Banking
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It was initially set up under my account, but I need to move it to my spouse's account.
How do I link business and personal checking to I quickbook account?
I am now showing double the correct amounts if income, etc. in reports. Because the newly named account (same bank-but a new name of bank) is connected to QBO, Chart of accounts won't let me make the old account inactive. When I select "make inactive" it says "This account cannot be deleted because it is used by a product or service".
Hi everyone,I've been using QBO since the beginning of this year with this client specifically and have never encountered this problem until now. I have this client's business bank account connected to QB and when a transaction was made they were posted in order according to the date. Recently, for some reason, its been posting the transactions out of order. I understand it is not a huge inconvenience yet it was nice be able to following the order of the bank statement at the of the month. I have just started using a receipt scanner and uploading the receipt images to QB, that may have something to do with it. Any help would be highly appreciated!Image Attached.
All my bank accounts have been "updating" for the past 5 days.The banks are Wells Fargo and Chase and I use a Mac.I have tried:opening in incognito mode (same problem)opening in chrome and safariclearing cacheunlinking and then relinking accounts (which really messed everything up)This has happened multiple times over the past decade so it seems that there is a glitch but it's never fixedI have another quickbooks account which uses the same banks but everything working fine for that one.Please could you adviseThank you.
SunTrust Bank merged with Truist Bank and now I can't import new transactions (either manually or by default). I keep getting error code OL-222. instead of finding the problem that many customers will be having in the coming days because of the merger, I was told to buy a new copy of QuickBooks (I'm using QB Pro 2021) or buy a support subscription. Why do I have to buy ANYTHING else? I am furious! I have read through previous discussions about code OL-222 and tried most all recommended fixes and nothing is working. Does anyone have a recent fix for this issue that worked?
Hi, how do I get QB Self-Employed to take the information from my linked bank account and update everything automatically, i.e., income, expenses, etc. so I don’t have to manually enter each transaction? TIA
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Hello QB Community! I am an interior designer and I occasionally make purchases for home goods that my clients will eventually reimburse me for. There’s no mark up involved, it’s just a regular purchase I make with my debit card using funds from my business account. Eventually my client will write me a check to pay me back for the purchase. I then deposit that check back into my business account. Under the Live Bookkeeping —> Transactions —> Bank Transactions page, what do I choose from the “Assign To” options to categorize my initial debit purchase? Subsequently, what do I categorize my client’s eventual repayment to me when their deposit posts? This may be a question for my accountant, but I thought I’d start here. Many thanks for any insight!
Transactions outside that range are fine.
I just entered sales for the past couple weeks and went to enter the deposit and the items are not listed in my undeposited funds. I can see them in my transactions. I read a review to delete these and re-enter which would not be a first, second or even third choice since I have multiple line items for taxes, gift cards, etc. Please help.
Can I undo a reconciliation in Quickbooks Pro Plus 2022?
I had a Zoom call today with a client who apparently has been given with the new layout. When she clicks on the "banking" icon on the left-hand menu, instead of being brought to the bank feeds page or even a register, all that comes up is a page exhorting her to open up an (undoubtedly overpriced and ad infested) QBO checking account. There is literally nothing else connected to that tab--you either open up a QBO account or too bad; enjoy this dead link. There's not even a small link somewhere to the bank feed page. (This even though they have no fewer than eight accounts connected to her QBO account). It took us several minutes futzing around to figure out how to get to the blasted bank feeds screen. Two questions:1) Does Intuit management really hate it's customer base so much that it's looking for ways to make using it's product less user friendly? 2) How can you get rid of this stupid ad and get back to the banking tab being useful?
I started to reconcile my bank account and none of my uploaded transactions show in the reconcile. My credits were double and debits were not there. I did the undo on all transactions for July and added them again, still nothing when I am trying to do the reconcile. July transactions show in the P&L. Any help would be appreciated.
When customer payments are imported into our QBO they have a different date then when it was actually deposited in bank. I need to know when the date of the actual deposit to bank was but can't seem to find option in QBO when looking at the customers file. I just see the payment recorded date.
Transactions posted on the old card are also posted on the replacement card.
Why is quickbooks showing zero banking transactions last year?
This deposit hit our bank account. I'm trying to categorize it. Part of it needs to offset an undeposited funds account (Cash in Transit), but no matter where I try to complete the categorization, it keeps asking for the bank account WHICH IT ALREADY HAS! So, I don't know how to get past this...
I started using QuickBooks Online a week ago and have screwed up. I have connected my bank accounts and downloaded all transactions for over a year. Now I have decided that I only want to manage transactions since 1st April 2021. I can not get rid of the earlier transactions and I wish I could. Can I... - Set up a fresh account and connect to my banks to download all transactions since April 1st 2021? - Delete and re-connect my bank accounts to my existing QB account, this time downloading since April 1st only? - Delete or Exclude all transactions before April 1st? Your suggestions please. Richard Davey
exported the wrong month/year bank statement but have not confirmed or reconciled yet. How do I delete this error and how do I delete a single bank transactions
