Banking
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We got a bank check deposit scanner and it has an option to export a csv file of the checks. Is there a way to import this information into Quickbooks Enterprise to be used in a useful way?
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Some of the CC payments made to me by my customers automatically show "Deposited" but a few never have. They are in my bank account though.
Hi QB Community. I have created a new account in my company file. I run a construction company and in my company file I have a four year old account that has my check register. Instead of continuing with that account which does have four years worth of transactions I thought it easiest to simply set up another account for this year‘s transactions. I have deactivated the online services /bank feeds/ for that account. I have set up my new account “construction company 2020” and the type of that account is “BANK” I have successfully opened that account in my company file, the register opens. When in the register, In the line of options above, I clicked on “Set Up Bank Feeds”. I go through all the steps for the bank feeds.My list of accounts at my Bank pops up and the bank account that I deactivated from the past account no longer appears. So I go back to the original account where I deactivated my Bank Feed and tried to reconnect the Bank Feed and again the needed account does
I have the three cards listed as sub-accounts under one credit card account name in the chart of accounts, but that doesn't fix how they are linked separately, with separate balances, from the bank. In "banking", all payments on the account are applied to only one card, so the balances of the three cards are always off, and not combined into one account balance.
I have two fees that are not showing up in my bank feed, so my banking total for quickbooks doesn't match. I'm trying to figure out how to add/match them so I can match this. It's been since October 2021. Thanks,
my current pickle: Reconciliation DiscrepancyI have a Transfer: $645.23 from CHECKING to CREDIT CARDIt was reconciled in my CHECKING account as -$645.23It was reconciled in my CREDIT CARD account as +$645.23It is the same Transfer ID... and the amount is +645.23. It is showing a Discrepancy in my CREDIT CARD reconciliation of -645.23 It will not allow me to Unreconcile.I have several such issues, all credit card payments, throwing off the reconciliation of my CREDIT CARD.I have tried to make edits to right it, but have caused more issues.appreciate any help!
I logged into QB Self Employed and over 300 transactions need to be reviewed! This happened once before and I thought it was my fault.
I logged in this morning and went to update bank accounts and it gives me an error and says to reconnect but it won't work. So, I disconnected and tried reconnecting and this is the message I got: Sorry, an unexpected error has occurred. We could not fetch your accounts from your bank. I have contacted the bank after speaking to Quickbooks and the bank says they don't see anything on their end so might it still be an issue within Quickbooks.
Hi, when uploading a photo of a receipt can QuickBooks read and assign a tag, if it is specified on the receipt? Example, written down on the invoice Tag: Ryan
Had a customer pay invoice but it isn't deposited yet it was paid 6 days ago.
After converting from Sage 50 to QuickBooks we imported all 2021 transactions for one of our credit cards and used the Bank Feeds screen to add them to the register. However, since we didn't use the matching feature in the Bank Feeds screen, the bills still show as unpaid and will need to be matched to the payments that were imported/added to the register. We started doing this in Vendors --> Pay Bills screen but it is very tedious to do it here for 500+ transactions - since it seems I can only do one at a time. After applying each payment to the respective bill, the Pay Bills window reopens and all of the filters need to be reset to see the appropriate data again. Each match can take nearly 10 clicks/data entry points to complete. Is there an easier/quicker way to match this many payment credits to their respective bills?
I had a single credit card batch transaction from intuit. I split the transaction into 2 categories How do I add different tags to these transactions?
Hi there, When we take data from the bank statements into excel (to upload in qbo later) do we put numbers as they appear in the bank statements or do we put the opposite. for example, if ‘deposits and other credits’ is $100, do we put $100 or -$100 into excel? Thanks so much for your help
This check was deposited into our business account, and has nothing to do with the business itself. The check is meant to cover the itemized medical bills. I’m not sure how to separate this deposit as well as payments, to the different healthcare vendors, from my business account? Reason it’s in the business account and not the personal account is because our personal account is mostly online, the mobile check deposit is too large. The nearest brick and mortar location is well over a 100 miles away. Any help is much appreciated, thank you in advance!
Trying to RECONCILE credit card account. Card was refunded .13 cents more than what I paid for an item.
When I link my bank account to QB is there a way to only bring over transactions beginning January 1, 2022? The account has been open since 2018, but I do not want to bring any of those transactions to my new QB account. I want to start fresh as of January 1, 2022.
As I scroll through my register the payee does not display. It will when I click on the transaction. How can I have the Payee show all the time? It just started happening.
How do I get deposits to show on check register?
I've tried in the estimate template section but can't find anything there. The settings cog only gives me a toggle box for tags
