Banking
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I'm trying to work in a particular client's account, but every time I make a change, instead of taking me back to that same client's account overview...it takes me to another client's account (for whom I processed a payment, earlier).
My client has paid their invoice but I'm not seeing it in my account is there a step I've missed? How do I get my money?
Let's say a customer of mine pays for multiple invoices at once. The bank feed will then stream in the bulk payment, and this payment will need to be appleid to several outstanding invoices. How is this accomplished using the bank feed?
below is two receipts into the bank, the bottom one needs to match to 1163 highlighted on the top receipt, even changing the dates to be identical to what is shown on the top receipt this is still not showing on the transaction that needs matched to it as an outstanding transaction.
It just started happening in the past week and repeatedly asks for verification for 2 of my 3 companies, both using the same bank
On starting this period's reconcilliation the starting balance is correct. As nothing has yet been checked the cleared balance should be equal to the starting balance but it is not. I have done a data verify - it was OK.Any ideas? Thanks. Any ideas? Thanks.
Our bank accounts are not connected to QB and this has never been a problem. I'm trying to do a manual rec, and there are no check numbers showing. Also, some of the transactions are wires or ACH payments. Everything under "Type" says check. How can I fix this?
I need to unlink my credit cards to stop loading the transactions. How do I do that?
I'm having an issue adding a sale from the paypal bank feed. It keeps saying: "Amount must be zero for bundle line items." Are bundles no longer allows through PayPal's bank feed?
I have a client with approximately 1200 amex transactions per month. For the last several months, their connection between american express and Quickbooks online constantly breaks and gives me a 105 error. I have tried everything, including contacting quickbooks support. I have disconnected and reconnected, from both quickbooks and the american express website, I have cleared my cookies and my cache and logged into quickbooks from an incognito browser. None of that helps. I do have a mac, and I think it may have something to do with my computer, although I have several other clients with amex cards and their connections work just fine for me. The reason I think it may have something to do with my computer is that I discovered if I log into quickbooks with my husband's dell and click update, it will not update immediately, but several hours later it will often (but not always) reconnect and update. Then by the next day it is disconnected ag
When will the mobile check deposit feature be rolled out to all customers with a QuickBooks checking account?I have seen articles from as far back as December 2021 saying it will be available “in the coming weeks”.I have spoken to Intuit help through chat, as well as via phone and also a Green Dot bank representative. No one has been able to help get this feature enabled even though they have confirmed I meet the eligibility requirements.I have scoured the topics online and no one seems to be able to answer this question other than to share where it would show up in the QuickBooks app if it were enabled. The search for answers on this has been dragging for weeks now. Someone at Intuit must have some idea of when this feature will be available to all QuickBooks Checking customers.It’s very frustrating that I had to open a 2nd business checking account with Wells Fargo to deposit my client checks through mobile since this feature has not been made available even months later a
Hello I accidentally allocated my bank deposits from my bank feed download to daily sales income instead of undeposited funds and now quickbooks will not allow me to change it. Is that anyway I can change it or delete my downloaded transactions from my bank and re-download them? Thanks!
These all seemed to come over when we transferred from the QB Desktop version to the QB online version. I have never seen these entries before. 3 are from 2004. I can provide a screenshot if that would help.
Undo reconciliation for several months?
Seems like they have every card in the drop down menu but not Chase ink business visa
still need answer: how to categorize each bank transaction
Greetings! My bank accounts have been reconciled starting in 2021; however, I have 6 months of transactions from 2020 that have not been reconciled, and I'd like to reconcile them. How do I do this? Thank you for any input/support!
