Banking
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Trouble with your account updating?
I'm trying to setup an account and my screen is stuck on the billing info tab. I entered all my info but there was an error in the billing address. I have tried to fix this error, but the screen will not stop spinning (as in refresh mode). I have tried logging in from 2 different devices and I'm getting the same results. How can I fix this so I can enter my billing address?
It's not individual records in the file (I've tried each record alone - failed). It's not the date format (tried all options). It's not numbers in the Desc (eliminated all nums from text).
it is needed for QB online.
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I started using QB in February 2022. I am finally filing my 2021 taxes and my accountant asked for the QB report to file taxes. I have no data before Feb 2022. How do I get that data in to QB so he can view it?
I need to make a deposit from an overpayment of a tax payment and i have not idea how to make the deposit. Everything i find wants me to attach to an invoice. I am not an accountant and am not sure what to do. Help :(
Despite having a working bank connection, disconnecting and re-connecting the account and trouble shooting everything that customer support has suggested (multiple times) our Chase Ink Business card has not updated/downloaded transactions since 8/14/2022. We have done Incognito mode, cleared browser history, a different browser...nothing works. We receive no error message, but no transactions since 8/14 have downloaded. Has anyone else had this problem? This is incredibly frustrating as customer support just goes through the same steps over and over with nothing resolving the issue and they are "looking into it." This is the credit card that i do the most purchasing on, so this is a big problem. We have not changed anything about our account and can log in just fine. Does anyone have any suggestions on a stuck account that won't update despite apparently being connected correctly?
I have QuickBooks 2015 for Mac on an old computer. I would like to transfer the information to a different computer and upgrade to a more current version of QB. Is it possible and how do I do it?Thank you,Vickie
Hello, I received a check that is paying for multiple invoices from different locations (same company). How do I record them all at once. I followed the steps on this link, but it's telling me https://quickbooks.intuit.com/learn-support/en-us/banking/single-payment-deposit-for-multiple-invoices/00/1035397 "Company - Corporate Office 101's payment doesn’t have an open invoice to go with itWe’ll save this payment as credit to your customer since you don’t have any open invoices. If you want to record this payment without an invoice, create a new sale or record this payment using a sales receipt". It's not giving me the option to just select the invoices and record them all at once. Thank you
The 3 invoices show as paid on the Pledges and Payments Report. Do I just "Exclude" the lump sum bank deposit when reconciling the account, but then the Reconciliation Report shows a difference of the deposit that I exclude?
https://twitter.com/donglsinc/status/1574852047932899328?s=20&t=fkjuNem6toSLQBg2oxS5qg
How do I undo my last reconciliation on Quickbooks on line?
program bank deposit will not open , just spins
I keep getting into the loop. I sign into the bank account, click continue and it spins and spins and ends up back at the page to sign into the bank account. No error message, no message, nothing ... just back where I started. Have done it 4 to 5 times already.
Recently Chase changed how they download transactions to QB's. I have a credit card account that each person has their own individual number. That being said they are tied to the primaries card. I was instructed to setup the primary account first. Then when setting up the other two cards accounts they are a sub account of the primary. I did this and it worked. I am able to reconcile the account fine BUT, the two sub accounts never go to zero. In my chart of accounts the amount is just accumulating. This gives a false look at what is owed. Can anyone help with this or explain.
My company invoices clients through QB Online. While most pay via bank transfer, some still mail checks. I deposited two checks at the bank at the same time. When I updated QB the next day, that transaction came over as a DEPOSIT for the total amount. I can split the transaction obviously to two clients, but I can't seem to change the TYPE of transaction from DEPOSIT to PAYMENT. Any thoughts? Thanks.
Chart of Account names imported, but transactions didn't.Customer names and invoices imported, but payments they've made didn't.Vendor names and purchase orders imported, but some bills and payments didn't.How can I import my complete file into QB online?
so we switched from software X to quickbooks online and i am going through old transactions to match them up in qb. sounds simple enough but there are some deposits from X software that have no reference assigned to them. i have pulled my hair out trying to reconcile them. if the customer pays, that goes to sales, correct? if the software made a deposit to the bank account, do i reconcile that deposit to "bank acct 1234"? having a major brain fog on the process and i dont wanna make things worse.
I would like to be able to know how many transactions we do in a month and year and see what we did the following year as well.
I have several transfers from one bank account to another but some are listed as deposits on the new account. Can I change those to transfers and how?
I have discovered that what purports to be my business checking account ("business checking 8038", which is showing as a bank account in chart of accounts) register has credit card transactions in it (i.e. expenses paid with the credit card.) Also, there is a second account called "business checking", which is not showing as a bank account, but has the opening balance and otherwise appears to have the business checking account transactions in the register. What happened and how can I possibly fix this? If I can't fix it, can I delete both and start over? Thank you.
