Banking
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I every few months I DL/UL a QBO of YTD, and it only adds new transactions. It appears the transactions added via the link are only for this year. Given it is almost the end of the year, I suspect I can delete all "For Review" and then DL/UL 2021 transactions and use the link for 2022. but I have a mess now and want advice before I make it worse.
I have been trying to get the same problem resolved for over a month. I've been placed on hold for hours, transferred between representatives who disputed with one another about the problem needing to go to their department. I've shared my screen, I've emailed, I've called, I've repeated the same steps over and over, yet the problem has not been resolved. What frustrates me even more is that each representative continues to tell me to repeat all the same steps online as well as through email but nothing has been resolved. I am trying to get my payroll account to work for direct deposit. The Payroll Risk department states that the tech support department needs to update my bank information. I've updated and verified my bank multiple times with deposits that have been made into my account, yet the payroll information still does not match on all of your screens. Reference 12998924
My Intuit Merchant account posts to Undeposited funds but when I go to New Bank Deposit the funds don't show there for me to create a deposit and of course the funds are in Undeposited funds rather than the bank account so to reconcile I have to JE them over rather than create the depsoit from New. How do I fix this?
There has to be an answer to this. I think it only happens when I am working remotely but I don't recall for sure. I download bank transactions from my bank into QuickBooks Desktop 2020 Accountants Edition. Occasionally, the little box that comes up requesting approval of the download gets lost or is hidden. I've tried everything but QB is frozen and nothing works. I eventually have to force close it through Task Manager. What happens to the little box and how can I see/find it?
trying to reconcile new checking acct from 1/1/21 - 2/28/21 and items appear from 2017 thru 1996. need them out
I've done at least two chats and one telephone call so far on this issue with no resolution. It just ends with the support person timing out while allegedly searching for the solution, really frustrated that after waiting for an hour yesterday, the screen apparently timed out on support and they didn't come back. This can't be an uncommon problem! Here is example: Credit card deposit into bank account includes 2 transactions, one for $2000 for a new sale and one for a negative $3000 for a refund, making the "deposit" actually a withdrawal from my bank account for negative $1000. I need to match this transaction to the positive $2000 transaction and then do a credit memo for the negative $3000 BUT the positive $2000 doesn't even come up as an option to match to in banking? How do I match to transactions that aren't being suggested?
I switched from Bank OZK to BB
I just connected Online QuickBooks with my bank, but the bank only allowed download of 6 weeks of transactions.I have seen the instructions for manually downloading past transactions from the bank, and uploading them to QuickBooks. However, if I now upload past transactions manually, does that mean I always will need to upload future transactions manually? Or will I be able to reconnect the bank connection for all future transactions?
How would i record this? Attached is the picture of the invoice
I am now able to connect my bank account electronically, but how do I connect it to the account I have been using?
Hello all, I am trying to change the category on my bank feed but when I do it takes it out of my bank account twice. We have multiple transactions that are under Accounts Payable that should be categorized as different expenses, ie Construction Materials, Shop Supplies etc. However when I change the category the transaction shows up twice. I've tried reaching out to support and the only work-around we could come up with is to delete the original transaction and add a new transaction with the correct expense category. Why can't I just change the category and that's that???
under Sales then deposits, I received an error message saying " You have transactions that need review. Please check the Resolution Center to release these funds at the earliest or check your email for the detailed info". I received no email, and there is no messages in the Resolution Center. I've called 3 times and chatted with 5 individuals and no one knows how to resolve this.
I have many rules set up for my bank feed imported transactions. Some of them show up as "changed by rules" and some show up at "auto." For those that show up at "auto" I am unable to add a class - the field won't respond. How do I fix this? I am having to go through and individually mark each one as "not a match" and then re-enter in the info & assign the class.
Hello, I have a deposit from April of this year that was not reconciled, I have confirmed from the creator, that the check was cashed. How can I do a mini reconciliation? I have Enterprise. ThanksKim
When I try to link our Amex Corporate Card it is not letting me link to an existing balance sheet account - why? Should I just create a new account and make it a sub-account of the existing balance sheet item? We have years of history that I don't want to lose.
I'm waiting for a client to pay, have credit card payment available but they want a "banking letter" from Quickbooks to confirm the account is legitimate. Is that something I can get?
How can I import email addresses for existing vendors in Quickbooks Online
Real transactions not downloading but fake ones called "investment income" are?! What can I do to fix this?
Expenses from the credit card account are always entered in the expense tab however, when I go to reconcile the credit card account, the expenses are not there and I have to upload a .csv file. The bank does not download the expenses to quickbooks online. It only download payments made to the credit card account. After I upload the file and go to reconciling, there are now duplicate expense transactions.
I want customer payments go to linked bank account
