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I couldn't get the error to go away and get the import to work. I tried formatting the CSV file into 3 columns with date, description, and amount.
I need a way to be able to import invoices.
Upon setup, I was only able to pull in 90 days of data. Can I pull in 1 year of data with this connector or do I need to use another 3rd party solution?
How do I code a charge back?
HiHoping someone can help me clear this up. I make payments to my credit card from my checking. it looks like I have duplicate transactions in both accounts (all in 2019). some reconciled and some not and some in undeposited funds.I tried deleting the duplicates, however, it messed up my QB balances and I can't reconcile now.I have duplicates in my checking - 17 line items for each transfer marked as cleared and a duplicate transaction as one lump transfer which totals those 17 line items. so the items are in my checking register as being paid twice.then in my credit card register I have line items for receiving those transfers, all 17 line items are reconciled but the account says undeposited funds. I have the duplicate 17 line items not reconciled and the account says checking.if I go to my undeposited funds register, it says $0 balance. also if I go to +New / bank deposit, there are no items listed. hopefully this makes sensethank you
Okay, so yesterday I imported hundreds of transactions into QB pro from Chase Bank via a downloaded web connect file. Because of a move to a location far from a Chase bank location, I switched to using the Chase bank mobile app to deposit customer checks into my chase business account a few months ago. This is the first time I have imported these transactions into QB since this change to the Chase Mobile Deposit system. Here is my issue. Chase bank reports each mobile deposit as simply; "Remote Online Deposit". So QB sees every deposit I made via mobile deposit as being from the same customer, which for some odd reason it automatically assigned to a single customer name. So now I have 239 deposit transactions sitting in the Bank Feed Manager list as "Changed By Rules" all in the name of one customer. Now, I keep copies of the checks I deposited via chase mobile deposit, so I have the correct information, but there
There is a negative Accounts Receivable in my client's QuickBooks worth $2,500. I discovered this was due to an unapplied payment for an invoice incorrectly deleted in 2021. This resulted in a negative Accounts Receivable and a negative open balance in that customer's account. I am closing 2023 books and don't want to affect 2021 and 2022. I have searched the net and found no answer. I cannot create an invoice for 2021 because it will affect the 2021 and 2022 statements. What is the best way to correct this?
When I setup Quickbooks back in August 2023, it only uploaded transactions from our bank accounts back till June 1st 2023. I selected for it to begin with January 1st, 2023. How do I get the missing months uploaded into Quickbooks?
The bank account has been closed and disconnected from QuickBooks (Client doesn´t have the login details to that account anymore since it was closed down completely). The bank statement in PDF format includes a bank deposit that wasn't downloaded into the bank feed. I manually entered this transaction to reconcile the bank statement. The current issue is that, on the bank account tab, the balance is off due to the manually entered deposit. However, the balance in the QuickBooks tab matches the bank balance in the bank statement. How can I resolve this discrepancy?
ACH transaction came through bank and the payment was for non-1099 expenses as well as 1099 wages and mileage. Since it came in from the bank and already reconciled, what do I need to do to move the non-1099 expense out of the split entry; therefore leaving the 1099 expenses in one transaction and the non-1099 entry in another transaction.
We currently have checks dated back several years that have never cleared the account. We are trying to get the checks cleared from the reconciliation and not affect retained earnings and put the money back in the account. We don't want to go in and void or delete the checks since the prior years have been closed. Can anyone help with this process? Thanks!
I have my banking accounts already linked to my QuickBooks online but not my credit card account yet. If I do, will all the transactions come over or just from the time I linked the credit card account to QuickBooks? Thank you.
Starting about mid-december our paypal transactions are behaving differently. Currently, if I use the transaction type "Sales Receipt" the selected income account will be credited with the net amount and the fees will go to the selected account - this is the correct behavior. BUT, if I set the transaction type as "Deposit", the amount that goes into the income account is the NET amount rather than the GROSS amount. The paypal account register is off by the exact amount of the fees. For example, imagine I have a $3.00 donation (we're a nonprofit so most of our paypal stuff is donations) and $0.44 of associated processing fees. If I use the "sales receipt" flow, I get $3 applied to the correct income account, and 44 cents applied to the correct paypal fees expense account. The entry/balance in our paypal register shows $2.56. BUT, if I use the "Deposit" transaction type, I get only $2.56 applied to the income account, and the 44c still int
Hello! I sometimes get the message "Some QuickBooks Payments deposits weren't automatically recorded. After you receive the funds in your account, record them manually as a Bank Deposit." Usually, I just add them manually. But this time, I have 4 deposits (QuickBooks Payments) in the autogenerated Bank Deposit that are already in the account. In fact, I had just reconciled the account and all 4 of the deposits are reconciled. If I try to add them, the account balance will be off. How should I be handling this? Sorry if I am not explaining this very well. ;-)
Hey community! I want everyone to know I was informed by several green dot bank agents that they are having technical issues on the backend that said is affecting all customers, where I can not make payments with my quickbook/green dot checking acct. and they are not able to push account balances and or accurate status’ of transactions to my quickbooks account. So basically financially blind and can’t pay bills! I ask when will this will be fixed, I’m told “engineers are working on this with highest priority” then I ask are you going to let me other affected customers know when the issue is resolved, they respond “no, you will have to call back the next day to find out” I have been calling everyday for weeks, still not fixed. I ask how do I manage my transactions, “I was told I could back any time to find out my account balance and status of transactions” Is that the expectation? Because each call takes approx 1-2hours or more!! I get dif
My old system cannot connect to the internet so how do I get my information over to my new online account.
The businesses are vacation rental cabins and photography.
How do I split a check that is not recurring? Rules will not apply because it is not a recurring transaction.
deleting duplicate transactions
how do I get missing transactions to show up in quickbooks? this appear in my bank account but not QB. most transactions are there, but some are not. Any ideas?
