Banking
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We just received an email where a customer is offering to pay their invoice using Plooto. I have no experience with this service provider and there are so many out there that it is hard to keep track. Does anyone in the community have any insight on this particular provider? We would like to avoid creating an account and sharing our banking information with every brand of payment provider that a customer might choose. Thanks in advance for any insight or input.
Carneil_CThank you for the info on bank acct order not saving. We are using Edge and i cleared cache and saved bank acct order. it was okay for day one but when i logged in this morn QB reverted back to alphabetical order.Why does system not save for consecutive days.lt seems mind blowing QB would concentrate on this when alot of other items more important than saving bank order for day 1 then reverting back to alphabetical order. You would think system would ask if you would like custom order or QB new standard before switching each day. Should not have to go to private view to get QB to work as requested. For non accountants this may be good but others may not want this or may not have requested.Thanks Jim
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I have 2 deposits that I know have cleared the bank but they have not cleared in QBO. How can I fix this?
When I receive a check for an invoice, I receive the payment into Undeposited Funds. After I go to the bank, I create a bank deposit and select all of the undeposited funds included in the deposit. While this ties the invoices to the bank deposit, I need to associate the funds with the account categories, i.e., 5001 Tickets, 5002 Swag, etc. How do I associate the payments from the invoices with the correct account categories?
Dear QuickBooks, WHEN WILL THIS ERROR BE ADDRESSED AND FINALLY FIXED BY INTUIT. For years now, I/we have dealt with this nagging continuing issue with no resolution or barely a recognition from Intuit that the problem exists. Whenever I have called about it, I get no result and no callback from a higher level team member at Intuit. Now, with Version 2022 Premier Accountant's Version on a Server 2016 Machine, I am having to fix the security settings for FLBlueprint.xml file and add back all my employees every other day or so. This annoyance has gone on too long. Does anybody here have a fix for this ongoing error and clear issue. thank you, DaleDale PeronteauAmerican Eagle Consulting, Inc.
Hi - I`m newly subscribed. I understand double entry book-keeping. Not sure though if I have purchased the appropriate package now that i`m getting into it. I have connected my bank account and imported transactions for this year from my current account. I also have a Savings account with the same bank that i use to save a monthly amount to pay my taxes and to save for any future equipment replacements. I transfer a monthly amount from the current account to the deposit account and then transfer it back when I need to pay my taxes or buy new equipment. First problem: I can`t connect a bank feed to my Deposit (Savings) account and if i export a CSV file my understanding is that it will be dumped into CASH on import to QBSE. Is my understanding correct? If so, this does not work for me. Second part of query: assuming I have to accept that i cannot set up and see balances on two accounts on QBSE, am I correct in thinking that when I do my monthly transfer from current
banking tab reverts to alphabetical order rather than order saved. Why recent change to alphabetical order. Why recent QB change and if you change order and save why does it not stay as you recently changed
All of a sudden all of our bank accounts stopped syncing. Our Bank of America account stopped first, then none of our accounts (credit cards, second bank account with another institution) all stopped updating. The little circle would just keep spinning forever and not update. I disconnected ALL of the accounts. Now: -Our BOA account says it's linked and updated, but none of the new transactions show.-Our Chase CC shows connected and updated but shows zeros and no transactions. Everything is a complete mess now - I can't balance our accounts and we're running days in arrears. I thought this was a temporary issue, but there is clearly a bigger problem here. I've tried disconnecting and reconnecting the accounts again. I've tried starting the import at different dates (starting at beginning of year, or beginning from where we left off, etc...). Nothing works. I swear I spend more time fixing problems that this software causes than actually using it!!! So upset!
5 business days is stupid it cleared my bank a week ago now I am losing contractors possibly being sued.
We do not want Intuit capturing our automated downloads from B of A. Is there a sound reason only B of A and Discover Card Express have this requirement? Of the other 7 banks on the Bank Feed list generated by QB, 3 require manual download ( I am familiar with Chase's limitations), and 4 are assessable directly via the bank site to log in with bank info for name and password there is not requirement to log into Intuit. This does not make sense to me or my IT Director.
I am having to use generic refill checks. How do I format the info on the check; routing ,account numbers and company name?
i use desktop pro 2018. i understand there is no longer online banking support. i manually import my transactions, however now i get an error that quickbooks does not support the account type. is there anyway to get around this without typing every entry in? i am not interested in upgrading.
Hello! I just submitted my payroll and realized my pay period was a week ahead of what it should have been. I was able to go in and edit all my paper checks dates but the employees paid by direct deposit show the check date as the 23rd instead of the 16th. Will their paycheck not get deposited until the 23rd? Or since I submitted it today will hit their account in a few days? The status says "processing started" is pending. I have edited their paper copy for the correct dates, I'm just really needing to make sure I don't delay this weeks paycheck for another week. Thanks for the help.
How can I allocate class or division to paycheck entry transaction?
I have tried disconnecting and reconnecting multiple times with no avail.
I want to pay my vendor by credit card. I do this by going to there pay site and pay the invoices. How do I show the invoices in my system QB that they have been paid by credit card? Normally I select the invoices to be paid and click pay by check and it prints check and enters them as paid by the check number.
Hi, I'm trying to connect our business BoA credit card account with bank feeds. There is one parent account and five sub accounts. When I try to link through QBDT and log into BoA using my credentials, I am only presented with the option to connect to the parent account which I can do successfully. However, that account doesn't have any transactions in it. I need to connect to each of the five sub accounts to get the transactions for each CC card user imported into QB. Is this a QB issue or do I need to talk to BoA about other options. Thanks for any help you can provide. Jim
