Banking
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I just downloaded transactions from my bank. Several transactions have the same text in the Description field, for example ACH. When I go to categorize these transactions to the proper category, and add the Payee, QBO automatically changes all of my ACH transactions to the same Payee. I've tried fixing this, but every time I change the other transactions to the proper Payee, QBO then changes all my ACH transactions again to the most recent payee I used. Help!
Hello, I am just switching over from Desktop to online QB.... Best, Wake
No transactions have downloaded from my bank accounts since 11/19/2021. Today is 11/22/2021. I pushed the "Update" button and it says I have reviewed all my transactions. I know I have a ton of transactions that have not downloaded and transferred to Quickbooks. I have spent hours with both the bank and Quickbooks customer service. I have deactivated my bank accounts from Quickbooks and added back the bank links and they are still not syncing and not downloading any transactions. HELP Please.
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My download from the bank is missing one transaction and I cannot locate it anywhere. I think I should just enter it manually, but not sure how to do that in Quickbooks Online.
There was recently an issue with my bank connecting to QB at all for a few weeks, so I'm wondering if it wasn't resolved completely.
I had to replace one of my credit cards and now I have two accounts
Last month I noticed that one checking account is reporting $3663 less than the reconciled amount. Reconciliation is correct with no indication we are off by any amount, let alone this much. I don't know how to find or fix this. I am in the process of closing this account and have written a check for the amount in the bank and now the register shows a deficit of that $3663. I would like to fix it by year end, but other than a journal entry to assign it to an equity account, how would I do this?
I am in a new position trying to clean up a creative accounting system. The company has always used the "Other Names List" instead of using the Customers List to record tenant payments. We are currently adding each tenant as a job to start invoicing properly.However, I need to record a NSF check for a rental payment made a few months ago. The rental payments were always entered as a deposit with notes in the memo section as where the deposit came from. How can I enter a return check (and the fee) against a deposit made in the check register? The deposit shows the correct Received From Job list, but I don’t know how to record the returned check and fee. Also, how should I handle the repayment of the rent since there are no invoices in the system?
When I connect to US Bank SinglePoint, the balance reports but not the individual amounts. This is a change from Nov 15th
I cannot find anywhere what makes an account eligible for mobile deposit other than active and in good standing. What do I have to do to be eligible?
Just getting to grips with QB... trying to upload manual CSV file of credit card transactions.I prepared a test file of 5 items using the 3 column format (Date/Description/Amount) taking care to use negative values for spend and positive for card payments. My test uploaded perfectly.I then uploaded 400 transactions from a similar file, all correctly signed +/-. For several transactions it worked fine, but for most transactions it has treated negative and positive values as "Received" items to be categorized - ie it thinks my spend income.I can't see any difference between the parts of my CSV file, they all look correctly signed.How do I now delete the entries that are wrong-way-round and then carefully upload the spend in smaller chunks??Thank you
The view for the bank register has changed. I am not seeing the most recent transactions on top, eg deposits, checks, expenses like you normally expect from a register. Help
They are missing from april until september
My password is correct and it was linked and then it stopped months ago without me knowing and now it won't connect. I spent 30 min on the phone with a quickbooks agent who couldn't figure it out and told me I'd be contacted. I haven't heard a thing.
My Union Bank checking account is not updating. I've tried to manually update, but no luck. My savings account is updating fine.
How does one return to an earlier month to reconcile it?Thanks
We recently connected our bank account to QuickBooks Online. The transactions automatically import from our online banking but the entries do not include the check number so quickbooks is not matching the transactions. How do we fix this so that check numbers are included each time a transaction comes over from online banking?
I am new to the online version of quickbooks. I have my bank account linked to my quickbooks the problem that occured is it did not transfer a specific time period into the online quickbooks. I am wondering how to get just this date range into quickbooks?
wheres my payment?
How can we record a deposit that has an offset for Freight Claims on previously paid customer invoices? We do NOT want to adjust any of the open invoice amounts that we are receiving payment on. Whenever we use a discount for the amount, it adjusts each invoice. We cannot issue a Credit Memo because the invoices the claims relate to have all been paid. The deposit is LESS than the total of invoices that are being paid because the customer has offset their payment by these freight claims. All we want to do is record the difference between the deposit amount and the invoices being paid to the Freight Claims account in the general edger.
I am hoping you can help me. My payroll service (Gusto) has QBO integration so a JE is entered for each payroll with lines for each item (taxes, wages, etc.), as well as employee checks. I am struggling with how to match the downloaded check details to the journal entries. Any ideas? Please see the picture below which shows what the journal entry line for the check and the downloaded check in my transaction list. I could really use some help as we write a lot of checks to employees. Thanks,Tim
