Banking
Recently active
The screen I see now is for Cash Back. I don't know what happened to the normal screen for entering Deposits
i get monthy files for sales that i download into quick books from CTUIT-RADAR
I am trying to reconnect an existing bank account in my chart of accounts. I select the drop-down "re-connect" and when I get to the step to choose the account type - the account in my chart of accounts does not show up, just the type "checking" - when I choose the generic "checking" it connects and creates a brand new account instead of reconnecting to my existing account.
From one customer, I have 14 items I need to categorize in QB. Typically, this is done through the matching function against the JE's that come in from my subsidiary ledger.The twist here is that the 14 items total up to zero. 11 items are positive numbers and 3 items are negative numbers, all totalling zero.As it is zero, the customer did not have to send anything to my bank account. Thus, I do not have a bank detail line item in QB that I can click on to start the Match function.To resolve this, can I manually create a bank deposit for $1,000, and bank payment for $1,000. Would this then show up as two line items in the bank register to then proceed with the matching function?
The blue highlighted number which denotes the number of transactions to review is not showing on some accounts with transactions to review. I have 16 accounts connected and it works on maybe 2-3 at any time.
I started a new job in September of this year-- when I started, they have Quickbooks so no one knew how to use it or do entry (they were doing everything in excel). I have lots of back entry to do... But as I started to do back entry it screwed up my reports and I have not been able to do a bank reconciliation since I started. I am in over my head and need serious help.
Original commenter did not share additional details
How to deposit checks into qb bank account
Within the last couple days, QuickBooks Online has started having errors uploading .qbo files into bank feeds. The .qbo files are valid, but QuickBooks skips from step 2 to step 5 of the process and doesn't import anything. It doesn't have this issue with .csv files; and it doesn't have this issue in an incognito window with no extensions. The same files would upload file last week. Does anyone know what causes this bug and how to (to get Intuit to) fix it? https://youtu.be/Srpo65LyUUQ?si=7N81vDBNIdBV66FV
What are the merchant fees when invoicing with quickbooks?
American Express and QB aren't talking to each other right now. Its been over 2 weeks and we need to pay our bills!! I've uploaded my transactions via csv files but now they won't match with the expenses. I've spent a lot of time the last 3 days with customer support to no avail. This last person told me that they will let me know when the issue is resolved! I need to pay our bill!!! I can't wait!! Not the best costumer service!!!Can anyone help??
When I refund a PayPal donation, the PayPal bank interface does not bring over the final refund (payment) from PayPal bank to the donor, thus causing a mismatch in my reconciliation to the PayPal statement. The PayPal statement shows a "Payment refund" of -1.00 that does not appear on my PayPal Bank transaction list. I understand that I can manually enter an expense for this but QB should handle it automatically. You can easily replicate the problem by creating a $1 donation and then refunding it. In the PayPal statement you will see a final "Payment Refund" of -1.00 that is not reflected in the transactions brought over by the interface. I would like to report this as a bug to QB.
I just found out that PayPal refunds do not get included in the transactions that are included in the PayPal bank feed through Connect to PayPal in QuickBooks Online. The fee reversal related to the refund I was looking at was not included either. I called QuickBooks Online support, they reviewed my set up, and I was told to enter the refund manually and report my dissatisfaction with the resolution through Feedback. When I researched this it looks like it has been an issue for some QuickBooks users since 2020. I'm curious if PayPal refund transactions have ever been included in the PayPal bank feed since July 2020 for anybody? If not, shouldn't this limitation be included in the description of the Connect to PayPal app, where it currently states that all balance impacting transactions are imported so we don't waste our time looking for a fix and just plan to manually enter PayPal refunds? https://quickbooks.intuit.com/learn-support/en-us/help-article/bank-feeds/differences-conne
I just switched from desktop QB to online yesterday. I am having an issue with matching bank transactions to my QB online. I was able to click match on just a few transactions but the remaining that go all the way back to the beginning of January just give the option to add. When I click to try and find match nothing pops up and it doesn’t allow me to search for anything on those. Is this because all of those months have been reconciled? To clear all 374 transactions I can’t match do I go on and click exclude on everyone one? I tried clicking add for one and it entered it twice on my register.
Hi community - a request for help. I have added an Affirm account to my QBO. This account shows the balance I owe for equipment. I pay monthly from another bank account account which is also in QBO. I wish to Record as a Transfer between the two accounts but I am not given the option to do so. Am I handling this correctly? eg Payment bank $100 debit eg Affirm account $100 credit Is this the way to do it? Suggestions welcome. kind regardsGary
So unless I upgrade I cannot ever print off a prior bank rec that isn't the very last one I reconciled? I accidentally clsoed or didn't save one and that is it? It gives me the option to change the date but isn't working. Saying I must upgrade to get a report I already have is not acceptible.
new to online
After the transition from SunTrust to Truist, I cannot import my bank feed. I have the same error with two different companies in QB Desktop Pro 2022 and two different accounts at Truist: "We can't read the file your financial institution sent. Error Code: OL-222" I tried creating new accounts to receive the feed, that did not work. I also tried manually importing the file. Please help.
We receive paper checks. I deposit them at the bank. How to I add them to our register?
