Banking
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Can I reverse my bookkeepers work? I can no longer see nor edit anything from 2022...
Account was dormant and accrued only cents per month in interest. Bank is not helpful in providing csv file or any electronic data. I am a volunteer doing book keeping so have limited qb skills!
I have three different bank accounts as well.
I am reconciling my credit card statement with the QB register. There is a transaction on the statement that is not in the register. I have gone thur the Review Transactions. I have tried to add the transaction and it acts like it went thru but when I go back to the Register and/or Reviews its not there.
I have been a quickbooks user for several years, and used it to pay bills through my Bank of America accounts via direct connect. I used to buy a desktop version every three years for around $200. Last year Intuit decided to move to a cloud-based subscription service. The new service was $250 PER YEAR. In spite of the over 3 times increase I didn't have time to look for alternatives so I subscribed. Now I find out that the banks are all discontinuing the direct connect system ,but I can sign up with another company, Melio, which charges $1.50 per check that is sent via mail. I AM SO SICK OF Quickbooks! I paid $250 for the subscription that now will not work. Anyone interested in pursuing a Class Action suit? I'm going to start calling lawyers tomorrow.
Last night I switched from qb essentials to qb plus via chat with a representative. I am trying to set up to use for our nonprofit and was told plus was a better option. Essentials is still active. Our bank balance showed up after I linked accounts but there were no transactions. Is that because qb essentials is still active and the transactions are categorized in there?
I have an HOA that I invoice on a monthly basis. Many of my owners pre-paid for the year. I've reconciled the initial payment, however, when I look in my check register, any charges paid by the credit are not reconciled and tend to through the "In Quickbooks" balance on the banking page. How do I fix this?
Hello! i have a client where the bank feed is not automatically finding matches. When i drill into the transaction (from the Bank Feed) i can select the FIND MATCH option and the transaction is there with the exact date and amount. It is just not doing this automatically. I have selected UPDATE several times, i have refreshed the page and logged out and logged back in. Do you have any suggestions? Thanks!David.
We have several banks that we are doing bank feeds with and having no problems with them. However, when we just connected with Illinois Bank, when I run the bank feed, it is bringing it in to "Checking account XXXX Illinois Bank" instead of "Illinois Bank XXXX" (which is a totally different account). Apparently, the GL account was set up to the incorrect one and we did not know it because we just set it up for bank feeds yesterday. Can anyone tell me what I need to do to change the GL account for a bank feed that is already set up? I think I have to disable the current feed (not sure how to do that) and then change something somewhere that assigns the correct GL and then turn it back on. If someone can help with more details, I sure would be grateful.
I'm just realizing that back in 2021 I used my personal credit card to pay off a monthly statement from one of our vendors. I was planning to reimburse myself when running payroll but how would I go about clearing up this unreconciled bill payment in QB Desktop? I can't say I've run into this situation before.
Zelle's transactions don't appear with the memo I put on the bank's side. No update in QB
There is one deposit and two checks that are on the bank statement and missing in QuickBooks. How do I reconcile the month with this situation?
Both the Invoice and product import tool is not working
The ATM withdrawal is on my statement but not showing in QB.
I get one bill from a utility company, showing amounts owed for 3 locations with 3 separated account numbers (one for each location). How do I set up the utility company as a vendor, but be able to tract the charges for each location/account number separately?
Company has some activity in 2020 and 2021 but we do not want to import those transactions, but rather make one journal entry to enter beginning balances for 2020 and 2021, so it all rolls over correctly into 2022. What is your recommendation on how to enter those balances for 2020 and 2021?
