Banking
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I have Quickbooks for Mac ver 2021, R10. I'm just getting started.....I've worked with QB before, so not a complete newb. I follow the steps to add my Online Banking, but when I browse to Downloaded Transactions to import my banking statement, QB won't let me select a file and upload it. I've tried using both PDF and CSV. I have Catalina (10.15.7) if that matters...Seems like a pretty simple process. I click Online Banking, a window pops up and I click Setup. I find my financial institution, then login and download a statement. I go to the Downloaded Transactions box and I get the prompt to setup. I cancel that, click on Import, but no love.Any help is appreciated!C
From WF online, it shows Intuit has permission to access the new checking, but it only shows up in my other business (I have 2 businesses). I have tried repeatedly to add the account from the proper business, but that checking acct will not show up. It does show up in the other business I own.
When I click "Add One to Register" to import a payment to my register, QB Pro Desktop (both 2021 and 2022) adds both a payment and a deposit for the same amount. Until last week, this worked properly and added only a payment. When I try to delete the erroneous deposit, both the payment and the deposit are deleted and the entry shows up again as a downloaded, unmatched transaction.I contacted support 4 times about this, I was told first to updated (which I did - didn't solve problem), then was hung up on, then was told that this is not an "Error code that they can provide support on", then was hung up on again. Apparently, support no longer provides support unless an error code is produced?
This transaction is old but it keeps showing up in the feed.
Multiple transaction have been edited in the last 60 days and I want to only import the transactions up to a certain date into QB Desktop
My Chase credit card isn't showing up as an option in Quickbooks when I do my Web Connect import. Last month was the first time I used Wen Connect and it worked fine. Any idea why it's not showing up as an option anymore? Quickbooks is telling me that I need to Create a new account.
When inputting the ending balance to reconcile my account, I entered the wrong amount, somehow didn't catch it, then when on to make an adjustment to get it to balance instead of catching that I entered it wrong initially. I know, I know- bonehead move. It's only off 9 cents but I'd like to know if there is a way to edit an ending balance on an already reconciled account.
We received an insurance company check for repair to a damaged vehicle. How do I add that to a deposit and keep a record of the payment we received from the insurance company??
The problem I have at the moment is as follows: The transaction shows up as an ACH withdrawal from my banking checking account. But it shows all transactions as coming from the same vendor - ACH - rather than showing the actual merchant name that I paid using the Privacy.com Visa card for each transaction so my bookkeeper cannot easily reconcile each transaction with Quickbooks expenses.
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I synch my bank accounts to quickbooks online. For some reason I have two transactions that are showing as both a deposit and an expense. Should be deposits. They are linked together so my balance is off. Tried to delete the expense and it deletes both the deposit and the expense. Should be a higher balance in QBO. What is causing this issue and how do I correct?
QB's does except my bank. I have verified my login atleast 20 times. Been working on this for a few months. Bank nor QB's has a solution.
This has been going on since the beginning of July for reference.
The account names are exact because they are from a Quickbooks export. I imported the transactions backwards (as credit card credit instead of debit) and assigned them to accounts. Now I need to import them the right way but they already have the account.
Example, Payment from customer X via QBO is automatically recorded for 27 July but while trying to reconcile the account for July the customer's payment is not listed. It is not bundled into a multiple apyment bank deposit.
I can only see the description and amount. I've written in here before and a QB person said they'd fix it but didn't. Is there something I can do in the settings so it shows me who paid?
