other problems with the bank.
I set up a QB account for a small nonprofit I belong to. I just got voted in as treasurer. I have been using QB for a long time running my own construction company so know just enough to be dangerous.I enter deposits from members entered as "customers" but when I go back to the customer center and look at each individuals transactions, nothing shows up.What am I missing?
need help with bank deposit already recorded in QuickBooks and shows invoices as deposited but is in the "for review", the action is to "add". This was a Venmo payment and there are fees from Venmo associated with it. I don't know how to record this. So, to recap, the money is in our bank acct, it is recorded in qb's as a deposited invoice and is still in the "review" for a lesser amt (due to venmo charges).
I haven't been able to update my account for many days. this is the error message:We can’t get transactions from TD Bank-1Come back in a few hours and update (4009)
Can you tell me how to begin a second company?
Hello! If I don't already have a sale recorded in quickbooks online when the bank deposit gets pulled into the bank feed, can I create a sale after the fact (so I can record the full amount plus any sales tax and Square CC processing fee, in separate accounts) and then match it to the bank feed when I reconcile? Or if I haven't created the sale prior to pulling in bank transactions, do I have to just categorize the deposits and then do a journal entry to properly account for the actual sale, sales tax, and CC processing? I am using an external banking institution, not Quickbooks checking or any Quickbooks affiliated bank account. I just have my external bank linked to my QBO (Quickbooks Online). Thanks in advance!
I imported receipts into Quickbooks 2021 desktop and they all showed up in a checking account. How do I change them into a credit card charge? I tried editing the check but there were no credit card accounts listed or radio buttons to change.
Square payroll is not showing up?
Hello! I'm about to start trying to reconcile my Quickbooks to my bank's checking account. There are 13 entries in Quickbooks that are categorized as "undeposited funds," but the deposits are already in the bank (I think they're all credit card payments for memberships to our organization, via Authorize.net). Does the fact that they're listed as "undeposited funds" in QB mean that QB hasn't factored them into its deposits? Should I tell QB somehow that these funds have been deposited, and if so, how? I'm trying to get things balanced. Thank you!
I received payments Monday and Tuesday and Tuesday afternoon my payment processing account was closed . Here it is Thursday and I’ve to receive my money . How long does QuickBooks hold it for ?
While I am outside the US?
How do I keep only 2024 data in QB?
I have no payments in QuickBooks that are yet to post to my bank, and I do not have any checks or other payments written on my bank account that are not posted to QuickBooks. The bank account was reconciled with no errors or discrepancies identified in the Reconcile interface/process, but there is still an error in the stated balances of $1,056.55 between QuickBooks and the bank, with QuickBooks being higher.
I am a bookkeeper for a trucking company and I need your help to solve a couple of things I don't know how to do:1- the company started factoring with a service station called Loves. They buy the invoices from us and charge us a 2% fee. Then my client pays Loves directly.I want to know how to correctly register the payment from Loves to my checking account. So far what I am doing is putting a 2% "discount amount" on each invoice so that I match the amounts each time Loves deposits. Is it correct to do it that way? Because in the P&L report I see the 2% discount as a "discount given" and not as a "factoring fee".2- Loves gave me a fuel card for my driver to use and all the fuel that I charge will be deducted from the payments they make to me for the invoices that I sold to them. How do I register every time my driver fills up with diesel?Thank you very much!
