Banking
Recently active
Can I reset my account and start over from the beginning? I set it up incorrectly.
Hello, We have a corporate American Express card with 3 employee cards. When I connect the bank feeds, American Express only gives me the top account, so the bank feed comes into to parent account. All of the transactions have been recorded in the sub-accounts. When I try to match the bank feed transactions, it will only search the parent account, no transactions in the sub-accounts. I called support and the agent couldn't figure out how to do it after an hour of trying. Is there a way for the bank feed to match transactions from the sub-accounts? If not, what's the most efficient way to move all the sub-account transactions to the main account (I would prefer not to go through a thousand transactions and change the account). Thanks
My bank register is 99 USD but when I ran the report it showed 98.08 on accrual tab.
Original commenter did not share additional details
Or would I only be able to have them linked in either quickbooks or Dext prepare?
I mistakenly selected the wrong year when connecting Shopify as channel within commerce. Disconnecting it does not remove the data and now im stuck with incorrect and unnecessary data. How can I delete and start over? disconnecting does not remove any data.
Hi, I am trying to get my profit and loss report for 2021. When I go to my profit and loss report none of the deposits are on there. I found all the deposits in the undeposited fund account, but I have already reconciled the whole year. How do I move all of those deposits over to show on my profit and loss report?
Hello,I have been trying to link bank accounts and credit cards to QB Desktop 2021 so that transactions will auto-flow into QB but am having some issues.It seems that the QB desktop version does not support the auto-download of transactions, you must manually download them from the vendor's website into QB. Is that true? After looking further, it seems that Wells Fargo and Capital One only support the Web Sync option which only QB Online offers.I'm not sure what to do in order to get transactions from banks and credit cards to auto-flow into QB, or at a minimum allow me to manually push them to QB.Any help would be greatly appreciated. Thanks,Jordan
Hello Community! I use Shopify as my sales Point of Sales. I had it set up to put all the receipts into undeposited funds and then deposit them at once to match the Shopify payouts. I recently had to change the app I was using to automatically download the receipts from Shopify to QB and the format changed. This new app automatically marked the sales receipts as paid so they immediately were added. But that didn't stop Shopify from sending the sales payouts. (I have recently figured out how to change it to the original way) So, now my question is, how to i reconcile the bank account and account for the fees to match my bank. I know I can dismiss the payouts within the banking app, but will that mess up the reconciliation process?
I need to add back in a transaction from the discrepancy page/
how do we get a quickbooks bank verification letter
I've had a building loan (long term liability) in QBO for a few years. When my bank changed their website url, I had to disconnect this loan. Since then, (5 months) I can't reconnect it. The loan shows on my chart of accounts screen and says it's active but I can't get that back onto the dashboard screen with my other bank accounts. It's not syncing anyway. When I try to sync that bank loan as a new account, the only option is as a checking account. This shouldn't be hard but my bookkeeper has no clue either. HelpThank you.
Under Expenses via Transactions > Receipts.I am able to modify a batch of receipts however I CANNOT modify the Category.Everytime I do, it maintains the Category as: Owner's Pay & Personal ExpensesThis is very frustrating!I even tried to follow this guide, but I don't have the option that says "Categorize Selected" as the article suggests.https://quickbooks.intuit.com/learn-support/en-us/reports-and-accounting/i-need-to-update-the-expense-category-for-all-entries-that-come/01/234682#M14131
My 1st deposit was on hold. I asked if this was going to happen with my second deposit and QB REP "Jan Darryl " said no. It was to be deposit today. Now it's in review as well. This is messed up. I'm done with qb forever. You people are ruining lives. This in no way is fraudulent, illegal, suspicious transactions. He under paid for the 1st transaction I charged him the difference end of story. I have a driver dependant on this money. He Is stranded away from home and family and I can only tell him sorry QB is holding onto your fuel money for no reason at all. Thanks QB for ruining lives.
Why is this basic feature not available?
Out of curiosity, do banks usually charge a (monthly) fee to connect to QBO?This is certainly a point of discussion when encouraging a client to connect.It could be cost prohibitive if there are numerous bank account/credit cards.
I am trying to set up banking on quickbooks and I can't close my bank window & go back to desktop. I read to close the window but I can't move the window to get to this. Please Help!!!
Trying to link a Chase account.
Six days ago a client paid an invoice by credit card. Client bank shows the payment went through. I have not received a notification from Intuit that the payment was made and the payment has not been deposited in my account. Any suggestions?
We’re trying to buy a compressor and the man will only take cash it’s a kids license of equipment and it’s priced to move quickly well miss it if we don’t go get it today
