Banking
Recently active
Original commenter did not share additional details
I added a rule and can't change it back for some reason, so I want to start over again. Also, I am missing 3 months of transactions and importing the csv isn't working.
I am missing the last six months of transactions for 2024. How do I retrieve them?
I would like to be able to view the check numbers and sort by check number without having to click on each individual check.
How do I delete a number of old transactions?
format for csv files
Using quickbooks single user. I reconnected by bank account after a long time. it showed transactions from 2 years ago to classify. I did that. I do not see transactions from last year. is there a limit to the number of transactions? why are last year's transactions not showing?
Only the CC payments are shown in the Transaction list, I would like to manually add the transactions from a CC by importing a CSV.
Greetings to everyone! I've been having difficulties reconciling the credit card accounts in QBO, (there are two cc under Chase). One account is a parent credit card, the second is a sub account in Chase. Then, when I sync my Quickbooks with Chase doing the bank feeds, both accounts are being imported in QBO which is great. But when it comes to doing the credit card reconciliation in QBO Chase is not generating the statements for both credit card accounts but only one, and in that statement are merged all transactions from both cards. I hope it makes sense and someone would be able to help please thanks 🙏. I already spoke with Chase and they sent me to QBO support, stating the issue is coming from there... In my understanding Chase needs to either generate two separate bank statements, or to merge the transactions when doing the bank feeds (from chase to qbo) and post them all under one account. Many thanks and much appreciated
Hello - several old (previously reconciled) payments made to my credit card account were accidentally deleted in quickbooks desktop. Now, when I try to reconcile the cc account, the balance is incorrect. Of course, I'm not really sure how this happened. Can anyone give me the steps necessary to correct this type of error? Since it's a payment transaction, I'm not finding clear instructions on how to correct it. Thank you, - Donna
Hi. I use QB Desktop Pro 2021 and in my Chart of Accounts I have an Account called "Cash Register" where I Deposit any Cash a customer pays me for Invoices (I usually use "undeposited" for Checks I receive for payment). I have not normally deposited the Cash into my Bank Account (I have a safe). The Cash has accumulated for some time. Due to some circumstances I found it necessary to deposit the Cash into my Bank Account (which is linked to my QB); I did this by manually filling out a deposit slip and receiving a deposit slip from the Bank but now when I want to reconcile my Bank Account I can't because there is an entry in my Bank Account Statement for the Cash Deposit but there is no deposit in my QB. How do I make this Cash deposit entry in my QB so I can reconcile my Bank Account Statement? Thank you
It doesn't like my file for some reason. What is the perfect format it needs to be in?
This is for all accounts, and for exactly the same dates.
It says all info will be deleted and the action is irreversible so will it still allow me to reconnect the same account?
Hello, I am a bit confused with how to record Cash Bank Deposits from my retail register. Currently I have them listed as 'Deposits' with my company being the 'vendor' as I am the one depositing. I think this is messing up my Reports as it is showing cash in the negative. Does anyone know how I should go back and record these cash deposits from sales to the bank appropriately. Thanks so much, still very new to this.
All data matches, no options for that transaction.
Hello QuickBooks Community, If I have a Bank Statement that is PDF, how do I convert the bank statement into CSV and import into QuickBooks online and QuickBooks Desktop?
I have business online banking at my bank and I use a token for my password plus pin, so my password changes each time. I use the desktop version of QuickBooks. How can I link my bank?
A rule was added without my knowledge that affected our bank feed and applies to All Accounts (see attached).Where can I find how and when this rule was added?I have searched the Audit Log but do not see any entry.This issue started two days ago but I just caught it today and disabled the rule pending investigation.I am really puzzled as this never happened in the 7 years I have been managing these accounts in QBO..
