Banking
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We recently opened a line of credit for $450k. I created a new account in Quickbooks, listing it as Other current liabilities > Line of Credit and entered the balance as $450k. However, when I tried to record a Transfer of $130k from the LOC to the bank account, it added $130k to both the bank balance and to the LOC balance, making the LOC balance $580k instead of subtracting the 130 from the available line and making it $320k. Should the opening balance have been recorded as -$450k instead? Or should the transaction be a journal entry instead of a transfer?
I recently purchased QB online... The. Uploaded all my PayPal transactions into QB. But when I go to the transactions page in QB it displays about half of my debits as positive credits.
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I've been trying to figure out why all of my Paypal transactions between a certain period of time in 2024 aren't showing up anywhere within QBO. My home currency is USD and I'm on the Basic plan if that matters. What I've found is that the linking turned off when I received a payment in GBP and then it turned back on after I received a payment in DKK about 5 months later. All transactions prior to and after these are transferring correctly. They are not in the uncategorized account or anywhere else that I can see.
Fees are removed from my registration income deposit, right now I record the deposit as an income and then record the fees as a bill, but my problem is the fees are not a reconciling item this leaving my QBO balance lower than my bank account
can I add back deposits I've deleted
This is the first time that this has happened.On April 5th, I had to e-invoices be paid on the same day which is not the issue.E-Invoice "A" = $200E-Invoice "B" = $100I had two separate invoices go out too two separate individuals one for 200 and the other for 100, When I go into my quick books online management and go to "Bank Transactions" it has some how combined both transactions into 1 deposit, I do not know how to separate the two transactions.When I go to my "Deposits" page it does show the two transactions but has batched them together.I do not know what to do to separate the transactions so that I can properly record them
My Cap 1 card requires D/L .qbo transactions file and manual upload via bank feeds center to review and post charges. Fraud required new card number on same account. Per directions I removed acct from bank feeds, edited the CC account number to new one, tried to reconnect to bank feed center. But can't reconnect because last four numbers of CC still showing in bank feeds center CC listing even though total CC number shows changed. Hyperlink on how to fix the problem goes to an "Ooops, invalid link" page. Suggestions to resolve this? Thx
Just converted from Desktop to QBO and downloaded Bank Transactions. Many of them were duplicated when added, so now we have a ton of duplicate transactions. What's the easiest way to rectify this such as deleting them all from the register and re-downloading?
Nordstrom Credit Card has been having issues since November. Now all the data is just not there. They don't have any way of giving me a data file that goes back further than 12 months. I don't even know when it went missing.
"Our connection to this account expired. (350)" But the "Reconnect now" button is greyed out. It's been that way for a couple days. I tried contacting help, but they were... no help. It's an AmEx CC and it's only been unlinked for a couple days, done by QB, not me or AmEx.
Good Morning,- -this note is intended for QB Software Engineer Support-- Our company charges a flat monthly fee and many customers have allowed us to set up and ACH autopay. Which means each month our bank automatically withdraws from their bank and deposits into our bank. I have set up Banking Rules for each client intending to match this ACH Collection to their open invoice. However, none of the rules have worked and QBO only returns a random client name for all of the ACH debits. Each month (billing cycle) I modify the conditions hoping to find a solution to no avail. I have called QB support and they have let me know many other people are having the same difficulty. My Banking Rules for utilities work just fine. Money out vs. Money in? I have opened a case with QB in April 2019 Case # 53xxxx173. I have had no contact from QB and have tried calling back many times with zero progress. I very much hope someone can respond
How to link my bank
I didn't use my quickbooks in 2024 but did in 2023. My Amex even shows as one of my accounts but only shows these last two months of transactions. I have tried importing but then qb says "maybe an error on our end".
I am used to sending a receipt to my clients and in the process, QB would charge a credit card. It looks like it hasn't been doing this. Has something changed? Where do I find a copy of the charges to credit cards. I'm panicking.
Hi, I have few bank transactions (receipt) which needed to be matched with customer payments. However, when I go to match them, relevant customer payments are not showing up to match them. They are in the correct bank account and in the correct date as well. I need to mention that these bank receipts were matched earlier and deleted. Now I cannot record / match them again. Can someone help on this please.
My bank is no longer providing QBO files, instead when I download my bank transaction data it is a QFX file. How do I get this information into my Quickbooks? I tried an online converter and when I try to import the new QBO file it just crashes Quickbooks.
