Banking
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Trying to add transactions from last year
I want to import Square Checking (not sales, the debit card) transactions into Quickbooks online. Is there a way to automate this? I see that the routing number is linked to Sutton Bank, but the downloaded statements don't refer to Sutton Bank.
I was wondering if there is a hotkey to refresh all banks in Advanced Mode of the Bank Feeds Center?
Tax payment history shows it was done manually 07/20/2022. That date is not under bank transactions.
When I open a transaction that has come from my financial institution, I can edit most fields (Vendor Name, Category, Class, Tags, etc.), but I cannot edit the date field. My paper records have the date I made the purchase, but the date the transaction clear is normally a day or many days later. I have been confirming the transaction and then selecting the magnifying glass symbol to pull up recent transactions. I then select the transaction I just did, and go back in to the transaction to correct the date to the date I actually made the purchase. It wastes so much of my time opening and editing the transaction twice! Is there no way to edit the date field without having to edit, confirm, and go back to edit a second time? Thank you in advance for your help.
This is on the app not the desktop version
I've a couple of questions. Related to my merchant account and my Clover flex and Clover go. We own a rural transportation company in East Texas. To be a little more exact, it is a taxicab service that receives a significant amount of its income through third-party payors; these are generally roadside assistance programs, medical insurance companies, and attorneys needing to get clients to and from appointments or home from a disabled vehicle. We previously used Square, whose invoicing feature is really nice. We moved to the Clover Flex and Clover Go because of the instability that we experienced with Square. Square had a nice online invoicing system similar to the one that is available through Quickbooks Desktop Pro Plus. Since our Clover system provides us with an actual merchant account (through First Data and Card Connect), is there a way to integrate QuickBooks and our merchant account, allowing us to send a QuickBooks invoice to a customer
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i need to know where to change the routng so our direct deposits are transmit correctly to our employees
We closed the business. 4 years ago, we just have QB online for reference if needed for taxes. How can we download all these so we don't have to keep paying monthly charges?
When I go into miles and "add miles" I no longer have an option to import from mileiq
I am just setting up account and i was asked when i wanted to start my transactions. I initialy said from the beggining of the year but now i want to change to June of this year.
My Bank recently changed names. The log in information is different now so now the old bank name wont connect because it no longer is used. I have the new bank name info able to log in on quickbooks but it doesnt update any of my accounts that would be "duplicates". So how can I merge these without losing all my transactions
Switch payroll to new bank in Qbooks - went through the process of adding PNC bank and setting it up to be the bank for payroll. along the way there was a step to link the bank account and it required the bank to text me a code.- The bank sent me the code and it worked no problem.- At the end of the process the last step showed the account being linked with a green check mark by it.- The final step was to click the confirm button and it said a text would be sent with another code. The text never came. i tried again and realized it had the wrong phone number listed that it would text to.- My number ends in 3650 the number listed ended in 6350. I double checked my contact number in both quickbooks and online banking and they are both correct.- I contacted quickbooks and they helped verify that my number is correct in the account. they said it had to be the banks error.- I contacted Jordan at the bank. He helped me confirm that the bank had the correct contact number for me and said he wo
HI there, I have several loans that are interest only, so when I record an *Expense* with the category for Interest Paid, then how will I ever know what specific loan this interest is paying? For example, there could be 4 loans, all paying interest only at the beginning of the month, how can one identify which loan was which interest? Thanks!
THE TWO VERIFICATION STEPS IS NOT WORKING
I already have my bank linked to my quickbooks profile. I have multiple accounts at this bank. Today I opened a new account at the already-linked bank, but it is not showing up under the linked bank's list of accounts. Is quickbooks able to "refresh" the account list at the already-linked bank to detect the new account? Or will I have to remove and re-add the bank link in order to detect the new account?
