Banking
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We are not going to connect to the bank account how do I enter transactions?
Can my client still reconcile January 2024 while i have an accountants copy with dividing date 12/31/23? When is that they have issues to reconcile while there is an accountants copy. Thanks!
When using QBO the bank detail previously imported into the memo field. Starting this week the process only imports the last part of the bank detail into the memo field. Now I have to manually enter the information in the memo field.
I saw a long thread that seemed to have no solutions going back some years. I thought by now Quickbooks would have addressed this as most of its customers are business owners.....
Quickbooks needs to add the "Shift-Click" setting to multiple areas in QB. For this example, I would like to match one bank transaction to ~2-300 check payments. As it stands right now you have to manual click each box instead of being able to shift and click them all or even a box at the top to select all. Does anyone know if I'm missing a way to do this? Thank you
I have connected my Amazon Biz account to Quick books and it does show the duplicate charges. I don't know how to permanently delete these duplicates either...
Hi, I am trying to reconcile a bank account in QB that is not linked. I was asked to delete two credits. They are both from payments, that have been reconciled before. When I deleted them they made my beginning balance off, so I added them back. I thought about going into the month before and unreconciling everything by hand in the chart of accounts, and then deleting them, then adding back all the others, but won't that make my ending balance off? Anyways, how can I delete two credits without messing anything up?Thanks!
Recently you changed something that does not allow two (2) different credit cards from American Express. I have to connect to one or the other but I cannot have both connected and syncing under "Bank transactions". This is really inconvenient and in fact the removal of an existing capability. I hope this can be quickly resolved.
There are two transactions that I don't recognize and I'm not sure what to do. Is there a phone number I call?
I opened a credit card account last year, and entered all of its expenses manually as journal entries and have completed that year's books. Now I have linked this account to Quickbooks and input these 2024 expenses to QB in the normal way. How to reconcile? I want to start reconciliations as of 1/1/24 and not reconcile 2023. I think I need to be able to manually create a starting balance as of 1/1/2024 and move forward from that point.
I accidentally deleted transactions after reconciling bank account. Can I undo and do it over?
Is it possible to match a downloaded bank deposit to lines in a journal entry? I record daily sales as one large journal entry and the cash and credit card deposits two of those lines. Is there a way to match those lines to the bank deposits? I can clear them manually during reconciliation but was hoping to save time by being able to match them from banking.
expense not reflected in reconciliation
This happened because I noticed a single missing trx so I uploaded bank QBO. When I've done this in the past, it only added missing trx. Today it added every single trx. They show up in my register as duplicates. If I delete a transaction from my register, it re-appears on the bank transactions for review. I don't see a way to permanently delete a transaction anymore.
delete bank account
