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Starting January 1, 2022 my Etsy sales that are imported automatically are now being categorized in QuickBooks as "Fees" and not income.
After selecting "Business", what category should I choose?
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Hello, We use Quickbooks Pro 2021 desktop. We use Quickbooks merchant to accept credit card transactions. Recently we started using ACH alongside the normal credit card options for payment. When we download bank transactions into QB, we cannot register them if the ACH & Credit cards are lumpsum together when the fund was deposited to our bank by QB merchant services. If the deposit is only a credit card transaction, QB automatically matches and can easily register to QB. BTW we have tried funding the transaction within "Undeposited funds" GL but none of the transactions are showing up there. I tried on three occasions to contact QB support and spend over 4 hours with them but each time they either hung up the call when they couldn't find the solution or told me that someone from tier 2 support will call me but that didn't happen either. Very frustrating!
I would like to start delegating the task of classifying and associating our bank and credit card transactions in the bank feeds. However, I do not want the same user to be able to create checks. I have always heard that the same employee should not be able to do both as they could write themselves (or someone else) a check and then reconcile it in the bank feeds. This seems elementary. However, when I attempted to add a User Role to be able to associate transactions, it forces you to also give them the ability to write checks. Does anyone know a way around this so that you can set up a user to only associate\classify transaction in the bank feed but not have check writing capability?
I would like to use QuickBooks checking as my main business checking but I need to know how to put money in directly. Not as a transfer from another account.
I cancelled the subscription and have come back to it (it is less than a years time)
My bank is connected and has been working fine. However, the past 6 months, June - November, are not imported from the bank.
I have disabled QB checking, but would like to disconnect and reconnect. My QB checking is not connecting properly. This is the message I keep receiving in QB Cash. The account and routing number never appear. I have tried disabling and enabling. It is not helpful. Something went wrongCan't connect to QuickBooks Checking right now. Try again in a few minutes or come back later.
I have a question about how to categorize two items in my chart of accounts. My company received a check from United Healthcare that was reimbursement for out-of-network therapy services. We had already collected payment for these dates of service. United was supposed to have sent the check to the patient, but they sent it to us - the providers. My office manager cashed the check into our business account. I later sent a Zelle payment of the same amount to that patient as reimbursement for the check we cashed that was supposed to have gone to them. How do I categorize the deposited check from United Healthcare? How do I categorize the Zelle reimbursement to the patient? They are equal amounts.
I am currently running QuickBooks Online. When I pulled my end of the year report for sales and profit and loss, my sales and profits did not match. So, I started researching, figuring out what I did wrong. It seems that when I make a deposit at the bank I do a lump sum (like 5 checks equaling $2500) so it isn't matched to any specific person when I categorize. However, I do receive payment and mark those customers as paid. When I look in accounts receivable, it shows some of those customers (most likely the ones that were not matched in my bank deposit) as not paid. Also, I do not have anything in undeposited funds because I make sure I do that deposit once a month. I'm not sure what I am missing. I have found a few articles/community posts of those who may have had similar problems but they were not operating Online and the desktop version instructions were not helping me. Has anyone had this issue or know what is going on? Thanks!
Hello, My home currency is USD and I recently linked my account to a UK checking account to my account. I received an A/R payment in GBP that I'd like to categorize under Accounts Receivable. However, when I try to do this, I'm getting the following error:"You can only use home currency balance sheet accounts with home currency A/R and A/P accounts." I'm trying to create an A/R in GBP but I don't see the option to change currency in a dropdown menu. Can anyone point me in the right direction here please? Screenshots for both are found below. Thank you!
For an Owner's Draw transaction to an external account (not in Quickbooks), is the transaction labeled "Categorize (Add)" or "Record as Transfer"? How does it show up differently in Quickbooks? The only thing I see is: 1. Record as Transfer is only meant for within bank accounts that are in Quickbooks. This is a transfer to an external account (personal checking not in Quickbooks) so I would use Categorize. 2. Record as Transfer won't list it in with the Expenses. The account it's Categorized as is an Equity Account (Owner's Equity:Owner's Draw) so is does show up under side menu Expenses > Expenses, which lists all expenses. Is that the only benefit or difference of having it Categorized instead of Record as Transfer? What is the correct way to label an Equity Draw to an external account?
I pay some of my bills using a credit card. - The way I have been handling it: Let's say I am paying Acme for an invoice where I bought various bolts with my credit card BOA. In the vendor file I have a bill from Acme. I would then create a credit to Acme to pay the bill and a charge to the vendor BOA. Then I could pay all the charges I made to BOA and send them a check. This seems messy. - If I create a credit card account for BOA, then when I download the charges from BOA, they show as charges and I can't match them to the bill. The bills are created in QB POS, so I have to have some way to match them. I don't know what steps to use to pay BOA. - I can't create a bank account BOA because as soon as I link it, QB says it is a credit card and can't be a bank account.What is the best way to handle this?
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Hello,I am wanting to print a list of my bank deposits from Quickbooks Online, which shows the deposited amount, date, and invoices included in that deposit. I have seen these instructions given here, but when going to +New - Bank deposit, it just brings up a window to create a new deposit. https://quickbooks.intuit.com/learn-support/en-us/help-article/banking/set-print-deposit-slips/L3Wta2rEr_US_en_US I do not need to create a new deposit slip, but would rather print all my previous deposits.If I go to Sales - Deposits, I do see the list of them there (you have to touch the drop down arrow to expand each of them), and that is what I need printed. Each deposit, expanded so show the amount, date, and invoices included in that deposit. But I do not see a way to print this list. (and I cannot just go to file - print, because they are on a scroll list.) Thanks for any help!
Hello, We wanted to start downloading our credit card transactions online (versus manually entering them). I am in Quickbooks Online (just switched from Enterprise). We set up the accounts and linked. The balance came through but not the transactions. I updated, restarted, disconnected and added again but the transactions won't come through. I tried Chat - after an hour of delays and not even one recommendation - I asked if maybe I should call in and they said:"Umm...sure". Really? I do not get an error message. Just no transactions. Any ideas?
