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I have $500 in my QuickBooks checking account and QuickBooks closed it for some reason how can I transfer the money out of the closed account to my another account
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Hello Everyone! I need help in the credit card transactions since credit card have a cut off like for example cut off is September 24 to October 24, why is it the September 24 not included in the profit and loss and the October 25 onwards included. I don't know what to do. Please help. Thank you
In my business I use multiple Credit Cards, Visa, Master Card, American Express to charge expenses. Each month I download all the transactions and match all the receipts collected and each transaction I label to an account, like RENT EXPENSES, and reconcile the receipts to each transaction downloaded. I call this file my Credit Card Registry and I have a separate TAB in the excel sheet for each credit card. How can I do this via Quickbooks??
Hi there, hoping someone can help me with this. Cannot figure it out. Previously my bank was connected and discovered duplicate transactions. I am now manually doing all transactions which is working out much better. However, I have reconciled each month to a 0.00 balance and no transactions left when I am finished. Now I go in to reconcile the current month and there are several transactions back from previous months ( july aug sept ) which had been cleared. Why is this happening and mostly, how do I go about fixing this and being sure it doesn't keep happening. Also, I am new to the online and wasn't quite grasping the " green box " and matching. Thank you for any help. Im hoping I am not the only one who is coming across this issue. Thanks!
How can I reconcile this account with 20 years of data?
Hello -- Is there a way to reset an unfinished reconciliation back to when I first opened it?Thanks!
Hi There!We are a professional services business with only a handful of monthly transactions. Almost all of the invoices are paid via ACH transfer. It seems QBO auto-matches the invoice to the direct deposit when the client pays the bill. Several days later, when the money hits our bank account, QBO registers it as "uncategorized income." We want to match the deposit to the invoice and be able to reconcile the account, but it does not appear to be an option. Any help would be fantastic, this has been a problem with QBO the entire time we have used the product, and we have not been able to resolve it. Thank you,Aaron
new to this ..but i'm trying to see todays transactions
Hello Team, I recently opened an Amex rewards checking account. I access it though the same portal as I do my credit cards. I am having trouble linking it to Quickbooks. I cannot find it. Any help would be appreciated. ML
MY QUICKBOOKS HAS BEEN BROKEN FOR OVER A MONTH. WHEN WILL I BE ABLE TO ADD TRANSACTIONS AGAIN? WHY ISN'T IT FIXED?
I am new to Quick Books and have entered last years trail balance. Now I need to close out the year and can't find out where to do that
Is there a way to stop check image auto import? Or at least stop the images from appearing in the invoice attachment option list? Thank you!
My bank reconciliation is showing deposits with multiple lines as "- Split -" This making reconciliation very time-consuming. I am entering donations (we are a non-profit) via sales receipts.
Hi, I recently setup QuickBooks for our business.Before we started and got a business bank account, my business partner & I used our personal money/accounts to make a few purchases to get started. I would like to enter those original expenses on QuickBooks to record them for next year tax season. How do I do that? 1. I understand that I should create 2 equity accounts (1 for me and 1 for my business partner) un the Charts of Account, under Equity > Partners Investments. Is that correct?2. Once the equity accounts are set, where and how do I record the expenses/transactions we made with our personal money? I went to the Expenses menu > New transaction > Expense, but I don't know what to select under "Payment account". I've spent hours trying to do it, and I'm not getting anywhere, and the customer support couldn't get me an answer neither. Hope someone here can help me out 🙏 Jeremie
Our vendor overcharged our credit card last month. Charged $170 instead of $85.I entered the bill at $85, and when I did the Pay Bill on the credit card I entered $170 as the amount being paid. And that balanced the credit card account. I was left with a $85 credit on the vendor account. This next month, they have refunded our credit card but I have no bills with this vendor in this credit card month so I am unable to apply the credit. I don’t know how to get the $85 to be deducted from the total amount due on credit card bill, and get that to balance also.
Hi, why when i'm trying to reconcile my bank and open the reconcile screen do not show the deposits amounts, only the payments?
I just upgraded from QB Desktop 2016 to Desktop 2019. I can't find any way to tell QB that a particular bank deposit downloaded from my bank applies to a particular invoice. Not in the help file, not on the Web. This used to be straightforward. If I go to Banking Feeds center and select "Match to Existing Transaction", there are no open transactions after selecting "Show All". If I select "Add More Details" I get a dialog in which the invoice I want appears, but there is no way to select it; clicking anywhere does nothing. Is there really no way to do this most fundamental task?
I just started at a new company and they had the bank account linked but weren't matching transactions. There were over 10,000 unmatched transactions, so I decided to unlink the account to get rid of those, and then turn linking back on with my credentials instead of the old ones. I did this for three companies. Two worked fine, but on one of them every time I try to link it, it creates a new bank account in QuickBooks instead of linking to the current one and posts a beginning balance entry in the new account. I know I'm doing the steps correctly since I did it fine on the other companies. How can I get it to link to the current account instead of creating a new one?
