Banking
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I was recently forced to move from QuickBooks Desktop Pro to QuickBooks online. I am now trying to set up automatic importing of bank transactions in QBO, but QBO is only showing the Account Type in the dropdown choices for the import association, not the actual accounts from the chart of accounts. If I import by choosing the "Checking" account type, QBO creates a new account in my chart of accounts and places all of the transactions there. I would love to be able to select the checking account I already set up and was using when I was using the Desktop app. Any suggestions? Thanks!
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I'm trying to do the instant deposit option and it let me the first time but the second time I tried it on the same day it will not let me why is that?
Its been driving my crazy for months, but the banking transactions aren't showing up or they just take forever to show up so I can review them. What is wrong? I can review all my app transactions, but none of my banking transactions come up which are mostly expenses taken directly from my bank account. I don't understand why because yes I have updated multiple times, I have disconnected and reconnected my bank account and still the expenses do not show up. I don't know why? help!
I am a new company, and a customer wanted to pay by credit card. He split up the payments between two cards. On the invoice, it shows that the money was deducted from the bill, but only one credit card was processed. The other one is not showing up under the transaction list or deposits. I called yesterday, and they sometimes said with a new company it does this, but I wonder why one would have been deposited and the other not. The customer wants is going out of town and wants this resolved. I am not sure if I should rerun it or if it will show up.
On the Bank Deposit screen, I cannot see select payments included in this deposit section.How can I include payments in the deposit? Thanks in advance...
Customer paid to do work. I purchased materials and starred work but was having problems with Realitor selling house she told me to wait I said ok. Month later customer demands me going to work on a Sunday I told her I’m closed then I get charge back. Now I have another customer just paid deposit and QuickBooks’s has held 3 deposits/payments into my account help someone
Hello, Everyone, This is the second time I am posting about this issue I am having with no solution yet! I feel its something rather simple but I don't want to mess up my books! I invoiced a customer through E-mail. He paid from the E-mail I sent. The payment went into my checking; which it's supposed too. BUT it also just showed up in my quickbooks checking account register as well. Now, it is in my banking feed (Checking account) waiting to be matched or categorized. I need to match it to his invoice. When I try and find a match, nothing comes up. The invoice was marked as paid that's why I am assuming it wont find the match. But now I just don't know what to do with the transaction. I tried to manually make a bank deposit, but that just duplicated the transaction. I've had nothing but trouble with Quickbooks Checking. I think that is why the system wont detect a match. That money isn't even in my quickbooks checking; I called the bank and it went in my actual bank checking
But for some of my existing clients, the "Enter bank info" for ACH is working fine.
This morning a couple of members of our accounting staff received a "Critical Alert," stating that "Urgent Action required: Update your bank account on file to receive your held Payments funds." Instructions were to:Log in to Merchant Service CenterNavigate to account Profiel from the Account MenuClick Edit under Deposit Account InformationFill in your new bank account informationClick Submit and complete verfication. We have not changed our bank account, so messages like this arouse my suspicious nature relating to phishing scams and such. When I arrived at work, I received no such alert, and there was no issue with receiving credit card payments. When the other personnel who had previously received the critical alert attempted the process a second time, they did NOT receive a repeat of the message. Should we be concerned? Should we change our bank information? Have others received a similar notice recently? Is this notification legit?
Hi! I'm a Quickbooks Pro Advisor and have been using QBO from quite a while but recently came across with a situation: I did manually upload bank transactions and recorded invoice and expenses by following the proper workflow by creating invoices and expenses using Sales and expenses tab. After receiving the payment against invoices in the bank, I try to reconcile the bank, as the transactions were related to 2020 period, find a match option was not available. Bank rules working perfectly and showing suggestion but "Find a Match" option was not there at all. Am I missing something or is it a bug? Advise on this will be highly appreciated. Thanks!
The full error message says:"We can’t find this account at your bankLet’s make sure the right accounts are connected to QuickBooks. This may take a few minutes. (324)"
Unrecognized Entry
Then when I go to reconcile, every transaction has disappeared and says it cannot reconcile.
My customer receives my electronic invoice and uses ACH to pay the invoice. I don't want to have to login to QBO and Review the transaction in order for funds to go to my designated bank account. It auto matches the payment with the invoice and should then automatically move the money to. my bank within 1 banking day. If I'm on vacation and not logging into QB, my business is not getting the money from our customers.
I downloaded about 1000 transactions that were important and it accidently opened another account. It's all deposits, all today. I really don't want to have to change the account on each of these manually. Each time I try to merge the accounts, it tells me the account already exists. It's so frustrating! Never once did it ask me if I wanted to merge the accounts... only that the account already exists an I need to pick another number. How do you go around this?
Anyone know what's going on?
