Banking
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We do not have the ability to alter the URL under Bank, edit account. This must be done b/t QB and the bank. I can't even send QB an email w/the details, as there is no option available to send emails.
My account has been synced since June and has worked perfectly up until a few days ago. I'm no longer able to sync to the account and when I try to enter my credentials, I get the error message that "something must be wrong"
Bank account
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Hello, Last week I didn't have any issues with Novo bank connecting to my Quickbooks online. But now my Novo bank account showed connection issues. Everytime I tried to connect the bank to fix it it would show up Error code 103, which is the code for the wrong user/password. My account is correct and I have tried to connect through Novo but Quickbooks still shows the Error code.
I accidentally downloaded my bank transactions into two different accounts and now I am showing twice the income. How can I safely delete the transactions that ended up in the wrong account?
My company reconciled the year 2021 in March 2022. I had unreconciled 2021 to work on fixing some issues from that year. Now that I have finished and I am about to reconcile again, I see a section that states "Uncleared deposits and checks after 12/31/2021." and it only shows transactions from January till March right up until 3/22. All those transactions are from 2022 have nothing to do with 2021. They don't appear to affect my 2021 reconciliation numbers either. I can clearly see it is showing me uncleared transactions in 2022 up until the date we reconciled 2021 in March but I don't understand the purpose of this? Why does quickbooks show this when I am reconciling 2021 if none of these transactions pertain to that year? Am I supposed to account for these in some way? And if I reconcile 2021 again today will it now show uncleared transactions all the way from after 12/31/21 till today (the new date 2021 was reconciled)?
my transactions start in june and then skip to october im missing july august and september...any help would be greatly appreciated
Hello, I am going to finally connect my credit card to QBO. (hopefully, been worried about doing it) Have had this card for my business for a while but never connected it because I am still learning how to work on QBO. I have my last credit card payment that came over from my bank sitting in QBO to categorize. I haven't done it yet since my credit card account is not connected. I am still learning on how to use QBO, been watching videos. But my question is I am trying to figure out what will be the best start date to pick when I am connecting the credit card to QBO. I was thinking the date of the first transaction of the payment that is sitting to be categorized. But wanted to check if that is a good date or should I pick a different one. Wanted to get an opinion from someone who knows more. Thank you.
Prior accountant had access to our account and did not reconcile 2018 or 2020, but taxes are completed. Unreconciled transactions show up in reconcilie module.
The obvious answer is to create a new QBO file, pay month to month and then try and transfer over my existing subscription but am looking for a better way if possible?
As this will mean the end of Online Banking, I have a question. Will it still be possible to import a .qbo file, or will this be disabled?
Can enter church offerings in the small business version of Quick Books or do i need to upgrade?
Hello, I need to change the “transfer funds from” for deposits and “transfer funds to” for withdrawals for 1 checking account on qb online. I’m not changing the amount or date. Will this affect all my previous reconciliation for this checking account? Also, I have not reconciled any other acct where the transfer funds goes to or was deducted from. Thank you all in advance.
In my checking account I have a duplicate entry for a Sept, 2020 credit card payment. While reconciling the checking account this morning I saw this duplicate payment, double-checked it was uncleared, and deleted it.But when I finished reconciling I was off by the exact amount of the payment.How do I handle this?thanks!
My wife received a 1099k from a place she sells online. The numbers on the 1099k were wildly off from what Quickbooks was reporting. She's terrible about reconciliation and upkeep and I hadn't been into her books in some time so I decided to have look. I began reconciling month by month, and all was well until I hit mid-January of last year. Quickbooks was missing a ton of transactions from that date onward. Her connected checking account did not show anything else to import and she had no excluded transactions. I've taken the following actions: 1. I logged into her bank account and manually downloaded mid-January 2023 through mid-February 2023 in QBO format. Imported that file into Quickbooks with a "import successful" message. Still missing those transactions.2. From her bank account, manually downloaded the same period, this time in CSV format. I verified that the transactions in question were indeed included in the CS
