Banking
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I have a client that received a new credit card with a different account number. It is the same account as before just changed the number. I have researched on this forum and I am trying to be sure that I under stand the process - Disconnect the bank feed for the old card [Can you disconnect only that account, or do all accounts with that bank need to be disconnected, and then re-established] Go back to bank feeds and setup a new connection to the new account and point it to the original account in QBDT. [what I have done in the past is add a comment to the account name showing part of the old number] Then I can continue reconciling the accounts based on the new account. Am I missing anything or leaving anything out? Thank you EJ
I'm having a lawyer draw up a contract for my catering business. I plan to upload it to docusign or adobe. I want to be able to link QB so that the customers can pay.
I am using desktop Pro2021. When I download transactions for american express, it keeps me asking me to send/receive. on next window, when i click yes, and i enter password, nothing happens. Yes, I checked my password is correct, and i did not change the password. The other accounts are working well. I tried to disable and enable later, but QB does not allow me to disable bank feeds. I restarted the QB and Computer, didnt solve the issue.
A customer paid there invoice through email
I only enter payments manually. All transactions are bank downloads. They only appear in the register AFTER I have cleared and added them.I tried to go back in and manually clear all 200+ transactions for the last statement period. Once that was done, I left the register and then went back into the register and all the manually cleared items were again marked UNclear.When trying to reconcile this account, it only shows TWO of the hundreds of transactions, so I cannot clear them during a reconcile.FTR, this is a Chase credit care account. We have another Chase credit card account that does not seem to be effected by this bug.Ideas?
When attempting to download my bank feeds yesterday I received the following / attached error. I was never able to download my bank charges and now this error appears for every user when they log in and log out. I contacted my bank and nothing has changed on their end. It is also only happening for one of my bank accounts, I'm still able to download charges from others. No matter which selection I make to exit the error, the same thing happens like it's caught in a loop. I also have no idea what the PIN is that the error is referencing. How can I resolve this?
Hi-I'm having trouble fixing an issue I'm having with my Bank Feeds. The issue began with an error connecting to my bank (may have been a mis-typed password), but now I'm stuck in a never-ending loop of Quickbooks asking me if I would like to Send/Receive my last online connection because it was not completed. Nothing I do seems to complete the last action, and if I try and disconnect the bank account from my Quickbooks account, it says I cannot do that without resolving the last online connection. Hoping someone offer some help. (screenshot of the Warning is attached) Thanks. JD
Our bank adjusted a monthly interest payment by debiting our bank account 2 weeks later. How do I enter this in QBO.
Only item that shows in red is the exclamation mark, and when I hover my mouse over it, says "please select account for this transaction". However, I've already selected "Bills" as the transaction type. I am stuck.
I am reconciling all last years books in quickbooks for the first time. The first 5 months, the program acted as I expected and reconciliation went fine. On month 6, during reconciliation, any transaction not in the parent account isn't included in the reconciliation ledger.
How can I remove an erroneous bank reconciliation?
When customers pay me with a check I am having to deposit to my personal account and then transfer to quickbooks checking, there has to be a way for me to deposit directly to quickbooks.
Hi,I recently had a fully paid invoice from the customer, but we terminated the contract later. I created a credit moment for the customer and refunded him partially via bank. But now the credit memo showed an "unapplied" status and I could not match the bank payment to the credit memo. How do I resolve this issue?Thanks.
Chart of Account >PayPal Bank > Reconnect (Under Action) > Connect to PayPal > Let's do it > Give Permission After I enter my PayPal credential (of course correct one. I can log in PayPal by using the credential), it won't connect. the message is like below.I DID sign out from QBO, reboot my laptop. I DID use incognito mode on Chrome. What is the solution?
Hi Everyone! Quickbooks Desktop here. So I'm guessing a setting was changed, and I don't know how to get it back to where I would download my bank feed from my bank (Peoples United), and I would have the option to open the file instead of downloading it locally. It was so much easier! Now when I download the file, it's making me save it, and then I have to go back in and open it. Any suggestions? Thank you!
