Banking
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Prior to the recent QBO update, when our customers would pay us by credit card or ACH, QuickBooks Payments would make lump sum deposits into our account that might include 5 or more individual customer payments from that day. Then, when the deposit itself hit our bank feed and sync'ed back over to the Banking module/bank register in QBO, QBO would recognize the applicable individual deposits that corresponded to the overall deposit amount and automatically match them/link them to the deposit.Since the update, QBO has stopped auto-matching QB Payments deposits to the individual Invoice Payments received that are included in the deposit. We now have to go back through our records (or track down and print out the remittance breakdown from QB Payments) and manually select the Invoice Payments that correspond to the bank deposit received. Please tell me that this is a setting that I can update where somehow the toggle switch got flipped in the update, and that I can turn thi
some blog say there should be an "undo" within the action dropdown but I do not see one.
I deleted a reconciled deposit by mistake in QB Online. I found the information, but how do I re-enter the deposit so that when I go to reconcile the new month it's accurate?
I have applied for the quickbooks checking and only got approved for Payments. I just applied again and was denied? all my information is legit and accurate, but nobody can tell me what I need to do to get approved? any suggestions?
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I have a transfer to a checking account that has been reconciled. The account the money came from was incorrect. When I try to change it to the correct account I get a warning that this is a reconciled transaction and it could put me out of balance. I try to proceed and get the following error:Something's not quite rightThis transaction is matched to a downloaded transaction. If you want to change the account, you need to unmatch the transaction first.I don't understand what to do.
Hello, I am using Quickbooks Online and I am trying to connect bank feeds to existing bank accounts. I have never connected them to a bank feed before. We have many accounts at the single bank - two checking, two money market, three credit card, two loans. I'm able to login to the bank via QBO just fine. The accounts at the bank appear and there is a drop-down that I choose the type of account. However, there is no option to choose an existing QB account. The result is QB creating all new accounts instead of linking to existing accounts. I've tried multiple times in different ways with no luck. Does anyone have any suggestions?
I've had the error in payment settings under direct deposit "Oops, we're having a little trouble processing your info. If you continue seeing this message, please try again shortly."
Hello, I am having two issues: Whenever I press bank feeds to download transactions, I get this:System.AccesswiolationException: Attempted to read or write protected memory. This is often an indication that other memory is corrupt. at OLE_Center QBONU32/QBOLBCenter_ExecuteCmd/String strOmd,stuMILa: data)at OLB_Center.ProwQBO LB.ExecuteQECommand/String strOmd, StringD strArray/)I tried all the troubleshooting, update, reinstall program etc...and even the manual file from the Bank gives me an error of that the program cannot verify the Bank Information of the file .qbo. Support is always oblivious with the same protocols...
Please tell me the quickest way to enter the Bank registers now that you have redesigned the home page.
Our company started doing a nightly bank sweep into a money market account. A portion of the bank balance is swept out after hours and returned in the morning. I received our first statement and I'm having trouble with how I should record this in Quickbooks. Specifically, in September, the statement ends with 3 of the withdrawals being swept out but they were not returned until October. What is the most accurate way for me to set this up and record in Quickbooks?
Currently on Plus plan. Want our Brex (credit card & bank) transactions automatically linked to Quickbooks Online.
As a trucking company we use EFS cards for fuel and expenses. However, I couldn't find it on QB , and all major expenses are being paid from this card. What should I do in this case?
hi QB community! I recently migrated from QuickBooks Desktop for Mac to QuickBooks online. I had been manually entering bank transactions and bill payments/ receipts in QBD but in QBO I have connected my bank account. I'm confused by the two accounts in the COA -- my legacy Bank Acct from QBD (1001), and now another account, which is listed as a sub account of 1001. There's now a discrepancy in what Quickbooks shows vs the actual bank balance. I've attached a screen shot to illustrate. I did delete an opening transaction that had been generated at the time of migration -- it had the balance off by about $18K so I deleted it. Whoops? I just don't understand the dual tracking/ dual accounts and how to manage. Thank you! Liza
Dear QBO Expert, I encounter a quite difficult question. There is a net debit balance of $100 relating to a customer's credit card payment ($30) and a credit card refund of $130 for another customer in the bank feed under QBO. When I try to match the net debit balance of $100, only drop down menu (Open Bills, Checks, Bill Payments, Expenses, Journal Entries, Transfer, Credit Card Payments and Refund receipts) for "Spent" are shown as it is a debit balance. How to link the refund receipt and Open Invoices Payment together in the bank feed? Thank you for your help.
Hi my beginning balance equalled my statement. I have several points to ask about.my bank statement have three parts deposits, check payments and withdrawals. I entered all of them manually into quickbook. should i enter them all or i dont need the withdrawals just check payments and deposits now when I reconcile shouldn’t I match all the transactions that matches my bank statement or should i match only payments and dont match the deposits. also when i run a report discrepancy it doesnt show any errors even though the difference is not zero.
I've been trying to setup the American Expresss QBDT bank feed and when I enter the login for American Express it keeps returning to the login page. When I cancel I get an Error 591. I've double checked the login is correct and I've check Amex to confirm QB is not already linked. It's happening for multiple client's books. Is this a common problem people have been having?
I am not able to download QB Web connector through http://marketplace.intuit.com/webconnector. Is this URL still exist. if not please share equivalent URL for (http://marketplace.intuit.com/webconnector). How can i download web connector from (http://marketplace.intuit.com/webconnector/)
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