Banking

As noted in my subject line, QB Online Write Check feature has been auto-selecting an INACTIVE/DELETED category for about six months now. This is a DAILY check that I write and the expense account is different every day. I spent over an HOUR this morning with my "Priority Circle" help chat that got NOWHERE. The guy spent most of the hour asking me ridiculous questions and then when I let him view my screen and showed him three times me writing a check and the account that was auto-filling, he left me hanging for so long that I finally gave up after 67 minutes. Anyone know how to fix this?? 🙏 This is not in Banking Transactions feed (that is already set as off for auto-categorize). It's in Write Check.

Suppose your QB Checking Account looks like this and you try to run a $5000 payroll out of it:Total Balance: $10,000.00Checking: $0.00      Envelopes $10,000.00    Account info ****1234You will be charged a Non-Sufficient Funds (NSF) Fee, not because your account have a sufficient balance (which you do) but because the cash is your envelopes (where you get that 5%APY), not your checking account.The account ending in *1234 technically has a total balance of $10,000. But that balance isn't in the checking account you tried to run payroll from, it's in the envelopes, which have no account numbers. So what account is the money in?How can you be charged a NSF fee on an account with a balance?I can't figure this out and the QB person I spoke to over the phone couldn't explain it either. Weird also that they would recommend you create and "Employee Payroll" envelope that you can't pay payroll out of.

We are a nonprofit corporation and have two PayPal accounts The first was set up to handle regular product sales (books, tapes, DVDs, etc) that are charged sales tax, and this account is connected to our QB through the regular "Bank" method. The second account was set up to handle sales from our *tax exempt* magazine sales and should not have sales taxes charged. 1). We installed the "PayPal Connect for Quickbooks" app a few months ago to connect the sales tax exempt account, and have discovered that it is automatically charging taxes. Is it possible to turn off sales taxes specifically within the "PayPal Connect for Quickbooks" app? 2). If it can't be turned off in the app, would it be better to reverse the accounts and connect the tax exempt account through the "Banking" method, and then connect the account with sales tax through the "PayPal Connect for Quickbooks" app? 3). It wouldn't work to connect them both by the "Banking" method unless we could turn off taxes for

My bank accounts randomly lost their connection to QB the other day. They are failing to reconnect and showing a blank field after processing the connection (I am getting an email from my bank stating they are sharing data with QB, though).I spoke with QB support over the phone, ran through all troubleshooting methods, including having them remote in to observe the issue. The conclusion: "we'll wait 24hrs". They scheduled a time to call back and never did. The following day (outside of our scheduled call) they called me, and hung up when I answered. With taxes coming up, and all my QBSE data lost, I am reaching to the community for a solution. Has anyone ran into this issue before? Who can I contact to take action and solve this issue, and report a support complaint? This company and their support has failed me miserably, and left me with no solution... Beyond frustrated.

I am being constantly over charged on all my ACH transfer fees I am so upset right now. I have to go through all my books now and see how much quick books as over charged me and I will be contacting my lawyer. 

I purchased moneythumb onetime purchase. It’s easy to use and set up however I am about to lose my mind because when I go to import it says"QuickBooks is unable to verify the Financial Institution information for this download."If I could just figure out how to resolve this issue I would 100% recommend moneythumb. I can not tell you how many hours of my life I have spent trying to resolve this. I use qbdt 2024 enterprises for contractors and I am trying to import a years worth of credit card transactions one month at a time using the web connect so that I can assign the correct accounts to each transaction and set up rules for future imports. Fifth Third corporate credit card with multiple sub accounts but only interested in uploading everything under one credit card account since moneythumb allows me to select the card user and add there name too the end of the memo line. If anyone knows how to resolve this error I continue to receive, I would be so appreciative of your help. Fingers

my credit card reconcile shows a large discrepancy. Do I  better to go few month back to catch the cause of it or what is best way to resoleve the issue? 

Hi all,We have a series of three individual deposits, all from the same client, that were deposited on the same day (they were in arrears). The deposits show correctly on the imported banking information, but are not available from QB to match (either automatically or using the find match). Per other suggestions on the forum, I ran a report to show invoices and payments for the time period. Each of the invoices shows and each of the payments shows and is attributed to the correct bank account. The bank register also shows the deposits and they are not cleared.What am I missing?Thanks!

Original commenter did not share additional details

Revolut recently migrated to a new bank provider. As of that time, the integrations connect, then drop a day or so after and request reconnection. This is incredibly annoying.

