Banking
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Credit card 3009 and 1002 are two separate credit card accounts under my name however they are using the same login on American Express's website.I am trying to link both credit cards however once I link one, the other is no longer linked.What am I doing wrong?
QB Pro user here for over 9 months- things were working fine mostly, but today, after doing a batch receipt of multiple payments, the received payments do not show up under 'Bank Deposit.' Hence, I cannot actually deposit these received payments into my bank account. Why is this happening all of a sudden? Is it a bug? Also, I would like to report another bug, though it likely has more to do with QBO Developer- I noticed that when I do a batch processing of invoices using QBO API, under QB v.75, the batch gets processed twice. I switched back to v.74 and the batch processing works fine as normal. Thanks,
It won’t load bank info and will not refresh to load balances.
Hi! I am a new user and I am trying to figure out how to fix duplicate bank accounts/transactions. This is a rather lengthy post with the detailed info of how I got here, but if you scroll to the bottom you will see a summary. Thanks! Here's what happened: I was having issues linking my bank when I first created my account, so instead I downloaded the transactions and manually loaded them. Fast forward a week and I was able to link the account, but I selected the same start date as the file that I loaded, resulting in overlapping transactions for 4 months (I guess I thought it would know it was the same account, or give me that option, but that was my mistake). I was able to speak to QB support person, who told me to unlink the account. When I did that it is no longer showing in the Bank Transactions section, she told me since it hadn't been reconciled it was no longer there. Great! I figured I could just go back and link the account to the existing bank account that wa
I’m using Quickbooks online. I have undeposited funds that should not be there. I match all my transaction from the pos and bank fees every week. But it seems it is tossing them into undeposited funds. Do I need to change the classification when matching to sales or something else. Right now when I log in to match and transaction from the pos is classified as undeposited funds. Also how would I clear the old transaction.
my export to Excel/CSV function for reports does not work.
I have since disconnected the accounts, but the previously loaded transactions remain, and they are from before I began work as a 1099 employee, so I don’t want them in the app at all.
duplicating transactions are showing up as DBT Purchases and as cash?
Trying to schedule a vendor payment for an invoice dated 3/25/26.
I have a deposit in the bank feed that when I click on it, It says Partially matched:What do I do?
I have a CC account that has two employee cards. The online portal shows the two cards and an "Accounts Payable" account. Somehow in QB I linked one of the employee cards to the data feed, instead of the Accounts payable account. As such, there are no payments showing in my account data downloads. Also, the card company sent some checks that we used and those are not showing up either. This has created a bit of a mess. My question is how do I remedy this. Can I simply disconnect the bank feed and then reconnect and link it to the accounts payable account? Would doing so create a bigger mess than I already have? Any guidance here greatly appreciated. John B.
I have been using QBO and Square for over a year with minimal issues. Since last week, my credit card transactions from Sqaure stopped synching with QBO. The cash transactions from Square synch but not the credit card transactions. QBO says this is a Square issue. I tend to disagree since the cash transactions synch.
I need to go back to my 2023 and recode these transactions. I need help on what I should code them.
Added a new bank account. It shows under connections but when I go to the Bank Transactions it does not show.
This service doesn't help
This particular search is very frustrating. I have read at least 5 answers - and the experts always post the same answer: 1) Add an Interest Earned Account2) Go to Bank Deposit.3) Deposit the interest in the Savings account. This leaves out the middle step. After I create the Interest Earned Account, how do I enter the $10 interest I earned this month in the Interest Earned Account so that I can deposit it?????????? NO ONE answers this question. With interest, I'm not being paid. I'm not getting a donation. I'm not sellin goods. The Sales Receipt and Invoice are not relevant. What are the steps to add interest income manually????????? Thank you!
The info that QuickBooks provides in response to this question isn't helpful unless you can find the accounting menu, which I can't
