Banking
Recently active
Original commenter did not share additional details
disconnect to my bank
I can't download manually to quickbooks
I go into QBO to review my credit card charges and there are none to be reviewed but QBO shows the right balance for the card but no charges. I called customer service and they are about useless on trying to figure this problem out. I have done everything possible that I can find online including updating the account. Can anyone help me get this issue figured out so I can start keeping track of my expenses since I charge all by business expenses on that card.
The client creates a Sales Receipt and accepts payment. Some customers pay by two payment methods, credit card or check. The client was not aware of how to receive payment by two payment methods. Now the client is aware of it after training. Scenario: Say a client's customer had a sales receipt for a total of $2345.87 and the client's customer paid $1545.87 with a credit card and a balance of $800.00 paid by check and the total sales receipt is already in Undeposited Fund. The $800.00 check has been separately deposited in the Bank. How to account for this when the client is depositing the undeposited fund? Is there a different way to handle this situation? Thank you for your help.
I have been trying for weeks, off and on
One of my checking accounts is not linked to the bank. In the chart of the accounts it is there but on the banking page it is not. When I am in the chart of accounts and click "connect bank" it takes me to the place that connects to banks. When I choose the checking account however, it creates a new account in Quickbooks rather than linking the existing one. Is this something I can fix in Quickbooks? Or do I have to do it on the bank side? This account is with Farmers Insurance FCU. Any help would be greatly appreciated.
Under "Bank Transactions" I have entries for automated feeds - my banks, credit card accounts... I need to add a new credit card entry there, but I don't see how to do it. I've created a Category for the new card, and the new CC provider pushes data to that account like I want, but i'd like to have a 'tile' for it like I do for my major Bank Accounts and Credit Cards, so that I can easily click on it and categorize any transactions that aren't already categorized by rules. If I click the dropdown shown at the very top, and then scroll down and click on "Reoder Accounts", I can see the entry that I want to show up as a card... I can specify where in the sort that I want it.. It just doesn't show up as a card. Ha sanyone done this and can share details on how I can do so?
Hi, We noticed that past transactions from our banks are not carried over in QB. We only those starting from April 2023 and only 1 transaction is before that from Amex. We have Amex and Chase accounts. Is there a way to pull them? Regards
Transactions are categorized properly according to rules. Just the auto-add does not work even if it is activated.
Hi, I have been using the export from Quickbooks Online to Quickbooks Desktop for years. All of a sudden it stopped working. It was a pretty grueling process that required you to use Internet Explorer ONLY but it worked. Now the option to export is gone. I read on another post here that the Export feature was down for upgrades. Do we know when this will be working again or is the feature gone forever? Please let me know as this is essential for my business.
Can I deposit checks?
Before I would see the column with empty circles on the screen. Now it doesn't show up. There is no ruler on the bottom of the screen to move it over.
Hi, I am new to quickbooks. I am seeing duplicate entries in my bank transaction. 1. My invoices I list as accounts receivable and when I send it to my client, they automatically pay my business account, not through quickbooks as they have a 3rd party provider provide payment directly to my business account. The issue: When I go and click on invoice paid, it will show in my bank transaction and so will the automatic payment my client paid. 1 How do I link the invoice to that payment that is in my bank so it shows it's matching and/or 2, how do I remove one of the of them so its not a duplicate in my bank transactions.
Am I able to deposit a check like with any mobile deposit checking transaction?
I am not able to pull up any bank information, expenses, etc.
This is a new problem. I have a Corporate CC account with 3 sub accounts, one for each CC and one for payments and interest charges
I started using QB online in May. When I linked my bank account, it captured transactions from the 1st of the year. However, QB stopped getting transactions between June and October and then resumed. I tried to reload the transactions as the help directions outlined. I tried loading the QBO file and also creating a CSV file with the missing transactions. I followed all the steps in QB Help to upload them. The system displayed the missing transactions but when I selected the transactions to load and continued, nothing happened. The transactions did not come into QB online - not in Review, Categorized or Excluded - nowhere to be found.How can I get those transactions into QB Online?
I will need to import 3 years of bank account statements (2020, 21 & 22) into QuickBooks Self-Employed...will the QB SE version do that?ThanksMatt
I use QB online Accountant. My client's previous bookkeepr had done the reconcilation incorrectly. I tried to undo & redo. However it is asking for a password. I informed my client and tried with her password. It didn't work. What should be done to unreconcile the bank account?
