Banking
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What's the difference between bank reconciliation and categorizing transactions?
How do you link a deposit created from a bank feed back to the customer?
We have been unable to connect to any of our bank accounts. Got an email saying it was fixed as it was a system wide problem. Still not working It has been 30 hrs
Credit card not synching with bank
I have connected and disconnected my bank account over five times now both on the app and on the web and every time it says my transactions are loading but yet I have waited over five hours every single time and I cannot get any of my transactions to load onto my account the bank account says it’s connected and it shows my cards but when I clicked them, it tells me that I need to connect the bank account and there’s no transaction showing up
Does anyone know when the "Connect to PayPal" app is retiring. I have a dunning message in my QuickBooks Online banking stating I must switch over to the "PayPal Connector" app. It doesn't state a date. Did I miss it, has the "Connect to PayPal" app already officially retired?
I can't connect to my bank, I would like to know how I can transfer money to my account
I am using Custom Field for the first time since TAGs will be discontinued in Quickbooks, and it appears that when I categorize a bank transaction I am not able to choose a custom field. Before I was able to choose a TAG when entering a bank deposit, therefore I was able to run a P&L per TAG. How can I run reports including incoming sales transactions if Custom Field is not available in bank deposits (bank transactions)? Thanks.
A customer paid an invoice that was emailed to them and choose the option to pay through bank. The problem is we do not have our bank connected to QBO. I received notice from QBO that there is money to be deposited and to finish set up. That is not something we plan to do right now. How do I make sure that the funds are not being held up in QB as the customer has already replaced the payment to us by check.
Hello, We have a digital product business set up on Shopify, and we accept Paypal payments. Right now, we have to match each transaction that comes into our Paypal Bank account into the respective Sales Receipt.For example, our Paypal bank will look like this:Jan 5 - $15 - Bob SmithJan 6 - $30 - Jane DoeJan 7 - $50 - John DoesThen we have to go into sales receipt and search through each of them, then match them. However, we also accept other payments, so this process takes a little bit of time and searching (plus waiting for quickbooks online to reload etc). In short, it's far too time consuming for us to keep matching these each by each. Right now it's not terrible, but we're starting to get more transactions, and I can't imagine anyone doing this once we have hundreds of transactions per day. Does anyone have any idea on a better way for us to set this up? I've looked for integrations and there doesn't seem to be anything that would help. Thank yo
Ever since Sept 3, 2024 I have been unable to connect to Citi cards for any account. My last successfully connection was on Sept 2. Prior to Sept 2, I have downloaded transaction with no problem for.... a long long time almost every business day. It is a core part of my workflow. All of my other bank feeds (e.g. Wells Fargo, AEX, Morgan Stanley, Chase) are all working correctly with no issues. I spoke with QB support and they continue to treat me like a newbie idiot. I have used QB to download transaction for many years and understand what I am doing. Anyone have any thoughts?
I upgraded to QBDT pro 2024 for windows (11) and my fifth third bank feeds stopped working. I get OL-232 error. I have been using QB from 2012 and connecting to same bank accounts to download transactions. I worked with QB support via chat for 2 hours tried1> My company bank feeds dont connect give OL-232 error even after changing to classic mode2> Tried creating a new test company and add bank feeds- in classic mode of bank feeds but cannot connect to my bank account. 3> tried to download qbo files from bank to upload manually, but fifth third has only QFX files so they asked me to talk to the bank because bank may have to 'approve' something4> The bank says - it is QB issue, talk to QB support or just wait for 48 hours (not sure for what) and try again. So I have paid $1000 dollar QB subscription to go to QBDT pro 2024 because QB recommended that to me and now it is unusable. Who can help? How to escalate this within QB to get this f
Posting only to try and get attention of QB developers. The mobile deposit option is a nightmare; my tiny bank in my tiny town works better ... and I am forced to *keep* an account at that tiny bank because I have two clients whose checks always result in the "oops, that check cannot be deposited" error on the mobile app. My account is approved to deposit checks.These are business checks, both with watermarks and perfectly clear writing, slightly longer than normal personal checks.I've spoken with support on multiple occasions and they have zero power or knowledge to fix the problem - it simply is the worse mobile deposit I've ever encountered and since it is the ONLY way to deposit checks into QB Bank / GreenDot it makes it even more annoying. To whomever manages this aspect of the mobile app: *****please get it fixed****** it cannot even hold a check if it's not sure what to do, and like many, I have clients who must pay with a check. It truly is absurd. The first time I co
I have pending items showing on my checking account that has been there for months
Going on for 2 days now - anybody else having issues
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When I reconcile accounts...I have the option to enter the Bank fees at the beginning of the reconciliation...office personnel would like to see the transaction in the register/ledger. What is the best way to enter bank fee charger, i.e. money order fees, in the register?
Want your books and bank accounts to perfectly match? Let's reconcile! Think of it as a quick check-up for your finances. You'll grab your statement, compare it to what's in QuickBooks, and make sure everything's accounted for. When it all matches, you'll have peace of mind knowing your numbers are accurate. Ready to see how it's done? For a quick start, check out these resources for all the info you'll need: Reconcile an account in QuickBooks Online - Learn how to reconcile your accounts so they always match your bank and credit card statements. Fix issues the first time you reconcile an account in QuickBooks Online - Learn how to review your beginning balance and look for issues for accounts you haven't reconciled before Community Chatter: Common reconcile issues within QuickBooks Online - Got questions? This video has you covered with answers to all the most common reconcile issues from community users like you. How do i view, print, or export a reconciliat
I noticed it on one of my clients books on the explore tab in the banking downloads section. But my other clients dont have it. Not sure if it's an option to set up, a bank by bank basis, or just a specific QBO level subscription.
I am unable to get the banking feed and bank statements from First Horizon Bank.
When I snap invoices it's showing a different currency and I don't know how to change it back to USD
I have my bank accounts sync'd with my banks. But, I'm trying to build a report that shows the current bank balances (not the GL balance but the balance reported by the bank). I'd be happy with any of the following:1) a single screen that shows me all of the balances (as reported by the banks),2) a report that shows me all of the balances (as reported by the banks),3) a tool that would use QBO APIs to extract all of my balances (as reported by the banks).I ultimately need the balances to be imported into an external Dashboard application so #3 would probably be the cleanest but any solution would be helpful.Any help would be help. Thanks.
