Banking
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My bank changed their online URL. Per these board, I disconnected the old accounts and reconnected the new accounts. I now have two accounts for each and the one that is connected isn't connected to the register of the original one. Do I simply merge the two accounts, making the new one that is connected the one that remains? Is there anything I need to be careful about? HELP!
The QBO accounts have small balances that need to be reconciled before I make the accounts inactive.
I just purchased QB Online but also want to download the Desktop version for its conveniences. Here are the first two steps for how to download it on QB's Help page (link at bottom of this question):1. Sign in to your QuickBooks Online account. 2. Go to Settings ⚙. Then select Get the desktop app.But when I go to Settings, that option isn't there at all. So now what? Maybe I'm missing something or there's another option.Thanks for any help.QB Help Page instructions: https://quickbooks.intuit.com/learn-support/en-us/help-article/download-products/download-use-quickbooks-online-advanced-desktop/L9BrRPlDD_US_en_US?uid=ljuvtoxb
Chase bank no longer supports Internet explorer and hasn't for over a year, yet the newest 2020 QB Pro still has IE set as its default browser, with NO WAY TO CHANGE THE DEFAULT BROWSER. I spent about 4 hours bouncing between QB and Chase support teams today and found that the QB online support teams in general are not trained to know this, or tell the customer upfront, that this is a major issue. Chase customers have to multi-step-- download from Chase each file, then import each web connect file, into QB. What a colossal pain! Aren't there thousands of Chase customers that QB deals with every day? Why is tech support not trained to tell me this info in the first 5 minutes (vs hours)? Then I heard the greatest. The QB team is working on updating the default browser to EDGE. OMG, how un-customer friendly can you get? We don't want EDGE any more than we wanted IE. What you can do to please your customers is GIVE US the ability to choose our browser. Fix that now!!
Hi, I have recently started working a new position. I was told by the previous staff member that their credit cards do not pull transactions from the credit card company's expense management system (EMS) into Quickbooks Online (QBO) properly so they do not sync with the credit card EMS. They have been downloading a file from the EMS and uploading them into QBO each month. At some point, I'll probably address the issue with the credit card feed since I would rather not have to download and upload transactions each month, but for right now, I have a different issue. A new staff member has a new credit card. I've created that liability account within QBO and although it is identical to the other credit card liability accounts (all of which are separate liability accounts under the top-level credit card liability account), it is not visible within the banking feed. How do I add this to the banking feed? The other credit cards, which do not sync with the EMS, are there so it must
There was an error made in my Feb 23 payroll. We made the correct but not sure if it is okay to redo it in the new month of June 23 for closing or to revert to Feb 23 that is already closed?
i have inadvertently created two different names for the same account and would like to merge their entries.
I'm obviously doing something wrong, as I'm double counting many expenses and bills. When I receive a bill from a vendor, I enter that bill as an expense in QBs. I then 'make the payment' on that bill and print/mail the check to the vendor. (the first expense transaction listed in QBs). Once the vendor deposits/cashes the check (ie. clears my bank) and that transaction is accepted and added to my register. (the second transaction listed in QBs). All of my QBs transactions that had checks input and printed from QBs have resulted in double counting of expenses, and is negatively affecting my P&Ls. What is the best way to fix the problem(s) that have already occurred, and the best way to prevent them again going forward? Please help!
I have a Chase parent credit card linked and syncing with QBO. There are two sub credit card accounts that are listed as "children" under the "parent" account. The transactions made with the child cards don't sync to QBO. I went through the "link account" process, logged into Chase and Chase says the data from the child accounts is already linked to QBO. This didn't used to be a problem, but as the child cards get used more often now, it's a pain to have to add the transactions manually. Anyone know a solution for this?
