Banking
Recently active
I deleted undeposited funds and now I cannot reconcile
Original commenter did not share additional details
I'm new to QB online. I've linked my bank accounts. My personal account is visible but not my business account from the dropdown menu. Any suggestions on how to find my business checking account?
I have 211 credit card transactions that never automatically got added into a deposit transaction. We received the money but the payemnts are just sitting in the undeposited quickbooks payments area. How can I clean all that up?
ignore me
Since changing to the mandatory Bank of America-New bank feeds, every transaction that downloads initially shows up correctly. Once the transaction is entered in QB desktop pro 2020, it turns blue in bank feed and I approve the correct match. Once approved, it initially goes away like it should but then all the already matched transactions come back in the bank feeds again. they do not show a match now and all have to be ignored to make them go away. This completely defeats the purpose of the bank feed since it would be impossible to know which transactions are new and which were already matched without checking the accounts one by one. We have already been through QB phone support which got nowhere, they blame BOA which makes no sense because the transactions download fine, its only the QB side that brings back already matched transactions. Please let me know if there is a fix for this issue. Thank you
I have my credit card account setup in the chart of accounts. I would like to see it in the banking section for quick access. I do not want to setup a direct feed link from my bank as I need to reconcile by credit card number for each authorized user and plan to upload transactions manually into sub accounts.
Hi, I am trying to link my PayPal account, but I am running into multiple problems. First the transaction count (big number in the box) differs from the total transactions shown in the For Review pages. The box shows 350 transactions while the For Review page links says 1-50 of 614. When I go to page two it says 51-100 of 614, but it still shows the first 50 transactions. Additionally, if I categorize any of the transactions to clear them out of this page, the new ones that are loaded at the bottom are clones of the last one. This makes it so when I categorize, I sometimes end up getting an error stating that the transaction was already added, and have to refresh my browser to get new transactions to populate the list. The other problem I have is duplicate transactions, a lot of them, for items bought with a credit card through PayPal. I have read that I am supposed to be able to exclude them, but there are a lot, and I was hoping there might be a simpler way. I wish I c
We are a small animal rescue using QB NonprofitWe have 2 checking accounts. One for General Expenses and the second for Grants.All our bills are entered based on which checking account is used i.e. Accounts Payable or Grants Payable.We have been given a grant for spay/neuter for cats and dogs in our city, as well as our cats as well. Included in the grant is a $25 copay for cats and $75 copay for dogs from the public.We work with 4 different vets in our area to fulfill this grant. 3 of the 4 will deduct the copayment from the total fee and bill me the balance. One vet (who is also our regular vet), will credit me the copayment, then when the pet is spay/neutered, charge me the full amount. This way, for simplification purposes, everything is under our account, instead of new accounts for each person. In the end, it all evens out, but it can get confusing with the billing. The vet bills me weekly. At the end of the last CC billing cycle, I
I just connected my banking and credit card accounts and they only go back to mid-July but I have transactions dating back to April.
Guy paid invoice on Monday it's now Thursday and still no money in my account
I have a new QBs headache I am hoping there is an easier work around. We currently have multiple AR set up for different years for tuition. The vast majority of our money comes through an organization called FACTs that allows us to invoice and track all the money. For this reason, when we set up the accounts in QBs we use the same customer (FACTs) and just import the money through that "customer." The challenge is when we get a deposit from 2 different ARs because they are from 2 different years. Is there an easy way to split the deposit in FB to allot money to each account? I know when I have split transactions it is usually from a matched JE BUT I cannot create a JE with 2 ARs. So I am hoping there is an easier work around than putting all the money in one AR and moving it afterwards, but fear that may be the only option.
I am having a connection issue with my business bank. I can no longer book keep. The communication between qb and cooperative keeps dropping. Agents advice seems minimal. Disconnected my bank, from their advice, to then cause all the transactions to duplicate. Which I’ve got to fix. I’m speaking with agent after agent. This happens every time. Can’t share the screen shot, goes to blank screen where I have to shut down Firefox. Conversation goes quiet and then I can no longer reply. I am livid. About to loose the entire financial year of book keeping. Im done with qb.
I'm trying to update my Bank transactions since October 27 it doesn't give us any errors but no transactions are downloaded just the Bank Balance. The bank is Banco Popular of Puerto Rico, I already check the connection and everything is good. It has a connection because is downloading the Bank Balance. HELP!
On one of my bank accounts the column balance does not agree with the ending balance at the bottom right of the account page. Just started since I downloaded the software to a newer desktop. All other accounts work properly.
If me and my husband run two separate business can we have it under one account
