Banking
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I am unable to create any of my own expense categories in Quickbooks. the only option I have available to me is to create a sub category which I can assign to either "Quickbooks Payment Fees" or "Uncategorized Expenses." To elaborate, I click on Bookkeeping, then Transactions, then I am shown Bank Transactions in which I can choose to click on my linked bank accounts. Listed here are various entries for review. So far so good. Then I click "Assign a category" which drops down a detailed view. Now I am prompted with a few drop down menus including "Category." I click that drop down menu and am shown nothing except "See and add more categories." Ok all seems to make sense so far right? When I click this, a menu on the right hand side of the screen shows up and lists things like Income, Expenses, Owner investments or expenses, etc. In my case, I am trying to categorize this as an expense, so I click "Expenses." Now I am prompted with a menu that gives me 3 total options listed under
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In the add rules details is there a way to add classes as a do this, when the deposit is in a certain bank account?We used QBO last year and that feature saved me hundreds of hours. I am hoping that I can set it up in the Desktop version as well. -Charlotte
I'm using Quickbooks Mac Desktop 2022 - I can't get any online banking setup without the app crashing. I'm using a MacStudio with the latest Monterey 12.5.1. I tried deleting the app and plist preference files and the files in the app support folder - installed fresh. Tried a fresh new company file - all I do is create a dummy credit card account - then go to try to import a QBO file - boom. Crash reporter. Also tried to setup direct connect with AMEX - it shows my card account - I link it to the one in Quickbooks. It says successful. When I click Done - Boom - crash reporter. EVERY TIME! So it's not my data file... this is happening with a generic fresh file and various QBO files too. I'm guessing this is a bug but support doesn't admit to it... yet. Any ideas?
Quickbooks payroll settings only allows one bank account for direct deposit but if you use paper checks you can switch what bank account is used. Is there anyway to change bank accounts while doing direct deposit?
My bank register doesn't flow from one page to another. There are entries from 2019 - 2021 on one page and then 2014 - 2021 on the next page. I know I've sorted them correctly by date, but the sorting only affects the page I am on and it doesn't flow through the whole register
As some of you may know, Suntrust recently joined forces with BB&T to become Truist. In my QBSE, I had my Suntrust Business bank account linked, but recently it has been having "connection issues" and I'm assuming it is because of the login. I went to add the Truist login (which was successful), but now my income is showing doubled, given that it is the same bank account so all transactions are showing twice. I do have some outstanding transactions I need to categorize from August, but now everything since January is showing up for me to nee to categorize from the Truist addition.Is there a way to somehow only count the transactions from September 7th and forward with Truist, but not have to go through and categorize everything again, and for my income to show accurately and not be counted twice?
so Money out of Bank #1 and tranfering to Bank #2
I have two clients that are set up in my reoccurring transactions as monthly sales receipts. The amount they pay each month through the sales receipt needs to be applied to their open invoice. I'm new to quickbooks and can not figure out how to properly record this. I've been deleting the sales receipt (which means I have to delete the bank deposit) and applying a payment in it's place and then linking the downloading bank deposit to the payment, but this doesn't seem right. What do I do when I have a bank deposit with other sales receipts included... I can't delete the entire bank deposit.
we keep getting an error message 103. we have tried everything and it still does not link with our bank
I tried on both ios iphone and macbook and there appears to be no option to simply upgrade to simple start option..
I put my A/R to deposited position , but I would like to change it back .
My employer needs us to add our receipts to transactions. I have been doing this at the end of the month with an upload from Drive then I match them to the transactions. I can see the small thumbnail of the receipt on the 'Matched Receipt' page, but I cannot see that there is any receipt attached/matched on the individual transaction ergo my Boss said I wasn't doing my job.
I have multiple credit card accounts and want an employee card to be a sub account of the main account since all charges come through on one statement for reconciliation. QB Online not allowing this to happen, stating the accounts are already linked with the bank. Have the QB account set in Accountant mode. Any suggestions?
There are 2 of us working on the same books.Person 1 is entering the principal then the Finance Charge for the mortgage. Person 2 is reconciling because Person 1 can't manage it. (only mention because yes, wouldn't it be great if 1 person could do it all!)When Person 2 reconciles IF finance charge and date is entered it creates a Journal Entry, not a duplicate register entry.1. Why is that?2. More importantly, should Person 1 be entering the finance charge, or should that wait until reconciliation is done, in regard to best practices. Thanks much for any light you can shed!
I want to match a bank feed transaction to multiple GL accounts and specify the amount for each account. Can a rule do that? If not, what is the best way to do that?
Apparently QB has decided to make this impossible as well. Anyone able to help
I went on quickbooks self-employed tonight and was seeing many duplicate transactions for both income and expenses. I tried to delete and then reconnect with my bank. Now I am panicked because it appears I lost years worth of banking transactions and this years income and expense data is not even showing up. I need help.
Reconciliation was correct in desktop QB'S but now is wrong, after moving file to Quickbooks Online
Help please! I am reconciling my Capital One statements. The total cleared transactions/ending balance from the previous month matches the beginning balance of the following month. I decided to take a break and closed down QB. I come back 2 days later and the beginning balance changed.. what just happened? Now there is a discrepancy because the new balance does not match the previous month's beginning balance. I don't know how to fix this.
