Banking
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I'm using Quickbooks online and trying to order checks for the QuickBooks Cash Account we are using as our main business checking account. In order to place the order for checks, I need the banking information (i.e. Bank Name and Address) to do this. In fine print QuickBooks says it uses a bank called GreenDot but I can't find any information anywhere pertaining to what I actually need to place this order. Also, please don't send me anything on how to find the bank information in quickbooks. This does not give the information I actually need. Can anyone help?
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I am not online every day to update my account. But when I updated, it only pulled from 7/20/23 thru 10/31/2023. I am missing data prior to this date and after 2/28/23
I have 2023 pro online, it says go to setting and click get online app. But mine sure does not hand an option under settings to do that. Anybody have a link?
I recently "upgraded" to QB Online. Printing all my recurring transactions took literally seconds, a few key strokes. Now I'm spending HOURS doing each one individually. Had I known this, I would not have made the switch. Now have to look at other software options. Anyone else have this problem. I would think for programmers, this would be a super easy fix. Not happy!
I dismissed a merchant services deposit that I should not have. There was a message saying I could reverse this in "settings" - but I can't find "settings" or how to fix this. Does anyone know the steps to undo this? I'm using QB Desktop Premier Edition 2019. Thanks!
I have changed banks and want to know how to add the new bank account.
I have several deposits missing from my check register. They show as being applied to invoices in my AR, but not in the check register. How do I get them to show up?I am using Quickbooks desktop. Thanks!!
I have a business bank account that got disconnected, because of a connection error, around 12 months ago (Nov 2022). I still see the latest entries in the Chart of Accounts for that bank account. How can I safely:1. Reconnect that account again 2. Download the transactions from the time the account was disconnected without duplication of entries3. Perform the reconciliation
I got self- employed quick boo but only talks about schedule C and does not talk schedule E
I want to add a bank account, but not connect it to the bank.
instructions?
I have returns on my credit card statement that need to be entered but i cannot see where to enter them. the "Enter Credit Card Charges" will not take a negative number. Please help me as I cannot reconcile until I can account for these returns.
Today I reconciled the last 18 months of our American Express card. When I was uploading the statements, it shows that I missed 3 months in 2022, however all subsequent months reconciled. Is there a way to go back and add in those months? (It's May/June/July 2022, but I've already reconciled thru Oct 2023). Thank you
I switched from Quickbooks to Quicken a few years ago. Stupid decision. I am now running Quicken 2016 but I want to go back to Quickbooks. Can I import my data from my Quicken files to Quickbooks?
I am trying to reconcile September, but there is a $1,000.00 discrepancy from August leading to the beginning balance being off, it is saying that there was a transaction that was deleted. How do I fix this in order to correct the account to get everything adjusted to reconcile correctly.
I am getting error 324 on several accounts. When I log into my bank (PNC) I see all my accounts. When I follow the instructions to reconnect to my accounts/PNC the log in process goes smoothly but when it asks me which account I want to connect with the accounts where the link is not working do not show in my account list. I used to be able to find a way to contact QBO customer support but I'm wondering if they've eliminated that feature and now I'm relegated to DIY solution with the communities help? Anyone able to assist?
It gives me error 103 and I have checked and rechecked the password and username for Venmo, tried different browsers, private windows, cleared cookies, etc. STILL NOT working.
I want to make sure I do not double all of the transactions after 2022 when I link again.
Hello all, this one puzzles me as to how to book the payment in QB 21 desktop version, running on Windows 10. Here's the short version... Some of my clients pay their invoices made out to my name, instead of the business name. My bank, where the business account is, does not allow depositing "personal checks" to the business account. One way I found to do it is cumbersome, deposite the checks to my personal checking account, write a personal check for the same amount to the business name and use this check for client payment. That keeps QB happy, in balance and client invoice paid. Is there a way to use the the client's check to enter as payment, but instead of deposit to the business checking account, just add it to owner's equity. Doing so would record this as income, mark the invoice paid and the actual payment is deposited to my personal checking account. That would eliminate writing personal checks to my business name. There's a choice of "Owners B
