Banking
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In the bank feed I match deposits to the customer payments included in that deposit. A payment was applied to the wrong customer and invoice so I changed it. It was already reconciled and was part of a match on a deposit. So now I need to match the correct payment to the deposit and unmatch the wrong one. But when I click on the deposit anywhere it shows up I am unable to see the matches. I can't figure out what is in that deposit. Is there anywhere I can actually see what payments were selected for that reconciled deposit?
connect to chase bank
I have a bank checking account that Quickbooks won't connect to and thus there are no downloaded deposits in the bank feed to match and close out paid invoices. I've already wasted enough time on the problem, I'm moving to a new bank so I am not worried about fixing the failed connection. What I need to know is how do I manually create the transactions in the bank feed (as if they were downloaded) so I can then match the deposits and close the invoices?
Wow, this program is getting worse. When I am doing a bank rec and need to add an expense i do. Shows up and i reconcile it. Go back later on and it's gone. Have to reenter again. Could it be save and enter new not working. Frustrating as heck. Having to do reconciliations for a all of last year. Any help would be appreciated because I have more important things to do than messing with a system that is going wonky. Noticed problems showing up last September and also now running extremely slow even with fibre net high speed.
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I made an error when reconciling my banking account several months ago and inadvertently accepted the automatic Reconciliation Adjustment that QBO generated. I have located the erroneously reconciled transaction and changed the status to unreconciled (blank). I also unreconciled the Adjustment entry. Am I correct in assuming the adjustment entry will disappear, or at least not show up on a Reconciliation Report after my next reconciliation (next month)?
I import my Amex Biz Checking transactions to Quickbooks but the only thing that comes over is the DESCRIPTION field, which has no useful information in it. The memo, payee, etc are not transferred over - this means every credit/debit is impossible to automatically categorize because they all look the same. Has anyone dealt with this?
cannot download transactions from wells fargo using quickbooks connection tool. just says error for few days now.
There is a lot I like about QuickBooks, but I have lost trust in the company (Intuit) because of their heavy promotion of QuickBooks Checking and QuickBooks Money in the midst of chronic Green Dot Bank problems. A company with integrity would get rid of Green Dot Bank and partner with an ethical company before launching a massive advertising campaign. Intuit did not do that. This lack of integrity on Intuit's part is especially galling because these two products (QB Checking & QB Money) specifically target very small business owners: "QuickBooks Money is designed to help millions of solopreneurs get paid and manage their money end-to-end." Intuit accurately discerned solopreneurs need for a banking solution tailored to their unique situation. It feels exploitive to this solopreneur.If you're new to the Green Dot Problem, search this forum and other sources like the reports below."More Green Dot Bank customers say they can't access their funds, causing financia
I have a landscaping business. I have a separate spreadsheet to keep track of payments from my customers. I usually do a bulk deposit at my bank. I am comfortable with my spreadsheet and don't want to add any customers in my quickbooks. When categorizing the deposits, how can I make a rule for the bank deposits? Quickbooks asks for a customer name, but I don't have a name since it's a bulk deposit of checks. Is there a way to do it?
After I had reconciled my accounts for 2023, I realized that two transactions were entered incorrectly. The first was a refund from an overpayment from a customer, the second was a mis-categorization of a check written for a partner. Once I changed these, the original reconciled transactions were deleted and now before I can do the January 24 reconciliation, I have an error in the amount of those two deleted transactions. How can get back to the $0 amount? I've tried to follow the examples, but none seem to match what I did and how I can't fix it to get a difference of $0. HELP!
Hello,I have imported my bank statement. I added them all and they each show a lightning bolt.When I go to reconcile, I still have to do it manually.How can I auto reconcile?I use quicken for home use and once the statement is downloaded, it automatically reconciles. It would be nice to do this with checking account in QB. I am using Qb Pro Plus 2024 desktop.Thanks.Melissa
I created rules in QB Online and it went and changed all the information for 3 years and is now listing all these transactions as outstanding even though they were already reconciled. How can I get these outstanding items removed?
Every time my QB for MAC 2021 updates and I go into my bank reconciliation it comes up and I hit OK and it is frozen. I can't close it as the red dot is no longer there. Only the yellow and green dot show. I can't remember how to fix it. Please help.
I want to reclassify multiple transactions from one account to another account. The reclassify option is not appearing in my Settings menu. How do I get the RECLASSIFY option?
How do I reconcile when paying from a personal account
