Banking
Recently active
For deposits with more than one item, the g/l does not indicate the detail of each item. Name="Blank", Description="Deposit " and Split="Split". I discovered the only way I can see the detail for each item is to enter one check per deposit. Is this the only way to see the breakdown in the G/L for deposits with multiple items?
I am handling the books of a client as an accountant and the Bank Transactions are automatically categorized. I disabled the automatic categorization Rules, but it still categorizes on its own. I am not sure what's happening.
Original commenter did not share additional details
I found another conversation in the Intuit community which gives the steps for dealing with this issue in Windows 8 and Windows 10, but not Windows 11.When I look at the Participating Financial Institutions list in the Banking menu, it does in fact list the one that I'm looking for, "Chase Bank ALL - New". However, when I go to connect my accounts in the Bank Feeds area, that same bank is not available. I've tried the other "Chase" options, and none of them work, as expected. I know from researching that I need to use the "Chase Bank ALL - New" option, but can't get it to show up! Please help!
Hi, Since 9/22 I haven not been able to get cc transactions to download, it only updates the balance. I have tried every trick on here for updating it that has been suggested previously on posts. Nothing has changed according to Truist so they are saying it's a QBO problem? Any ideas? Thanks!
I pay on a credit card that is not part of the business (nor do I want it to be). I need to Categorize it (as a distribution/expense) but QB is forcing me to Record as credit card payment and select a credit card (said credit card is not an option). It says: "Something's not quite right ..." and wants me to correct the error. I don't want to turn off this functionality altogether because I want it in place for other cards.
I started as the office manager for a new company. They had started reconciling, but have not done so in over 9 years. How to I start over with 2022? I want to be able to print a true profit and loss statements going forward.Thank you,
I want to post multiple line items from the bank feed transaction list to the same account. Can I select multiple transactions to do this without doing each transaction individually??
we just converted QBO products.
Is there any way to get my deposit that is in review faster than 2 days of there is a emergency?
Can I get my deposit faster
QB Desktop 2022. Brand new. Import .QBO files using conversion program by ProperSoft. Everything went smoothly from the Bank Feed menu. Over 2200 transactions. Great! Gone were the old days of constant problems trying to get the bank feeds to work. This time I simply downloaded the csv files and converted. What could possible go wrong? So I closed QB, as I was not ready to tackly 2200 transactions just yet. Reopened, went to bank feeds and there are NO transactions. Nothing. Just the column headings. Well, maybe I will try to once again import the QBO files. Nothing! Just a friendly message that there are no new transactions available, and a link to solve the problem. The link takes me nowhere. Now, what do I do? QB has been having issues with bank feeds for almost two decades. And nothing ever improves. I would pay $10 monthly extra fee just to have hot line
QuickBooks need to take responsibility for the new intuit app not working properly to sync your bank accounts to the new bank feed. Been through hours of support to get no where because they don't know how to fix it. This is something that is going to need a patch to fix a bug. I am getting error and it just is a continuing loop. In bank feed setup it never gets past connect and then to select the accounts to import. This worked with some other banks but not chase so they blame chase for their intuit app that chase has no control over. YES i have already been through THIS HASNT HELPED . Something went wrong while connecting to your bank account. You need to return to QuickBooks to start the sign-in process again.
I'm using QB SelfEmployed Online.
I can't seem to properly account for owner's paychecks being transferred from our business to personal bank account in the same quickbooks file without it double-debiting the expense.
I am unable to link QBO Global to our UBS Switzerland account. QBO shows UBS shows up when I type it in but asks for the standard account name and password, which is not what UBS Switzerland needs to log in. On a browser, UBS asks for an account number and then requires the user to use the mobile app and confirm the login. Has anyone else run into this and/or have a solution?
Apparently I never received any notice that there was a cut-off date to update to the new Express Web Connect. The business I work for uses Discover. I had not imported transactions since the end of April. Last week, I downloaded the transactions from Discover, went to import them into QB as a qbo file and kept getting an error message that the transactions were in a file not supported by the banking institution. I went through all the troubleshooting steps, and eventually disconnected the Discover Account Center and added the new Discover Express Web. However, at this time I was unaware there was a difference, and while there were transactions from July to September, the transactions from April to June were missing. In desperation, I deleted the pending transactions that did appear. I then reached out to Intuit and connected with an agent who also didn't know what was going on. She even had me set up a test company. I then called Discover and it was Discover that told me that QB had d
why does it take so long to get an ach deposit?
Hello QuickBooks, I'm currently using QuickBooks Online 2022 and I can't manually add my bank account to my chart of accounts, nor through my accountant view? I'm not sure if accounts can be added or I can only link accounts with login/password credentials? Nor, I'm not sure if my account is blocked from adding manual bank accounts to QuickBooks Online, I was originally using a different version of QuickBooks Online that allowed me to add manual bank accounts, I'm not sure why I can't add my accounts? Thank you.
Hello! I was hoping someone could help me figure out how to connect two chase credit cards that have unique transactions, but come through on the same statement. I need to be able to reconcile them together because while the transactions on each card are unique the payment is applied automatically to the whole account. I had them both connected as regular accounts and that didn't work, so I tried to connect them as parent/sub-accounts and that also didn't work. It kept giving me an error message that I was trying to connect a sub account. Any help on how I can make this work? Thank you!
I have seen a couple posts where it says go to transactions or banking on the side. My Banking is on the top an when I go to bank feeds to add an account it says "put in your bank name" and Venmo isnt there. The quality of quickbooks has gone down so much from 2000. Quickbooks just doesnt work for me and I have busy business, you would think it would work right.
Hey there! I decided to make this post after spending nearly an HOUR having difficulties importing my bank transactions into Quickbooks Self-Employed. Hopefully this saves some of you any headaches. Here is what I did! 1. Make sure your bank is connected to Quickbooks2. In the Transactions tab, go to the far middle right and download your transactions (you can search a smaller transaction so it is not a full list) it is the icon with the arrow going off the page.3. Now that you have quickbooks format, delete everything in these columns (Bank, Account, Type, Category, Receipt, Notes) *do not delete the columns themselves, just the data inside of them4. From here, manually copy and paste the correct Date, Description, and Amount information for the correct account.5. Save as a CSV and upload! Thats it! I know it is a little tedious, but it's the only way that has currently worked for me. Hopefully quickbooks can find an easier workaround in the near future!
Not receiving Truist bank transactions since 9/22. Please fix this. So annoying and frustrating.
