Banking
Recently active
Original commenter did not share additional details
I'm having a hard time inputting manually the entries for bank register under charter of accounts. Is there a way to import excel/csv file into bank register?
deposit was made to wrong account against the wrong invoice, need to move it to the correct account = how do you correct this
How do I correct an expense to reflect the proper Class in a closed year?
Yesterday and today I have been having issues with loading checks. I will go into a check register, highlight a check, click edit and then QB Online will circle and circle without loading anything. Eventually I have to close out the browser to get out of the circle. Is there an issue that ties into the internet outages from yesterday?
I have a friend who started her business 6 months ago but was using her personal account to mix business and personal expenses. She has just opened a business account and I want to know what the best way to record all of her business transactions over the year. She is new to quickbooks and hasn't had any accounting software before. It will be a fresh QBO business. How do I write a journal entries for income and expenses when it won't be going to a bank? Thanks in advance
How do I change the currency in QuickBooks Desktop - Enterprise? For some strange reason when we opened our QuickBooks program yesterday the currency started showing up in UK Pounds instead of US Dollars. All of the discussions describe how to correct the issue in QuickBooks Online but not in the Desktop version. I don't have the same options and screens being described in the existing discussions and am hoping someone can help me fix this issue.
I no longer see bank balance vs. register balance in the Banking downloads screen on QBO. The screen now only shows the bank balance and I have to toggle back to the register to compare it. It’s super cumbersome.
QBO created new "checking" account instead of putting my transactions in existing account where they belong.
We recorded an HRA reimbursement check total to employee #1 when it should have been split between 2 employees. This check has already been reconciled and I need to know how to fix and record this properly without changing the recon. The total check for $427 that was recorded for emp #1 should have been for $347. The remainder of $80 should have been recorded under employee #2. Is there a way to record it as such without changing the recon?
I reconcile my bank account each month. For whatever reason, the numbers never match but I always enter the starting and ending balances and go through the process. Just this month I noticed that the amount as recorded by QBD is nowhere near the correct amount I have in my bank account. As near as I can tell by looking at error reports, transaction history and other places, the numbers never reset when I reconcile. I enter all transactions into QBD and I verify all transactions with the bank statement. In looking at all those reports I see that my previous reconciliations did not affect the numbers and instead QBD continued on with the numbers it already had. I don't have an issue with the numbers not matching exactly, but I am surprised that my register doesn't reflect the changes in the reconciliation process is disappointing. Admittedly, I never looked to see that the numbers were correct after I reconciled the account (until now) so I missed that the corrections I m
I use Square POS every Saturday, and Quickbooks Online usually imports just the credit card transactions as "invoices" and "payments". However, in September, suddenly on two dates, Quickbooks imported ALL the previous Saturday's transactions, including cash. It has done this on a few occasions since then, but also sometimes only imports the credit card transactions.I tried uninstalling and reinstalling, then importing manually, but still, only some of the Square transactions appear in Quickbooks. Am I missing something? Why do some import and some don't? I would like to have them all import, if I'm going to have any. Thank you.
Hi there, QBO did not auto import Jan through Sept 2020 Amex statements- and I need to reconcile. [My bad - we started using QBO in Jan 2020 and I got massively side tracked learning QB and the pandemic, and did not realize that they were not auto imported until recently] Please advise how I import them. Thanks always, ny
