Banking
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Just found the answer to my own question. After posting the question a box appeared allowing me to add more details.
I have a transaction and it is split to 4 expense categories. How do I add say, a "Diesel" tag to the "Fuel Expense", and a "Unit 123" tag to the "Repair Expense"?
It’s a customer who I’ve processed his card many times. He said on his end it’s been charged already
updated bank account
I am a new user and when trying to add some older data from my bank account I got many duplicates. Rather than going through the cleanup work manually I want to read in the data from my bank account fresh with all the correct rules in place.
Why reconcile bank and credit card accounts at set dates? To verify transactions have the correct date? To verify that the account balance is within its credit limit? Or to verify that all transactions have been recorded for the period? Or make sure that previously reconciled transactions have not been changed since the last reconciliation? Just want to know that the bank has not lost its connection to QuickBooks Online?
Brex accounts pull from the cash account balance daily, which creates a separate payment transaction. I’m trying to figure out how to categorize these.
Hello, I have such a hard time to reconcile multi currency accounts.I use QB deck top Pro2021.This is my first time using multi currency accounts.- I did turned on the multi currency - I did add the bank accounts EUR, ILS and GBP and of course USD- I have 4 bank accounts statements I need to reconcile.- the company doesn’t have A/P and A/R it is cash base.How do I start the reconciliation,I do reconcile bank accounts with no multi currency but the multi currency it is a bit different because of the exchange rate and I am confused.???The company dose multi currency only for the exchanging rate from USD to ILS, EUR, GBP. The profit is from the percentage made in exchange.I do have the rate exchange per each day and I would like to enter it manually.The company has many other accounts that I am reconciling for many years with out multi currency but now I have to use multi currency which I am a bit confused. Please help me to start to reconcile these accounts with mul
how to add deposit
New to quickbooks, I’ve received payments but not sure how to get that money to my linked bank account
Am a novice here, so bear with me please.Affiliated with a non-profit and just finished entering 4 years worth of data so we can file back taxes and hopefully get our 501(c)(3) back. I have been reconciling the bank account for every month. My use of QB is fairly straight forward (cash basis) and have only one inventoried item we sell, a ceramic mug.At the beginning of this 4 years (2017), we purchased 300 of said mugs for $840.53 and we wrote a check. Not knowing any better, I entered said item into inventory with a starting qty of 300, without any connection to the check we wrote.Now, I am finishing up the 4 years of data, and have a better (not good) understanding of how inventory works within QB. So, in my ignorance, I deleted the check I wrote 4 years ago, entered a bill for the mugs, along with qty and price/mug and re-entered the old check number to pay the bill. I manually reconciled that particular check assuming that was the correct thing to do.N
Is there a way to change the format of how check categories come up when writing a check and posting to a category- mine are random
Instant deposit set up was completed but when I tried to instant deposit a transaction it says it cannot be processed...
Hello, Am I able to link multiple external bank accounts with my Quickbooks Cash account? If so, how many external bank accounts am I able to link to my QuickBooks Cash account? I’d like to transfer cash from multiple external bank accounts into my QuickBooks cash account.I noticed that I am only able to link one External Bank account to my QuickBooks Payroll account, so I really hope that’s not the case with my QuickBooks Cash account. Thank you in advance for your help and insights! Sincerely,Michael
can not access to connected accounts
When I record a deposit in QuickBooks online, it is recorded as a deposit and a negative ‘payment’ simultaneously. (Just adding money to my account, not connected to an invoice or sale). This happens whther it is synced with my bank automatically or added manually. Any solutions to record just a simple deposit?
