Banking
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I have QB Desktop Pro Plus 2018 and I have been using the banking feeds for a while now. I went to import the Web connect file and now I am getting an error message that says "You cannot use Bank Feeds because QuickBooks has not been registered. Solution: Go to the help menu and click on Register QuickBooks". The problem is that when I go to the help menu, there is no option to register QB. I have this product registered since I installed it. How can I fix this?
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I recently had 5 receipts clear without action on my part - when I go the register, they have a + listed with multiple boxes in the “cleared/reconciled” box. I don’t know what happened, or what it means.
Any reason why my bank account connection gets disconnected every time I reload my QBO? It says I need to verify bank info - I verify info - and then if I reload the bank it says the connection has been interrupted. Why does this keep happening?
Is anyone else having this issue? The bank balance keeps updating but the transactions are not downloading. It seems to have stopped as of sometime Friday afternoon. I thought it would be resolved by noon today but no luck. Our connected bank is BoA. I chatted with customer service and they said to give it 24 hours and see if it's resolved. The rep apparently talked to someone on the back end and they can see the transactions are downloading but they are not making their way to the online interface. I'm curious as to whether this is a BoA issue, a "me" issue or a widespread technical issue.
Checking to see if anyone else had this problem for the past 24 hours. I have one back account, the Visa charge for multiple cards, that will not update and load the past 2 days of transactions. I worked with a chat person that had this message, but I have received no updates from QB. I do not want to manually load the transactions, I want them to load. I have a red exclamation mark on 11 card accounts. Anyone else having this? "Thank you for waiting on the line. Upon further checking, I can see that the issue you're having is already reported to our product engineers. They are currently working on identifying the root cause of the issue so we can roll out a fix to get you back to using this feature. I have already added your account in the list of affected users. You will receive updates to this escalation through your e-mail. While our engineers are working on this, here's what we can do for now we can try doing manual uploads for each account so that we can get you back on trac
why cant I get a response from anyone?
An employees bank cashed their payroll check for $427.07 but it should've been $472.07. The correction/adjustment has not made it to my bank statement yet, how do I reconcile my checking account?
New to Quckbooks and know just enough to be dangerous! So, we enter all of our payroll expenses under 2022 Payroll as a vendor....the health insurance expense in question was included within the payroll/vendor section but - and honestly I am not even sure where I went wrong after so many feable attempts to fix!!!! All AFTER RECONCILING! - I am not sure whether or not I justed clicked ADD when the transaction came in instead of match OR I also had entered the expenses under Anthem vendor instead of 2022 Payroll vendor. Regardless, after the "fix" I was off on my reconciliation for 10/31/22 by that amount...so in my infinite wisdom I added the duplicate expense back in and it is showing reconciled. ??? How do I remove the duplicate expense AND reconcile back to zero...thank you in advance for your guidance. Also, does anyone have best suggestions for my obtaining consulting for the next six months. I am going to access all of the free training but, when instances arise like thi
After reconciliation of an AmEx money market account successfully, the Quick Book Balance (a) and Bank Balance (b) in Chart of Accounts page do not match. The QuickBooks balance is correct and matches reconciliation and actual bank balance from bank. The bank balance amount goes back a reconciled balance June 1, 2022. This incorrect number also appears next to account name on Bank Register page. This doesn't appear to affect any reports (yet), registers or reconciliations but does concern me and would like to correct.
The system automatically chose the end of this month instead of the end of the prior month so now have the incorrect reconciliation end date by 1 month. I would delete and start over, but I can't find that option either.
I would like to create a spreadsheet for banking rules so my client does not have to worry about setting up rules as he is working on his books. I saw steps on how to export from Desktop etc. but none of those apply. I was hoping someone would have a template on how to set up the rules in Excel so they can be imported to QBO. TIA
Who do I need to contact when given this error? Tried several times and I am on the account. So, why does it tell me to contact the account owner? At first it give me this:Authorization successfulYou have successfully authorized Intuit to display your American Express Card account information in your Intuit account.You will now be logged out of American Express account and returning to Intuit, where all use is governed by Intuit's terms and conditions and subject to its privacy and security policies and practices. Then it gives me the attached screen.
How can I add deposit to my shortcut menus
When I transfer from bank to paypal, sometimes we get duplicate transfers showing up on the QB register.
I have had a credit card for business since 2008. Last year in 2021 the credit card company moved their assets to a different bank. When that happened I was able to connect to the bank. However, when the account updates via the link it brings over only one card holder's transactions that are on this credit card account. There are 2 credit cards on this account and two different numbers. Rather than showing it as one account when it downloads the transactions, it is only downloading one card's transactions rather than both. However the statements are showing both as they should. When I go to reconcile it is only showing one of the card's transactions and so I am unable to reconcile it. Is there a way to have the bank bring both cards into the same account? This was not a problem previously. And I don't want to just ignore the cards transactions back to 2008. Any suggestions would be greatly appreciated. Thanks in adv
i have entered some accounts into my chart of accounts but have made some typo errors in some of the account description fields. how can i edit these account descriptions. the descriptions don't even show up and the chart of accounts screen.
