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Possibly related to this issue is that I have an Acuity Scheduling integration. When my Client schedules an appointment in Acuity Scheduling, it automatically creates an invoice in QuickBooks. I want Quickbooks to simply assign the next invoice number to the invoice. But the "use custom transaction numbers" setting will not stay off (it turns back on by itself even after saving), and therefore the automatically created invoice is created without an invoice number.
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The wheel spins for a moment then nothing. The page does not go anywhere and it does not accept (or reject) my amount/ending date. I am new to this process and I feel like I'm missing a step but it worked fine for the prior months.
why is there is a tag in rules
I have some foreigns accounts which I manually upload the transactions and I add a tag to each one of them. For some reason the option to add a tag is missing, how can I solve this?
why are my transactions not listed by most recent versus historical
HOLA HE ESTADO HACIENDO CATEGORIZACION DE TRANSACCIONES EN LA CUAL TENGO PAGOS DE LA CUENTA PRINCIPAL HACIA UNA CREDIT CARD YA CERRADA EL AÑO PASADO QUE FUE USADA PARA MATERIALES PARA HACER TRABAJOS , NECESITO REGISTRARLA AUN QUE ESTE CDERRADA? COMO CATEGORIZO ESOS PAGOS ?
I recently opened up a QuickBooks checking account, which apparently is not managed or controlled by QuickBooks, even though they advertise as such, and their name is all over it and the only way to manage your account is through QuickBooks. So I received a debit card with the account. I have never used the debit card; I only use this account to collect QuickBooks payments and hold money in envelopes. Well, my card number was stolen and used at Hulu. I cancelled the card (that I had never even used) and ordered a replacement card. I called QuickBooks, who transferred me to Green Dot, who then transferred me BACK to QuickBooks. So, I tell the customer service rep about what happened. His response is that he will file a dispute, and someone will call me back, and that he will cancel my card and order me a new one. I explain that I have already taken care of that, and then he says ok, I'll just file the dispute, and someone will give you a call later today. Only to then go on to
Hello, I post this topic here as well as we put the post on singapore page by error instead of US. We're using the API to make a transfer request from two bank accounts of type checking.- One is of type USD (domestic currency)- The other is of type BOB (Bolivian peso). ✅On the console UI: transfer of 1162 bolivian peso from BOB bank account to USD bank account => OK❌Using the transfer API we get an error => KOHere is the payload:{ "Amount": 120, "ToAccountRef": { "value": "92" }, "FromAccountRef": { "value": "35" }}
Multiple unrecorded deposits were grouped together incorrectly and recorded to the register. How can I undo this deposit entirely and correct it?
Hi,I accidentally deleted some entries that were reconciled and went back into the chart of accounts and marked all entries as reconciled, QuickBooks is now saying that each entry has an invalid date although I did not change the date on any of the entries. How do I fix this?Best Regards,Noel
I've received 2 deposits for an Invoice which requires me to update the Deposits field on the Invoice. However, I have already created a Bank Deposit for the first amount on the Invoice, let's say $100. But, now I received an additional deposit for $100 bringing my Invoice deposit field to $200. I can't save the invoice due to the following error:This transaction has been deposited. If you want to change or delete it, you must edit the deposit it appears on and remove it first.I'm not sure how I go about doing this and if it makes any sense when the first $100 has already been deposited to the bank?
Can you link Southwest Airlines Federal Credit Union bank to QuickBooks?
I am missing January and February 2023 transactions from my Quickbooks. I followed the instructions and pulled a CSV file. When I upload to Quickbooks, I get an error that says "55 matching transactions found. No information imported."It sounds like Quickbooks THINKS the transactions are there, but they aren't showing up for me.
Hi, I have an expense for $800 in my bank register for my checking account. I added it and went to go reconcile for the month of Dec. 2023 cause that is where the expense is from. And it doesn't show up for me to reconcile?? I am at -$800 in withdrawals right now for that purpose. Any solutions? Thanks
Received From field does not pull any data. Within the template I've tried deleting and re-adding somewhere else and it's empty. Please fix ASAP! See red circled items below. The other stuff I want to see created as well, but I have that within another thread.
Hello - QBO newbie here. I am working on reconciling the business checking and I have a question im having a hard time finding an answer for. Is it better to match deposits made to invoices, or to just receive the payment in into a categorized sales account? QBO has already “matched” a few of these deposits to existing invoices, but the tutorials I’ve seen say to have it come in as categorized sales. Thank you!
