Banking
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Or do I have to purchase the software for each business separately?
When I go to reconcile my accounts, all of my checks are duplicated - once on the date that I write the check and another time on the date the check is cleared by the bank. How do I prevent this from happening?
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When I used the quicken for home and business the check register allowed me to recall past transaction or deposits for quick easy entry. For example I would start to type Dep for deposit and it would populate payee, account , memo from past entry for this payee or deposit in QB Pro 2021 desktop it only recalls the payee and account and memo needs filled in. Am I missing something or is this feature just not available? This feature is extremely important benefit .Ron
Good Morning,We have one, $8 transaction that shows on our bank statement (cap one) and that we have recorded as an expense in QB online. The system is not importing that transaction from the bank so that we can match the bank record to the expense. We have already tried the following:Updating/synching (several times)Checking the categorized and excluded tabs (no expense of that amount)Confirming the dates and amounts matchChecking the register (not already reconciled)All other transactions for the month (June), imported correctly and are matched. I now have hours of time sucked into fixing an $8 transaction!!! Please help!Thanks,TraceWhoops! Also, we have used this account with QB for several years so this isn't a new setup.
You should be able to use a few different tags to bring up the specific info you are looking for.
Reviewing imported transactions for Categorization and do not see where/how to apply a split transaction process
This only occurred for a partial month.
Has anyone seen this sort of behaviour?
want to lock tax year 2020 to block any changes ... Where do I set the year password?
I'm using QBO.A payroll direct deposit remains as "For Review" after reconciliation. How can I clear the transaction from "For Review" to "Categorized"? Thanks!
I'm trying to export the detail, multiple rows, of a bank deposit into excel. Does anyone know if this is possible?
I have started using a credit card that is from the same bank as my primary bank. I have created an account for my credit card, I have it set as "credit card" not "bank". I tried to set up bank feeds, but it will not find my bank. However, I can go through file/utilities/import/web connect files to bring in the credit card transactions , but not able to assign these transactions to the credit card account? I have tried making the credit card account a "bank", but still cant' assign the transactions to it? When I bring the transactions in, I click on "use an existing quickbooks account" but the only options are "advance customer payments", "business loan", or "payroll liabilities"? Why do I not see the credit card accou
Transaction list shows sales receipts attached to undeposited funds and deposits attached to bank account. I can only edit bank transactions' account not sales receipt ones.
More of a two part question. I see the report under banking, 'Previous Reconciliation' has balances that will not necessarily reflect your Balance Sheet balance (for future periods) if changes were made to the rec'ed periods. How can I , for lack of a better word, reload correct (or redone rec's) without going back one by one and doing the rec's over? If I have to go back and redo the recs (about 12) am I assured it will override and allow me to save? TY
When categorizing an expense from the banking function, can I change the "expense date" without changing the payement date? Meaning that the expense should be the date of the invoice, and the payment date should be the date at which the invoice was paid. When using the banking function in Quickbooks Online, it automatically gives you the payment date, but seems like we can change the "expense date" which should be the date of the invoice.
