Banking
Recently active
I need to either delete the csv file I imported or switch every single line item from revenue to expense.
Original commenter did not share additional details
Pending transactions
Some are fuel purchases which I know can cause a preauth. But some are regular purchases that have never created a hold in the past.
Is there a way to contact Greendot bank directly as I’m having issues with my account and QuickBooks is not available on the weekends
When you connect accounts from different banks, they often do a test in which the do two deposits of some small amount under a dollar and then withdraw them the same day. Confirming those amounts is a validation that you are in fact the account holder of both. Great. But now my QBO has these three poky transactions that I would like to ignore but have to deal with. Suggestions for how to classify them so it doesn't look like income or expenses (though the amount is so small it is insignificant I would prefer them to not be counted as such). Thanks for your wisdom!
I have an inactive bank account. It keeps auto populating so I want to make it inactive. I do not want to loose the transactions as the are part of the bookkeeping. Is this possible?
Can I use an app from my phone?
Hello,We do all of our invoicing through Quickbooks. When our customers pay, some payments that hit our Chase bank account reference the customer name while others don't. Since many of our invoices are for the same dollar amount, I never know who has paid and who hasn't. I've looked at the detail we get from Chase, but I can't find any identifying numbers or characters (i.e. invoice number or customer number). Is there anyone else who banks with Chase who knows how to decipher their detail when it comes to receiving payments from customers? Thank you in advance.-Jen
Hello there everyone, I manage several non-profits in QBO Accountant and have a question about bank feeds. We are working on our issue but we have not had our bank feeds since the end of October. I am curious to know, once we have it up and running, can I still match transactions from the feed although the month was reconciled. I fear as we are approaching the close of November that our feeds will not be up and running again. What sort of issues will I encounter if I manually reconcile then later our bank feeds are active again. I hope I am making sense! Thank you for any insight. Michelle
My bank made an error on my deposit by .24. They fixed it by adding a credit to my bank account but now Quickbooks won't match the 2 transactions to the one deposit
I use Quickbooks Desktop for personal finances and do not use it for tax reporting. I would like to be able to record loan payments that I make as an expense so that they show up on the P&L Report instead of the Balance Sheet. I realize that is not the proper way to do it but that is how I want it. Is there any way I can do this?
We had a deposit transaction that was previously reconciled 2 months ago. It was deleted and another transaction was created. I found this out on the Reconciliation Discrepancy report. My reconciliation is off by this amount now. Can I do a right click reconcile on the transaction and fix everything? If not how to I go about fixing this deleted and re-added transaction?
On our bank feed, when checks are coming through, QBO has the incorrect check number in the check column. I Think it has something with QBO and maybe a setting. It's not the bank account, I don't think, because in the description I can see the correct check number.
As of January 22, 2018, Direct Connect for Wells Fargo is not working. When I go to the download page, it says I need to "upgrade to Direct Connect". It was working just fine on January 19. Also, when I try to log on, the page presented is all jacked-up with no clear place to enter my logon name and password.I have multiple transactions per day, of which are ACH, EFT, and lockbox deposits. To enter these by hand is not feasiable. Please fix the Wells Fargo issue!
Hello,I have my business banking account linked to QBO so it shows all my transactions. I made a payment of $223 to my business credit card that I have with my bank, and it shows that transaction for review in my QuickBooks transactions for review. However, this is my first payment to the credit card that has interest included ($140.18). Unfortunately, my bank, who I have the credit card through, does not have the interest charge shown as a transaction that could then reflect in QBO. Instead, the bank ONLY shows the finance/interest charge on my bank statement. But when I made the payment to the credit card it is only one transaction including the principal and interest payment.How do I record this transaction in QBO? QB is suggesting I record it as a credit card payment, but the total transaction amount is both paid principal and interest ($82.82 + $140.18). I don't see an option to record this as a split transaction when choosing the "Record as credit card payment" option. Plea
First day on quickbooks. I linked my bank accounts to 1/1/20 and regret it due to multiple reasons. Want to change it so quickbooks only has balances, and will work from today going forward.
I used the trial subscription for Tsheets, which is now Quickbooks Time. I decided it didn't work the way I wanted and moved to another way to track time, but my QBO account still thinks I'm using Quickbooks Time. How to disconnect?
TLDR: Do you have suggestions for third-party software to import bank statement transactions into Quickbooks Desktop Pro 2020? I've used Quickbooks Desktop Pro for bookkeeping for over 15 years now. I would typically buy the current version every 3 years or so to maintain Online Bank Feeds functionality. I understand this was already basically "a subscription", but the new subscription-only Quickbooks is nearly three times the cost, and subscriptions tend to disable your access to the software entirely if you don't keep subscribing, so I'm not wiling to sign up for that.They've now discontinued the Bank Feeds online feature for Desktop Pro 2020 (frustrating, but whatever) but ALSO the ability to import qbo files at all, which feels tantamount to extortion, since the format of the files hasn't changed since 2018.It appears that QB does not have a native functionality for importing bank transactions from csv or xls files (which seems like an intentional decision to limit
Target Card Services (RedCard) downloads QuickBooks OFX data file.I cannot find either Target Card Services or RedCard to set up the bank feed to import the OFX data.If you know how to accomplish this please direct me. Thank youCherylle Morrow
Hi I did something inadvertently in Quickbooks, I've been using the classic mode for bank feeds and my payee aliases have gone away how can I recreate those in the classic mode, thanks for your help.
