Banking
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Hi, One of the companies that I am handling, the bank statement can view in Reconcile part without requesting from Quickbooks. It's showing there for the past 3 months. But it was not the same set up on the other companies. Is there anyway or how to request this set up? Thanks. Nelia
My point of sales system can push payment method information to QBO, so I can setup one for each card type. This is important for me because I receive separate deposits for each card type (Visa, Mastercard, Interac) and I can make a bank deposit for each type to match with the bank feed.However, there is room for error if the wrong type is selected. I would like minimize this by using one payment method, Credit and Debit, for all card transactions. But the deposits are still separated. Is there a way for me to match 3 bank feed transactions to one total for all card transactions?
Our company started with QB Desktop and switched to Online years ago. The records were all brought over up to about 2012, when for some reason, the previous bookkeeper went back to using Desktop. Fast forward...I am now starting fresh and trying to reconcile credit card and bank statements. I only have the last 7 years, so there is a gap between the last records in our system that I will not be able to recreate. How do I create a "date in time balance" (i.e. the starting balance from the statements I do have vs what QBO shows as my QB balance)? When I try to reconcile, I cannot change the starting balance, and I do not want any reconciliation adjustment to be in the current year when it is do to errors at the start.
Hi, I have deleted an adjusting entry (Reconcile Adjustment) to the bank account, as it was wrong in the first place because entries was missing from the feed. When I try to reconcile the account it says that the balance is off, and when I look at the Audit History of the reconciliation adjustment I am not able to edit the entry. Can someone help me out on this, either on how to reverse it or edit it? Thanks
I don't want to delete all transactions just the links that show up.
I have created a transfer between accounts twice. How do I delete one of them? I have tried to right click from the register (like windows version allows) but no such luck! (MAC2015)
I just opened a new account and the menu bar does not show the 'transaction' button
The customer owes me money
Is there a reason not to do the Auto connection of bank account to bank? All our transactions are booked in QB beforehand so I am hopeful the matching exercise is easy? Please comment.
Hi, I am a bookkeeper, and I also do contract work for another bookkeeper as well. I am not an employee of their company. How do I categorize the income deposits that come in to my bank account from that work?
I tried calling QB and they said it was just going to take longer for the first transaction. Not a very proactive approach.
how to have deposits recorded properly?
Please call me
How do you record a chargeback in QBO?
How do I resolve this issue, and I really hope that I'm not going to have to start back from first of year. My accountant is even having a hard time, and he has used qb and qbo for a long time. Any suggestions would be greatly appreciated.
The first batch of payments that I ran I did not have my checking account set up and they went into an "Undeposited funds account" How do I get the money deposited into my checking account now that I have my checking account set up to receive payments from Quick Books?
I established a student account for school but missed entering specific information in the account setup stage. Unfortunately, I needed with information that inputting that information generated. I'm unable to start over because once that window closes I can't go back (according to tech support). So I'd like to start a new profile.
