Banking
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I need help in converting the project transactions to the parent customer about which the project is associated. For example, There's Customer A to which I have assigned the Project 1. Now every transaction I make I categorized that transaction as Project 1 but now I would like to re-categorize the transactions to the parent customer due to my reporting pattern. I did that for one customer and project but I do not find it useful because when I categorized the transactions it was not reflecting to the parent customer. I would like to know if there's any other way to do it. Thanks
Hi good morning. I accidentally confirmed a bank transaction to the wrong category. How do I fix this
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Error - you can't select a transfer to/from the same acccount you're working on
Entries in bank register not showing up
It would be VERY helpful if I can input info in the memos, categorizing,add project, location etc in the 'For Review' transactions, then 'x' out, and then go back to them later to finish up and select 'Add'. Sometimes I have to input info and then share screen with my boss to clarify transactions - and I really need that previously entered info to remain in the 'For Review' transactions. This would be a HUGE time saver instead of creating a table with the transactions in question and having to re-enter it in QB. Thanks!ny
how do I connect quickbooks online to shipstation?
I cannot find where my business account details are stored in quickbooks and and want to verify I did this properly
Hello, first how do I know if I've receive a response to my questions? Here is my email address just in case.. [email address removed]. Here's my problem: Customer payment checks deposited in the checking account using mobile phone app are automatically recorded in our check register in our QB online account. We still have to go through the process of 'receive payment', where we record the customer payment check amount and link it to the customer invoice. This transaction then needs to be deposited from 'undeposited funds' or it can be automatically deposited when I 'receive payment'. In either case, I now have the same deposit recorded 2 times in the check register, because it has come through the bank feed and been automatically recorded in the check register. All other transactions that come through the bank feed to QB online have to be manually 'excluded,' or 'accepted' before hitting the check register. I can't figure out why the checks deposited by cell phone mobile app are
If I am posting a deposit but I confirm the transaction in banking, do I still have to post the deposit?
bank name Industrial and Commercial bank of China ICBC
I am doing a bank reconciliation and have a reoccurring error. Everything is reconciled, but the difference is the same as the services charges. How do I fix this problem? I called an accountant and they said I needed to enter the service charges as a check. I know in the first few reconciliations I didn't have to do it that way. Have I done something that has changed the way it is reconciling? If so what do I do to fix it?
Can I link Cktl costco card to Quickbooks?
