Banking
Recently active
Frustrating to not use the most basic function of depositing checks
Original commenter did not share additional details
I have 4 bank savings accounts and one checking account. One of my savings accounts is now linked to my checking account. The bank balance shown on my checking account is actually my savings account balance. Both accounts won't update. I tried to edit account login info to the savings account. It says it doesn't know which account to connect to and gives me the option to connect to my checking account. No other accounts are listed. I changed nothing before this happened. Should I disconnect my checking account, then reconnect?
HOW DO YOU SWITCH A CREDIT CARD CREDIT TO A CREDIT CARD EXPENSE IN THE CREDIT CARD REGISTRY?
Quickbooks help section states to set up as a bank account but don't feel this is accurate.
I wanted to advise the community...I am currently using Quickbooks Payments to be able to accept credit cards and Quickbooks direct payments. I wanted to use 2 different checking accounts. Specifically, I wanted their credit card processing fees to be deducted from a specific business checking account. Then I wanted my clients' payments to be deposited into another business checking account. There is no way to setup this up via their online software: Quickbooks Online, or their Merchant Center Online Portal. I had to contact their support to receive an email with supporting documents I had to complete. I also had to provide Quickbooks Support with a selfie of myself holding my driver's license. I had to upload everything via a secure online portal. I did this all using their online chat. LFORM | B2B Web Design
I am having issue when reconciling transactions, when I select an entry under my Paypal bank then click Find Match no invoices are displayed. I have checked the date range etc that is not the issue. When I find an entry in my regular brick and mortar bank on the same day and click Find Match I see all the appropriate invoices. The invoices simply aren't displaying in the Paypal bank. One other wrinkle for some entries in the Paypal bank I have a slider to select Suggested Matches. When I turn the slider on I have a few boxes for 1 Match, 2 Matches etc. I can select one of these categories and it will match the transaction, I cannot see which transaction so its not ideal since I'm reconciling blind. However even this poor workaround isn't an option for every entry in the bank.
I received an update several days ago about the need to reconnect accounts due to bank feeds update. I've used the bank feeds for years, so I am pretty versed with it and have about 4 accounts linked. I've gone through the process, but when I get to the screen for linking the accounts, that's where I have a problem. It properly shows my bank accounts, but under the heading of QuickBook accounts, select existing or create new, none of the accounts are shown. Shouldn't they be listed? I mean, the main one to link is my operating account, and it is not in the drop down. It doesn't make sense to me to have to create a new version, such as operating 2.0. What a year end nightmare! Anyone out there know what to do?
I have two different rental properties with different performances and different bank accounts. How do I create sections to keep them separate?
My wife accidently disconnected a bank account we no longer use and have access to. Can the information be recovered on the QB side?
I can't connect our pnc account to quickbooks. I keep getting error messages that the account isn't recognized but I know the username and password are correct. Any suggestions?
I have a client that has twelve years of bank reconciliations done in excel but never reconciled in QB. They want to start reconciling in QB now but they were told they need to create a new account in QB and order new checks. I am told all checks and deposits are in QB but not reconciled. I will assume bank fees etc where journaled into QB. What is the most efficient way to start using QB instead of excel to reconcile the same account going forward? Thanks
I want to download credit cards transactions because they contain more current categorizations by the cardholder. I am concerned that transactions will be duplicated.
I need to add charges to my reoccurring transactions that I do not want to reoccurring next month just wanted to show up this month due to some repairs and stuff like that
need to get it fix asap.
I was using QB 2018 when I upgraded to Windows 11. I don't know if that triggered this problem, but it was around the same time that I began noticing this issue. When I select receipts to print (File - Print Forms - Sales Receipts) the selected receipts still remain in the queue (even though they've already printed.). They do not disappear automatically from teh queue as they should.I figured it was a bug or something to do with Windows 11 so I purchased QB 2021 Premier and exactly the same thing continues to happen. This is very nerve-racking as I cannot keep track of all my customers and who received and who didn't receive their receipts
QB online is not loading anything, how long will the problem persist?
QuickBooks is only showing transactions from June 2022 till now, only four months of activity. I will need to organize my full calendar year for tax purposes.
It’s still not available and it’s really inconvenient.
Both accounts are through the same bank but are not connected, for some reason they are connected in QuickBooks.
I have been getting this Service Notice about needing to reconnect all Chase Bank accounts. I have disconnected and reconnected 3 times the last following QB's online instruction to the letter and i still get the Service Notice which says to me I havent done it correctly. Can anyone help guide as to what i have done wrong?
