Banking
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I set up an American Express account using the Personal Credit Card connection because I was only using one card, now I want to add another card on this account and track using the Parent connection. Do I just disconnect the Personal and reconnect using Parent or is there another step I need to do to make this change. I would prefer not making a new separate Parent account.
I switched financial institutions and now all of the records from my previous closed account have disappeared. What should I do?
Why isn't there a merge transaction button? Wave Accounting has one.For example a manually entered expense w a receipt uploaded is not matched to a bank transaction (lacking useful AI). Now you have to download the receipt from the manual transaction and delete that transaction, then upload the receipt to the bank transaction. HOW ABOUT A MERGE BUTTON!!???
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Since January 2020 expenses from my credit cards have not been showing in my QB.I opened a new credit card last year and still having the same problem. I have contacted QBs about it but the problem wasn't solved. Any help please?
I have a new client where previous bookkeeper deleted transaction and messed up the clients' books from previous year (2017-2021), Is there a way to restore all that data? Everything shows as deleted in clients' books and is creating and all the financials are messed up. Thank you!
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I seem to be missing all transactions from January through April of 2022. Where could it have gone? How do I recover it to do my taxes?
I use a different cloud solution than Quickbooks to handle invoicing (it's part of a healthcare solution that integrates scheduling, charting, payments, etc). I create invoices and accept payments the same day in the solution, and then it trickles into my bank account, and finally is imported into Quickbooks as the bank is linked. I categorize the money that flows in as income. Where I'm struggling is that when I try to reconcile, those transactions in which payment is received at the end of the month in the health care solution do not make their way into Quickbooks until about 2-3 days later, into the next Month. So I generate a report in the health care solution, and it shows $1000 earned income in the month of January, but because monies earned at the end of the month post in February, my reports don't line up...Quickbooks says, for example, $900 in the month of January because a $100 check cleared into the next month. I thought of changing the dates on
How can I delete a reconciled bank ststement so I can find an error and then run the reconcilation again?
I am in Accountant view. I still don't see it when changing to Business view.
Has anyone had QBO successfully add a new bank for them after requesting it here? (Image below)If so, how long did it take?
how long does it take quickbooks to set up my bank account after i sent in request support for your bank?
Bank deposit will not load in app
Basically how do you do a mobile deposit of a customer's check into your QuickBooks checking account?
Hello,I am curious if there is a way to fully remove/delete accounts from the Chart of Accounts?I am just now getting setting up in QuickBooks online and was entering some expenses from a credit card to try it out. I now see I did it incorrectly. It seems ultimately best if I can just start over, as there were only 3 transactions entered and I have not linked any accounts or truly started using QB yet.Thanks in advance.Paul
