Banking
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Hello, Our client informed us they want tags added to their checks, but these transactions have already been reconciled. When I add the tags to these reconciled transactions they do not show up on the tag group reports. Is this because these transactions have already been reconciled? If so, will I have to undo the reconciliation for the tags to then show up on the report? Thanks!
I am in the receive payment screen and had to change an invoice amount. How do I refresh the screen without being thrown out and having to start completely over with entering my deposit?
client is on QBO. Bank was connected and working. Two months ago began disconnecting and reconnecting.It connects, then disconnects once she starts categorizing transactions.She disconnected and reconnected, now won't connect?
I purchased a desktop Quickbooks Pro 2017 many years ago and have used it off and on throughout the years. I'm back at it now and having trouble connecting to my bank. I get the "Temporarily Close All Windows. All open QB windows will be closed temporarily to set ip Bank Feeds services. Do you want to continue?" After choosing yes, QB closed down and I'm back to my computer's home screen. No error is offered. What am I missing?
I'm trying to reconcile and need to change my beginning balance to match the bank statement. It doesn't match and i need to change it to get it right
Deposit withheld from October 18. Quickbooks will not release funds and gives me the run-around. Keeps saying in 24-48 hours but no release. Says funds released, but no cash available. Time for a lawyer?
My bank collects condo association dues monthly from multiple units into one large deposit (same amount each month for each unit though different units have different dues amounts) and sends me an IIF file that breaks the large deposit into multiple Customers. QuickBooks Online does not process IIF files, so I created a Bank Deposit with split lines for each Customer, but typing this in every month is tedious and my level of QuickBooks Online doesn't support recurring transactions. Can someone advise me how to create a Rule for a Bank Deposit with a different Customer for each split line? Or is there a different approach altogether that would work better?
Help! I got an email saying i needed to relink my bank because there was a problem transferring funds. Not sure how to do that and everything looked normal so toggled my default account off and then back on. It did the linking thing and now that account isn’t my default account anymore and it looks like i might have to re do the whole years data for the account. Help please
Deposits were coded to uncategorized income and then categorized to Sales. They should not be in sales. Where should they go and how do I do it?
I use Quickbooks Enterprise Desktop. My transactions all go into undeposited funds. I then select the transactions I want to deposit the funds into the bank account I want it to go into. What I don't understand is that my cash never matches my deposit. My customers total is $82.87, he gives me $100, I give him change. My line item in the undeposited funds screen is 82.87 but my physical bank deposit is $100. Am I missing something to make the physical deposit match QB's deposit? I have been using QB for a long time and am attempting to hire help to clean up my account and I really think I am missing something.
I clicked on one name thinking i could do every name but qb picked up the same name in transactions. can i delete name only?
I have a deposit transaction 2 months old that I undid in order to correct. However, now I don't see the correct payments in the Match Transaction window in order to match them. Is there a way I can find them manually? I checked the date and account for the payments and they appear to be correct.
using chrome browser on PC
Hello. My bank has the credit card account setup with one account with the charges, and another that gets the payments. In QB I have both account setup. But, the charges account is large and positive (as the payments never hit it) and the transaction account is large and negative (as it gets the payments, but no
Credit card account is a manually entered account. Why does the entry in the memo not transfer over?
