Banking
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Any help is appreciated! Quickbooks is no help whatsover, and my QB online accountant just retired so I'm in the dark.
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I exported the .CSV for 1/1/2022-10/13/2022 and QB Self-Employed will not import it. Thank you.
I've added a few transactions manually hoping that if I caught up that would help, but no luck. The connection is obviously working because the bank balance updates properly.
I have an existing PP acct in QB: https://loom.com/i/53cac78c61704e7fba27e1f1c6991149 And I start the connection process from this acct. At Step 2 of the process it wants to establish the QB acct to hold the transactions, initially suggesting PayPal Bank, an acct that QB created for me. When I click Edit I'm presented a very short list of accts that doesn't include my existing PP acct: https://www.loom.com/i[removed]fe4694a438f96ecf1586fa So how do I get an existing acct connected to PayPal?
i am going from desktop to online and it's not working for me
How do I determine which transactions are partially matched
These two weeks I am having issue with the bank feed in QBO. QBO and the bank feature are disconnecting all the time, and bank transactions are not uploading automatically. I have tried all solutions offered, nothing is working. Been on a call with couple of people from customer care, no one helped. Please advise what seems to be the issue?
This began only after I just had to "re-connect" Bank of America maybe 3 weeks ago to the "new" way they (or intuit) required me to. For instance: I enter a payment from a customer: 5.81 from Joe into Received payments. Into my correct bank account.2 days later Bank of America downloads the same Transaction for $5.81, but does not match the two, as AUTO matched (BLUE TAB) as it had in the past. Same goes for my imported payroll files from QB. I have the imported transaction in my QB, and B of A downloads the same transaction, but fails to match them. Same goes for Payments. I paid $121.96 to home depot and entered the "check": Allocated it to a customer, and job. 2 days later i download transactions through B of A express connect. It sees a 121.96 from b of a, but fails to auto match the 2. In my register, it shows a lightning bolt next to the transactioon. If i DELETE the lighning bolt, and save it, then go back into my downloaded tra
why won't my csv file upload?
Invoices, Payments and Deposits out of sync
Is anyone experiencing this kind of delay?
La connexion ne fonctionne plus, je ne sais pas quoi faire. Cela fait trois jours que je réessaie plusieurs fois ..
Is there a way to make it so if we reconcile child accounts that roll into a parent account the parent will automatically reconcile? Or, are we able to tag a parent account as non-reconciling? Example: Notes Payable (parent) - summation of the below w/no activity, should not be reconciled Note 1 (child) - activity and should be reconciled Note 2 (child) - activity and should be reconciled
how do i link identities so i can sign in under one email and pw and see multiple companies. I have 3, now i need to add one more.
My transactions are linked to my bank so it will auto downloaded. Its showing all over my transactions have been matched which isn't true. I went through and unmatched them (theres a lot) and then of course qb crashed, and it now shows matched again.
Have called every single day to get a status since I've uploaded on Dec 22, and it still shows being reviewed. Nobody has called or emailed I have had to do it every single day. My account is locked and quickbooks is not releasing funds into my checking account. I have done everything needed to correct the issues and they aren't even reviewing it...
Howdy Everyone!Quickbooks online has been working great for the last few months, but since December 18th, QBO hasn't recorded any payouts from eBay. I usually go under the "commerce" section on the left, head over to payouts to make sure they came in, and then head over to review them and add them. I was being patient thinking it would just show up eventually, but now am getting concerned there may be another major issue, like back earlier this year when QBO wasn't working for eBay at all for months.Another thing to note is, under "commerce" on the right where it is suppose to show your linked sales channel, instead of eBay it says Something went wrong. Refresh this page or try again later.If I try and add a sales channel, it tells me my account only allows for one. I was going to try disconnecting and reconnecting my sales channel as that has worked in the past, but it appears I can't even do that 😞Looking forward to any advice!
I have started working on fixing the gaps in my books. One of those was creating fully represented assets and liabilities. This was easy for the assets that were acquired this year, 2022, as all payments out of the checking account toward the loan were also in that year. It was easy to find the automatically linked bank entries and categorize them as a payment toward the liability. However, a few of the assets were acquired in the previous year, and have payments toward the liability from those years that I cannot get represented properly. If I record them via a journal entry, I have to have a 'balanced' credit/debit, and if I use the Checking account, it takes the linked account and adjusts its numbers. So, let's say I have 100,000 in the Checking account now as of December 2022. I have created an asset at 50,000, its original value. I also have a liability account representing it at 50,000. And I have a payment made in December 2021 that shows 1000 (ignoring interest f