Banking
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Until, recently bank statements were added manually, but we decided to connect clients account online, instead connected existing account, new one was created resulting in 3 months of duplicated transactions now. I know its possible to merge accounts but how to do it correctly so i keep the new live bank account and all the transactions from the old one that are already matched? Old account is is done up to a march, new one starts from January. And Does the old one has to be reconciled first ?
I'm trying to locate a transaction but I can't find a search field.
I would like to add or remove invoices from a Matched Transactions without having to undo the entire thing?
We have two URLs connecting to two separate Ecommerce platforms. (Big Commerce and WooCommerce.) can I run the QBO connector app with both of them, and also choose which products are displayed where?
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I am having trouble with bank connect. Will not update. Error message 102 and bank is no help in resolving this issue
So, I'm cleaning up some shotty bookkeeping from the last 2 managers and I see the Petty Cash account hasn't been reconciled since 2020. The balance is very high in the ledger and obviously, I don't have that cash on hand. I have receipts but record keeping is not reliable. How do I deal with discrepancies and reconcile to current?
Incorrect beginning balance in QuickBooks online, no items listed on discrepancy report. Unable to clear difference.
I am trying to do a reconciliation. Only two weeks of transactions show up.
We deposited multiple checks for different customers at once. This deposit was recorded and reconciled in the bank register in QB. How do we received the payment to the customer without double posting them to the bank account?
where do enter the data?
After entering my login credentials for Wells Fargo account, it takes me to the page that says “Upgrade your browser now for access”. I followed the onscreen instruction to upgrade my browser before trying Bank Feeds again but kept being taken to the same “Upgrade your browser” screen.Bank Feeds works for my other accounts only Well Fargo accounts have this issue. Also, Wells Fargo accounts worked fine last week I just started having the problem today.Not sure how to fix this… Thanks in advance for the help!
I've recently connected my Bank Account - which contains both my business and personal accounts - such as personal checking and home mortgage. My question is this: How to I enter all of my old invoices (from before I bought QBO) as income into QuickBooks Online? Also, I created a test invoice sent to my own email - and would like to delete this - since this adds income that isn't real. Thanks!
The company I work for has recently gotten credit cards with our bank, each with its own credit amount. We wondered what the best way to track those purchases made on the cards is since they are a liability but it doesn't appear on the bank statement like it would with a debit card.Currently, we have a voucher system in which someone fills out a voucher when they make a purchase. I enter that voucher into QB and then compare the reconciliation to the bank statement.Anything else that needs clarification I can answer. I'm just hitting a brick wall with my thoughts.
BECU updated its business checking URL. I haven't been able to update the URL for my existing account, I've only been able to link a new account using the new BECU link. How can I update the URL on my existing business checking account so that I don't have duplicates and don't have to start categorizing all of my transactions again for the past 5 years? Maybe that's not possible? Do I merge the old one into the new one and delete 5 years of duplicated transactions in the new account? I referenced the following 2 articles and still can't get it figured out. Please help. :) https://quickbooks.intuit.com/learn-support/en-us/employees-and-payroll/i-cannot-get-my-becu-account-to-connect-to-qb-since-becu-updated/01/964976#M82431 https://quickbooks.intuit.com/learn-support/en-us/banking/unable-to-merge-bank-accounts-when-both-accounts-have-on-line/00/1030666 and
I am getting this message now (attached file) when I try to access my Loan Manager. No information is coming up, just receive a blank screen. I have updated to the latest version of QB, (have not changed computers), signed out, shut down and still no success. Nothing has changed on my end other than doing the update (Does it have something to do with this email I received) - What happened?As of June 15, 2022, Microsoft will be ending support for Internet Explorer 11, which is the default browser in your version of QuickBooks Desktop. This may introduce a future security vulnerability to your QuickBooks Desktop. To receive future security updates,1 we recommend that you update your product to use our new internal browser.2 For more information about this, please visit this page.What do I need to do?Update to the latest release of QuickBooks Desktop Pro to use our new, supported internal browser to receive future security patch
How can I get a report showing one line per bank deposit? I don't want to see the deposit detail, just a line with the general deposit info and amount.
The transactions in Category tabs of bank feed screen are already in the register. If I click the undo, this will send the transaction back to review and it also removed correspondence transaction from the register. I am wondering when those items in the category goes away (not back to review) but not removing the record in the register.Would the items in category go away without removing the record in the register after bank reconciliation?
It has been about 3 weeks since I processed a transaction via Quickbooks Payments by using their online ACH E-check option. The transaction is close to 85k and I have sent in over 9 documents that includes contracts signed, company info, and every other thing possible for Quickbooks to release my payment to me. I have called in about 7 times now and every single time I call in, the customer service agent says that they have escalated the case to the higher supervisor and I will hear back from them in 2 business days and I have yet to hear back from anybody. I am on the verge of hiring a lawyer and complaining to the FTC. This needs to be handled ASAP Quickbooks. I have vendors to pay.
