Banking
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How can I transfer funds from Quick Book checking to my Chase Bussiness checking
Hello, Formerly a desktop QB user and transferred over to the online product. How can I easily locate Banking and Credit Card Account numbers. Also, any information on merging duplicate accounts would be appreciated. Cheers, Robert
I need to delete bank account used for online payments
I have a deposit from a few days ago that has not been deposited into my account. Viewing it from quick books it says “on hold” but doesn’t give any more information.
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I keep seeing that there is an app to import eBay transactions but when I go to the apps, I don't see any free options
I have both my regular bank account (both savings and checking) along with a PayPal "bank" in QuickBooks Online. I just created the QBO account today and imported transactions since 1/1/2020. Then I categorized all of the PayPal transactions. Whenever I receive funds via PayPal, I transfer them to my checking account. And I always pay for goods via PayPal using my checking account. How should I categorize the transfer of funds from my bank account to PayPal when I buy items? Should I record these as transfers? Or categorize them as payments to the PayPal bank?
After numerous other Bank Feed Issues now I noticed that when I attach a bank transaction to a QuickBooks transaction, sometimes QuickBooks randomly does not apply the payment where I told it to apply! For example, if I get a ACH payment from a customer for 4 invoices, in Advanced Bank Feeds I match the transaction to the invoices in QB, everything looks great! I save the entry and when I go in to check it, it shows 2 of the 4 invoices were applied the payment and the other 2 were not. The amount is in the customers account waiting to be applied, but when you have 50 of them to apply it gets ridiculous because now I have to go and check all 50 customers to make sure QB applied the payments. The whole thing with the bank feeds, since Sept of 2022, has been an absolute abomination. QuickBooks has dropped the ball more so than anytime in the past 28 years that I've been using the program. Its absolutely despicable and anyone that uses the bank feed function knows exactly what I'm tal
The QBO credit card balance is a good $5k under what the bank balance is. I've never had a problem reconciling the account and only noticed this recently, but that doesn't mean it's a recent issue.Is there a way to get the numbers to match without messing up past reconciliations? Thanks in advance! QBO Simple Start
We have a Chase credit card account with two sub accounts under it, when i try to split the payment between the 3 accounts in QB the payment will change over to being a charge in the chart of accounts rather than a payment. I do not know how to handle this as all our accountant says is "split them" and does not provide greater detail than that. I've looked everywhere and can't seem to find a solution, how do i get them to split and apply as payments rather than charges??
Starting a new deposit (don't want to use undeposited funds) - how do I hide the undeposited funds from always showing up? (previous accountant used JEs to deposit undeposited funds - so the funds have been deposited - but are still sitting in the account.)
I have about $288 worth of credit card transactions in Bank Feeds from 2019 that were never dealt with. What is the best way to resolve those at this point?
BMO Harris changed their URL from www.BMOHarris.com to BMO.com and my QBO account has been disconnected since. How do I change the URL in the QBO end so that I can continue with the auto download?
Is there a way to make QB recognize the vendor payments on the banking tab? I use Bill.com through my QB account, and for some reason, despite every transaction having the vendors name in it on the banking transactions, it doesn't match them, and still will make suggestions that the payment belongs to someone else. Does the date that I enter on the bill have some impact on it? I have tried creating rules for it, but then the transactions end up being duplicated because QB categorizes the vendor bill payments as 1099 contract labor as I have it set, so if I also add the banking transactions via a rule, it will add each one as a separate expense. I want the vendor payments to be matched to the banking transactions without having to manually match every single one individually. Is there a way to do this?
My clients savings account register shows some automatically recorded deposit transactions into undeposited funds. These transactions have been recorded in the checking account as a deposit and the account has been reconciled with no differences. The savings account QB Total is overstated by a considerable amount due to this? My client does not go into QB to accept the payment she just lets them come into the bank feed. What is the correct way to handle these transactions in the savings account?
I created a bank register when I wrote and printed 4 checks prior to my bank being linked. Now that bank register is sitting out there alone. Can I merge it into the correct one that uploaded from my bank?
On any IOS device QB freezes or fails to load when I ask it to create a New deposit
