Banking
Recently active
Original commenter did not share additional details
We are a small POA. A checking account that was written off years ago was recently recovered. How do I best account for this?
Hi there QB community thank you for all of your help in advance. I am struggling to find my bank account,Truist, that was once powered by BB&T in QuickBooks. When searching on the QuickBooks link account page, it gives me three options for BB&T and only one of them you were able to connect with. The others ask for you to import documentation over from the banking site. If anybody could help me determine how to find the missing bank account on QuickBooks, or tell me how to Import the banking data from my account over to QuickBooks, I would greatly appreciate it! Thank you all again.
When I export the custom template from desktop it only will save as a (.des) file, no option to save as (.docx) file. When I try to import into the online version, it will only import (.docx). So i'm stuck.
American Express allows my team mates to select tags for transactions when they are logged into their American Express Accounts. How do I download these tags to QuickBooks Online along with the transactions?
I need to void bills and their outstanding checks without effecting prior years. Where is the feature that enters a JE for this?
If my deposit was suppose to to go to my account today what time approximately will that happen?
I changed the password to my American Express Online account. I don't know where to access the existing online American Express account within my QB to change the password. When I try to download transactions into Quickbooks I get a pop-up window stating the Password is incorrect.
hi everyone - this is for quickbooks desktop 2021I am trying to make our quickbooks more accurate by cleaning up prior mistakes.I have seen different tutorials on this and am still confused, it certainly may be because I have not found the correct tutorial.We are trying to basically keep track of the credit cards and make sure that everything is updated in quick books.I seem to be confusing the banking and credit card section with the vendor section.We are able to import all of our transactions for credit card into bank and credit cards. It shows as -$xx.xx.We have the vendor set up for the same credit card. However, I am unsure how to move the transactions in the banking feed over to the vendor.If there is a good tutorial or certainly a set of them please let me know!I am sure I am just confusing the processthank you!
TD Bank Credit Card integration not working since October 2020. Will the integration between TD Bank credit card and QuickBooks will be working again?
In 2020
Hello!So I have a payment on my Credit Card that appears as a deposit in Quickbooks, and I don't know how to fix it. I can't download a CSV file from my bank for the credit cards, I've tried editing the transaction but I didn't find how. And I don't want to exclude it.
If I delete the "To Be Deposited" transaction, it shows my customer is past due for that amount.
Hii want to know What is investment banking? Particularly, how is it distinguished from commercial banking?
Before the card was linked, I manually entered each transaction's Category and Description when requesting the check.
I collect monthly fees from 20 people. It's the same payment from the same people each month. Is there a way to create a reoccurring transaction or deposit of those 20 individual payments so I don't have to enter receive payments from each person every month to create the bank deposit?
Most of my Contractors under Contractors under Payroll are gone and some items are not coming up how I just changed them. Seems like a glitch in the system right now.
