Banking
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The automatic payment which has details in the deposit section under sales refers to a specific invoice. When I go to match the view the transaction that invoice shows paid and I am unable to match to it.
The merchant services deposit that shows client name, amount, date, etc was deleted in error. Is there anyway the info can be retrieved? I reconciled the statement using downloaded deposit but it appears as uncategorized income. The deleted deposit posted properly to income accounts so income recorded twice.
We have connected our Quickbooks account to our bank account and the transactions are importing however the customer/vendor name is going into the memo field and not the vendor/customer field. How can I correct this?
Hello, I am using QBO as an LLC with 2 employees. The imported banking transaction is correct when compared to that month's bank statement. I do not have QBO set up to automatically match. I manually match the transactions each month. It is usually straightforward. The banking transaction occurred on Nov 10, 2021. Usually, there will be two transactions on the day before to match to. The sum of their parts equals the Nov 10, 2021 amount. However, this is not the case for this particular transaction. I have undone all of that month's transaction matches, to start the process again. I checked for possible mismatches, but I did not have any luck. What is the problem here? Why are there no matching transactions, and what can I do to resolve?
Money transfer to debit card
My credit card company drafted the entire balance instead of the minimum payment, so they had to refund me the payment via check. I don't know how to balance that I had to deposit the check back into my bank.
Quick books says I had 10 deposits, bank shows only 5
I have money in one account that I can't use cuz it doesn't have access to QuickBooks online like my other account does how do I combine these
I tried journal entries, it posted everything as negative, even though the end result was right, it just had a negative sign. Their people have not been able to help!
I have 2 transactions from September that appear on my bank statement as well as on my online banking interface. However, they are not appearing in QuickBooks. These are the ONLY 2 banking transactions that have not pulled over and I cannot figure out why. I have looked at the "Bank Register" in QuickBooks and have confirmed that these 2 transactions are not recognized by QuickBooks, How can I resolve this so that I am in balance?
There is no data display when opening Transactions menue
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Quickbooks online are stating this is INV (investigation), but without any other details of when this will resume. How do I escalate the issue to resume business ops. I am seriously considering other options like Oracle or ADP.
I'm trying to connect a business credit card with my QBO account. My business checking account is already connected. When I attempt to connect it, a list of credit card options is generated from my bank, but the correct credit card is not included in the list. Help?! Not sure whether this is a QBO problem or a bank issue.
The new bill approval process seems great, as the software really needed this for approving transactions. They seem to have updated it since the initial rollout, but once a bill is rejected, it seems to have no way to fix the rejected bill. The accountant should be able to open the "track and approve transactions" screen and see which ones have been approved, and which ones have been rejected. Right now, only the approver can see this screen. Other than the email messages, is there anywhere for the accountant to track what has been approved and not approved? Also, once a bill is rejected, there seems to be no way for the bill to ever be resubmitted, or approved. It appears to be non-posting, which means it can be left where it is, but a completely new transaction must be created. The easiest way it seems is to click the button to create a copy of that transaction, then correct it and then resubmit. This workaround seems fine but it w
I would like to minimize the project list to only include open projects