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Wondering if this is happening to anyone else, or if it's just me: About a month ago, Quickbooks stopped uploading my business credit card transactions. I have tried every combination of removing the account and re-adding it, but no dice. It is not a problem on my bank's end. I have started uploading my transactions manually, but all the numbers are off now, because it still thinks the money is the same as the date it stopped updating. Customer service made a case number for me and said they will get back to me, but as I wait, I am wondering if this is happening to anyone else. I'm getting behind in record keeping, which is stressful since I pay for Quickbooks to supposedly make my life easier 😞
We recently transitioned from a sole proprietor to an S-corp with 2 shareholders (60%/40%). During the setup we paid for the business expenses using a personal credit card. I added that card (Which I now believe was a mistake) to Quickbooks and entered all the expenses we paid as credit card charges. Now, we have made a payment (paid the full balance due) on the credit card from our personal checking account since there isn't enough money in the business account yet. Here are my questions...... First, I am thinking that I should not have set up that credit card account in QuickBooks since the credit card we have is not a business credit card. Although, we do mainly use it for business expenses, it is still a personal credit card and there are times that we charge personal items on it. So, with that said, should this credit card account be deleted and I create a new current liability account called "Shareholder Loan" (or “Due to Shareholder…or something to that effect) that we can
I have a group of checks that I need to reconcile from last year when trying to do a mini reconilation I'm following these stepsEntered 7/13 as my date.Selecting the ending balance that is june's bank statement balance.To fix transactions in a bank account, follow these steps: Go to the Banking menu and select Reconcile.Choose the bank account with the transactions you need to reconcile.In the Date of Statement field, enter the date for an "off-cycle reconciliation." Please take note that when you enter an "off-cycle" date, QuickBooks will remind you that you're doing a mini reconciliation. This puts previously unreconciled transactions back without affecting the "cycle" that they follow.In the Ending Balance field, enter the balance of your last successful reconciliation and select Continue.From the Reconcile window, check off the transactions you are fixing and re-reconciling.Make sure the Difference field shows $0.00.When e
The bank feed never says "advertising" not anywhere, yet QBO continues to insert this garbage and tells me they won't fix it. I can see the bank feed info, it's correct and it's an Expensify Business to Business Transfer (an expense reimbursement). QBO is very much in the wrong. I'm moving things to Xero for next year if they won't fix it. Any simliar experiences or suggestions?
Hello, ive been trying to re connect my bank account for a few weeks with no joy i follow the on screen instructions until i get to this page as show, When i click on SIGN IN , nothing happens and im stuck.I cant do anything from my banks end so im stuck how to fix this I have tried clearing cashe and trying form incognito with the same results Any help appreciated Thank you
You can't create a deposit here
I was playing around with Spreadsheet Sync on Friday and things were working nicely. My manager logged in and started playing around with it on Saturday. Now (on Monday) I can't get any data to pull, and when I tried to log out and log back in, I can only log in if I take admin rights away from my manager for myself.
Hello. I have an issue that I've not encountered before involving a Stripe payout. Typically, when a Stripe deposit occurs (which is almost daily), I simply "Match" it. A week ago, a Stripe deposit went into the company bank account for which I am unable to use the "match" function in QuickBooks. Upon researching, I found this deposit consists of 3 payments, however only 2 of those payments are in the "Bank deposit" area of QuickBooks which is where they normally hang out until they are matched. However, all 3 payments can be identified in the P&L account. So if I match the 2 available payments and then do a journal entry for the 1 that's not there, it will end up in the P&L twice. Has anyone experienced this before? How can I get this deposit categorized correctly? Thank you for your help!!
Its been over three weeks now and QB still cannot figure out why I cannot connect to community bank!!!!The "Engineers" are working on it!!! They have no answers and not helping!!!
I have a list of payments that need to be deposited. They are payments made through quickbooks online. the payments show on transactions list, but i can't figure out how to deposit them so they show up in the bank account register
I'm concerned trying to "close" the current bank accounts and start new accounts will be weird because checks written under the current accounts will be able to clear in the new account. So they really are a continuation of the old accounts just with a new bank behind them. I'm just wondering what best practice is for a situation like this and what other land-mines I should looking out for in the process.
Hi,I have a new client who uses QBO. I am trying to clear old unreconciled transactions in their bank register. The items are from 2015-2017. Most if, not all, of the unreconciled transactions are ones which were not "matched" properly. Ideally I would match each transaction to its duplicate that was reconciled. The problem is doing so would throw off those years' Balance Sheet and P&L. Yes, they might be more accurate, but the business was new and the dollar difference is not significant enough to want to take that route. I saw one answer to a similar post that recommended a "mid-cycle" reconciliation and adjusting entry to clear those sorts of uncleared transactions. Can you expand on that concept? I'd like to leave a clear and clean audit trail.Thank you.
