Banking
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I have entered my opening and ending balance correctly as well as the date. I am off 2000.00 and the only thing I can figure it might be is I have an owner withdrawal for cash for this amount, but everything looks right. Can you help me? Frustrated
16 days with no bank connections and a 9999 code that flashes. Support is no help. QB and BOA chats and emails and still no connection. NO HELP FROM QBO or BOA. Support will respond as if they are fixing the problem but it's a 2 hour trap to nowhere.
On QuickBooks checking via mobile deposit.
Hello, I can have close to 1,000 checks in one month. Do I have to select MATCH for every item individually under the REVIEW tab in Banking before I can start reconciling? thanks
I have an amount showing in my bank account in QB that is not on the bank statement. It is showing that it was deposited to the account and is the exact amount of the the amount that was deducted from the account for the mortgage payment. I spoke with the bank and they confirmed that the amount was never deposited into the account.I believe that I can just exclude the transaction, but how do I find out why QB brought something in that was not on the bank statement.
My bank login has about 10 accounts associated with it. When I go to connect the account within QB it only shows 7 different account and it doesn't show all 10, with the 1 of the other 3 is the one i need to connect.Is there some sort of work around rather than downloading all transactions and loading to QB
Is there a fix for the CitiCard feed? I constantly have issues with in not wanting to update. It's currently stuck on 12/12/2022. It apparently has not been long enough for the orange exclamation point to come up. I tried clicking update multiple times. I opened up an incognito browser and I tried Edge (I normally use Chrome). I had a different user try it on a different computer. I don't want to manually upload transactions and I don't want to have to disconnect and relink it.
Am I able to use the Bank Feed option for loans? I would like to avoid any manual entries. Desktop Pro version I import the bank statements and the payment that is shown goes toward the liability account. It is not broken down into principal and interest on the bank statement. I then want to bring in the loan statement, where it is broken down into principal and interest which creates a general journal entry. I would like the interest payment to be deducted from my liability account thus making the balance correct and to also post to my expense account. I can't get it to post correctly in the journal entries, credits & debits are switched.Has anyone been able to do this without any manual entry? l
I use Connect to Paypal to import my sales receipts from Paypal. I set it up to import the receipts with all the details. I don't need this much information now. How can I change it to import the payment (deposit) summarized?
I want to view only the transactions that have not been matched between my Account Register and my Bank account. How do I view these separately?
I have some tag groups, and multiple tags within those groups. For instance, I select a tag, I get 10 transactions, I then use another tag that some of the existing results are using, and I would expect to see only the transactions that meet both tags, but instead it continue to shows me the same 10 transactionsA 2nd scenario is selecting 1 tag, getting 10 transactions, then selecting a tag that none of the existing results are using, I would expect it to see zero results, but instead it ignores the 1st tag altogether and displays all the transactions that meet the 2 tag.This can't be right. Any help is appreciated. Thanks
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This connection has been working properly for years. I've imported transactions manually for now, but this is not sustainable. There is no error, and the connection seems to work as the bank balance in Quickbooks is updating properly, it's just not importing any transactions. Can I unlink and reconnect the Paypal connection? If so, can I set the start date for importing transactions to today?
Leon XX XXX, please confirm the information in your EFT request.I have NOT requested an EFT
I cannot proceed with 1099 because no contractor will show up as 1099 match.
Unable to add deposits
I’m new to QuickBooks, so please have grace for me and my silly question. 🙂 I gave a loan to the nonprofit I lead. When creating a rule, I’m forced to select a payee and categorize as a customer, vendor, or employee. Since the nonprofit is the recipient, should I just create one with the nonprofit name? If so, which of the three categories does it fall into? Thank you!
Old quickbooks has a reconcile tab in banking. Can't find that in qb online
I have the payments which have processed but I have t made the invoice to post the payment to it. My business bank account is linked to quick books so the payment is reflected on the correct day.
