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I converted from QB desktop to QB online at the beginning of 2023. I have had no trouble, until I tried to file my 940 in Jan 2024 for 2023. It keeps telling me that I need to reconcile my tax history prior to 01/01/2023. I have filed and paid outside of Quickbooks before the due date, but I hate the past due action needed notice showing up. I have spoken with QB help desk for several hours with no solution. Anyone know how to fix this?
Quickbooks desktop won't let me delete the account because it says it has a balance or it is used in at least one transaction, in an item, or in your payroll setup. It has a huge balance and tons of transactions in it, about a years worth. Somehow the bank feed was going into both accounts and I just noticed it, and added all the transactions, then wished I hadn't. Is there a way to undo my "adding of all those transactions" all at once? Thanks for any help you can give!
Working on a cleanup project for a client. They set up a bank feed for a credit card (CC#1) and loaded FY2023 transactions for the entire year. Then they disconnected the feed and connected it to another credit card account (CC#2), again loading the entire year. So we're sitting on $122K of duplicated transactions. What I want to do is set CC#1 as inactive and delete all 2023 transactions. I've already done the due diligence of confirming everything in CC#1 is a duplicate from Jan 1 2023 forward. Is there a straightforward way to delete these 500+ transaction lines as a group, not one by one?
Employee does not pay any portion of their insurance premiums. The check was received in Sept 2023 but lost and not found until Jan 2024. Check has been deposited and will go through. What accounts and how would you enter the pending check? We are on accrual basis.
For the past three days I keep getting this error. Any solution?
Hello I am in need of some assistance. For the first time I have attempted to add physical cash to my QuickBooks Checking Debit Card. I went by my local Walgreens store although they did have an Allpoint ATM I couldn't deposit cash so I went to the register and the employee was able to do a cash deposit at the register there was a $4.95 fee, I did get a receipt that the deposit was successful however the deposit has yet to show up in my account. Since this is my first time, I don't know if it's an instant deposit, if it takes 3 to 5 business days. If anyone has any advice I would greatly appreciate it. Thank you.
While trying to learn the online version of Quickbooks I accidentally deleted a check from the bank register that was returned for Nonsufficient funds. How do I restore this check to the bank register?Thanks for the help!
I have read through the community chats regarding the inability to utilize paper checks with our Quickbooks Checking accounts. Has this issue been resolved yet? I saw in fall of 2024 one of the responses was that is was being looked into something of that nature.
Hello,What is the process in QBO when a customer pays you by credit card with the processing fee that credit card companies charge? With how do you make the invoice to the customer with the fee and payments and anything else that goes with it? What is the step by step to make sure I am doing it correctly in QBO. TIA
Hi, Our Amex has given us credits in seemingly random amounts when we use the card to pay for shipping. So I entered them in QB as credit card credits to match the transactions that came in the feed. I thought all was well until I went to reconcile. There they are showing the amts twice - once as charges & once payments. Why aren't they just listed as payments? I deleted the charge transactions thinking they were extraneous - because they aren't checked & my balance reconciles to zero. But after deleting them then everything went haywire. If I just leave them there unchecked I will be see them every month in the future when I go to reconcile. Advice? Thanks!
I do a month's bookkeeping for a company at the end of the month. Usually I enter in this company's vendor's bills and then match the bank feeds against them. But occasionally I just match a bill/invoice directly in the bank feeds. I'm taking a course at the moment and it's talking about the diff b/w a bill and an expense. It says the diff is a bill is one where a vendor sends you an invoice to pay at a later time while an expense happens right then. That's fine. But what happens in the case I described above, where the bill is being entered into QBO and the payment is being recognized on the same day. Is it getting recorded as a bill or an expense?
I have properly linked my Chase business account and quickbooks online. The checking account updates properly, but the credit card info will not. Even when I try to manually update, quickbooks will not allow me to accept the data.
I go into bank feed set up and try use the link to enroll but it just shows a blank screen once selected. I have never connected this bank account to QB so it needs to be enrolled with no way to do so.
I recently changed banks, set that new bank account up in Quickbooks, had to use the old one for a while until I set up everything that is involved when changing banks. I have now closed the old account, but it still comes up as the default bank account for all my transactions: payments, payroll, etc. How do I change the default bank account to my new one?
I spoke to a representative from QuickBooks Online on the phone about this and she emailed me the how-to step by step guide, but the link was faulty and I couldn't reach the site. The company I do the books for has a checking account and credit card account with Chase. If anyone else has Chase and can give me the step by step to manually upload the transactions that would be great. I am not able to set up the checking and credit card as automatically linked to the bank because it would mess up the current set-up of their books. I already tried that and it duplicated a new checking and credit card account. Thank you, Jen
I can no longer see an option to do a Mobile check deposit. I have made no changes to my Quickbooks account or Quickbooks Checking. I’ve made many deposits this way before. It seems to be a change since January 2025. What happened?
Hi! when I started using Quickbooks, the first month my clients paid, the money arrived in Quickbooks but it was no deposited into my account, it appeared as a pending deposit, the second month they paid and the money was deposited into my account without any problems but the first month's payment is still on hold and they haven't deposited it yet... what should I do to have that money deposited into my account?
I ended up exporting a spreadsheet of transactions for 2023 but prefer to find a solution for 2024 transactions as that was not an ideal way to get the transactions into QBO. I also find it odd that I have several other cards with Synchrony but this is the only one with this glitch. Any ideas on where to go to solve or how to solve would be greatly appreciated. I've chatted with QBO helpdesk as well as with Lowe's and so far nobody has a clue.
I've had mobile check deposit privileges since I opened a QuickBooks Online checking account and have deposited all of my client checks using this feature. Today, I went to deposit a check I received, and the mobile check deposit was gone. There was no notice or warning and no explanation. What is happening?
Quickbooks Mac Plus 2022. (desktop) Online connection to Chase has stopped working. Cannot connect cannot download transactions. Tried reconnecting through the downloaded transactions dialog, tried through chart of accounts/edit account/online settings. tried disabling online for this checking account then reconnecting via Online Banking Setup.... Each time it opens the external browser window, as normal, I log into Chase successfully, and it says "It looks like this part of our site isn't working right now. Try a different browser or the chase mobile app. if the problem continues please try agin later. thanks for your patience." I've tried 100 times over several hours, no dice. tried setting my default browser to chrome. When I try to connect through QB it opens a blank browser window with chrome but does not initiate a login for Chase, just a black google browser window. Useless. Set default browse
does anyone have issues connecting to Bank of Hawaii? It did not refresh for 21 days and I cannot connect to the bank, even when I try to link the bank account again
