Banking
Recently active
I'm trying to mark the transactions in a foreign currency that have exchange rates entered, but it doesn't let me. The home currency ones (in dollars) don't have an exchange rate and I can mark those. Why?
I added the wrong bank.
How to delete all the imported receiving payment transactions this month?
We've linked transactions entered into ELEO to go into QBO. However when I go to QBO I can't find the transactions in order to make a bank deposit of what's entered. They appear as paid pledges in the individual account but I need to enter a bank deposit for them.
Original commenter did not share additional details
At some point in 2021, Sales Receipts started importing from PayPal along with Transactions. I've always been able to Review Transactions, split them and Categorize and Classify as needed. So far in 2022, only Sales Receipts are importing. What happened to the Transactions? The Sales Receipts don't allow me to do what I need to for my bookkeeping and reporting. Please help.
I just bought and downloaded Turbo Tax Business and need to know how to import my data from Quickbooks Online
Hi QB Community, I have a problem -- I've attached a document with screenshots to illustrate it. In a nutshell, though: my bookkeeper has created a receipt for a refund for $20.00; I see it in QB under the Sales tab. In QB Banking, when I go to review the transaction, I see this listed as a BankDeposit. But, when I click on that record to match with the receipt, I can’t find a match for this receipt. My questions:1. How can I create a match for this $20 record?2. Why is QB not finding it? My bookkeeper and I did an earlier refund where she created the receipt and I was able just to match it, so I’m confused about why it’s not happening here. @JessT helped me a lot with a similar problem recently (similar in that a sales receipt existed but QB wasn’t finding it); in that case, he had me create a bank deposit from two transactions to match.But I wonder why QB found a match for a refund before without my doing this, and, if I need to do something s
I'm trying to save the undeposited funds that I matched to my deposit but I keep getting an error message telling me to choose an account for this deposit, but there is no account option. I opened the deposit in that particular bank account box to review on the banking page.
In Chart of accounts I am showing a large amount in my QuickBooks checking account mind you I do not even use that account, All my deposits go directly into my account via Credit Card payments via QuickBooks CC payments. I just stated QuickBooks last year and when I run my end of year report is is reporting much higher profits that I actually have and I have to believe it has to do with either QuickBooks Checking account or Undeposited funds account.
A client had me fill out a direct deposit form (they previously clicked my invoice links and paid). I accidentally put down my personal banking info and didn't realize it until I saw the big deposit this morning. What's the easiest way to fix this? I was going to transfer most of that money to my personal account anyway, but I want to do this right. Should I transfer the entire amount to my business account, mark the invoice as paid, and then transfer the amount to personal that I was originally intending? What's the right thing to do in these situations, accounting/tax/bookkeeping wise?
Trying to like my bank account to quickbooks using the bank feed and i get to the point that it asks me to log in to my bank account and thrn tells me i need an updated browser which I already have.
Today my bank was presented with a check on our bank account written to Intuit Network Horizon Llc in the amount of $749.00. The memo section contained the description as Intuit quickbooks. It was also stated on the check that authorization obtained. I spoke with Quickbooks and they stated that it was not doing. Just wanted to apprise you of this incident. Be on the watchout.
I deleted an opening balance on a linked credit card account, how do I fix so I can reconcile the account?
We are starting QB online for our company effective Jan 1. How do we enter an opening balance when our credit card statement closes on a date later than the 1st? How do we also enter the payment of our credit card bill when the amount paid from our checking is for paying for purchases that occurred in December?
I have 7 transactions that wont pull into the recon screen even after filtering to show all the data. The system continues to only pull through a certain date on my screen. Statement ending date verified, transactions are before it. Any other ideas would be appreciated. I have verified they are in the register (auto bank feed). Please and Thank You!Kate
In the past, we used your online bill pay service embedded in the Enterprise Services desktop software. I believe Checkfree processed the payments. Quickbooks discontinued this service several years ago without communicating the change to the customers using it. Although we obviously no longer use the service, there are still elements of it that are lingering in my Quickbooks software. One of these means that I need to “acquire exclusive use” through the Bank Feed menu in the software to be able to make changes to vendors that used to be online bill pay vendors. I am trying to change a vendor address in QB and it will not let me. I get an error message telling me that the address line is more than 30 characters and basically does not conform to the online bill pay standards. It is a glitch because the line is not more than 30 characters. I have contacted QB support and they refuse to help me and ended up hanging up on me when I got frustrated. They say it is the problem of the online b
