Banking
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I cannot relink the account because it doesn't show in the banking area. It does show on the Chart of Accounts, but there is no ability to relink it there. So if I can't relink and it doesn't show up in banking, how do I access the downloaded but not categorized charges?
I have been through all of the troubleshooting help pages and nothing is working. Citi Credit card will only link up with December 2021. Regions Bank will only link from 04/2021-12/2021 so Jan-April 19th are completely missing. How can I fix this? There's no way I could enter in all transactions from Citi for all of 2021...
I received multiple payments which were entered into the bank account directly from the receive payment window, I want them to go to undeposited funds. Can I switch them all at once?
When Searching for a specific amount, one invoice shows a second number (negative) - what does this number represent in QBO ?
I can get into my checking account , but my deposits are all on hold or have been rejected.
THE SYSTEM IS NO HELP...CUSTOMER SERVICE HERE IS AWOL!
Why hasn't my customer payment shown up yet?
how do I change an entered ending balance on a reconciliation?
Does anyone know if this feature is broken? I haven't edited the QBO file that downloaded. The rules are working in my other company. I am using the same customers, vendors, chart of account, etc. The two companies are identical having both been created identically from the exact same files using the "import data" feature and the same csv files. Just curious if this feature works for anyone and if so, maybe someone could share a screen shot of what a "functional" step 3 is supposed to look like? Thanks in advance for your help!
I have record of the fees I've paid to Square in my Square account, but they transfer the sales monies after they have deducted the fee. So the fees I've paid to Square are not being recorded in QB. Is there a trick to capturing that?
I'm looking to create a listing, or an Excel export, of the Bank download Transactions we need to research. Does anyone know of a way to either create a report in QBDT to print this list or to export to Excel?Or,Does anyone know of a 3rd party Extension which can product this list? The workaround we've been using is a bit tedious and involves manually categorizing all the transactions needing further review to accounts name Unknown Deposits or Unknown Expenses, and then exporting the lists to Excel. It's double-work, but at least its better than nothing. I look forward to your suggestionsMikeGrason Software & Systems Inc
QBs Not Connecting happens All Too Often. What is the Issue??
I'd like to show more than 50 rows per page in my bank feed, and see no way to do so. This is particularly problematic because, when I do a search or filter results by date, etc, and then export to Excel, it only exports the 50 rows on the current page, rather than exporting all transactions that result from the search (which is, frankly, very bad design - what use is a spreadsheet containing partial search results?). Is there any way to correct this?
So the big issue is lets say I charge a customer then they will pay but I will see the 20 both in our QuickBooks cash and bank showing that the company made 40 when in reality it is 20. I want to do a system in such a way that I can easily have all credit card transactions (both the amount and expense) match immediately with the deposits in the bank. I have tried to make a rule before but it has not been a great success.
In Quickbooks Online, I have bank transactions downloaded. when I select the deposit transaction, find match, Match Transactions screen, the transaction is not there. But the transaction does exist. go to customers, the customer, the transaction is listed there as type payment. its deposited to Undeposted funds. It is not already matched to a bank transaction. The date is within the date of the match transactions screen. Why doesnt this show in the match transactions screen so i can match it? thanks
