Banking
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Hi guys, I had a small medical bill for $25.30 that I accidentally paid to Providence with my business debit card instead of my personal debit. If it matters I'm setup as an S corp. What type of account should I apply the charge to? Obviously, I should probably reimburse the company as well. Any recommendations on how to proceed?
When I went to upload them a red exclamation point showed up on just these lines. Not sure why they would not transfer. Thank you.
My direct deposit option has disappeared from my pay bills payment method. I've checked the banking information and verified the vendors information as well as our company information is listed and correct. Any idea how to get that option back?
I created rules that includes "contain" and certain words and I turned the "automatically confirm" button, but new posted transactions are not being recognized by the rules I created... What am I doing wrong?
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My PayPal account is linked to both my Amex and my Checking account. I'm confused about how to transfer and link transactions together across these accounts. I'm just getting started and looking for help on how to get my head around this. Help. Any resources for learning how money moves between accounts?
For some reason, It is only showing transactions up to June for last year. Just shut off the rest of the year.
I have connected my PayPal account to QBO. I am having trouble getting the PayPal transactions to connect with my Credit Card Transactions. I found the guidance on how match the expense on credit card w/ the transfer PayPay. However, when go to match nothing ever comes up. I also cannot figure out how to use that search field.
I am limited to the amount that I can get off the card and the card will not work for some vendors.
I can see the payment with deposit. so I cannot match the bank deposit. But then I can't balance my checking account if I exclude it. The amount shows up on my Profit and Loss.
TD bank does not give you the option to pay your credit card monthly balance as a selection from the menu.
How do I log or categorize an incentive payment from my bank?
I deleted a deposit in my checking account after reconciling last month. Now when I try to reconcile the most current month (checking account), I get an error indicating that the beginning balance is not correct. How do I fix this? An added complication -- the deposit was a transfer from my Paypal Bank to my checking account. I can see the transfer in the list of categorized transactions.
Hello All,I have questions about how I can process currency exchange and is Quickbooks online help me to do all transactions because I am working as an accountant with the company which works as an agent for money transfer companies and buy, sells a different currency. how can post batch transactions with QuickBooks online? Thanks
I have a client that has two separate companies that have to be invoiced separately. However, they often combine the invoices to one check to pay both invoices. I usually link the payment/deposit to the invoices while importing bank feed by "adding extra details". I forgot to do this once and can't figure out how to connect the deposit with the two separate invoices.
Just starting with QBO GoPayments. Wondering if there's a hack to get all of my products and services into GoPayments instead of manually entering everything through the app.
I am a new user to QBO and have successfully connected my Pinnacle Bank account to QBO. I have imported transactions for 2021 and am figuring out the rules which can be defined to help me categorize ongoing transactions. A small but irritating glitch I am encountering is the Bank Detail record that comes into QBO displays some of the transaction information twice. Here is an example: I had a Debit Card transaction with INTUIT for $16.38. The description for that transaction is:[Removed] CA [Removed] Card#xxxx The description in the Bank Detail that is being imported into QuickBooks Online is: [Removed] INTUIT *PAYROLL [Removed] INTUIT *PAYROLL [Removed] CA 12222 Card#xxxx After 32 characters, the the full description starts again. I think Pinnacle Financial Partners is adding this information to the front of the Bank Detail field but they claim they are just passing on what is being given to the from the merchant. Are there any
The amount of difference in my reconciliation is the amount of the payment that shows on the credit card statement but did not clear the bank in quick books until /1/31/2022 and the card statement ending date was 1/28/22. How can I correct that?
