Banking
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Previously, no bank account has been connected and I would like to start automating this process by connecting a bank account. What will happen to the previously manually entered transactions?
What quickbooks do i have?
Whatever money put into the Quickbooks account is lost. These guys are thrives
When I look at my transactions the only account that appears is one checking account and not the other bank accounts.
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I have two ways of categorizing these payments to myself but I'm not sure if it's better to do one or the other.
My checking account with Addition Financial will not load any transactions since November 2021. I have checked the banks website and everything is ok there, no changes. I have tried manually updating on QB but this and my savings wont update past last November. All other bank (credit cards) feeds, out of seven, are up to date. It is showing the same on my mobile app for QBO. I am using the web version of QBO instead of the app on my PC if that matters. Thanks in advance - I am desperate since taxes are due soon :(
On paycheck list the pay method says "check". It should be direct deposit
my account reconciliation is not in zeros and all transactions are unchecked, where are all these other amounts coming from? what can I do to start in zero?
I have a deposit that was entered in error. I deleted it but now when i try to reconcile, QB tells me my beginning balance is off. The actual running balance DOES balance with my online account, but I can't figure out how to correct this beginning balance issue without actually throwing off my running balance and it really NOT balance with my bank. Am I making sense? I sure hope so! I've been trying to get through to support for about 1.5 months now and it keeps saying "5 minutes." An hour later, QB logs out due to inactivity. Appreciate any input.
Last update was 1/21/22
I need to redo reconcillation
I am trying to import transactions from Stripe for the first time. It is saying, We can't upload everything from your file. Some info may be missing from your file. Double check that your file is complete and try uploading again. Start over." Can someone help me trouble-shoot what may be the problem? Thank you
example Customer paid us his invoice for $100 with a credit card company the credit card company charged us $5 and sent our bank $95. Where do i reflect the $5 dollar charge on my deposits? There use to be a section on the bank deposit screen to reflect this charge but this screen no longer shows that.
Added the same checking account in QB twice, now it's showing I'm making more money than I am.
I need to convert my file from excel to Qbo it says that i must install the csv plugin from quickbooks so that my file can be converted into qbo. Where is the csv plugin located?
Hello - I am using QB for Mac 2022 Desktop version. A new feature this year is supposed to be receipt management where we can easily attach receipts to the transactions. I called support and they had me download the mobile app. I just tried the app and while it says it has uploaded my receipt...when I look at the desktop software under receipt management it is no where to be found. I was also told I could email the receipt to the program but the instructions online seem to only be for the online and/or windows version and the instructions are not lining up with the options I am given on the Mac program. Has anyone actually used the new Mac 2022 desktop and had success uploading receipts with the app and email?
Everything was fine for about 6 months of reconciling, up until one month where a bunch of charges were labeled as payments
