Banking
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how do i get instant deposits
Hi, I paid zoom and got a refund. How should I record both records? On the other hand; There are some failed transactions in my bank statement. However QBO shows them with 2 transactions as both charged and refunded. What should I do in this situation?
When I reconcile my credit card statement Quickbooks asks me if I want to write a check or enter a bill. I know you can select Cancel, but my controller insists we enter a bill. That will transfer the balance due to A/P. But what then? Let's say at the end of the billing cycle you owe 100k. So you enter a bill for that amount, and make several 10K payments through the month. Those payments are being applied against the A/P account, not the credit card account, right? But then in month two, you have to "clear" several large payments that are on the credit card statement, and you have a large bill in A/P that also shows up in next month's reconciliation process. I don't how to make sense of all this. Is there a resource about paying credit card bills using the A/P method that I can read or watch? Thanks for your help!
How do I get rid of an extra account on my business overview page, when i click into it it looks like a sub page into chart of accounts how ever there is no option I have found to remove.
The balance in QBOnline is doubling. Deposits are doubled and expenditures are doubled. Big problem. Help please.
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I’ve come to the forum Again for the same type of great Recommendations I have received in the past. I've been using Bank rules when my transactions are down loaded from the bank. This works just fine, not a problemHowever currently I am manually typing in years old transactions, not available through a bank download. My question is, what are the steps to auto-fill accounts category in the check register while typing in payee?I type in the date, check # then Payee. I would like the account category to auto fill.I have tried editing payee name and adding account in the edit name form but it does not work, in that the account field does not auto fill.I have also gone to "Banking"/”write checks”, and inserted account number where requested, this also doesn't work. I have just spent exactly an hour with two QB Reps trying to find out, If auto-f
Hello, In a previous month, incoming payments were applied to the wrong invoices and to the wrong customer account. For example, an incoming payment of $1,000 was applied to Customer A's Invoice 1 & Invoice 2, but it should have been applied to Customer B's Invoice 3 & Invoice 4. Is there a way to edit this payment's bank deposit to correctly reflect the incoming payment and to correctly record the effects on each Customer's A/R balance? Will I need to undo and re-do the Reconciliation for the month this occurred?
We have already imported our bank account in QB when we opened the subscription. So all transactions (expenses) have been uploaded including our initial deposit from each of us. We are an LLC.
I am new to QB Online. The customers do not show a balance due. The invoices post as income correctly but the deposits appear on P
the old program was so simple to use. this one was written by idiots
I am trying to reconcile my QB Online and apparently my boss got delete happy and deleted several payments. I am trying to put them back and marking them reconciled, but it still is showing me off by the same $ amount. I could fix this on desktop, just not on QBO. Any suggestions?
Only one user is our office can reconcile. We all have the same access.
TIAA Business account will not connect to QBO and I need to submit my year end information to my accountant. I have already talked to TIAA Bank who got my logins all straightened out but they still won't connect. TIAA requires a company ID, User ID and password. QBO only gives you a user ID and password to input. No combination of anything works on QBO. QBO - please fix this! There have been multiple posts in recent days from people who cannot connect!
I have tried the update button
how to record the loan
I've put the correct info in but QB is saying go to bank
Why is there a large ACH withdrawal from Intuit?
When I try to connect my bank account starting Nov 1st 2021, it only pulls transactions starting from Nov 2nd. I've tried to disconnect the account and start from Oct 31st but it still only pulls transactions from Nov 2nd. My bank account is showing 6 transactions from Nov 1st that are not being imported into Quickbooks. Any suggestions on what can be done to get the Nov 1st transactions imported? Thanks!
HelloI've been struggling for the last couple weeks after my bank (BECU) did a massive business banking platform update. I've been able to get my checking and savings accounts connected without issue with the QBDC connection. My credit card account through the same bank does not show up as an option in QBDC interface. I've downloaded QBO files but they will not import into the existing account. I followed the instructions given to deactivate all online accounts prior to the migration date. I now have an unusable account. BECU suggested I change the file type from credit card to other current liability. While this does allow the qbo to be imported it completely breaks the account and I am unable to edit or match any past transactions as the credit card interface come use and the account types don't match. See attached screen shot. The only fix for this has been to restore from a previous version of the file from the last save (thank god for dropbox) I'm sure this is a simple s
