Banking
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I subscribed to QBO in 2022, cancelled 1/23 with the understanding I still had access to my data.
I tried adding a second bank account To my QB app and when I do it tells me to click a bank to connect it to (first bank that I added) then it says error that my QB already has a bank. Are we only allowed one bank per QB account? I have several business bank accounts from different banks. How do I add all of them into QB?
I see there is now a Search Bar on the Home Page between Top showing Icons and the Options for Quick Links. It is not functional for my purpose and would like to remove or at the least hide.
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I already uploaded all of the past transactions from last year. Although I do know that some didn't get uploaded because as I reconcile the year some are missing. I don't want to go through 445 transactions to see if they are duplicates or not. Help!
I need to do bank reconciliation but it's not working
I was wondering why when I run a transaction history report in Merchant Services the Cardholder name is not validating the correct information. Sometimes it notes the proper customer and then other transaction not Cardholder or Valued customer? MU02020607282/13/2024 7:22CARDHOLDER/VISAVisaMS02095502552/13/2024 5:12FUNKY FLOWER SHOPMCMS02095096042/12/2024 14:09VALUED CUSTOMERAMEXMU02020139592/12/2024 13:50VASQUEZ/HECTORVisaMQ02112241012/12/2024 12:05 MCMU02019977152/12/2024 11:59 MCMS02094707352/12/2024 11:22CARDHOLDER/VISAVisaMQ02112126652/12/2024 11:16CARDHOLDER/VISAVisaMU02019818752/12/2024 10:14VALUED CUSTOMERAMEXMS02094412262/12/2024 9:24ESTRADA/JESSICAVisa
I set up to have my bank feed connect starting Jan 1 2024. But now I would like add all 2023 How do I do that?
If I simply use an existing Payee, it presents me with this obscure statement that I don't understand the implications - "Do you want to prefill this expense and overwrite your entries using values from this contact’s last expense?". Why would I ever want to overwrite my entire entry just by picking a payee name?
input bank transactions
A few months of transactions are missing.
Hi,I cannot print checks from the banking section of the home screen. When I click on "Print Checks", it goes into a setup loop, asking me if I'm finished with setup and then sending me back to the home screen no matter what answer I give it. This happens in both Desktop view and the online view. Is there a fix for this?Thanks
Hello! I just started working at a new company. The reconciliation is off by 300k. I unreconciled 2023, and I’m still off by 90k. I would like to go back to the beginning which is October of 2021. Does anyone suggest that? Thank you!
I recently switched banks. I have two checking accounts connected, my old checking which I'll call Checking1 and my new checking which I'll call Checking2. Checking1 had a balance of $580 and was fully reconciled in QB at the time I closed the account at the bank. At this bank I had that checking account and personal savings account. The teller asked if I wanted two separate checks(since I was closing both accounts) and I asked for just one check - the sum of both accounts being closed. Now, in QB I'm stuck. I've got a $695 deposit, of which $580 is Checking1. So, really I need to "transfer" the $580 from Checking1 to Checking2, thus zeroing out Checking1 in QB. The trouble is that the remainder of $115 is to be credited to "Owner Investment". How do I handle this deposit?
I'm using QB 2023 Premier Plus Contactor Edition Hi,I had another Contractor Zelle money to my business account to pay me back for lunch the other day.How do I record this deposit. Which accounts do I use??Thank you!Todd
I have Multi Currency set up and working with some Foreign bank accounts synching. I need to create some other expense categories in the local currencies to track expenses and transactions. If I just go to the chart of accounts and click new Account, as soon as I change the account type to Expense, it removes the ability to choose the account currency. yet, at other times, when creating the account from the Bank Transactions tab, it does let me make an Expense account with a foreign currency. Is there something I'm doing wrong?
How do I get quickbooks to match my bank account deposits. They are off by 1 day
A customer paid and it wasn't instantly deposited after I setup instantly deposited
I purchased multiple items with amazon. 1 item was a personal item in my cart. How do I remove/exclude it from the transaction?
