Banking
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How can I undo a bank reconciliation so I can redo it?
Can you Sync transitions from Bank accounts that stopped syncing for a month or two
beginning balance and statement ending balance match bank statements. Reconciled deposit over by $2,762.25
How can I find where to find my 2022 list of expenses on Credit card
Hello All! I have a business credit card that actually has multiple users of the card with their own unique card number ( Card 1, card 2 and Card, 3). My problem is that all cards come up in quickbooks as individual cards, but payments only go to the overarching business card account. Is there any way to combine all transactions and the separate "cards" to be under the overarching business card account? My CPA couldn't fix this issue and has been bypassing this with Journal Entries for payment, but this isn't solving the problem at hand. Thanks!
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I only see options to import/upload the date, details and amounts. I can't see an option for importing the reference number, and I have to manually update each transaction.
there were uploaded and show on the profit and loss statement
I am reconciling my credit card statement. I have entered the correct amounts to begin reconciling and also verified each transaction and matched them. BUT...I have several transactions that are showing up in Quickbooks that are not reported on my credit card statement. My quickbooks will not reconcile with a zero balance. How do I move forward or solve this?Thank you in advance,Amy0695
on bank transaction page the banner(widget/card) with the balance brought over from the bank is higher than the actual amount in the bank and nothing has been left out. Any way to adjust so that the top and bottom figure in the banner matches without messing up the bank rec? In other words - the bank is perfectly reconciled. The amount on the bottom of the widget/card is correct.And the amount difference in the card/widget does not equal the outstanding checks. As there are none.So I can't stand to see the amount differences on the banner (widget since it should be the same - just like the credit card is the same) I download the transactions rather than being connected.Good for you if you can solve this one!!
How do you match an ACH payment that needs an adjustment (deposit) to match bank feed. Prior month adjustment was a payment, so match was not a problem.
I am trying to set up a bank feed, but I get an error that says: "We're unable to complete your request at this moment as you don't have permission to perform this task. Only the primary admin who owns/manages the company and its financial actions can perform this task. Request your primary admin to sign in and complete this task." But I am signed in as the primary admin. I am also unable to navigate to "Company >> Users >> Intuit Account User Management," as I get a similar error that I am not the primary admin. Again, I am signed in as the primary admin. Has anyone ever seen this before?
I made a deposit slip for $65,999.84. The amount should have been $65,994.84, a difference of $5.00. The amount is correct in QBO, i just had it wrong on the deposit slip. The bank issued a debit memo. How do i correct this in QBO?
I would like to have an employee write checks without being able to see the bank balance or bank register. I have not figured out how to set this up. Thank you
Received a payment from a client but have a typo in the check#. Tried to edit the check# but it will not change. The only way to fix it right now is delete the payment and enter it again. That seems ridiculous!
Talk to somebody
I am setting up a company on a new computer and switching to QBO. When I try to receive a payment from a customer the Undeposited Funds account does not appear in the drop down for where to record the payment. We want to use this account to receive payments before they are deposited. What can I do to make it appear in the dropdown. I am currently using test entries before we go live.
How do I import my quickbook online data into my turbotax business online so I can do taxes?
i have several invoices i sent to be auto paid via credit card and direct checking/routing numbers. they all show paid. credit card shows depsoited. but the checking/routing number ones doesnt show deposited and i am wondering what is wrong. this is back from a month ago im just catching it.
Transactions downloaded from American Express credit card are incorrect. I have an alert that QB is working to resolve the issue. Can I get an update?
