Banking
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I'm routinely paid this way and haven't had this problem. Customer invoiced mid-month and paid next day. Bank got deposit the following day.
Hello,So we changed debit cards in April of last year and didn't realize that our bank account was no longer syncing with Quickbooks. I updated the info and then it started to sync, but only from Sept 2021 onward. I then downloaded our transaction history from our bank from April - August to upload as a CSV file. I uploaded it, but now that I am going to review the transactions, they are all labeled as debits, all of our credits are negative amounts. How do I fix this?
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Logged into my own Intuir account- can't locate 1099
When my Paypal sales come into QBO, they all "point" to the same income account via the transaction type. Can I have that go to several income accounts? Is there a setting I can change? Thanks!
Hi hello, My husband and I started our own business about five months ago. While at the bank, we opened two business accounts, checking and savings. These were in addition to our individual savings accounts. I just realized that we linked my husband's personal savings account to Quickbooks instead of our business savings. The main problem is the round-up per transaction feature is on and I don't know how to fix the matched transferred transactions. I need to know how to undo/delete the transactions that have been matched, what to do with the transactions for review, how to unlink and unsync the wrong savings account from Quickbooks, and add the actual business savings account. What effect does that have on the business checking account in Quickbooks and reconciling things? The weird things is the savings round up transfers show up on the quickbooks business checking as for review. It's not going on in the bank account on the bank website so I'm guessing it's just because I li
There are some transactions currently in my bank feed that I don't want in my bank feed or my register - I just want them gone. Can you please show me how to remove a transaction from the bank feed screen? I would GREATLY appreciate any help someone could provide.
This began about 3 months ago. Right now, my T-Mobile bills have been in Pending Status for about 1/2 hour.
I'm using QB 2020 Desktop (on a Mac). I reconcile both bank and credit card statements monthly but my husband's card got tangled up. Today, trying to straighten it out, I did "undo last reconciliation" and because that didn't work, I did it several times, for about 6 months. Now the numbers are completely off, and to go through and re-reconcile each month doesn't work, because it did not ACTUALLY UNDO, instead some of the entries are marked as reconciled and others not, so none of the months actually reconcile again, even though most of them were originally correct. How do I fix this? Thanks for any help!Linda
How do I record a check that is a tip?
My client has set up his bank feed and it has both the parent and the sub credit cards showing as Bank accounts and so there are duplicate details. When I go into chart of accounts and try to state that one of them is a sub account of the other it comes up with a warning message saying "You can't change the parent of this account to Credit card because it or its parent is already set up for Online Banking or Web Connect." How do I un-connect the card I don't want without it affecting the bank feed for the other? Also should I un-connect the parent or the sub account?Thanks
I'll make it short. Operating the first year as Single-Member LLC. Throughout the year I transferred money from my business checking to my business savings as a way to "save" for whatever year-end expenses. Now on QBO, I have transactions to add, for those transfers but where do I put them? Do I have to link up my business savings account? The money is still there just transferred over to another account within the same business. Any help would be appreciated!
how to undo a deposit
Hi all - Once a month is reconciled in QB online - is there a way that it can be "opened back up" to fix mistakes? PLEASE SAY YES :)
I need to look at a deposit that was already made to make sure it was applied correctly
customer support
I was thinking of adding to the Description along with the vendor but that seems like more info than needed. example...."Amazon: Canon Camera" Ideally, this would be a column on the Transaction page or in an expense report. This info is available with an export but would like a report inside QB Self Employed. Would also like to be able to import notes also.
Bank statement for Dec had 19 entries but only some of them uploaded.
Good morning, Im looking to find out how to reverse a voided cheque, - I had a cheque mail out that was supposed to have a stop payment on it, the bank didn't complete the stop payment and the cheque was then cashed. I had voided the cheque in my system (thinking the stop payment was completed, then saw the cheque was indeed cashed). So, I am trying to trouble shoot my reconciling and 'un-void' my cheque to balance the account again. Any thoughts? Thanks
I use Quickbooks Online and Quickbooks Checking and all of my transactions are not showing up from March (when I opened quickbooks checking) to October of last year. How can I download a QBO file to upload them so my accountant can complete her bookkeeping and categorizing for 2021? I see all the transactions under my checking account, but not under banking within quickbooks. Seems silly that this is a question I need to ask, since they are both within Quickbooks. It should be more seamless!!
I need to record multiple deposits to be matched with a single bank deposit transaction. QBO already have this feature but not available for CSV import. If there's another way to import data via CSV, it will be easier.
