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Can I clean up my rules list with bulk deletion?
I am trying to setup my NavyFederal Business account for the first time and the sign in does not work at all.I can manually signin directly with NavyFederal, and it all works perfectly but not through QBO. When using my personal Navy Federal account, it does work, but I cannot setup my business account.
Business Checking account (online only)
Seeing as how there are a litany of topics/issues in regards to Chase credit card downloads, I'd like to know how others have structured their cards in their Chart of Accounts and if the banking feed is downloading their transactions properly. Is the master card for your chase account structured as the parent account in QBO? And would that mean that all of your other employee cards are structured as sub-accounts to that parent card? Or are you setting up a parent account for all cards (including master) that is not actually connected to Chase Online? Meaning that only the sub-accounts are connected to a bank feed. Any feedback on the correct way to do this is greatly appreciated.
It was my very first invoice and since then all other paid invoices have been released. It is for a small amount. I’m becoming concerned this is a scam and they will just continue to randomly hold deposits. Anyone else have this issue?
Just linked my Chase credit card to my quickbooks online. The program recognized the credit card account and properly added it to my dashboard, along with its outstanding balance but did not download any individual transactions which I need to categorize. I have tried updating the account and nothing changes. Any ideas how to solve this issue? Thank you
Hi, I recently had to change account numbers at my current bank mid-month. I need direction as to how to make the necessary changes in QB. QB is currently downloading transactions past the account conversion date and displaying them as Forced Pay. I'm also not sure how to reconcile the two accounts for that month. I haven't created a new Bank in the Chart of Accounts as I wasn't sure if that was the right path to remedy my situation.Thanks in Advance!
I recently opened a bank account with Quickbooks. I am needing to add my co owners info but can't find where to do so. Where do I go?
The account was put on hold after it was approved and my debit card was sent out and the money had not cleared from my bank I linked through Plaid. But it cleared today and the card arrived at my business but it can’t be activated.
I have transactions at the end of the month that are throwing off being able to reconcile. I have paypal set up to pull funds from my business bank account. The problem is that the transaction date it begins is the original date of the transaction but my bank shows it happening in the following month. For example, added funds to paypal on 12/30 but bank shows it clearing on 1/3. This is causing my books to be off and reconciliation difficult. It only becomes an issue when the transactions are at the end of the month. How do I fix this and be able to reconcile for the month?
I got a charge on my account which was not from me and inproper funds I didn't sign up for. How do I get my money back into my account? And if quickbooks can't reimburse me what are some good company's I can sign up for so I can let go of Quickbooks Checking card
How do I get my payment column back while in reconcile. i only show deposits
I reconcile my account for the first 5 months and everything was reconciled but when I got to month June and entered my ending balance and date my balance was off by 938. I check my bank register and everything was cleared but I cannot figure out what transactions are missing. What do I need to check to on QBO to correct the reconcile issue?
I have tried to add my Square Account to Quickbooks Self Employed several times. I have tried multiple browsers, private, incognito, etc. Square shows up in the list when searching to add said bank, but when the process is finished, it says 0 accounts updated.Any ideas? Thanks.
Hi, I am downloading my bank and credit card activity, using bank feeds. So I have my credit card payment showing up in the feed from the credit card. How do I categorize that? Is that an expense? Thank you
I have a bank account that was reconciled with the wrong opening balance. How can I change the opening balance? I don't see a mechanism for this when editing the account in Chart of Accounts (or anywhere else).
I entered the wrong last statement starting balance amount in reconciliation and it won't let me correct that amount when I try to edit info.