Hi there,  I have Quickbooks Online and my Business Partner accidentally occasionally uses his personal card to pay for business expenses, but still uploads the receipts via Snap Receipts (on the app), but I obviously can't match them to our business bank account.  I review them in receipts and use 'Owner's Equity' as the bank/credit account and allocate them to the correct expense account (i.e Travel Expenses) but then when I get to 'create expense' it says: Something's not quite rightYou need to select a different type of account for this transaction. I assume because I am using an equity account instead of a credit/bank account?  I have in the past, downloaded the receipt, created a journal entry and then uploaded the receipt to that instead, however this is quite time consuming if there are a few transactions. Is there an easier/quicker way to do it straight from the review receipts section?  Thanks, Michelle 

The update button is missing from my banking tab and has been for a couple of weeks.  It seems to update automatically about once a day, but it isn't catching the most recently available data which is just annoying.  I reported it to Intuit and they said they were working on it, but it doesn't seem like it should be taking this long.  Is anyone else having this issue?

The bank is Axos. The url is wrong.

I am not able to figure out why the balance is wrong as the prior year December reconciliation is correct. Quickbooks support has been less than helpful. Ideas? Help please!

There are features of the solopreneur account that I would like to be able to use, so I need to switch. But I the webpage freezes when I go to manage my subscription.

what is fee for ACH transactions?

I (owner) mistakenly paid the company credit card with personal funds, but then the payment was returned due to insufficient funds. There are no fees from the CC due to it being an early payment. When I try to record it with general journal entries, I end up with a credit or a bill somewhere. What is the correct way to have QB show the money trail to match when we reconcile?  I've done similar entries in the past, but I can't find the old posts even though I bookmarked them. Secondly, is this the correct way to record an early payment to the CC to free up space? Record a check w/o bill and post it to the CC account. Not AP.

Hello,I have a client who has a Chase checking and credit card.He wants to open up a second checking and loan account in another bank.Is this compatible with QBO?Thanks,Maria 

I work with 2 checking accounts. I don't have any problems with our main account.The deposits are not showing up in the register for the secondary account.I double-checked that I am entering the deposit in the correct checking account  on the deposit screen and that the date is correct.When I go to reconcile, the deposits show up there. However, they do not show up in the register and the balance sheet is off. What's going on? 

Original commenter did not share additional details

I have a problem with a bank charge that was a mistake still showed up in the bank feed. I have 4 transactions in the feed and I need to know how to handle them. The 2 fees were reversed for $30 and $10 but it's showing up wrong in my bank feed. I believe it should say Adjustment fee reversal for $10 and NSF Fee Reversal for $30. 1. Non Sufficient Funds Fee/$302. Adjustment Fee Reverse/$103. Non sufficient funds fee/$304. Account Maintenance Fee/$10(These items are positive in the bank feed) I tried to post the image but it says You must be signed in to add attachments, yet I'm signed in.How can I have it corrected? I was thinking 2 of them should be negative and one should have fee reverse and than all 4 should be added in transaction list? 

I updated to the new Chase (All) listing for my bank feeds last week as required and I have been extremely frustrated ever since.  I now have to download the activity for my main bank account and 15 different credit cards all separately instead of being able to do them all at once like before.  Now, after a few days, the download for only my operating account isn't pulling any transaction detail.  It connects properly and there are no errors, but no transactions come up for review.  I typically have a minimum of 80 transactions daily to review and in the last 2 days I've gotten none.  But downloading the transactions from my credit cards has worked perfectly, so the connection is working properly, it's just not pulling data from my bank.  Help!  I hate this new feature!  The last one worked so well and I'm frustrated this new update was pushed onto customers and it doesn't work properly.

We need to renew the connection between QBO and Wise as we received this banner on the bank transactions page. However, when we go to the manage connection page and try to click on the "Manage Consent" link, nothing happens. Already tried basic TS like using an incognito browser, using Safari instead of Chrome, and the same issue. Please assist. #wise #bank #transactions #manage #connection #manageconnection #consent #manageconsent 

our previous accountant incorrectly bulk reconciled over a year of transactions. i need to undo this and start over reconciling from day one.

We're a VERY small outfit, and I'm not expert with either acctg or QB. Some of our income arrives by check, for which the "Undeposited Funds" feature is usually helpful and sometimes essential.  Other income arrives via PayPal, which I've set up as another bank acct.  At present, I have "Undeposited Funds" turned on.  This works, but it makes for slow going when income arrives via PayPal. Every bit of income via PayPal requires going to Record Deposits   Can I safely switch back & forth? Do I need to log in as "Admin" to do this switching? -- Carl