Banking
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I am using Quickbooks Online. When I upload receipts and categorize it to create an expense, it doesn't allow me to add a tag at the time I create the expense. Sometimes Quickbooks doesn't automatically match the receipt to the download feed in my bank (which does allow you to add a tag to an expense.) Is there any way to add the Tag field when creating expenses from Receipts? When you create the expense and then it matches it to the bank download, you can't edit any of the details from the expense or I could add the tag then before matching it up. There has to be a better way of doing this.
I'd like to pass on my company file to another user, but remove all customers, their transactions, and vendors and their transactions, and also banking accounts. Is there a way to do this?
I've been receiving this error since mid-december. It's now the beginning of March. Every time I call quickbooks, I hear they're still working on it, w/no ETA in sight. Is anyone else suffering from this error? One of my accounts hasn't synced in 3 months. Is there a solve for this?
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I need to record an investment in a EUR denominated convertible note paid for with a wire transfer from a USD denominated bank account
If I look at my chart of accounts, it shows 6 different accounts but my banking page only shows 3 (which is correct). The chart of accounts also lists a credit card but it does not appear in the banking page (I know it is a liability, but I'm used to seeing both credit cards and loans with the banking information (since they all come from the bank). Is there a way to change this? It appears that my deposits are not being recorded to the correct account, not sure where to amend that.Also, with the credit card being on the vendor list, I am not sure how to enter a vendor bill, assign it to the appropriate expense category and pay it with the credit card.
I would like to add a transaction to a month that has already been reconciled. I reviewed QB Support Search and I identified navigation to the Bank Register to Add Check. Since it is a past date (Dec 22) and has also been reconciled, what are the steps to unreconciled for added check? Thanks!
Quickbooks online does not connect to our bank.. Get message "The bank or account site is down for maintenance so we can't connect to it. Come back later and try again. (105)", but it has been this way for 5 days. Bank checked into it and said its a QBO issue, not theirs's. I have tried all QB suggestions (updating, reconnecting to bank, etc.) but nothing works. Please advise.
I am having an issue where my on-file credit card is not showing up as a selectable option when I go to select "record as credit card payment" If I go into my credit card, I can mark the received amount as money from a card payment from my checking account that made the payment, however when I mark it, the amount goes into my expense transactions as an expense.
This is a Quickbooks Desktop question. When trying to set up Bank of America credit cards in bank feeds the only option to link is the parent account. The next step is to enter the parent security code on the back of the card and the expiration date. Well that does not exist under the parent, only the subaccounts. How do I get past this and link all the sub-cards under the parent?
i have updated the credit car, unlinked and re linked it, and the charges from beginning of the year still do not show up.
My question is: I have several classes that I have created in QB and if I total them up, shouldn't the total match the total in my QB bank account? For instance class A has a balance of 100.00 and Class be has a total ending balance of 200.00 etc. now shouldn't my bank account in QB balance to that ? Every time I enter something in my bank account in QB I always classify it to one of my classes.
My client's banks accounts are linked, but only a few of the bank statements are showing. Why is that?
My new client uses the QBO app to snap his receipts. They don't show up on the Receipts screen at all. There are 0 receipts reviewed or pending review.When I add a transaction (he's using Simple Start) and click Attach a File from existing, a sidebar on the right-hand side of the screen pops up with Unlinked Receipts. They go back years. The only identifying information in this list is the date. The only way to determine which receipt to attach is to download all of them (no thanks). Where are these receipts hiding? They have to be accessible from somewhere within QBO. I would like to review and attach them to transactions without downloading them all. Thank you.
How to see all entries of a bank transaction on the screen?
I have personal checks that were not supposed to be deposited into my business account on Quickbooks. I have since transferred the amount of each of those checks to an external personal account (one not linked to Quickbooks). How do I categorize or fix the original check deposits made in error that are listed in my "Transactions for Review" but do not show up in my business bank register?
Hello, We had to add a new bank account because of fraud on the old one. This was about 1 1/2 years ago. When I open my balance sheet the old account shows and if I customize the report, to exclude the old bank account, a ton of the accounts on the balance sheet disappear. Does this mean those accounts are only attached the old defunct account? Is there a way to fix this if so? Or do I just include the old account on the balance sheet forever? Thanks!
There was an update at some point and my bank feeds looks new. That's okay, but now reconciling the transactions takes twice as long. I cannot copy/paste accounts to similar transactions, the up and down arrow doesn't work properly anymore (if I press my down arrow when I'm in the Account field, it pops up my account list and does not jump to the transaction below it, like it did before). everything is upside-down. WHY? Aren't you supposed to make life easier for us not make it more difficult? At this point, I'm thinking about deactivating it because doing it manually will be TONS faster.
I use a bank feed for my BBVA bank account to bring into QBO I have online sales that are processed using Square (as sales receipts) and subsequently Square deposits net amount to BBVA after taking their fees.. I have not connected Square app. My problem: The auto feed enters the Square net deposit to the register, but I want to record the online sales to undeposited funds then manually make the deposit (adding the fee as a negative fund). How do I avoid duplication of deposit income? Do I exclude the deposit transactions in the feed?Thank you for any help. This is first year using QBO, instead of desktop
I have a vendor from whom I purchase the same service regularly. QBO tries to match it with the previous transactions of the same amount. I don't see a way to tell it that the transaction is new/unique and NOT a match. How do I do that?
