Banking
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Without it, there is no other way to customize the rigid forms in QBO.
remove may card
I need to understand the different clearing accounts I have. I have a Credit Card and Cash clearing account as well as a Fuel Sales and Non-Fuel Sales Clearing account. The Credit Card and Cash clearing accounts are linked to bank and the Fuel Sales and Non-Fuel Sales clearing account are linked to income. How can I net to equal 0.
All of my credit card transactions downloaded to the wrong credit card account. Can I move the all together or do I have to do one at a time?
undeposited funds only lists my paypal payments. They have been deposited and posted. How do I clear undeposited funds so that it doesn't show on my balance sheet report?
QB programmers messed up credit card interface and now have not been able to upload cc transactions for 2+ weeks. Have created case # in QB but just tried this morn and still issue. Any light at end of tunnel Thanks JIm
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I use Quickbooks Online. Our payroll company made an error and refunded us for a portion of our last tax payment. Our payroll process is to print out the payroll report from our payroll company and record the payroll in QBO via journal entries. I have journal entries for this refunded amount (it is comprised of a debit to our bank account and a credit to our bank account resulting in a net debit). When I try to match the refund amount to the journal entries, QBO never shows the 2 journal entries I need to match; it shows other ones. What do I do? I have checked and the 2 journal entries have shown up in my bank register, so the refund is there - I just can't match it to the refund from the bank feed. Thanks for any assistance.
Need a check sent to me. How do I get that processing?
HELP - The credit card I was using to log all my transactions has recently been cancelled. When I removed the account link due to the account being inactive it deleted every single transaction I've ever logged with that credit card. Is there a way to restore or see a record of those transactions? People switch credit cards all the time so surely there should be a way to keep those logged transactions??Using Quickbooks self-employed.
Hello, Happy Holidays to everyone! I hope someone can give me an advice. I show a past due invoice that was actually paid and the check was cleared in 2022 (I have a check and a bank statement). It was reconciled originally. Not sure what happened. However, I have noticed this month. The year of 2022 is closed. I do not know how to correct my records now. What would you recommend? Thank you.
The feed appears to be working, but I receive the following error message in QBO:We're working with Chase Bank to fix your connection. You'll see an alert here as soon as there's an update.Dec 13, 2023 Today is Dec 23.The feed was not working last week, but the feed appears to be fixed. QBO people, can you please tell us whether there is an open issue on Chase Bank feeds? Really just curious whether/why I am getting a stale error message from QBO.Thank you
Hello! Is there a way to import/export banking rules into/from a QBO account? Thanks!David
I have contacted all support lines and they did nothing to escalate this issue- meanwhile you have 6k of my families money and we have a squad car parked outside for protection. I hope the team can resolve this and open my account back- this is scary stuff. I won’t post the pictures on the forum-But mutilated hands etc- I was given the green light to record the entire phone call tonight and had my lawyer present- if this isn’t resolved fox 59 wants to do a story on it. 6k of my money I trusted you with- and you lock me out for a psychopath that tried to manipulate my company? Ball is in your court and you have my number. Emotionally distressful and all recorded with permission- false promises and more- what are you guys going to do to resolve this and keep my family safe? This man never should’ve been able to process 15 cards without being flagged to begin with. 1 day before Christmas and a patrol car is parked outside protecting us- we have no money to leave town. I have upl
I imported my bank transactions and confirmed the transactions once I updated them with my data. Now I want to add those transactions to a new project I created.
I previously was able to search transactions so I can categorize them but I don't have this option now. Is anyone else having this problem?
In our QBO, we account for bank deposits in with Journal Entries: the total of the deposit is listed as a Debit, then subsequent items (everything included in the deposit) are listed as Credits, with Cash as 'Undeposited Funds' charted to the customer account for our POS system under Name, and Checks as their own line items as AR and charted to the proper customer account under Name. In the end we have the deposit total that matches the deposit our bank received. I match these Journal Entries to the Deposit shown in our bank feed--all good there. BUT, I am getting a message on the QBO home dashboard that reads: Some QuickBooks Payments deposits weren't automatically recorded. After you receive the funds in your account, record them manually as a Bank Deposit.Take Action When I click the "Take Action " link, I see a list of all the cash lines on the Journal Entries I noted above, seemingly waiting for deposit. Is matching the Journal Entry to the deposit in the banking fe
As the subject line mentions. Last reconciliation was end of March 23. There was a $0 discrepancy as I have had over the last 16 years and my report dating back to Feb 2017 enjoy tells me a $0 discrepancy with no adjustments. As I was going to reconcile my bank account, it now shows that there is a discrepancy of $1195 even though there was a $0 difference when I last balanced the books. I compared my statements and they all line up and can not find the difference. Has anyone else run into such an insane circumstance or have suggestions on where to start looking. Checked back to see if somehow something was unchecked in my bank statement, but everything lines up as it should. Any help is appreciated, Pat
Error message while categorizing deposits from Paypal.
In earlier experimental versions a "request deposit" feature was included then removed and has not returned. We were able to eventually work around this by creating a temporary line item with a negative $ amount that would adjust the total amount due shown. The line item could then be deleted after the initial payment was made this adjusting the invoice to the final amount due. The +/- feature has now been removed on the latest update and we have no solution to present a deposit or partial payment request. One or the other needs to return.
