Banking
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Hello, I am new to quickbooks online. I will be helping my son with his quickbooks and am learning through videos. I am looking for some clarification please. When I am in the bank screen and click "go to bank register " screen all the transactions are there for the year of 2022, but when I go into "categorize" on the banking screen it shows dates up to 4/19/22. Why is that. Should they match? Appreciate any help. Thanks,Kelley
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What is authenticator?Can I set up without it?
We had a customer issue a check for $1,900.00. They wrote $1,900 numerically and wrote One Thousand. The bank deposited the full amount and then about a week later made an adjustment and withdrew $900 from our account. I am trying to understand the best method to input the bank withdrawal/adjustment as well as apply the customers new payment for $900. I tried to alter the first check, but since the deposit was matched, QB doesn't allow me to modify the payment. I presume I need to make an expense for the bank withdrawal to accounts payable and apply the bank transaction to it. I am then left unsure how to apply the customer's $900 payment as the original payment is still showing $1900. Thanks in advance!
Buen DiaEn esta ocasion deseo saber porque en mi hoja de balance en la sub-cuenta de bancos aparece con un monto total negativo, tal como lo muestra la imagenAl darle clik en el monto para conocer las transacciones que lo componen tambien estas aparecen en forma negativa siendo estas cuentas de naturaleza de gastos, muestro imagen:
I have a problem with my deposits
Help me link Bank of America (BofA) Global Card Access (GCA) activity to QuickBooks (QB.)I have read a lot of the messages talking about parent and sub credit card account linking via Web connect. Most likely I only need to link the parent account of the BofA GCA accounts as all activity rolls up to the parent account.However, what I need is specific instructions on how to establish the QB and BofA GCA Web Connect. I have linked many credit cards and banks to QB and Quicken where I start in QB or Quicken and give the Bank, Card Number and Password or PIN, and QB and Quicken go out and look for the account and make the connection.Is it the same for BofA Global Access or do I start in BofA and then go to QB? Help!
For the last 24 hours, my bank feed will not update any of my accounts. I have re-booted my computer and tried to manually update, and I (and my co-worker) just get a message that says my bank cannot be updated at this time and to try again later.
Hi, this is the same issue as reported in this thread: https://quickbooks.intuit.com/learn-support/en-us/banking/trying-to-connect-to-my-mechanics-bank-account-had-this-issue/01/600866#M39370 . I keep getting errors when trying to link my Mechanics Bank - RaboBusiness account to Quickbooks. I'm able to log in via the Mechanics webpage and verified I'm not accidentally mixing up the personal and business banking Mechanics platforms and apps in Quickbooks. In Quickbooks my two bank accounts show up, but balance ad transaction is set to 0 and $0. In my Mechanics Banking platform I have multiple notifications that say "Customer logged on to businss product". Does anyone know the remedy to this issue?
I'm exploring options within QuickBooks Online to test changes safely before implementing them in my live environment. If a dedicated testing space doesn't exist, could anyone recommend best practices for experimenting without impacting the actual system? Your insights would be valuable. Thank you!
Greetings, My client erroneously made four ACH transfers - in one day - from one company checking account to another: 1) $2002) $3003) $2504) $100Total: $850 The "from" bank initiated the ACH transfer by withdrawing one lump sum of $850. The amounts were then individually deposited in the "to" account as 4 separate transactions. There are no receivables associated with these amounts, we just need to record this activity as transfers of funds from one company account to another. I am having a heck of a time figuring out how to record all this activity. Would appreciate anyone's help and expertise! Thank you,SG
Hi,I need to send copies of invoices to our customers, but the breakdown includes some line items I dont want them to see.Is there a way to hide the individual line items on an invoice so the customer cannot see it? Regards,
I am trying to link an account with Flushing Bank Business Banking to Quickbooks. It asks me for a User ID and User Name instead of User ID and Password, which is strange to start and I've been trying for a couple of days and I keep getting the same message:Looks like the connection to Flushing Bank - Business Banking isn’t available right now.Try again in a few hours. (0000)
My home depot card is a consumer card and was used as just that. 4 weeks ago i paid off and started using for bus account is there a way when connecting my CC to adjust the transactions so that my personal ones are not added to my account. I would like them to be totally seperated and if possible only have the option to catagorize since started using for company and not personal use. Takes out all the confusing and mess and totally seperates personal and business expenses on same card period. Even if go through and categorize it still shows the transactions and options to categorize i appreciate any feed back as cant get any help from the QB team
Hi, Is there a way to create a Sales Receipt from the bank feed? Currently, the bank feeds can only be categorized as income/expense without being able to create a Sales Receipt for the transaction. Thank you,Sam
I deleted 7 reconciled transactions to correct some other double check issues and now I'm getting the message saying I can't reconcile this month until I fix the 7 transactions I deleted. I recreated the transactions and manually marked them as reconciled. After do that and I go to reconcile the account it has now created 7 new discrepancy items matching the Check transactions I entered with change type of "Reconciled in Register". These are not we transactions. I made sure to date them their original date and have confirmed the dates in the register match the dates cleared on the bank statement. The 7 original Change Type of "Deleted" are still there as well. When I recreated the 7 transactions I made sure I matched them exactly to the transactions deleted based on the Audit Trail. When I review the Reconciliation Report for each of these transactions and their time periods they still show up on the reports as "deleted" even though I have
Hi, There is an issue with Chase bank connection. It downloads duplicate entries. I've deleted all transactions and reconnected and the issue persists. I have a 2 employee credit cards, so I've created a master credit card account and the 2 cards are subs of the master. Please advise how to resolve the duplicate transaction issue. I don't want to manually go through and exclude all the duplicates, there is just too many!
I'm used to the feature that when entering a post-dated check in QuickBooks, within the bank register a red stripe/line shows up before the post-dated check/s; so I can easily see in my bank register where the current ends and the post-dated starts. I am now working with a new qb file and it is not happening, how can I have this red stripe/line show up?
We have an Upfront deposit (sales receipt) that was entered towards the wrong customer. The upfront deposit has been entered on the deposit screen and reconciled via bank rec screen. Usually, if the transaction hasn't been reconciled I simply remove the deposit from the deposit screen, change the sales receipt and re deposit. Since it is has been reconciled , I cannot change the deposit. I simply need to change the customer name from one Debra to another. how would I go about this without messing up the bank reconciliation? once again, the amounts are correct , just the customer account is incorrect. Thanks for any help!
I've not been able to do this since the last QB online update
