Banking
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I need help with depositing my payment
Hello All, I have 20 companies I do the books for and they all have similar parallel transactions. I use QB Enterprise and would like to know if you have a trick for exporting bank feeds rules from one company and importing into another company. I have reached out to support and they said it is not an option at the moment. Thank you
My bank account shows that is up to date as of 9/19/2022 with a green check mark. Today is 2/6/2023! Why won't it update past September? There is no error message that it stopped syncing. Help!
I have customers who pre-pay their (HOA) invoices. I receive the check as a payment under their account and it is left as a credit on their account until a new invoice is created. As I create the new invoice, I automatically receive payment on them and pay with the credits on my customers account. However on review, they are not reconciled in the register, and the bank balance shows an increased amount on the Balance sheet due to those payments. How do I fix this to show the true amount? What am I doing wrong? My bank reconciles correctly each month, but these transactions stay un-reconciled.
Chase tends to have long descriptions which throws off the Rules concept a little bit. For example, say Coca-Cola was my vendor. Chase will have Online Payment to 11122233344 To Coca-Cola. Downloaded as will have Online Payment to 11122233344 To CoBank Memo will have ca-Cola To close this gap, I would need Downloaded as to accept more characters from the Description line in Chase. Is there any way to do that?
In handling the duplicate deposit issue with sync with etsy app, I had deleted some transfers from the etsy app "checking account" to our bank checking account it deposits into. I should have deleted the deposit that showed being deposited in the bank checking account and left alone the app feed i think. Because now I'm showing a balance in Etsy that isn't accurate because it looks like nothing was ever transferred out. How do I handle this now?
I have a issue where I just added my credit card to quickbooks banking with a balance already on it. I would like to categorize the expenses but by doing so is doubling my credit card balance and is then not matching what is actually on the card. Any new expenses from the use of the card I can categorize and it matches perfectly but the transactions that I made before I added the card to my banking accounts do not categorize without making a discrepancy in the amount. My example is that I have 999.12 on the card matching in both quickbooks and the bank but I have not categorized the expenses yet. What do I do to fix this issue?
I'm doing the bank reconciliation and noticed the bank underpaid an employee when they cashed their check by a $1.00. How can I fix this and record in QB?
Why is this error appearing? It shows me how many pending transactions I have above, but it is not showing any of the detail under the Recognized/Partially-recognized/Unrecognized/Added to register section.
Using Quickbooks Desktop: Have old checks that haven't cleared bank account so still showing as unreconciled in bank rec. If we want to record an unclaimed property liability for these checks, how do we do this? If we record a journal entry, won't the check still show as unreconciled? We are trying to clean up the bank rec. thanks
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I have recently setup my Quickbooks accounts for my small business. I am attempting to setup my connection to my bank (Vibrant Credit Union) and it is listed as an option. The problem is that the link Quickbooks is trying to connect to is to their personal banking segment, not their secure business login. I need Quickbooks to add the Business segment so I can begin using the service I am paying for. Any help in getting this expedited would be appreciated, I've tried contacting customer support but they just state it is out of their control. I have done the correct steps and read all forums but none are helpful. Please provide the connection to the business login page, not the personal page for Vibrant Credit Union. Thank you.
QBO keeps wanting to sync with my personal bank acct. instead of my business bank acct. I already Completely reset my account.
There is a time gap in the transactions from the bank register
Not able to reconcile, duplicate amounts, showing more income than actually occurred. Deposits not linking up with the accounts receivable.
how do i find the deposit that relates to a specific payment. the invoice shows paid and has the payment link. The payment cannot be deleted because it says it was deposited and the deposit must be deleted first. I cannot find the deposit.
Opened my business checking account 2/04/2023 and none of the deposits in the last 24 hours are showing up
I recently made a routine change to my online banking password as per standard best practices. I also use a password manager allowing me to generate and use long/random passwords for increased security. During the most recent password change, I changed my online banking password via my bank's website to a random one that is 19 characters in length. The following day, I received a bank feed error in QBO, which is expected, due to the password change. When trying to go to the process to 'reconnect' my bank feed connection in QBO, I received a message stating "Password is too long." I reset my password at my bank again, shortening it to 16 characters, and once again, received the "Password is too long" message. When I shortened the password again to 15 characters, QBO finally allowed me to enter/update the password and reconnect the bank feed. At the bottom of that same screen, there's a message that says "At Intuit, the privacy and security of yo
Trying to update the current bank account information but after saving what I type in after I go back in it goes back to the bank account I no longer have. Is there something I'm missing or does it just take time to update and hold the change after I save the new information?
